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.
- ...Spade Recruiting is seeking individuals for a fully remote customer service role. Responsibilities include managing client communications, scheduling appointments, and conducting virtual presentations for clients. Candidates should have strong interpersonal skills and...SuggestedWeekly payRemote work
- ...missing information. Coordinate kit ordering and off‑site phlebotomy services. Send and resend patient reports per customer requests. Assist... ...Organized, detail‑oriented problem solver capable of handling client‑facing escalations professionally. Flexibility to work varying...SuggestedWork at officeRemote work
$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...SuggestedFull timeTemporary workWork at officeImmediate start$34.32k - $90k
...Client Service Associate 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 build trusted relationships...SuggestedTemporary workWork at officeLocal area$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...SuggestedTemporary workWork at officeLocal area- ...jobr.pro is seeking a passionate individual for a role in client service leadership that offers flexibility and growth opportunities. Enjoy the freedom to work from home while advancing your career. You'll be part of a nurturing community that values work-life balance...Remote workWork from home
$19.61 - $24.51 per hour
...Overview The Client Services Representative/Phone Seller represents Saks Fifth Avenue’s ideals of service and quality to the customer.... ...work/life balance. Benefits package for all eligible full‑time Associates (including medical, vision and dental). Associate discount....Full timeLocal areaFlexible hoursNight shift$34.32k - $90k
...Registered Service Associate Registered Service Associates perform operational support and oversight on behalf of the Complex as well as... ...support) Identify Firm services and solutions that support clients' needs including secure, digital offerings like Morgan Stanley...Temporary workWork at officeRemote workHome officeNight shift$45k - $50k
...Rights Center ( is a national, nonprofit consumer service organization that works to ensure access to affordable... ...the Medicare program. The PositionClient Services Associate Medicare Rights is seeking a full-time Client Services Associate. The position will report to the...Full timeRemote work$61.28k - $85.52k
...Client Services Associate Apply (opens in new window) Job Req Id: 26966068 Location(s): Great Neck, New York, United States Job Type: Hybrid Posted: May. 22, 2026 Discover your future at Citi Working at Citi is far more than just a job. A career with us means joining a...Full timeWork at office$43 - $45 per hour
...Client Service Associate Our client, a leading independent investment management firm, is seeking an experienced Client Service Associate for a 3+ month contract in New York, NY or Seattle, WA. This role is hybrid, onsite 4 days a week. Job Summary The Client...Hourly payContract workWork experience placementWork at office$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$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- ...Client Services Associate Titan is an award-winning wealth manager with a mission to increase our generation's compound growth rate. We plan to do this by putting a human wealth advisor in every pocket. Historically, wealth managers have been accessible to only the...Work at office
$95k - $105k
...Job Description Client Service Associate (CSA) Role Overview Jefferies Wealth Management is seeking a Client Service Associate (CSA) to support Financial Advisors and Relationship Managers in delivering a high-touch, client-centric wealth management experience. The CSA...Full timePart timeWork at officeLocal area$90k - $120k
...Job Description We are recruiting an experienced Senior Client Services Associate to support high-net-worth client insurance portfolios. This role combines hands‑on portfolio management with team leadership, ensuring accurate execution, strong service delivery and effective...Work at office- ...Arthur J. Gallagher & Co. (AJG) is hiring a Branch Client Service Associate I in the United States. This role focuses on providing excellent service to clients by managing branch workflow and client support. Qualifications include a high school diploma with 1 year of...Work at officeFlexible hours
$59k - $64k
...of our team is empowered to make a tangible impact in offering clients high-quality investment strategies to meet their financial needs... ...the communities where we live and work.Job DescriptionThe Fund Services team is responsible for a variety of functions including client...Permanent employmentWork at officeRemote workVisa sponsorshipFree visa$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...- ...Client Service Associate - Argentina and Colombia ONLY - Remote Job Openings Client Service Associate - Argentina and Colombia ONLY - Remote About the job Client Service Associate - Argentina and Colombia ONLY - Remote This position is great for anyone experienced working...Live inWork at officeRemote work
$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- ...anywhere while creating unforgettable travel experiences for clients. Whether booking your own vacations or helping others plan... ...Role Description This is a full-time remote role for a Client Services Associate. The Client Services Associate will be responsible for...Full timeRemote work
- ...Agency seeks dedicated individuals for a work-from-home financial services role aimed at protecting families and making a positive impact.... ...growth while upholding the highest standards of integrity in client interactions. Join a mission that supports families and...Remote workWork from home
- ...Framework Ventures is seeking a skilled professional to assist clients and broker partners with service requests in a fast-paced environment. The role requires 1-2 years of experience in the securities industry and a FINRA Series 7 license. Candidates should possess strong...Home office
$67k - $80k
...management firm based in New York City, with clients nationwide. We offer relationship-based... ...financial advice and investment services to the LGBTQ community. A lot has changed... ...core to who we are. As a Client Service Associate (CSA) at Christopher Street Financial, you...Work experience placementWork at office$80k - $95k
...Registered Client Service Associate Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented...Work experience placementWork at office- ...Registered Client Service Associate Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community...
- ...Client Service Associate, Customer Service (Long-Term Care) ECLARO is looking for a Client Service Associate, Customer Service (Long-term Care) for our client in New York, NY. ECLARO's client is one of the largest Insurance Brokerage and Consulting Firms in the United...Work at office
- ...Management Associate Step into a dynamic role where you'll drive strategic projects and partner with senior leaders to solve critical... .... As a Management Associate supporting the Head of Client Service Asset Management – Americas, you will work with senior leaders...Immediate start
- ...Client Service Associate The Client Service Associate partners with associates across Global Client Group to service clients (Institutional and High Net Worth) or Distributors investing in, or distributing the company's products. Under supervision, the role communicates...
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