Client Services Associate, Shared Support | Impact & Growth
Edelman Financial Engines
Edelman Financial Engines is seeking a Client Service Associate in White Plains, NY. This role involves partnering with the Financial Planner to provide exceptional customer service, manage client account activities, and support new account setups. Ideal candidates should have two years of relevant experience and a degree in finance or similar. The position offers a competitive salary ranging from $54,000 to $72,000, along with bonus opportunities for strong team performance and client relationships. #J-18808-Ljbffr
$54k - $72k
...Client Service Associate, Shared Support As a member of the Client Services team, you will partner with the Financial Planner and provide a high level... ...strong client relationships, and contributing to team growth and performance. Bonus amounts are determined by individual...Suggested$54k - $72k
...Client Service Associate At Edelman Financial Engines (EFE), our purpose is... ...appointment preparation, and supporting the completion of required... ...contributing to your team's growth and performance.... ...opportunities work will be shared during the interview process...Suggested- ...PowerToFly is seeking a Registered Client Service Associate in Greenwich, Connecticut, to deliver exceptional client service while supporting Financial Advisors. This role requires strong organizational and interpersonal skills to foster client relationships and assist...SuggestedWork at office
- ..., NY is looking for a permanently remote Client Service Associate to respond to client inquiries, assist advisors... ...offers a salary range of $80K-$100K, health insurance, and a supportive company culture focused on work-life balance and professional growth. #J-18808-Ljbffr...SuggestedPermanent employmentRemote work
$65k - $75k
...Altium Wealth Client Service Team Position Do you grow in a warm and positive environment... ...team. Our Client Service team directly impacts our client experience and is important... ...Hightower's capital solutions, operational support services, size and scale empower its...SuggestedPermanent employmentWork at officeLocal areaMonday to Friday$80k - $100k
...Alta Wealth Partners is a growing wealth management firm located in White Plains, NY. We are seeking a PERMANENTLY REMOTE Client Service Associate to join our team. If you’d like to join a full-service wealth management team that is dedicated to its clients and be part...Full timeWork experience placementRemote workWork from homeMonday to Friday$43.8k - $65.5k
...Stifel strives for a culture that puts its clients and associates first: a culture where everyone... ...Under immediate supervision, client services associate (NR) assists one or more financial... ...a wide variety of administrative support duties, including but not limited to,...Work at officeImmediate startFlexible hours$65k - $75k
Hightower Advisors is seeking a Junior Client Service & Relations Associate in Purchase, NY. This role involves serving as a liaison between clients and advisors, coordinating client meetings, and maintaining client data in Salesforce. Candidates should have 1+ years of...- ...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role...Work at officeLocal area
- ...Overview The Client Services Associate provides insurance and investment service support by handling client requests (beneficiary changes, policy updates, loans, RMDs, withdrawals) with timely follow-up and resolution. Maintains CRM, client service workflow, and manages...Permanent employmentShift work
- ...As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person. assist customers with finding products. provide quotes and take orders. troubleshoot and...
- ...Morgan-Stanley is seeking a Registered Client Service Associate in Greenwich, Connecticut, to provide exceptional service to clients and support Financial Advisors daily. This role involves building trusted relationships and assisting clients with their account needs....
- A leading financial services firm in Greenwich, CT seeks a Client Associate to support Financial Advisors. You will manage client information, educate clients on services, and assist with administrative functions. The ideal candidate will have 3-5 years in client service...Full time
$75k - $80k
...Opportunity Stands Out: • Play a central role supporting both people operations and the business... ...• Be trusted with confidential, high‑impact work that keeps the organization running... ...• Ideal stepping stone for long-term growth in HR operations, school finance, or nonprofit...Full timeWork at office- ...position involves managing a four-person client service and operations team, overseeing day-to-... ...operations, and playing a key role in the firm's growth. As an operational leader, you will have... ...firm leadership, making a meaningful impact on operational efficiency and the client...
- ...Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...Full timeWork at officeLocal area
$58k - $115k
...Client Service Associate JD: POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals...Full timeTemporary workWork at officeLocal area- ...luxury retail company in White Plains seeks an Associate Manager to enhance client experiences and drive sales through exceptional service. The role requires strong communication,... ...benefits and opportunities for growth are offered. #J-18808-Ljbffr Tumi Holdings...
- ...Gallagher, we help clients face risk with... ..., and fueled by a shared commitment to do the... ...making a meaningful impact for the businesses... ...highest level of service, tailored solutions... ...such as revenue growth, client retention,... ...areas of focus are: supporting the business...Full timeLive outWork at officeLocal areaFlexible hours
$190k - $225k
...collaboration, innovation, client service, and mutual respect. We are... ...regulatory, and business challenges impacting the accounting profession... ...a strategic role in firm growth. Responsibilities Serve... ...package designed to support our attorneys both professionally...Full timeWork at officeImmediate startFlexible hours$1,000 - $2,000 per month
...seeking candidates for a part-time financial services role that offers the flexibility to work... .... The role involves interacting with clients to provide personalized financial... ...energetic team that promotes rapid career growth and success. Comprehensive training and...Weekly payPart timeRemote work- ...of collaboration, innovation, client service, and mutual respect. We are... ...strong teamwork and knowledge-sharing Qualifications: ~ JD from... ..., ensuring seamless client support and case management Why... ...opportunities for long-term growth within a nationally recognized...Work at officeFlexible hours
- ...KeyCorp is seeking a Private Client Banker in White Plains, NY. This role focuses on delivering financial solutions and building strong... ...interactions effectively. Competitive compensation and benefits are provided, along with opportunities for professional growth. #J-18808-Ljbffr...
- ...managing inbound and outbound calls, scheduling sales and service appointments, and maintaining customer communication.... ...service or telemarketing. The position offers ongoing training and growth opportunities within a supportive work environment. #J-18808-Ljbffr...Full time
$17 - $20 per hour
...Guest Service Associate Our Guest Service Associate will be responsible... ..., and creating shared value. Your Role, Your Impact Greet guests and provide... ...required paperwork. Support GSA new hire employee's... ...salaries and opportunities for growth within. Health &...Permanent employmentSeasonal workLocal areaFlexible hoursNight shift- ...America is looking for a Registered Wealth Management Client Associate to provide operational and sales support to Financial Advisors. This role involves managing affluent clients' accounts, ensuring exceptional service, and leading onboarding activities. Candidates...Full time
$110k - $150k
...perfect for candidates with 1-4 years of litigation experience looking for a supportive and collaborative work environment. The position emphasizes professional development with direct client interaction and mentorship from experienced attorneys. Candidates should have...Work at office- ...legal guidance. Candidates must be New York bar admitted with at least 3 years of experience in construction law. The firm offers a supportive environment, flexible work options, and a comprehensive benefits package, including health and retirement plans. #J-18808-Ljbffr...Full timeWork at officeFlexible hours
- Join a modern, growth-oriented litigation firm with a... ...disputes Work directly with clients, contractors, and... ...construction practice with the support of experienced... ...and a team-based legal services model Enjoy flexible work... ...open communication, and shared accountability Our...Full timeTemporary workFor contractorsWork at officeRemote workRelocationFlexible hours
- ...Private Client Investment Associate At J.P. Morgan Chase, we have an enthusiasm... ...delivering extraordinary customer service while maintaining a strong... ..., and administrative support to our Private Client Advisors... ...card sales and deposit growth and have the most-used digital...
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