Client Service Associate
$28 - $30 per hourCorps Team
Posted: 05/30/2025 Employment Type: Contract Industry: Financial Services Job Number: 17477 Field of Expertise: Administrative Remote Friendly: Hybrid Work Schedule Job Description Our client, a leading independent investment management firm, is seeking an experienced Client Service Associate for a 6+ month contract in either Seattle, Washington or New York City, New York. This position is hybrid with 2 days on site, and 3 days remote. Job Description Summary The Client Service team partners with the portfolio management team, operations, trading and distribution to provide a best in class service experience for all of our clients. We are looking for our next Client Service Associate to support our growing business. Successful candidates will have experience working in a collaborative work environment for a financial services/RIA/Broker Dealer firm and have a passion for delivering outstanding client service. You will be responsible for: Responsible for new account set up, change requests, & processing cash raises across RIA & BD clients Provide operational support and data entry in order to onboard client accounts and process ongoing activity Work with client types including direct/retail investors, broker dealer platforms, institutions and advisors Support client communication via team email to provide white-glove service for all channels Review/respond on reconciliation items (delinked accounts, negative cash accounts, new accounts) Contact custodians for service-related matters and custodian paperwork generation Run client information in CRM (Salesforce) Skillset required: High attention to detail Organizational/Prioritization skills Communication Skills both written and verbal Pay Rate- $28.00 - $30.00/hour Caren joined Corps Team in 2021. Caren has over 20 years’ experience in advertising, public relations and customer care. A graduate of the University of Georgia, Caren is a loyal Bulldogs fan and enjoys attending games with her husband Reece and two children. She is dedicated to finding the right person for the position and is thrilled when she finds the ‘perfect fit’ for her clients. She is excited to be connecting amazing candidates with amazing companies. Corps Team is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. Login to save this search and get notified of similar positions. There are currently no related jobs. Please sign up for JobAlerts . Related Jobs: There are currently no related jobs. Please sign up for JobAlerts . Login to save this search and get notified of similar positions. Discover exciting job opportunities in the vibrant area around New York, New York! With its iconic skyline, diverse cultural scene, and endless career growth prospects, the Big Apple and its surroundings promise an unparalleled work-life experience. Nestled between Broadway theaters, world-class art galleries like The Metropolitan Museum of Art, and globally renowned cuisine spots in Little Italy and Chinatown, finding your dream job in New York is your gateway to thriving in a city that never sleeps. Embrace the energy of Times Square, catch a game with the Yankees at Yankee Stadium, or unwind in the serenity of Central Park. Explore our job listings today and unlock your potential in the heart of opportunity. Corps Team #J-18808-Ljbffr
$80k - $105k
...Group offers a diverse range of financial services, including banking, leasing, securities,... ...corporate, institutional, and municipal clients. It connects a diverse client base to... ...Performs a variety of client service functions associated with supporting the strategic...SuggestedWork at officeLocal areaRemote workWork from homeWorldwide- ...What You'll Be Doing The Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to word...SuggestedWork at office
- ...privately held RIA managing $35B+ in assets for sophisticated HNW clients. With 50+ years of success, this firm blends institutional... ...a trusted point of contact for clients, delivering white-glove service Ensure accuracy across account maintenance, billing, and compliance...Suggested
- ...Client Services Associate The Client Services Associate will work across a portfolio of brands to develop growth strategies and recommendations for client websites to achieve clients' core website personalization and optimization goals and objectives. This is a hybrid...SuggestedContract workLocal areaFlexible 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...SuggestedWork at office$70k
...Overview: Guidepoint's Client Service team connects leading investment firms, consultancies, and corporations with the subject-matter... ...providing a fast, high-quality client experience. As an Associate on the Client Service team, you will play a central role in delivering...Temporary workSummer workCasual workInternshipWork at officeWorldwideFlexible hours- ...licenses, direct central bank clearing, and domestic rails. We allow clients to open named customer accounts in every market we operate,... ...deliver reliable, final settlement About the role The Client Services Operations Team plays a pivotal role in ensuring that we can keep...Local areaFlexible hours
$56k - $84k
...Overview The Client Services Associate works across a portfolio of brands to develop growth strategies and recommendations for client websites to achieve personalization and optimization goals. This hybrid role is based in New York City. The Associate Account Manager reports...Contract workLocal areaFlexible hours- ...Client Service Associate Axelon is a leading provider of staffing solutions, dedicated to connecting talented professionals with rewarding opportunities. We pride ourselves on our commitment to excellence and our ability to meet the unique needs of both our clients...Work experience placement
- ...Client Services Associate / Travel (Remote) Atlantic City, New Jersey, United States About the job Client Services Associate / Travel (Remote) About Us: We are a professional travel services organization dedicated to providing clients with exceptional booking...Remote workFlexible hours
- ...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...
