Financial Services Client Success Associate
Dormont Manufacturing Co
Raymond James, with over 60 years in the Financial Services industry, is seeking a Client Service Associate. In this role, you will provide essential administrative support to financial advisors and their clients, ensuring high-quality service and organization amidst changing priorities. The ideal candidate will excel at communication and task management across multiple platforms. Join us to advance your career in a dynamic, client-focused environment. #J-18808-Ljbffr Dormont Manufacturing Co
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Financial Services Client Success Associate in New York, NY vacancy
$100k - $120k
...Client Success Associate Location: This position is remote , with preference to candidates located in Houston . Who we are looking for: 3-5 years of experience in a Client Success, Account Management, or other customer-facing role. Exceptional communication and interpersonal...SuggestedWork at officeRemote workOn Shore
New York, NY4 days ago$100k - $120k
Location Based in New York City. In‑office attendance is required Monday‑Friday. Who we are looking for: 3‑5 years of experience in Client Success, Account Management, or another customer‑facing role. Exceptional communication and interpersonal skills. Ability to manage...SuggestedWork at officeMonday to Friday$33 - $34.55 per hour
A consulting firm in New York is seeking an Associate in Finance to coordinate client transitions and account maintenance. The role requires supporting... ...meet client needs and participate in projects to enhance service efficiency. This is a contract position with a pay rate...SuggestedHourly payContract work- MaziCTools is seeking a dedicated Client Success Representative to provide a stellar experience for our small business advertisers. You will... ...advertisers post-sale, ensuring they receive the top-notch service they expect. As an integral member of our Client Success team...SuggestedRemote job
$65k - $90k
...partners closely with Sales, Clients, Credit, Compliance, Legal, and... ...employee benefits package, successful candidates are eligible to receive... .... Company Overview Mizuho Financial Group, Inc. is the 15th... ...offer comprehensive financial services to clients in 35 countries and...SuggestedWork at officeLocal areaRemote workWorldwide$28 - $30 per hour
...Employment Type: Contract Industry: Financial Services Job Number: 17477 Field of... ...Job Description Our client, a leading independent... ...experienced Client Service Associate for a 6+ month contract in... ...support our growing business. Successful candidates will have experience...Contract workRemote workCorps Team
New York, NY4 days ago$90k - $95k
Job Title: Client Onboarding Analyst / Associate Job Code: 13461 Country: US City: New York Skill Category... ...Overview Nomura is a global financial services group with an integrated network spanning... ...Operations that drives client success across the globe — providing client...Relocation packageFlexible hours- ...serve. As a Senior Customer Success Associate in Connected Commerce on the... ...team, you support our clients throughout their journeys with... ...deliver exceptional customer service with a strong desire to help... ...reimbursement, mental health support, financial coaching and more....Work visa
- A financial services firm located in New York is seeking a Business Manager - Client & Product to support corporate client teams. Responsibilities include providing daily... ...organizational and analytical skills are crucial for success in this dynamic role. #J-18808-Ljbffr...
- ...Client Service Associate, Customer Service (Long-Term Care) Be part of the Financial Services Industry. ECLARO is looking for a Client Service Associate, Customer Service... ...for ensuring our clients' satisfaction and success throughout their benefits enrollment journey...Work at office
- A leading financial services firm in New York is seeking a Private Client Investment Associate to provide exceptional client service and support to their Private Client Advisors... ...significant contributions towards team and client success. #J-18808-Ljbffr JPMorgan Chase & Co.
$70k - $76k
...experiences and backgrounds, drive our ongoing success. We’re dedicated to our craft and... ...team in the New York City office. As a Client Associate you will play an important role in... ...Ideally 1+ years of experience in client service, within the finance sector Bachelor’s degree...Full timeWork at officeFlexible hoursUBS
New York, NY1 day ago$70k - $90k
...established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as... .... The Firm oversees $212 billion in client assets as of April 30, 2026. Position... ...to join its growing team as a Client Associate. The Client Associate will work with...Work at officeLocal areaRockefeller Financial
New York, NY2 days ago- ...Internal Client Advisor Associate JPMorgan Asset Management helps institutional... ...over the globe meet their financial goals by providing industry... ...Provide superior client service by being responsive, thoughtful... ...are directly linked to our success. We are an equal...
