Client Services Associate
TradeJobsWorkForce
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 resolve customer concerns. document customer interactions and update accounts. proactively generate new sales leads. learn full suite of products and services. work closely with warehouse to deal with order and shipping issues. work closely with Finance to provide billing and documentation. ability to work with customers in different time zones. prepare client quotes, proposals and presentations. maintain high level of accuracy and attention to detail. ability to multitask and meet deadlines. provide prompt customer feedback and issue resolution. submit timely activity reports. strong computer skills necessary; familiarity with MS Windows. demonstrated ability to fully understand our full suite of products and pricing. be constantly mindful of schedules and committed to delivering all projects on time. work with internal and external Project Managers to keep all deliverables moving down the pipeline on time. Duties and responsibilities can change depending on business needs.
$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 /...SuggestedFull timeWork at officeLocal areaMonday to Friday$100k - $120k
...Senior Client Service Associate Successful, Growing $1B+ AUM Independent Wealth Management Firm Midtown Manhattan A successful, growing independent wealth management firm with $1B+ AUM is hiring a Senior Client Service Associate for a long-term client service...SuggestedWork at officeRemote workMonday to Friday- ...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...Suggested
- ...Silvercrest Asset Management Group is seeking a highly organized Client Associate to support a portfolio manager and client team with account administration and client service. The role requires strong follow up and communication, professionalism, and comfortable collaboration...Suggested
$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...SuggestedFull timeWork at office- ...Client Services AssociateWe're looking for a Client Services Associate to join our team! In this role, you'll be the main point of contact for clients, working closely with our Production team to make sure projects run smoothly from start to finish. You'll help coordinate...
- ...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 - $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...Work at officeLocal areaRemote workWork from homeWorldwide- ...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
$120k - $140k
...Operations Manager or Financial Advisor role This role supports our financial advisors by managing the day-to-day operational and client service functions of the practice, from new account opening through ongoing account servicing, reporting, and compliance recordkeeping....$100k - $120k
...strategies. As we continue to grow our global client base, we are looking for a client-focused individual to join our Client Services team in either New York or London. This... ...technology firm. The Role The Client Services Associate will support and increasingly take...Contract workWork at officeFlexible hours- A state-of-the-art medical laboratory in New Jersey is seeking a Full-Time Client Service Representative. This entry-level position involves acting as a liaison between laboratory operations and clients while reporting results and resolving issues to ensure customer satisfaction...Full time
- Talener is a full-service staffing company with headquarters in NYC and Boston. We started... ...two decades, Talener has worked with clients in dozens of industries, from legal and... ...everything in between. The Client Services Associate role is a clear, structured path toward...Work experience placementInternship
- A financial services firm in Manhattan is seeking a Client Services Associate to manage client operations and communications. The role requires a Bachelor’s degree, 1-6 years of experience in the financial services or banking industry, and proficiency in Microsoft Office...Work at office
$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$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...Remote jobFlexible hours$17 per hour
...Client Services Associate Enjoy being the person who keeps an office organized, efficient, and ready for business? As a Client Services Associate, you'll support daily workplace operations through mail and package handling, shipping and receiving, office supply management...Full timeTemporary workPart timeWork at officeImmediate start- Morgan Stanley in New York is seeking a Registered Client Service Associate to help shape the client experience by delivering an elevated standard of care and by leveraging the firm’s full capabilities for clients. You will support client relationships, onboard accounts...
- Invesco is seeking a Client Service Associate to support our growing Americas SMA business from our New York or Seattle offices. You will collaborate with portfolio management, operations, trading and distribution to deliver white-glove service to diverse clients, including...Work at office
$33 - $34.55 per hour
...Responsibilities Assist in the coordination of client transitions activity (i.e. onboarding,... ..., and deliver exceptional client service. Assist to ensure preparation of weekly,... ...client questionnaires. Seniorit y level Associate Employment type Contract Job function Finance...Contract work- The Sr. Registered Client Service Associate provides comprehensive administrative and operational support within a financial advisor's practice. This role is pivotal in enhancing the client experience and ensuring compliance standards. Key Responsibilities: Serve as the...Remote job
$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 EST...Private practiceRemote work- ...Client Service Associate Immediate need for a talented Client Service Associate. This is a 06+months contract opportunity with long-term potential and is located in New York City, NY (Hybrid). Job ID:26-30810 Pay Range: $27 - $29/hour. Employee benefits include, but...Contract workLocal areaImmediate start
- 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 move...
$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$90k - $120k
...salary of $90,000-$120,000, DOE, plus stock options About the Role Our client is a growing technology-driven fintech servicing institutional clients seeking an experienced Client Services Associate (CSA) that will support and increasingly take ownership of client relationships...Contract workWork at officeShift work3 days per week- AO Globe Life invites entry‑level professionals to join its Remote Business Services team, offering structured training, mentorship, and real client experience in a fully remote environment. You will support daily client activities, coordinate scheduling, maintain organized...Remote job
- Archer is partnering with Third Bridge Group to connect exceptional professionals with this Client Services Associate role. Third Bridge is a leading global research firm that fuels decisions with expert insights, with 1,500+ staff worldwide and a fast-paced, high-energy...Worldwide
$80k - $100k
Work from Home Client Services Associate (Life & Health) Miller Family Agency aims to provide our sales force with innovative marketing and lead programs while offering high-quality insurance products and services to our clients. Job Summary: This is a work-from-home position...Full timePart timeWork from homeFlexible hours- Oppenheimer & Co. Inc. in Chrysler East, NY, is seeking a Registered Client Service Associate to support Financial Advisors in sales, marketing and daily operations of a growing wealth management practice. The role requires strong interpersonal and multitasking skills;...
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