Client Service Associate
Capvision
A leading primary research platform is seeking an Associate to join their Client Services team in New York. In this front-line role, you will manage expert engagements, influence client outcomes, and navigate tight timelines in a dynamic environment. The ideal candidate will hold a Bachelor's degree with a strong academic record, have relevant internship experience, and possess native fluency in Mandarin and strong English skills. This position offers a competitive salary and uncapped bonuses, along with excellent benefits and a clear career path. #J-18808-Ljbffr
$35.36k - $90k
...POSITION SUMMARY 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 trusted...SuggestedFull timeTemporary workWork 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... ...“I can succeed as a Private Client Service Associate at Capital Group.” As the...SuggestedFull timeTemporary workLocal areaFlexible hours$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- ...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...SuggestedImmediate start
- ...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...SuggestedWork at officeLocal area
$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$45k - $50k
...Medicare Rights Center ( is a national, nonprofit consumer service organization that works to ensure access to affordable... ...stakeholders to improve the Medicare program. The Position—Client Services Associate Medicare Rights is seeking a full-time Client Services...Full timeRemote work- ...Winged Keel Group Client Services Senior Associate Winged Keel Group is the premier national platform for the structuring, implementation, and administration of high-end life insurance solutions. With ten offices nationwide, the firm specializes in Traditional Life...Weekend workAfternoon shift
$18 - $18.5 per hour
...Client Service Associate New York, New York, United States 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...Temporary workWork at officeImmediate startShift work- ...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...
$70k
...Overview: Guidepoint's Client Service team connects leading investment firms, consultancies, and corporations with the subject-matter... ...providing a fast, high-quality client experience. As an Associate on the Client Service team, you will play a central role in delivering...Temporary workSummer workCasual workInternshipWork at officeWorldwideFlexible 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...
$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- ...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
- ...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...
$20 per hour
...Job Title: 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...Temporary workWork experience placementImmediate start$56k - $84k
...Job Description 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. The Associate Account Manager...Contract workLocal areaFlexible hours$41.2k - $76.8k
...Client Service Associate Our not-so-secret sauce. 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...Minimum wageWork at officeLocal areaNight shift- ...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
- ...Raymond James is seeking a dynamic Client Service Associate to join our growing team. This role provides high-quality administrative support to Financial Advisors, clients, and branch staff, with a focus on accuracy, organization, and professional communication across...
$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...Work at office$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$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,...Work experience placementWork 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...Remote workFlexible hours
- ...Client Service Associate Location: Seattle, WA or New York, NY Work Arrangement: Hybrid (Onsite 4 days/week) 4+ Month Contract with potential to convert to full-time About the Role The SMA Client Service team partners with the portfolio management team, operations...Full timeContract work
- ...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...
$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- ...Citizens Bank is seeking a Wealth Manager Client Service Associate to support Wealth Managers with onboarding and ongoing client service. The CSA will manage client relationships with high net worth clients, ensuring clear communication of investment updates and performance...
$95k - $115k
...patients in their complex journey from diagnosis to initiating and remaining on therapy to achieve optimal health outcomes. Client Solutions Associate In the role of Client Solutions Associate you will support multiple life sciences clients through platform implementation...Work at officeRelocationFlexible hours$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
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