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.
$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$88.08k - $140.93k
...better outcomes and a stronger community of associates united by our mission. At Capital, we... ...our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking... ...ones “I can succeed as a Private Client Services Associate - Outsourced Advisory...SuggestedFull timeTemporary workLocal areaFlexible hours$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$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...SuggestedWork at office- ...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...Suggested
- ...and detail-oriented Entry-Level Clerical Associate to join our team, providing essential... ...staff and upholding exceptional customer service. In this full-time, on-site role in Midtown... ..., you will handle administrative tasks, client filing, data entry, mail and...Full time
$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...- ...Client Services Associate, Private Markets A growing private markets business is looking for a Client Services Associate to support the launch, onboarding, and ongoing servicing of alternative investment products distributed through global wealth and financial intermediary...
- ...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
- ...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,...
$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 officeFlexible hours$61.28k - $109.28k
...Licensed Client Service Associate 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...Full time$41.2k - $76.8k
...Client Service Associate, Business Insurance Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact...Work at officeLocal areaNight shift$39k - $43k
...Client Service Associate NextShining. is a leading recruitment and staffing agency dedicated to connecting top talent with the right opportunities. We specialize in providing customized workforce solutions that help businesses grow and professionals advance their careers...Full time- ...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
- ...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
- ...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
- ...J.P. Morgan to connect them with exceptional professionals for this role. JOB DESCRIPTION Join our dynamic team as a Client Service Delivery Associate II and become a vital part of our mission to elevate client experiences. As a Client Service Delivery Associate II within...
$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...Full timeRemote workMonday to Friday3 days per week$95k - $115k
...Client Solutions Associate Courier Health is on a mission to solve one of the biggest and most meaningful opportunities in healthcare: reinvent how people living with chronic and rare diseases are supported. We are building the future of patient engagement for life sciences...Relocation$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...Full timeRelocation packageFlexible hours$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 officeFlexible hours$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$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$80k - $85k
...Client Service Associate The Client Service team is part of a small boutique office of Invesco located in downtown Seattle. The Client Service team partners with the portfolio management team, operations, trading and distribution to provide a best in class service...Work at office$90k - $110k
...Associate, Client Service, New York, 2026 Start Dates Available: Immediate Start, January & Summer 2026 Looking to start your career in a fast-paced commercial role? Seeking to have immediate personal impact with a clear career path ahead of you? If so, our Associate Program...Summer workInternshipWork at officeImmediate startWork from homeWorldwideVisa sponsorship$18 - $20 per hour
...Client Services Associate New York, New York, United States Job Title: Client Services Associate Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Client Services...Full timeTemporary workPart timeWork experience placement$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- ...Client Service Associate Axelon is a leading provider of staffing solutions, dedicated to connecting talented professionals with rewarding opportunities. We pride ourselves on our commitment to excellence and our ability to meet the unique needs of both our clients and...Work experience placement
$16 - $24 per hour
...Group Service AssociateAt UnitedHealthcare, we're simplifying the health care experience, creating healthier communities, and removing... ...some tough challenges.Key Responsibilities:As a Group Service Associate, responsible for providing excellent service to members, BAs and...Hourly payMinimum wageFull timeWork experience placementLocal areaRemote work
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