Client Services Associate — Hybrid Field & Office
$50k - $70kThe Shield Group
The Shield Group is looking for a motivated Service Representative in Glendale, California. This full-time position requires a passion for helping others and excellent communication skills. Responsibilities include providing information and assessments to a client base of healthcare professionals, supporting workflow processes, and managing client interactions. The role offers a hybrid work location with competitive compensation ranging from $50,000 to $70,000 per year along with various benefits, including paid time off and on-the-job training. #J-18808-Ljbffr The Shield Group
$52k - $67k
...management and insurance services to high-net-worth... ...facilitate the new policy and client service processes. The Client Services Associate must provide superior... ...Los Angeles or Chicago office and one from home.... ...for greeting clients, fielding phone calls, reviewing...Work at officeFieldFull time$20 - $27 per hour
...Premier Client Services Associate We are currently seeking a Premier Client Services Associate. The... ...experience. Or Associate's degree in related field with two years of customer service... ...applications, such as Microsoft Office software products. Possess math aptitude...Work at officeField$33.28k - $85k
Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)... ...and attend scheduled targeted/monthly field service professional and/or training calls... ...skills and knowledge of Microsoft Office products Team player with the ability...Work at officeFieldTemporary workLocal area$100k - $120k
Senior Client Service Associate An established, nationally recognized wealth management firm providing... ...in a major financial hub with offices across the United States, we operate as... ...Outlook. BA/BS in finance or a related field preferred. Benefits Coverage on the...Work at officeFieldPermanent employmentLocal area$52k - $67k
NFP Corp is looking for a Client Services Associate to support the Relationship Manager by coordinating client service processes in Los Angeles.... ...experience in customer service, and proficiency in Microsoft Office. This full-time role involves scheduling tasks, processing...Work at officeFull time- ...Gallagher & Co. (AJG) in Glendale, CA is seeking a Client Associate who will support account teams in delivering exceptional service. You will learn about the employee benefits... ...of experience, and proficiency in Microsoft Office. The role offers comprehensive benefits...Work at office
$20 - $26.44 per hour
...insurance solutions that put our clients in control. Our growing team... ...of more than 450 HUB offices in North America, we offer a... ...POSITION SUMMARY: In the Client Service Associate role, the successful... ...standards. *Position can be a hybrid role (a few days in the office...Work at officeFull timeLocal areaFlexible hours- ...-Site) Position Overview We are seeking a Senior Client Service Associate (Senior CSA) to join our growing wealth management firm. In... ...~ Bachelor’s degree in finance, business, or a related field (or equivalent experience) ~3-5+ years of experience in a...FieldImmediate start
- Beacon Pointe in Los Angeles is seeking a Client Service Associate to join a dynamic team of wealth management professionals. The role involves... ...and organizational skills, and familiarity with Microsoft Office. This is an ideal opportunity for individuals looking to develop...Work at office
$70k - $80k
A leading financial services firm is seeking a Client Associate in Beverly Hills, CA to provide exceptional client service and support. The role involves... ...a salary range of $70,000 to $80,000 annually and requires proficiency in Microsoft Office. #J-18808-Ljbffr UBSWork at officeFull time$100k - $120k
Gaynor Staffing is looking for a Senior Client Service Associate in Los Angeles, California. The successful candidate will coordinate operational... ...communication skills, and proficiency in Microsoft Office. The position offers a competitive salary of $100,000 - $12...Work at office$70k - $80k
Your role Are you truly service oriented? Do you know how to take... ...management systems up-to-date with client information educate clients... ...in the Beverly Hills, CA office. We help high net worth and ultra... ...for them. As a Client Associate, you’ll play an important role...Work at officeFull time- ...seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in the Los Angeles area. The Client Service Associate... ...a fast-paced, team environment Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.)...Work at office
- ...years of rich history and recognition for service and excellence in the Financial... ...James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and... ...to the financial advisors and branch office. Onboards new clients, opens new client...Work at officeWork experience placement
$34.32k - $90k
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s... ...managing the reimbursement processAssisting with general in-office support functions such as copying, filing and scanning...Work at officeTemporary workLocal area$45k - $85k