- ...A leading investment bank is seeking a Registered Client Service Associate for their Midtown East office. The role involves supporting Financial Advisors, managing client relationships, and ensuring service excellence. Candidates should possess strong interpersonal skills...Work at office
$56k - $84k
...Client Services Associate The Client Services Associate will work across a portfolio of brands to develop growth strategies and recommendations for client websites to achieve clients' core website personalization and optimization goals and objectives. This is a hybrid...Contract workLocal areaFlexible hours$34.32k - $90k
...POSITION SUMMARY Registered Service Associates perform operational support and oversight on behalf of the Complex as well as general management... ...support) Identify firm services and solutions that support clients’ needs including secure, digital offerings like Morgan...Temporary workWork at officeRemote workHome officeNight shift$55k
...Talener is a full‑service staffing company headquartered in NYC and Boston. We started as a tech‑focused agency in 2007 and have... ..., finance, and accounting positions. Your Career Path The Client Services Associate role is a clear, structured path toward becoming a full...Work experience placementInternship$80k - $95k
...Client Services Associate The Client Services Associate is responsible for providing exceptional support to clients and their consultants invested in TCW's alternative investment products. This role involves a broad range of responsibilities, including managing client...Work at officeRemote work$35k - $85k
...Join to apply for the Registered Client Service Associate role at Morgan Stanley 1 day ago Be among the first 25 applicants Join to apply for the Registered Client Service Associate role at Morgan Stanley Position Summary Registered Client Service Associates provide exceptional...Full timeTemporary workWork at officeLocal area$90k - $110k
...A leading educational institution in New York is seeking an Associate in Client Service for their program. This fast-paced role requires fluency in English and Portuguese and offers a clear career path to management in just 24-30 months. Responsibilities include expert...Remote work$25 - $44 per hour
...Bank of America in New York is seeking a motivated individual to provide client service support to Financial Advisors. Responsibilities include ensuring excellent service, maintaining client relationships, and aligning practices with bank policies. Candidates should have...Hourly pay$22 - $25 per hour
...Client Service Associate Location: New York, NY Pay Rate: $22-$25 per hour + performance-based bonuses Type: Full-Time | Onsite Industry: Financial Services (Wealth Management & Private Equity) Position Overview A well-established financial services organization...Hourly payFull timeWork at office- ...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...
$80k - $95k
...Job Overview The Client Services Associate provides primary-level problem resolution & customer service to current & potential clients and is the primary owner of selected accounts. They lead on-boarding of new clients, work to engage customers on new initiatives...Flexible hours$31.2k - $90k
...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...Temporary workWork at officeLocal area$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$20 - $23 per hour
...Part-Time Virtual Client Service Associate (10 Hours/Week) Martin’s Financial Consulting Group – A Private Wealth Advisory Practice of Ameriprise Financial Remote | Flexible Schedule About the Role Martin’s Financial Consulting Group is seeking a detail-oriented, tech...Hourly payPart timePrivate practiceRemote work10 hours per weekFlexible hours$18 per hour
...Client Service Associate New York, New York, United States Location: New York, NY 10020 Schedule: Mon - Fri 8:00 am - 4:30 pm Employment Type: Full-time | Onsite We're hiring! If you're a people-focused, detail-oriented professional who enjoys keeping an office...Full timeTemporary workWork at officeImmediate start- ...J.P. Morgan Chase seeks a Private Client Investment Associate in New York, NY. In this role, you will provide essential support to Private Client... ...include assisting with account management, promoting firm services, and engaging in risk management practices. A valid Series...
$70k - $110k
...Registered Sales Assistant to join their investment management firm in Midtown, Manhattan. This fully onsite position requires strong client service skills and a proactive approach to client engagement and account administration. The ideal candidate will have experience...Work at office$20 - $25 per hour
...Client Service Associate Sunset Park, New York Hanover Bank When you love your work and the people you work with, careers are made! Embracing diversity, valuing inclusion and showing respect are the foundation upon which we build our team. At Hanover Bank, inclusion...Hourly payFull timeTemporary workWork at officeRemote work$53.9k - $80.7k
...Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome... ...You'll Be Doing Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor...Work at officeImmediate startFlexible hours
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