Client Services Associate
Aurora Ripple Enterprises
Client Services Associate
We are looking to fill an immediate need for a Client Services Associate to join our dynamic team. This position favors individuals who have exceptional people skills and a passion for customer service. No prior experience is required; we provide you with ongoing training to keep you up to date with the latest trends and give you the best opportunity to grow your career!
As a Client Services Associate, your role will be vital in creating and sustaining positive relationships with our clients while delivering extraordinary customer service. This role offers a hands-on approach that specializes in customized consumer interactions to drive our client base and overall satisfaction!
Responsibilities of the Client Services Associate:
- Deliver exceptional customer service by assessing customer needs with a professional and positive attitude
- Build and maintain client accounts by fostering lasting relationships through direct engagements
- Reviewing customer interactions with management and contributing to any feedback for improving customer service experiences
- Stay knowledgeable about all non-profit goals to confidently address client questions
- Participate in cross-departmental training to shine as a Client Services Associate and reveal serious advancement opportunities
What We Offer as a Client Services Associate:
- Extensive and ongoing one-on-one training designed for Client Services Associates
- Opportunities for community and charity involvement
- Flexible scheduling for a balanced life between work & life
- Educational & informative meetings with senior team members to enhance your customer service skills
- Transparent career paths based on performance
Qualifications of a Client Services Associate:
- High school diploma or experience relevant to a Client Services Associate role
- A positive attitude and the ability to adapt to work with diverse people and teams
- Strong teamwork skills and a commitment to helping clients succeed
- Background in retail, restaurant, sales, or related fields is a plus
- A drive for leadership and a willingness to grow within the company
If you're ready to start a rewarding career as a Client Services Associate and have a passion for customer service, we are here for you! Apply today and take the first step in an exciting journey of growth and opportunity!
$70k - $115k
...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...SuggestedTemporary workWork at officeLocal area$70k - $115k
...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...SuggestedTemporary workWork at officeLocal area- ...Company We're a diversified financial services leader with more than $1.5 trillion in... ..., small business and institutional clients. We are a longstanding leader in financial... ...and we are looking for a Client Service Associate to join our operations team! The Client...SuggestedFull timePart timeWork at officeHome office
- ...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...Suggested
- ...taste on a global level, curating luxury home furnishings and building an ecosystem that positions RH as a thought leader. Client Services Associates are integral to providing luxury service and assessing client needs. This role is ideal for an innovator with a sense of...SuggestedWork at office
- A leading financial services firm is seeking a Registered Client Service Associate in McLean, Virginia, to provide exceptional support to clients and Financial Advisors. The ideal candidate will have strong client service and interpersonal skills, with at least two years...
$70k - $115k
Position Summary Registered Client Service Associates provide exceptional client service to support Financial Advisor(s), Private Wealth Advisor(s), and teams on a daily basis. The role is client‑first, requiring strong interpersonal skills and the ability to assist clients...Temporary workWork at officeLocal area- ...financial advice to institutional and high net worth clients. Individuals filling this position will interface and service our clients. The individual who joins our team... ...and functions of our firm. The duties associated with this role include, but are not limited to...Full timeWork at officeMonday to Friday
- ...Essential Duties and Responsibilities Services basic inquiries and scheduling of meetings with prospective and existing clients Respond to client inquiries regarding accounts, transactions, and general service matters Process account openings, transfers, rollovers...For contractorsWork at office
$74.39k - $103.81k
...The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and area integrate with others in accomplishing...- ...University Drive, Fairfax, Virginia. Responsible for the general servicing and support of the Financial Advisors. This includes... ...assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. Essential...Full timePart timeWork at office
$35.36k - $90k
...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...Temporary workWork at officeLocal area$55k - $75k
...advisors and their prospective and existing clients and other branch staff team members.... ...years of rich history and recognition for service and excellence in the Financial Services... ...a dynamic Registered Client Service Associate who is a motivated, detail oriented and...Work experience placementWork at office- ...A financial services firm located in Fairfax, Virginia is seeking a Registered Client Service Associate to provide high-quality administrative support to Financial Advisors and clients. Ideal candidates will have at least 3 years of experience in wealth management, a Bachelor...
- ...Client Service Associate Potomac, MD Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate...Work experience placementWork at office
- ...Client Services Associate Venn Strategies is a full‑service government and public affairs firm based in Washington, DC. Responsibilities Compile background research on client‑relevant topics and policy matters. Compose memos for staff and client teams on key hearings,...
- ...! Seeking dedicated individuals to join a team in a financial services position aimed at protecting families. Why Apply: Make a Difference... ...all aspects of your work, ensuring that every interaction with clients is based on honesty, transparency, and trust worthiness....Remote workWork from home
- ...Client Service Associate Beloform Craft is committed to delivering exceptional customer experiences through professionalism, innovation, and a people-first culture. We believe that outstanding service starts with talented individuals who are passionate about helping...Full timeWork at office
$34.32k - $90k
...Registered Client Service Associate 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...Temporary workWork at officeLocal area- A financial services firm is seeking a professional for wealth management support. Responsibilities include servicing client inquiries, processing account requests, and maintaining accurate CRM records. Ideal candidates have a bachelor’s degree and a minimum of 3 years...
$60k - $80k
...Chevy Chase Trust Client Services Associate Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families, and institutions. Located just outside of Washington D.C.,...Work experience placementWork at office- ...Fwainvest is seeking a Registered Client Service Associate in Washington, DC. The role involves providing top-notch administrative support to financial advisors and clients, with a focus on communication and organizational skills. The ideal candidate should possess a...
- Raymond James is seeking a dynamic Registered Client Service Associate in Bethesda, Maryland. This role involves providing essential administrative support to Financial Advisors and clients, ensuring high quality interactions and client satisfaction. The ideal candidate...
- ...Washington, DC area. We are Glassman Wealth Services, a Tysons Corner, Virginia-based wealth... ...firm, and we are seeking an Operations Associate who is passionate about doing ‘the work'... ...helps you appreciate the nuances of client service and support. As a successful...Full timeWork experience placementFlexible hours
$55k - $66k
...established financial planning firm in Reston, VA to hire a Client Service Administrator . This is a direct hire, in-person opportunity... ...systems Collaborate with other Client Service Administrators/Associates and CERTIFIED FINANCIAL PLANNER™ professionals Minimum...For contractorsCasual workWork at officeAfternoon shift$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 Washington D.C. The...Full timePart timeLocal area$34.32k - $90k
...POSITION SUMMARY 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 engaging and utilizing...Full timeTemporary workWork at officeLocal area$35.15k - $90k
...POSITION SUMMARY Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth... ...for traditional registered or unregistered Client Service Associate responsibilities at the request of the client and/or FA/PWA...Full timeTemporary workWork experience placementLocal area$50k - $65k
...aspirations, and every dollar invested has a job to do for our clients. That's why we are committed to managing our clients' investments... ...to explore a career with us. As a member on the Client Services team, you'll play a pivotal role by partnering with the...$73k - $102k
...aspirations, and every dollar invested has a job to do for our clients. That's why we are committed to managing our clients'... ...you to explore a career with us. As an Executive Client Service Associate, you will be part of the Client Services Team and provide full...
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