Client Services Associate
Abacus
Full-Time, Hybrid or Remote This is a full-time hybrid or remote role for a Client Services Associate. Requirements Bachelor’s degree in business, public health, information systems or liberal arts Demonstrated interest in B2B products, client services, compliance, or AI innovation 3+ years of experience in client services, consulting, account management, or customer support Action-oriented with strong judgement and follow-through Clear and professional written and verbal communication Ability to work cross-functionally with multiple client and internal teams Detail-oriented and quick learner Strong emotional intelligence and coachable Ability to explain technical concepts to non-technical users #J-18808-Ljbffr
$85k - $100k
...located globally. We make these managers available to our clients through pooled investment limited partnerships. We... ...planning strategies and other personalized wealth management services. The Client Service Associate position is located in Chicago. Responsibilities...SuggestedFull timeTemporary workWork experience placementWork at officeVisa sponsorship$70k - $80k
...Client Services Associate We are seeking a highly motivated and detail-oriented Client Services Associate to join our dynamic client services team. This individual will be responsible for providing support to advisors and clients in our Chicago office location while collaborating...SuggestedFull timeWork at office$90k - $100k
...Company Overview ~ Our client is an established investment and wealth management firm... ...planning, and other family-office-style services. Location, Compensation & Benefits... ...Position Overview The Client Service Associate will work closely with Financial...SuggestedFull timeWork at office- ...businesstalentgroup.com. Role & Responsibilities: • As our national Client Service (CS) team expands, we invite recent graduates or early... ...service, thriving in a fast-paced environment. • As a CS Associate, you will contribute to a team dedicated to delivering on-...SuggestedFull timePart timeInterim roleInternshipWork at officeRemote workWork from homeHome officeFlexible hours
$365k - $420k
...is based on collaboration, dedication to serving our clients, and mutual respect. We are regularly recognized for... ...tax controversy matters before the Internal Revenue Service.We are seeking an experienced associate with 4-6 years of relevant transactional experience in...SuggestedFull time$42.95k - $68.67k
...Lenox Advisors Client Services AssociateLenox Advisors brings together sophisticated solutions in wealth management and insurance services... ...new policy and client service processes. The Client Services Associate must provide superior client service by identifying the client...Full timeWork at office$28 - $32 per hour
...Client Services AssociateRH at its core is about taste, and we believe the idea of scaling taste is large and far reaching.The RH brand... ...with what's right, rather than who's right.Client Services Associates play an integral role in providing luxury service and assessing...Hourly payWork at officeLocal area$28.75 - $40 per hour
...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...guidance.Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal...Hourly payTemporary workSeasonal workWork at officeWork from homeShift workDay shift- ...Technical Support Client Services Associate - FinTech If you think you are the right match for the following opportunity, apply after reading the complete description. Rapidly growing financial technology firm looking to lead its Client Services team. We provide...
- ...risk, improve operational efficiency, and deliver exceptional company service. Assist in the preparation of weekly, monthly, and quarterly company reports and presentations to be delivered to clients. Support the completion of due diligence and company...
$64.6k - $87.5k
Join to apply for the Client Service Associate role at JPMorganChase . This range is provided by JPMorganChase. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $64,600.00/yr - $87,500.00/yr Job Description...Full timeWork experience placement- ...Job Description Job Description Client Service Associate Summary The Client Service Associate reports to the Senior Client Service Associate and is critical to appropriately leveraging Advisors' time. This position utilizes excellent customer service and problem...
- ...solve critical business challenges quickly. As demand for flexible, high-impact talent continues to grow across the U.S., our Client Service team plays a central role in translating client needs into successful project outcomes. This role is ideal for recent graduates...Full timePart timeInterim roleInternshipWork at officeRemote workFlexible hours
- A growing independent wealth management firm is seeking a highly organized and proactive Senior Client Services Associate to partner directly with the Founder and help drive day-to-day operations, client service, and key initiatives. Responsibilities: Act as a trusted right...Work at officeFlexible hours
- ...Job Description Job Description Client Service Associate – Wealth Management An established, growing wealth management firm is seeking an experienced Client Service Associate (CSA) to join its team. This is an ideal opportunity for an early-career professional...
- ...This is an entry-level, on-site position that provides responsive, relationship-focused service to clients through direct communication and onsite support. The role is designed for a people-oriented candidate who enjoys working in a collaborative environment and communicating...
$13k - $15k
...operates CoinFlip Preferred, a personalized over-the-counter service that provides investors with custom, white-glove support... ...visit We are looking for a highly driven and skilled Client Services Associate to join our Digital department at our rapidly developing company...Full timeContract work- ...Job Description Job Description Client Service Associate - Mission Viejo, CA This is a full-time, in-office position As a Client Service Associate , you will be assisting the advisors in the office ensuring a smooth professional experience for clients. our role...Full timeWork at office
$54k - $70k
...Client Servicing Analyst Client Servicing Analysts are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries related to investment and accounting matters, serving...Work at office- ...forefront of AI and innovation High exposure to senior leaders and clients Accelerated skills development and high talent density... ...This is a full-time hybrid or remote role for a Client Services Associate. Responsibilities include: Own relationships with 15+ client...Full timeRemote workFlexible hours
- ...Client Service Associate We are seeking a motivated and detail-oriented Client Service Associate to join our dynamic team. This position is ideal for a professional with a strong background in client relations and finance. The successful candidate will play a crucial...Work at office
- Do you love managing a large portfolio of clients? If so, come join our team as a Client Service Account Manager where you will have direct responsibility for servicing a portfolio of large corporate or financial institution clients. As a Client Service Account Manager...Flexible hours
- ...relationships with our most complex Commercial Bank clients across the country. As a Client Success Sr. Associate within the Commercial & Investment Bank (CIB) you... ...Bankers, Treasury Management Officers, Client Service, Implementations, and Know Your Client (KYC) teams...Work experience placementWork at office
$110k - $140k
...building customized separate account portfolios around each clients objectives risk tolerance income needs liquidity and time horizon... ...preservation and long-term growth. The Senior Client Service Associate is responsible for the full life cycle of a relationship and...Full timeWork at office$50k - $60k
...Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company... ...services. Job Description The firm is seeking a Client Service Associate to join our Private Client Division in Chicago, IL. The...Full timePart timeLocal area- ...Internal Client Advisor JPMorgan Asset Management (JPMAM) helps institutional and individual clients from around the globe meet their... ...the JPMAM value proposition. Provide superior client service by being responsive, thoughtful, and focusing on clients' needs...
- ...Job Description Job Description The Client Relationship Associate (CRA) is a member of the client service team and works closely with Wealth Advisors, Financial Planners, clients, and several departments within the firm and plays a critical role in supporting client...Work experience placementWork at officeFlexible hours
- ...Client Support Associate Dinamic As Group is a forward-thinking organization focused on building meaningful brand connections and delivering... ...accurately Assist in improving client support processes and service standards Additional Information Competitive salary...Full time
- ...Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail... ...investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates,...
- ...Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail... ...investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates,...
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