Client Services Associate
TransPerfect
TransPerfect Is More Than Just a Job…Our greatest asset is our people, and nothing is more important to us than ensuring that everyone knows that. Each 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 to make sure projects run smoothly from start to finish. You’ll help coordinate new projects, manage preflight tasks, enter key details into internal systems, and ensure everything is ready for production.DescriptionRespond to client requests for new project initiatives through our centralized technologyCollaborate with various members of the production team to assess the scope of work and produce cost and timeline estimates for translation projects and requestsInitiate all project related work by providing detailed budget, schedule and instructions to the project team and by anticipating pitfalls or potential roadblocks to successful completionEnsure that any pitfalls are addressed and resolved with the client before being submitted to the production teamWhere applicable, initiate some project specifics to set the production team/individual project up for successTake a proactive role in learning about clients’ industry, business needs and company culture, educating the project team, and providing a high level of serviceMonitor and communicate project progress, ensure strict adherence to deadlines and budgets and ultimately produce high quality deliverablesServe as the central point of contact for and liaison between external client contact and internal production staffSet and fulfill client expectationsComply with all ISO regulations, processes and proceduresPotentially troubleshoot problem projectsUnderstand and abide by individual project instructions and effectively communicate to the production teamInvestigate client complaints where applicableDiscuss issues with clients and production staff and creatively problem solve to alleviate issuesComplete any other tasks that are deemed appropriate for the role as assigned by a manager/supervisorWhat we offer:Equal opportunities within an environment that celebrates diversity.Possibility to collaborate with the managers and colleagues from different, international locations.Friendly working environment.Opportunities to learn and grow within the Company.Required Experience and Qualifications:Minimum Bachelor’s degree or its equivalentExperience in customer serviceExperience building relationships with clients and co-workersDesired Skills and Experience:Knowledge of a second languageExperience coordinating projects and assignment of resourcesSummaryLocation: US-Corvallis, OR; US-Boulder, CO; US-San Francisco, CA; US-New York, NY (1250 Broadway); US-Hawaii; US-Rochester, NY; US-Atlanta, GAType: Full time
$100k
...families, and endowments. Since 1983, our unwavering commitment to clients and their investments has guided every decision. Evergreen... ...working with limited supervision. Duties and Responsibilities Client Service and Account Maintenance Provide support or serve as back-up to...SuggestedWork at office$61.28k - $85.52k
...support to Securities Specialists including but not limited to, client market updates, new account opening and modification,... ...reorganization notices, performance reporting, Executive Financial Services requests Build and maintain relationships with client base, be...SuggestedFull timeWork at office- ...4105About UsIvy Way Placements offers a comprehensive suite of services tailored to meet the needs of both job seekers and employers. Our... ...in navigating their career paths within the finance industry.Client Consulting: Advising companies on best practices for recruitment...SuggestedWork at office
$35.15k - $90k
...Registered Client Service AssociateRegistered 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...SuggestedTemporary workWork at officeLocal areaWork visa$130k - $185k
...Client Service Associate (CSA) Dodge & Cox is seeking an experienced Private Wealth professional with a background servicing UHNW clients on discretionary investment accounts to join our Client Service team. In this role, you would partner with our Client Portfolio...SuggestedFlexible hours$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- TransPerfect Is More Than Just a Job Our greatest asset is our people, and nothing is more important to us than ensuring that everyone knows that. Each of our 100+ offices has its own individual identity, and each also has its own unique rewards. TransPerfect
$57.75k - $126k
...passion for enriching the lives of our clients. We continually seek to perfect our craft... ...financial plans and investment management services to over 90000 households from our over 1... ...opportunity for a Client Service Associate ! This role is a primary point of contact...Full timeTemporary workWork at officeFlexible hoursNight shift$120k
Interested? Connect with me on LinkedIn — Mahmoud Adam, CPA — and send me your resume directly!💰 Private Client Service Associate | $100K-$120K + Bonus + Profit Sharing📍 San Francisco | Hybrid 🚀 Established Investment Firm | Wealth Management | Excellent BenefitsI’m...- ...partnering with a well-established and highly respected Wealth Management firm in San Francisco to identify an experienced Client Service Associate (Operations Manager) to lead a team. This is an outstanding opportunity for a proven leader who enjoys developing people,...
