Client Services Associate
$52k - $65kAon
Account Manager
NFP, an Aon company, and Covala Group are organizations of consultative advisors and problem solvers. We help companies and individuals address their most significant risk, workforce, wealth management, and retirement challenges through custom solutions and a people-first approach. Position Summary: The Account Manager position is an integral part of an eight-person team. The role is central within the organization and is responsible for maintaining relationships with corporate clients and overseeing internal operations among different functional groups. The individual in this position will participate in company-wide projects that involve working with different teams. This is an excellent opportunity to contribute to a growing business and gain valuable experience. This is a full-time role with a standard schedule of Monday through Friday, 8:30 a.m. to 5:30 p.m. Eastern Time. The position is hybrid and based out of New York City. During the first three months of employment, the individual will be expected to work onsite up to three days per week for training. After this initial period, the ongoing onsite schedule will be determined at the manager's discretion. Please note: While the role is hybrid, we will also consider experienced candidates working fully remotely, following an Eastern Time Zone schedule. Position Responsibilities: Interact daily with Benefit/Human Resource contacts at large corporate clients and top law firms providing administration and client service support for their individual disability insurance benefits. Coordinate annual enrollment and communication campaigns to executives of our corporate clients. Analyze census data from our corporate clients and determine eligible executive populations for enrollment campaigns. Handle inquiries from eligible executives about the disability insurance being offered through our enrollments. Team with our IT Group to develop reports for our corporate clients. Qualifications: Attention to detail A high level of accountability and ownership of work Ability to work on a fast-paced team with specific deadlines Resourcefulness and ability to consult others to get a job done Strong ability to prioritize tasks and manage time Strong Microsoft Office skills To support hybrid or remote work, candidates must have access to a reliable, confidential, and interruption-free workspace, along with a stable high-speed internet connection Education/Experience: Bachelor's Degree 2-5 years Account Management or Customer Service experience Life and Health Insurance License What We Offer: We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $52,000 – $65,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. NFP and Covala Group is an inclusive Equal Employment Opportunity employer.
$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...SuggestedPermanent employmentWork at officeLocal area$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$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- ...True North Insights, a global expert network, seeks an Associate in New York to help manage engagements from start to finish and deliver strategic insights. You will coordinate with subject matter experts to ensure projects produce clear, actionable outputs, supporting...SuggestedWorldwide
- ...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...Suggested
- ...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
$80k - $95k
...Job Overview About the Role: The team: The Client Services Associate provides primary-level problem resolution & customer service to current & potential clients and is the primary owner of selected accounts. They lead on-boarding of new clients, work to engage...Local area- ...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...
- ...Merrill Wealth Management is seeking a client service professional to support multiple Financial Advisors, address client needs, and enhance service quality. You will act as the primary contact, coordinating with advisors and ensuring accurate materials and timely responses...
$85k - $110k
...Our client, a boutique wealth manager in Westchester County, is looking to add a Client Services /Operations Associate to their growing team. This person will play a key role in supporting high-net-worth clients, managing complex account operations, and partnering closely...- ...Fortress manages assets on behalf of over 2,000+ institutional clients and private investors worldwide across a range of credit and real... ...in New York and our affiliate offices around the globe.Client Service AssociateNew York, NYResponsibilitiesResponding to daily...Permanent employmentLocal areaWorldwide
- ...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...
$80k - $85k
...Position Overview Investment Management firm based in Manhattan is seeking a Client Services Associate to join the Client Services department. The Client Services Associate will serve as the main client contact for all operational and administrative matters involving the...Full timeWork at office- ...Client Service Associate, Business Insurance 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 impact...Work at officeLocal areaNight shift
$34.32k - $90k
...Client Service Associate 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 build trusted relationships...Temporary workWork at officeLocal area$51k - $60k
...Billing Associate NFP, an Aon company, and Covala Group are organizations of consultative... ...insurance benefits for large corporate clients. Position Summary: The Billing... ...Qualifications Experience with client/customer service, preferably in a corporate setting....Full timeRemote workMonday to Friday3 days per week- ...Client Service Associate Axelon is a leading provider of staffing solutions, dedicated to connecting talented professionals with rewarding opportunities. We pride ourselves on our commitment to excellence and our ability to meet the unique needs of both our clients...Work experience placement
$70k
...Client Service Associate (Class of 2027) New York, New York, 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 decisions...Temporary workSummer workCasual workInternshipWork at officeWorldwideFlexible hours$22 - $25 per hour
...Client Service Associate Location: New York, NY Pay Rate: $22-$25 per hour + performance-based bonuses Type: Full-Time | Onsite Industry: Financial Services (Wealth Management & Private Equity) Position Overview A well-established financial services organization...Hourly payFull timeWork at office$80k - $100k
...Client Services Associate The Client Services Associate is responsible for providing exceptional support to clients and their consultants invested in TCW's alternative investment products. This role involves a broad range of responsibilities, including managing client...Work at officeRemote work$35.36k - $90k
...Registered Client Service Associates (CSAs) 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...Temporary workWork at officeLocal area- ...Client Service Equity Swap Associate II Join our dynamic team as a Client Service Equity Swap Associate II and become a vital part of our mission to elevate client experiences. As a Client Service Equity Swap Associate II within Equity Derivatives and the Prime Financial...
$70k - $80k
...Institutional Asset Management and Custody Support To provide support to both our Client Service and Business Development teams in all aspects of Institutional Asset Management and Custody. This role will act as a liaison between both existing external relationships...Work experience placementWork at officeRemote workVisa sponsorshipWork visa$45k - $65k
...Client Service Associate We are seeking a client service associate to support customers with travel coordination, reservation assistance, and overall service excellence. This fully remote role is ideal for individuals who enjoy working with people, staying organized...Remote jobFlexible hours$18 per hour
...Client Service Associate- Mailroom New York, New York, United States As a member of the Mailroom team, you will be responsible for a variety of essential Mail Center activities, including sorting, metering, and delivery of mail. Your role will encompass both inbound...Full timeTemporary workPart timeImmediate start- ...Client Services Associate 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...
$55k
...a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the... ...in Mandarin Chinese to support our specific client base. The firm is seeking a Client Service Associate to join our Private Client Division in our Midtown...$90k - $120k
...Job Description: We are recruiting an experienced Senior Client Services Associate to support high-net-worth client insurance portfolios. This role combines hands-on portfolio management with team leadership, ensuring accurate execution, strong service delivery and...Full timeWork at office- J.P. Morgan Chase in New York, NY is seeking a Private Client Investment Associate within Wealth Management to deliver superior client service and operational support to Private Client Advisors. Responsibilities include facilitating account openings, money movement, and...
- Altium Wealth Management in Harrison, NY is seeking a Junior Client Service & Relations Associate to join our Client Service team. The role requires in-office presence Monday-Friday to support client meetings and service delivery. We offer comprehensive benefits including...Work at officeMonday to Friday
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