Client Service Associate
Axelon
Axelon Services Corporation - - Responsibilities: Assist in the coordination of client transitions activity (onboarding, off boarding) in close partnership with relevant business partners; Coordinate the maintenance activities (amendments to account name, fee schedules, benchmarks, client agreements, etc.); Assist team members to ensure ongoing client contractual obligations are being met; Fulfill ad-hoc client inquiries and requests; Assist in preparation of weekly, monthly and quarterly client reports and presentations to be delivered to clients
$100k - $115k
...providing complex solutions to Ultra High Net Worth clients.This Barron’s and Forbes ranked team provides financial services primarily to high-net-worth individuals and... ...a proactive, high-energy client service associate who thrives in an entrepreneurial environment...SuggestedPermanent employmentWork at officeLocal area$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$95k - $125k
...Company overview Nomura is a global financial services group with an integrated network... ...of disciplined entrepreneurship, serving clients with creative solutions and considered thought... ...Opportunity Employer Seniority level Associate Employment type Full‑time Job function...SuggestedFull timeRelocation packageFlexible hours$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... ...What You'll Be Doing Under immediate supervision, client services associate (registered) assists one or more financial advisor...SuggestedWork at officeImmediate startFlexible hours$51k - $60k
...individual disability insurance benefits for large corporate clients.Position Summary: The Billing Associate position is an integral part of a five-person team.... ....QualificationsExperience with client/customer service, preferably in a corporate setting.Attention to detail...SuggestedFull timeRemote workMonday to Friday3 days per week$20 per hour
...Client Services Associate Reports To: Client Services Leadership About the Role: As 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...Temporary workWork experience placement$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$80k - $105k
...Cash Management Client Service - Associate Job Level: Associate Job Function: Client Service Location: New York, NY, US, 10172 Charlotte, NC, US, 28202 Employment Type: Full Time SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a...Full timeWork at officeLocal areaRemote workWork from homeWorldwide$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 Valley...Work at office$70k
...Client Service Associate 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 decisions. By understanding...Temporary workSummer workCasual workInternshipWork at officeWorldwideFlexible hours- ...A leading primary research platform is seeking an Associate to join their Client Services team in New York. In this front-line role, you will manage expert engagements, influence client outcomes, and navigate tight timelines in a dynamic environment. The ideal candidate...Internship
$85k - $110k
...Our client, a boutique wealth manager in Westchester County, is looking to add a Client Services /Operations Associate to their growing team. This person will play a key role in supporting high-net-worth clients, managing complex account operations, and partnering closely...- ...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
$35.36k - $90k
...Client Service AssociateClient Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...Temporary workWork at officeLocal area$45k - $50k
...Join Us Live for a Discussion on Medicare, Democracy, and the Future of Health Care Client Services Associate: Bilingual Spanish and English New York, NY (Hybrid Remote and In-person) The Medicare Rights Center ( ) is a national, nonprofit consumer service organization...Full timeRemote work- ...Fortress manages assets on behalf of over 2,000+ institutional clients and private investors worldwide across a range of credit and... ...New York and our affiliate offices around the globe. Client Service Associate – New York, NY Responsibilities Responding to daily investor...Permanent employmentLocal areaWorldwide
- ...operational excellence Mission-driven healthcare organization improving patient outcomes through DME solutions ROLE SUMMARY The Client Service Associate provides critical support to the Client Services Team by performing patient intake, coordinating with prescribers, and...Full timeWork at officeMonday to Friday
- ...Goldman Sachs is seeking an Associate in New York, focused on onboarding new Equities and Fixed Income clients. You will coordinate onboarding configurations, engage with... .... The role emphasizes collaboration, client service excellence, and a strong understanding of both...
$32k - $90k
...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role...Temporary workWork at officeLocal area- ...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
- ...Third Bridge Group is seeking an Associate, Client Services in New York to accelerate your career in a fast-paced, commercial role. You will find, call, and engage industry experts to deliver critical client insights under tight deadlines, building a strong commercial...
$55k
...Client Service Associate Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including...$35.36k - $90k
...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 the full capabilities...Temporary workWork at officeLocal area- ...Morgan Stanley in New York, NY seeks a Registered Client Service Associate to support client relationships and service delivery. You will assist with onboarding, documentation, and account maintenance, while coordinating with Financial Advisors on orders, investments,...
$35.36k - $90k
...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 in this role build trusted...Temporary workWork at officeLocal area$70k
...Client Service Healthcare Associate (December 2026 Graduates)New York, New York, United StatesGuidepoint'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 workInternshipWork at officeWorldwideFlexible hours$77k - $102k
...Associate Role At Third Bridge Third Bridge is a leading global research firm established... ...topics. For nearly 20 years, we've helped clients access knowledge on demand from experts,... ...a career launchpad. As a Client Services Associate, you'll develop the commercial...Work experience placementInternshipWorldwideFlexible hours- ...UBS in New York's Midtown Manhattan branch seeks a Senior Registered Client Associate to provide exceptional service to ultra/high net worth clients, keep client data current, educate clients on account services, and assist with client meeting materials. You will gather...
$96k - $127k
...A global insights firm in New York is looking for a Client Services Associate to enhance their career in a fast-paced role. You'll engage experts, manage client needs, and participate in a dynamic work culture. With a combined salary of $96,000–$127,000, including a base...$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
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