Client Services Associate
$65k - $75kTrusaic
Trusaic is a regulatory compliance software company focused on creating better work environments, for everyone. We are looking for a Client Services Associate to work with our clients and business partners. The ideal candidate should have 3-5 years client service experience and be able to deep consultative guidance. They will be responsible for developing, managing, and safeguarding client information. To be successful in this role you must be able to develop and maintain client relationships. Assist the management team with oversight of the Client Services Associate team. Lead implementation projects and consultative meetings with key client stakeholders. Effectively transmit and communicate business intelligence reports. Assist in the formulation and implementation of risk mitigation and management strategies. Facilitate and coordinate the extraction, transmission, receipt, storage, and security of highly sensitive data. Additional job duties include serving as the intermediary between client and regulatory agencies in the event of regulatory inquiries. Lastly, must have excellent computer skills (Excel, Word, PDF etc.) If you’re interested in working in an environment where your individual contributions make a big impact, then Trusaic is the place for you. Competencies/Skills Customer Relationship Management Detailed explanation of services and product Great communication abilities, including written and verbal co Problem solving and decision making capabilities Advanced computer skills, including data entry, excel and other software Ability to work in a team setting Time management Ability to work independently with minimal supervision Local Candidates who are authorized to work in the US without sponsorship only need apply Compensation Base Salary: $65,000- $75,000 Benefits Equity: Opportunity to own shares in Trusaic and participate in the company’s growth Career development opportunities Healthcare: Medical, dental, and vision coverage 401(k): Eligibility after 60 days (employee contributions only) Paid Time Off: 15 days annually + flex holiday of your choice EEO Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.
$82.5k
...university graduates to grow the next generation of analytics services professionals through our Analytics Development Program. What... ...leading global pharmaceutical brands. Consult Directly with Clients: Serve as a strategic advisor to media agencies and pharma brand...SuggestedFull timeWork experience placementH1bWork at officeLocal areaImmediate start$91.5k - $125k
...Location: New York, NY Employment Type: Full-Time, Permanent Our client, a rapidly growing global expert network and professional services firm, is looking to hire multiple Client Services Associates in New York, NY. The organization connects leading global investors,...SuggestedPermanent employmentFull timeInternshipWork at officeLocal areaRelocation package$75k - $100k
...Client Service Associate WHO WE ARE Procyon is a vibrant and growing wealth management platform comprised of a Registered Investment Advisor (RIA), Benefits, Tax and Risk practices. As a wealth management firm, we currently have 3,500 clients and are entrusted with...SuggestedFull timePart timeWork at officeRemote workWork from homeMonday to Friday$35.36k - $90k
...Registered Client Service Associates (CSAs)Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through...SuggestedTemporary workWork at officeLocal areaWork visa$42.95k - $68.67k
...sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families.... ...and initiatives that facilitate the new policy and client service processes. The Client Services Associate must provide superior client service by identifying...SuggestedWork at office$27.41 - $29.41 per hour
...Client Service AssociateOur client, a large financial services company, is seeking a Client Service Associate for a 12 month contract assignment in New York, New York. This is a hybrid role, working 3 days onsite (5 days onsite is preferred during the initial training...Contract work$65k - $75k
...Advisors, a Private Wealth Advisory Practice of Ameriprise Financial is seeking a detail-oriented and proactive licensed client service associate to support our growing team. This remote role requires working Eastern Time Zone hours (applicants must reside in CST or...Private practiceRemote work- ## Client Services AssociateApplylocations: US-New York, NY (1250 Broadway)time type: Full timeposted on: Posted Todayjob requisition id:... ...website at You Will Be DoingThe position of the Client Services Associate is responsible for serving as the first level of support to...InternshipLocal area
- ...Client Services Associate The Client Services Associate sits at the intersection of Operations, Transfers, Client Experience, and Advisor Support. This role is not about ego – it’s about execution, service, and trust. You’ll play a critical role in helping clients...
- ...well. This is Raghav Jha, and I work for Soft Sages Technology. Please find the job description below for the position of "Client Service Associate" with our top client "Invesco" . Share your updated resume if interested. Client Service Associate Invesco Duration: 6...Contract work
$80k - $100k
Client Services Associate / Specialist - Luxury Travel Industry Experience REQUIRED (ideally Private Aviation experience)Location: New York, NY (local candidates only please)On-site position Monday through Friday 9:00am to 5:00pm WITH THE ABILITY TO BE REACHED / BE ON CALL...Work at officeLocal areaMonday to Friday- ...Silvercrest Asset Management Group LLC is seeking a highly organized Client Associate to support a portfolio manager and client team with account administration and client service in New York City. The role emphasizes strong follow-up, professional client interactions...
