Client Services Associate
Abacus
Client Services Associate
This is a full-time hybrid or remote role for a Client Services Associate. Requirements include a Bachelor's degree in business, public health, information systems or liberal arts, demonstrated interest in B2B products, client services, compliance, or AI innovation, 3+ years of experience in client services, consulting, account management, or customer support, action-oriented with strong judgement and follow-through, clear and professional written and verbal communication, ability to work cross-functionally with multiple client and internal teams, detail-oriented and quick learner, strong emotional intelligence and coachable, and ability to explain technical concepts to non-technical users.
$85k - $130k
...may be assigned as necessary to ensure the proper operations of the department and the business.Join us as a FX Prime Brokerage Client Services AssociateSitting within our Prime Brokerage Client Service team, you'll be responsible for building and maintaining...SuggestedFull timeLocal area$55k - $95k
...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 relationships. Leading...SuggestedFull timeTemporary workWork at officeLocal area$56.16k - $64.48k
...selling spaces by building an ecosystem of products, places, services and spaces that elevates and establishes the RH brand as a... ...with what's right, rather than who's right. Client Services Associates play an integral role in providing luxury service and assessing...SuggestedFull timeWork at officeLocal area- Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support... ...our complex treasury and cash management products and services. As a Client Service Associate within the Commercial Bank, you will resolve client...SuggestedWork experience placementWork at office
- Job Reference #338745BRCityCincinnatiJob TypeFull Time Key responsibilitiesA Client Service Associate serves as the first point of contact when a client calls to reach their advisor. Their primary responsibility is to handle requests (disbursements, investment changes,...SuggestedFlexible hours
- Client Service AssociatePosition OverviewWe are seeking a Client Service Associate to deliver exceptional service and operational support to our client-facing teams. The role is responsible for managing client communications, coordinating CRM data and workflows, and supporting...Work experience placementWork at office
$48.92k - $81.47k
...you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals. Job Overview: The Client Service Associate plays a crucial role in supporting financial advisors and ensuring an exceptional client experience...Part timeWork at officeWork from home$90k - $125k
...meaningful difference by focusing on what truly matters to our clients. With a 27-year history of consistent growth and success, we... ...the Role We are adding an experienced Senior Client Service Associate to our team! This role is ideal if you are passionate about client...Full timeSummer workWork at office$65k - $75k
...Position Summary: The Client Service Associate provides high-touch personal accounting, executive administrative support, and investment operations assistance to ultra-high net worth clients at Cerity Partners, blending hands-on bookkeeping and bill pay responsibilities...Full timeLocal areaFlexible hours$85k - $100k
...meaningful difference by focusing on what truly matters to our clients. With a 27-year history of consistent growth and success, we are... ...About the Role We are seeking a detail-oriented client services professional to join our team. This role is ideal for an early...Full timeSummer workWork at office$34.32k - $90k
...Registered Client Service Associates provide exceptional service to our clients and supports Financial Advisor(s) (FAs) teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first...Full timeTemporary workWork at officeLocal area$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...Permanent employmentWork at officeLocal area- Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide... ...complex treasury and cash management products and services. As a Client Service Senior Associate within the Commercial Bank, you will resolve client requests...Work experience placementWork at office
$75k - $80k
...passion for enriching the lives of our clients. We continually seek to perfect our craft... ...financial plans and investment management services to over 90,000 households from our over... ...a highly motivated Sr Client Service Associate ! The Sr Client Service Associate serves...Full timeTemporary workWork at officeFlexible hours$45k - $65k
...experience and training to assist Financial Advisors and provide clients with quality service. Follows established procedures to perform routine tasks... ..., Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem...Full timeWork experience placementWork at office$34.4k - $47.15k
...with humility. We thrive on providing exceptional customer service, and we look for friendly professionals dedicated to helping... ...transactions and building strong relationships? As a Client Services Associate, you'll be at the forefront of our commitment to exceptional...Hourly payPart timeLocal area- 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 JPMorganChase, you will play a pivotal role in enhancing our client relationships by providing...
- Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences. As an Associate I in Investment Middle Office Services - Client Operations, your key responsibility will be to provide premier service delivery...Work at officeFlexible hours
$61.28k - $109.28k
...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 area integrate with others in accomplishing...Full time$35.36k - $90k
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 engaging and utilizing the full capabilities...Full timeTemporary workWork at officeLocal area$90k - $119.98k
...remote role for professionals who want purpose, flexibility, and earning potential. AO Globe Life is growing and looking for Client Services Associates who can deliver an excellent experience to individuals and families seeking insurance information. You will work with...Full timeLocal areaRemote workWork from home$47.09k
...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...Full timeTemporary workPart timeWork experience placementImmediate start- ...of our 100+ offices has its own individual identity, and each also has its own unique rewards.OverviewWe’re looking for a Client Services Associate to join our team! In this role, you’ll be the main point of contact for clients, working closely with our Production team...Full time
- ...- so legal teams can focus on the case. About the role:Our clients count on us to make the legal process seamless and efficient... ...are delivered on time and flawlessly accurate. As a Client Services Associate/Representative (Texas), you’ll be the go-to expert for attorneys...Temporary workSummer workLocal areaRemote work
- Client Service Associate - Financial PlanningAre you a financial professional with a passion for providing comprehensive wealth management services to high-net-worth clients and institutions? Our client, a distinguished wealth management and registered investment advisory...
$130k - $175k
...product capability to these firms and their clients as well as providing ongoing education,... ...transfer agents, and other third-party service providers relating to client inquiries,... ...prior endeavors. The Investor Services Associate should exhibit strong technical and analytical...Full timeLocal area$52k - $70k
A well-established, client-first wealth management firm in Littleton, Colorado is adding a Client Services Associate to its growing team. This role offers direct advisor mentorship, a shorter Friday schedule, and a genuine path to deeper specialization in financial operations...Work at officeMonday to Thursday$39k - $43k
...a focus on excellence, integrity, and personalized service, we ensure the perfect match for every client and candidate. At NextShining., we are committed to... ...seeking a personable and motivated Client Service Associate to join our team in New York, NY. In this role,...Full time$54k - $70k
...As a Client Servicing Associate in Clearwater’s Strategic and Large Asset Management (SLAM) division, you will be a trusted partner to some of Clearwater’s largest, most sophisticated, and fastest-evolving clients — spanning both asset management and insurance verticals...Full timeWork at office- Driving seamless compliance and elevating client experiences, Client Service Associates in the Wholesale KYC Organization set the standard for trust and efficiency. With expert collaboration and a sharp eye for detail, they turn regulatory requirements into opportunities...
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