- Coda Search│Staffing is seeking an Associate for a prominent Midtown NYC... ...Alternative Asset Management firm. The successful candidate will enhance client operations, conduct market... ...at least 2 years of experience in Financial Services or Private Equity, and possess excellent...
- A leading financial services firm in New York is seeking a Private Client Investment Associate to support Private Client Advisors. The role focuses on delivering client service, managing operational requests, and enhancing client relationships. Ideal candidates should...
$25 - $44 per hour
Bank of America is looking for a Client Service Associate at Merrill Wealth Management. This role involves supporting Financial Advisors and delivering high-quality service to clients, while promoting wealth-management solutions and strengthening client relationships....Hourly pay- A leading financial services firm in New York seeks a Private Client Investment Associate. The role involves delivering exceptional client service and operational support to Private Client Advisors. Responsibilities include managing account openings and investment trades...
- D.A. Davidson is hiring a Client Associate for their Lincoln, NE branch. This role involves working alongside Financial Professionals to deliver exceptional client service. Ideal candidates are detail-oriented, motivated, and eager to advance in the Financial Services Industry...
$55k - $65k
O'Neil Digital Solutions, LLC in New York seeks a dedicated Client Service Representative to provide pre-sales and post-sales support to institutional clients. You will coordinate resolution of service incidents and provide assistance in using our PANARAY platform. The...$80k - $110k
...Group in New York is seeking a motivated professional to handle client inquiries and manage the CRM system. This role involves... ...Bachelor's degree and at least 2 years of relevant experience in a financial services environment. Offering a competitive salary range of $80,000 -...Flexible hours$80k - $105k
...SMBC Group is a top-tier global financial group. Headquartered in Tokyo... ...a diverse range of financial services, including banking, leasing,... ...institutional, and municipal clients. It connects a diverse client... ...of client service functions associated with supporting the strategic...Work at officeLocal areaRemote workWork from homeWorldwideSMBC
New York, NY3 days ago- ...enthusiasm for helping our clients, taking care of our... ...extraordinary customer service while maintaining a strong... ...to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management... ...directly linked to our success. We are an equal...
$65k - $70k
...Summary The primary responsibility of the National Account Client Service Associate is to partner with National Account and Platform... ...Microsoft Office Programs, Copilot, and Salesforce ~2-4 years financial industry experience ~ Understanding of the financial services...Work experience placementWork at officeLocal areaWork from homeHome office- ...influence. As a Trade Finance Client and Sales Manager in Trade... ...technology, and financial partner network enable us to... ...workforce are directly linked to our success. We are an equal opportunity... ...banking, markets, securities services and payments. Corporations, governments...Contract work
- ...Winged Keel Group Client Services Senior Associate Winged Keel Group is the premier national platform... ...expectations in a timely fashion. The successful Client Services Senior Associate... ...Relationship Managers. Coordinate with the Financial Analysts when advanced analytics are...Weekend workAfternoon shift
$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$55k
...Client Service Associate Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer... ...Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage,...- 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
$55k - $65k
Registered Client Service Associate (Midtown East, New York) Join to apply for the Registered Client Service Associate (Midtown East, New York... ...Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage,...Full timeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Services Client Success Associate. Be the first to apply!
Related searches
- patient financial counselor New York, NY
- senior financial advisor New York, NY
- project finance associate New York, NY
- financial advisor no experience New York, NY
- junior financial advisor New York, NY
- international financial advisor New York, NY
- financial advisor part time New York, NY
- financial planner New York, NY
- senior wealth advisor New York, NY
- financial planning associate New York, NY