- ...Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent... ...Investment Advisor (RIA) in San Francisco is seeking a Client Associate to join its team. The firm is known for its commitment to delivering...
- Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across... ...space, even if you’re just curious about the market. Private Client Service Associate�� San Francisco, CA (Hybrid, 3 days/week in office)🏢...Work at office3 days per week
$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...Full time$72.2k - $85k
Registered Client Service Associates provide exceptional service to clients and support Financial Advisors (FAs), Private Wealth Advisors (PWAs), and teams on a daily basis. Through regular interactions, individuals in this role build trusted relationships, leading with...Temporary workWork at officeLocal area- ...Position Summary: The Client Service Associate role focuses on supporting clients and advisors by executing administrative tasks and handling client requests. Responsibilities include assisting with account openings processing paperwork scheduling client meetings and...Full timeLocal areaFlexible hours
$72.2k - $85k
...Registered Client Service Associate Registered 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...Temporary workWork at officeLocal area- Morgan Stanley is seeking Registered Client Service Associates in Oakland, California to provide exceptional service to clients and support Financial Advisors and teams. The role involves building trusted relationships through effective communication, and a client-first...
$70k
...Overview Guidepoint’s Client Service team works with connects the world’s leading businesses with expertise to drive critical decisions. We are looking for Associates who want to compete, be accountable and build a career in premium client service and execution....Full timeInternshipWork at office- ...The primary role is to provide client service management support to our clients and operational support to advisor teams. The ideal candidate is able to work with financial advisors and our custodians with the implementation of new client accounts trade execution liquidity...Full timeWork at office
$365k - $420k
...Job Description Job Description Private Client Services Associate Attorney - Midlevel 4–6 Years Experience | Multiple Locations Direct Counsel represents a leading national law firm seeking an experienced Private Client Services Associate Attorney to join...Work at office$37.5 - $47.59 per hour
...Description The Private Wealth, Client Service Associate (CSA) plays a critical role in supporting one of Citizens Private Wealth's top-performing Wealth Management teams in the San Francisco market. This highly visible position offers the opportunity to partner closely...Hourly payWork at officeLocal areaWork from homeMonday to FridayFlexible hours$80k
Position Overview Exciting opportunity for a client services professional to join a rapidly growing fund administration firm! The Client Associate Senior Associate role plays a key role in helping to onboard new clients to Standish’s fund accounting group. The Client Associate...Work experience placementWork at officeFlexible hours- ..., we’ve provided account administration services for self-directed retirement accounts and... ...IRA administrator, Entrust assists clients in purchasing alternative investments with... ...Job Summary The Client Services Associate is the outward face of our company with...
- JPMorganChase in San Francisco seeks a customer-focused branch associate to greet clients, open accounts, and assist with everyday banking needs. You will guide clients through self-service options and explain products to help achieve their financial goals. Join a team...
- UBS in San Francisco is seeking a Registered Client Associate to deliver high-touch service to clients, from onboarding to ongoing support. You’ll educate clients about online services, assist with operational requests like wire transfers, and generate portfolio review...Work at office
- UBS in Mill Valley, CA is hiring a Client Associate to support high-net-worth client service within a Marin-based Wealth Management team. You will maintain client records, assist with service requests, prepare client meeting materials, and help drive business development...
$84k - $202k
...The Opportunity As a Management Consulting - Sales, Service and Marketing - Senior Associate Intern, you will engage with clients to enhance their customer strategies, improve service design, and optimize performance within our Advisory practice. As an Intern, you will...Summer workInternshipH1b- We are seeking motivated associates to support retirement plan participants with their distribution... ...a background in finance or retirement services and enjoy delivering exceptional... ...accurate answers to basic inquiries Resolve client issues, concerns, and inquiries...Work at officeRemote work
$25 - $44 per hour
...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...Hourly paySeasonal workWork at officeWork from homeShift workDay shift$25 - $44 per hour
...Wealth Management Client AssociateMerrill Wealth Management is a leading provider of comprehensive... ...management and investment products and services for individuals, companies, and... ...Advisors and Wealth Management Client Associates help clients pursue the life they envision...Hourly paySeasonal workWork at officeWork from homeShift workDay shift
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