...years of rich history and recognition for service and excellence in the Financial... ...James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and... ...to the financial advisors and branch office.* Onboards new clients, opens new client...Work at officeWork experience placement$97.2k
Strategic Assurance and SOC Services Associate - Summer 2026 About Us... ...result - for our clients and you. Here, we go... ...revenues and more than 50 offices spanning the U.S.,... ...Consistent with the firm’s hybrid work model, this... ...Technology, MIS or related field. A Master’s degree is...Work at officeFieldSummer workInternshipSeasonal workLocal areaVisa sponsorshipWork visaFlexible hours2 days per week$70.3k - $72k
...goals and targets. About This Job The Treasury Management Client Services Associate is responsible for delivering excellent client support for... ...dexterity and coordination are required while operating standard office equipment such as computer keyboard and mouse, calculator,...Work at officeLocal areaRemote work$55k - $85k
...Job Description Job Description This position is for an client service associate/manager (series 7 licensed or unlicensed) with the... ...needed Requirements: High proficiency with Microsoft Office products (i.e. Word, Excel, PowerPoint, etc.) Ability to...Work at officeFull timeShift work$50k - $70k
...for the position of Service Representative. If... ...to our California client base of healthcare... ...Flexibility For Hybrid Work Locations. Ability... ...locations, our office, your home office.... ...duties associated with the position.... ...clients while in the field or in the office....Work at officeFieldHourly payFull timeApprenticeshipTraineeshipHome office$80k - $97k
Position Summary The Client Services Operations Associate is responsible for preparing standard and custom client and firm reporting, and managing operational... ...of capital markets Proficient with Microsoft Office applications Professional Skills Qualifications A self...Work at officeInternshipRemote work- ...Client Accounts Administrator DLA Piper is, at... ...matter expert in the field of billing. You will... ...within both Legal Support Services and Accounting teams... ...Diego, or Seattle office and offers a hybrid work schedule. Responsibilities... ...billing functions associated with both the firm's...Work at officeFieldRemote work
- Join a leading global financial services company as an Associate in Fund Client Accounting. This hybrid role in Los Angeles offers a unique opportunity to impact clients by managing accounting services for complex funds. You'll collaborate with a talented team to ensure...
$75k - $105k
Insurance Office of America is looking for an Account Manager - Commercial... ...ensuring exceptional customer service and policy compliance. Ideal... ...or 5+ years in the insurance field and possess strong analytical... ...communication skills. This hybrid role requires occasional office...Work at officeField$19.23 - $21.63 per hour
...brand and entertainment clients. This entry-level role... ...ins and outs of client services and campaign management... ...performance tracking. This is a hybrid position, and you will... ...from our Los Angeles office as necessary, directed... ..., or a related field (incl. internships) Strong...Work at officeFieldHourly payInternship$70k - $142k
...Blackwell LLP is a full-service litigation and business... ...United States, serving clients with domestic and... ...position may be filled in a hybrid capacity, with an onsite... ..., including operating office equipment (PCs, printers... ...in a related field; or commensurate professional...Work at officeFieldFull timeTemporary workFlexible hours- Gallagher is seeking a Client Associate in Glendale, California to support account teams and deliver exceptional service to clients. This position involves developing industry knowledge through hands-on learning and working closely with experienced team members. The ideal...Shift work
$70.31k
...assurance. We offer worldwide services on the field of quality technology,... ...software and hardware. Via our office in Europe, the United Kingdom... ...Bring an Operational focus to Client Services team, identifying... ...Type: Full-Time / On-Site (Hybrid) Schedule: Monday - Friday...Work at officeFieldDaily paidFull timeWorldwideMonday to FridayDay shift$34.32k - $90k
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s... ...managing the reimbursement process Assisting with general in-office support functions such as copying, filing and scanning...Work at officeTemporary workLocal area$95.4k - $208.3k
...quality and exceptional customer service Identify opportunities to... ...: This position is flexible-hybrid. Qualifications We're seeking... ..., health care or a related field and/or equivalent work... ...Computer proficiency with Microsoft Office Suite and data visualization tools...Work at officeFieldWork experience placementFlexible hours
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