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
- ...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,...Suggested
$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...SuggestedFull time$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 Valley...SuggestedWork at office$90k - $120k
...Client Service Associate The Client Service Associate provides operational support to our Wealth Advisors and/or Partners, providing services for 100 to 150 clients. The Client Service Associate is a key member of the service team for each client and serves as the liaison...SuggestedLocal areaFlexible hours$80k - $111k
...Senior Client Service Associate The Senior Client Service Associate will provide administrative, operational, and analytical support to one or more 1919 Portfolio Managers, Investment Associates and Client Advisors and will be responsible for day-to-day administrative...SuggestedInternshipFlexible 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$90k - $105k
...Client Service Associate | San Francisco, CA A boutique wealth advisory firm serving individuals, families, and institutional clients with approximately $2 billion in assets under management is seeking a Senior Client Service Associate. In this role, you will...Work at office$85k - $114k
1 day ago Be among the first 25 applicants Direct message the job poster from Morgan Stanley 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....Full timeTemporary workWork at officeLocal area- ...Registered Client Service Associate Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community...
$90k - $125k
...Client Service, Senior Associate San Francisco or Los Altos, CA At Freestone, we believe in making a meaningful difference by focusing on what truly matters to our clients. With a 27-year history of consistent growth and success, we are an independent wealth and...Summer workWork at office$70k
...Client Service Associate (Class of 2027) San Francisco, California, United States Guidepoint's Client Service team connects leading investment firms, consultancies, and corporations with the subject-matter experts they need to make informed business and investment...Temporary workSummer workCasual workInternshipWork at officeFlexible hours$45k - $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 at office$91.61k - $146.57k
...Private Client Service Associate You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniquenessand we're committed to fostering a strong...Temporary workLocal areaFlexible hours$85k - $100k
...Client Service, Associate San Francisco or Campbell At Freestone, we believe in making a meaningful difference by focusing on what truly matters to our clients. With a 27-year history of consistent growth and success, we are an independent wealth and asset management...Summer workWork at office$130k - $185k
...Client Service Associate (CSA) Dodge & Cox is seeking an experienced Client Service Associate (CSA) to join our Client Service team and partner with our Client Portfolio Managers (CPMs) to manage our separate account relationships for high net worth investors, family...Flexible hours- 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
$56k - $75k
...Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome... ...What You'll Be Doing Under immediate supervision, client services associate (NR) assists one or more financial advisor(s) (FA...Work at officeImmediate startFlexible hours$31.2 - $40.8 per hour
...meaningful impact? At Brighton Jones, we’re a purpose-driven, client-focused team committed to helping individuals live richer lives... ...to join our #OneTeam. As a critical member of the Client Service team, you will work closely with lead advisors to ensure...Hourly payFull timeSummer workWork at officeLocal areaImmediate startFlexible hours- A leading financial services company in San Francisco is seeking a Registered Client Service Associate. This role is pivotal in providing exceptional service to clients and supporting Financial Advisors in their daily operations. The ideal candidate will possess strong...
$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...Local area$35.15k - $90k
DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Cultivate and enhance new and existing client relationships through active communication... ...and documentation remains current Identify and assist with Firm services and solutions that support clients’ needs including banking...Temporary workWork at officeLocal area- Citigroup Inc. in San Francisco, CA, seeks a Licensed Client Service Associate to support wealth management services under guidance from Banker teams. The role emphasizes risk awareness, regulatory compliance, and client interaction to safeguard Citi and assets. The role...
$90k - $122k
...and investment solutions with highly personalized client experience. We are a modern independent firm... ...across advisory, investment, operations, and client service teams. Role Summary The Senior Client Service Associate is an experienced client service professional who...Work at officeRemote work3 days per week1 day per week- ...energetic self-starter, you will contribute to a collegial, open‑door team environment and grow with us. Ideal candidates bring a client‑centric mindset, strong communication, and exceptional attention to detail. You should be comfortable multitasking, solving problems...Work at office
- Our client is a growing, high-touch wealth management firm that delivers a highly personalized experience to a sophisticated client base... .... This hire will play a central role in keeping client service, investment operations, and alternative investment workflows running...Flexible hours
$100k
...families, and endowments. Since 1983, our unwavering commitment to clients and their investments has guided every decision. Evergreen... ...with limited supervision. Duties and Responsibilities Client Service and Account Maintenance Provide support or serve as back-up to...Work at office$365k - $420k
...Private Client Services Associate Attorney - Midlevel Direct Counsel represents a leading national law firm seeking an experienced Private Client Services Associate Attorney to join its nationally recognized Private Client Services Group. The Role Advise individuals...Work at office- Kforce has a client in San Francisco, CA that is seeking a Senior Wealth Planning Client Services Associate to provide exceptional, white-glove support to high-net-worth and wealth management clients. This individual will serve as a trusted point of contact for clients...Full timeWork at office
- ...Job Description Job Description We are seeking a licensed Client Service & Operations Associate who is organized, proactive, and enjoys building long-term relationships with clients. This position supports two experienced financial advisors with complementary working...Work at officeRemote work
- UBS in San Francisco is seeking a Registered Client Associate to support high-net-worth clients. You will keep systems up-to-date, educate clients on account services, and assist in preparing materials for client meetings. The role requires Series 7 and 66 licenses (for...Work at office
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