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 - $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...SuggestedWork at officeLocal areaRemote workWork from homeWorldwide- ...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...SuggestedWork experience placement
$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...SuggestedWork at office- ...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...SuggestedRemote workFlexible hours
$56k - $84k
...Overview The Client Services Associate will work across a portfolio of brands to develop growth strategies and recommendations for client websites to achieve clients’ core website personalization and optimization goals and objectives. This is a hybrid role based in New...SuggestedContract workLocal areaFlexible hours$55k
...Talener is a full‑service staffing company headquartered in NYC and Boston. We started as a tech‑focused agency in 2007 and have... ..., finance, and accounting positions. Your Career Path The Client Services Associate role is a clear, structured path toward becoming a full...Work experience placementInternship$18 - $18.5 per hour
...We are seeking a reliable and detail‑oriented Client Service Associate to join our team. The ideal candidate will be responsible for mailroom tasks, print production, restocking and maintaining inventory for office and pantry supplies, while providing support to ensure...Hourly payTemporary workWork at office$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- ...POSITION SUMMARY Registered 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...Work at officeLocal area
- ...Morgan Stanley is seeking a PWM Registered Client Service Associate to provide exceptional client service and administrative support. In this entry-level position, you'll engage with clients, support Financial Advisors, and manage client accounts. The ideal candidate...
$70k - $125k
...exclusive planning and investment advisory service, and N10° Assets, a creator of wholesale... ...heritage and a commitment to the clients and institutions who entrust capital to... ...Overview N10° is seeking a Client Service Associate to support both N10° Wealth and N10° Assets...Work at officeLocal area$70k
...Overview Guidepoint’s Client Service team connects leading investment firms, consultancies, and corporations with the subject‑matter experts... ...in providing a fast, high‑quality client experience. As an Associate on the Client Service team, you will learn how to assess...Temporary workSummer workCasual workInternshipWork at officeFlexible hours- ...Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including Client Service, Registered...Immediate start
$20 - $25 per hour
...a passion for excellence, we strive to deliver exceptional service to our clients, foster a positive impact in the communities in which we work... ...Hanover Bank is looking for a full-time Client Service Associate ("CSA") to join our team. The Client Service Associate enhances...Hourly payFull timeTemporary workWork at officeRemote work$35.36k - $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...Temporary workWork at officeLocal area$61.2k - $71.7k
...Up Justice NYC has provided free legal services for low- and moderate-income individuals... ...families throughout New York City. Our clients live in rapidly gentrifying neighborhoods... ...affirmed. Position Summary The Client Services Associate will be responsible for providing direct...Work experience placementLive inWork at officeLocal areaRemote work$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 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 by engaging and utilizing the full capabilities...Work at officeLocal area- ...This role sits within a growing advisory practice at a financial services organization. The firm provides investment and advisory... ...experienced investment professionals who support a large and diverse client base. As the organization continues to grow there are significant...Visa sponsorship
- ...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
$70k
...Client Service Associate (Class of 2026) New York, New York, United States Overview: The Client Service team connects Guidepoint’s clients with subject-matter experts to better inform their business decisions. They take the time to understand each client’s specific research...Contract workFor contractorsFor subcontractorSummer workCasual workInternshipH1bWork at officeImmediate startRemote workWorldwideVisa sponsorshipWork visa$64.7k - $120.4k
...Client Service Associate The applicable base salary range for this role is $64,700 to $120,400. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements...Minimum wage- ...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/operations role supporting ultra-high-net-worth client onboarding and transitions. What You...Work at officeRemote workMonday to Friday
$56k - $84k
...Overview The Client Services Associate works across a portfolio of brands to develop growth strategies and recommendations for client websites to achieve personalization and optimization goals. This hybrid role is based in New York City. The Associate Account Manager reports...Contract workLocal areaFlexible hours- ...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...
$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 is seeking...Hourly payFull timeWork at office$80k - $95k
...Client Services Associate The Client Services Associate is responsible for providing exceptional support to clients and their consultants invested in TCW's alternative investment products. This role involves a broad range of responsibilities, including managing client...Work at officeRemote work$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... .... Position Overview As a Client Service Associate (CSA) at Christopher Street Financial, you...Work experience placementWork at office- ...J.P. Morgan Chase seeks a Private Client Investment Associate in New York, NY. In this role, you will provide essential support to Private Client... ...include assisting with account management, promoting firm services, and engaging in risk management practices. A valid Series...
$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...
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