$80k - $85k
...Position Overview Investment Management firm based in Manhattan is seeking a Client Services Associate to join the Client Services department. The Client Services Associate will serve as the main client contact for all operational and administrative matters involving the...Full timeWork at office- ...A rapidly growing research and insights firm is looking for an Associate to join its expanding New York team. This is an opportunity to... ...and strategy. As an Associate, you'll serve as the link between clients and industry experts, managing projects from start to finish and...InternshipWork at office
- ...Knowledge/Skills: Proficient of Physical Certificate negotiability and required documents Knowledge/Skills: Ability to interact and communicate effectively with colleagues and clients Knowledge/Skills: Excellent written and verbal communication skills #J-18808-Ljbffr...
- ...Dogpound Client Services AssociateThe face and frontline of Dogpound: the ultimate Dogpound Brand Ambassador, you are the first client experience and point of contact for Dogpound. Energetic, charismatic, authentic, thrives on a community, and works well in a team / family...Hourly payFull timeWeekend workAfternoon shiftEarly shift
$80k - $90k
...Direct message the job poster from BBR Partners Director of Talent Acquisition at BBR Partners BBR Partners is searching for a Client Service Associate to serve as a vital member of the team, delivering superior client service externally to clients and third parties (i.e.,...Full timeTemporary workWork experience placementCasual workWork at officeRemote workFlexible hours$61.28k - $85.52k
...The Client Services Associate is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty area with basic understanding...Full timeWork at office$20 per hour
...Client Services AssociateAs a Client Services Associate, you aren't just "handling mail"—you are the engine that keeps our workplace humming. You are a hospitality pro, a logistics wizard, and the face of our professional standards. Your goal is simple: ensure every employee...Full timeTemporary workPart timeWork experience placementImmediate start- ...POSITION SUMMARY 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...Work at officeLocal area
$65k - $75k
...private wealth advisory practice within the financial services industry, focused on supporting clients with wealth management. The organization addresses... ...solutions. About the Opportunity: The CLIENT SERVICE ASSOCIATE role supports the advisory team by managing...Private practiceRemote work$80k - $105k
...Cash Management Client Service - AssociateJob Level: Associate Job Function: Client Service Location: New York, NY, US, 10172 Charlotte, NC, US, 28202 Employment Type: Full TimeSMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year...Work at officeLocal areaRemote workWork from homeWorldwide$70k
...Client Service Healthcare Associate (Class of 2027) New York, New York, United States Guidepoint's Client Service team connects leading investment firms, consultancies, and corporations with the subject-matter experts they need to make informed business and investment...Temporary workSummer workCasual workInternshipWork at officeFlexible hours$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun...Work at office- ...Client Service Associate Immediate need for a talented Client Service Associate. This is a 06 - 12+months contract opportunity with long-term potential and is located in New York City, NY (Hybrid). Please review the job description below and contact me ASAP if you...Contract workLocal areaImmediate start
$90k - $120k
...Job Description Job Description Job Description: We are recruiting an experienced Senior Client Services Associate to support high-net-worth client insurance portfolios. This role combines hands-on portfolio management with team leadership, ensuring accurate execution...Work at office$40k - $45k
...Specialist who is ready to contribute, develop new skills, and build a rewarding career with us. Job Description As a Client Service Associate, you will serve as an important point of contact for our clients, helping ensure that questions, requests, and day-to-day...$80k - $85k
...dedicated to rethinking possibilities for our clients. By delivering the combined power of our... ...Description About the Team: The Client Service team is part of a small boutique office... ...are looking for our next Client Service Associate to support our growing business....Full timePart timeWork at officeFlexible hours- BillionToOne is seeking a Client Services Associate I, Oncology (East Coast) to deliver exceptional service to physicians, clinics, patients, and staff. This remote, full-time role reports to the Client Services Manager and follows a Monday-Friday schedule from 8:30 AM...Remote jobFull timeMonday to Friday
$67k - $92.1k
...Our Company We're a diversified financial services leader with more than $1.5 trillion in... ...individual, small business and institutional clients. We are a longstanding leader in... ...loyalty. As a Registered Client Service Associate, you will provide dedicated support to a...Full timePart timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Services Associate. Be the first to apply!
- client relationship associate New York, NY
- client success associate New York, NY
- client account associate New York, NY
- client services associate New York, NY
- registered client associate New York, NY
- client engagement associate New York, NY
- client solutions associate New York, NY
- community services specialist New York, NY
- staff services manager New York, NY
- honda service advisor New York, NY



