Client Service Associate
Alphabe Insight
Client Service Associate
Messa Sync is a fast-growing logistics and operations company committed to delivering excellence, efficiency, and reliability in every project. Our team is built on dedication, collaboration, and a drive to exceed expectations. We take pride in fostering a supportive working environment where every employee is valued, empowered, and encouraged to grow.
Job Description
We are seeking a dedicated and detail-oriented Client Service Associate to join our team. In this role, you will play a key part in supporting clients, managing inquiries, and ensuring smooth day-to-day interactions. You will serve as a trusted point of contact, helping clients navigate services, providing solutions, and ensuring their needs are addressed with professionalism and accuracy.
Responsibilities
- Serve as a primary point of contact for client inquiries and service requests
- Maintain accurate records, documentation, and client files
- Coordinate internal communication to ensure timely resolution of client needs
- Assist with onboarding, updates, and service-related processes
- Provide clear, professional communication across all channels
- Support the team with administrative tasks and process improvements
- Monitor client satisfaction and proactively identify areas for enhancement
Qualifications
- Strong communication and interpersonal abilities
- Excellent organizational skills and attention to detail
- Ability to manage multiple priorities and maintain professionalism under pressure
- Problem-solving mindset with a client-focused approach
- Proficiency in basic office software and digital tools
- Ability to work independently and collaboratively within a team
Additional Information
- Competitive salary based on skill and performance
- Growth and professional development opportunities
- Supportive and collaborative work environment
- Opportunities to improve skills and expand responsibilities
- Full-time position with long-term stability
$20 per hour
...Client Services Associate Job Category: Employee Requisition Number: CLIEN015440 Full-Time On-site Rate: $20 USD per hour Temple Terrace, FL 33637, USA Description Offer comprehensive assistance to homeowners, resolving inquiries within 24-48 hours...SuggestedHourly payFull time- ...Client Service Associate Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including...Suggested
$55k - $60k
...Job Title: Client Service Associate We are looking for an experienced professional with high attention to detail and exceptional communication skills. Team players only! COMPANY SUMMARY: This is an exciting opportunity to join Instrumental Wealth, a rapidly...SuggestedFull timeLocal areaMonday to FridayDay shift- ...Client Service Associate II Are you ready to make an impact in Securities Services? Join our Custody Client Facing team and help deliver exceptional support to institutional investors worldwide. Be part of a collaborative, innovative environment where your strategic...SuggestedWorldwide
$65k - $85k
...AGW Capital Advisors is a private wealth management firm in Tampa, FL. We are seeking a Client Service Associate to join our team to assist in providing excellent service to our clients. If you want to join a Financial Planning Team that is dedicated to their clients...SuggestedWork at officeMonday to Friday$65k - $85k
...Client Service Associate AGW Capital Advisors is a private wealth management firm in Tampa, FL. We are seeking a Client Service Associate to join our team to assist in providing excellent service to our clients. If you want to join a Financial Planning Team that is...Work at officeMonday to Friday- ...Registered Client Service Associate Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the...Work experience placementWork at office
- ...Client Service Associate 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...Work at officeLocal area
- ...strategic thinker who is passionate about delivering exceptional support for Clients in Security Services, Custody Client facing, then this is the Job for you. As a Client Service Associate II in our Security Services Custody Client Facing team , you will provide Institutional...
- A leading financial services firm in Tampa, FL is seeking a Client Associate to support high net worth clients. This full-time role involves maintaining client information, educating clients on services, and assisting in reports for meetings. The ideal candidate should...Full timeWork at office
- ...advisors and their prospective and existing clients and other branch staff team members.... ...years of rich history and recognition for service and excellence in the Financial Services... ...a dynamic Registered Client Service Associate who is a motivated, detail oriented and...Work experience placementWork at office
$10k
Overview Do you want a career with a firm that's changing the industry? As an International Client Services Associate, you'll become part of our bustling International Private Client Group and focus on clients based out of the United Kingdom. You'll help our UK clients...Work at officeWork from home- Fisher Investments is seeking an International Client Services Associate to join our Tampa team. In this role, you'll work with high-net-worth UK clients and internal departments to enhance the client experience. Your responsibilities will include handling operational requests...
- ...Are you a forward-thinker, skilled in creative problem-solving? If so, the Morgan Stanley Virtual Client Solutions team is seeking a Registered Client Service Associate in our Tampa, FL office to help effectively educate, service, and lead clients in best managing their...Work at officeWorldwide
- A leading financial services firm is looking for a Client Service Associate II to join their Securities Services Custody Client Facing team. The ideal candidate will provide exceptional client support to institutional investors, ensure seamless communication, and assist...
- Overview Are you ready to make an impact in Securities Services? Join our Custody Client Facing team and help deliver exceptional support to institutional... ...client focus will drive results. As a Client Service Associate II in our Securities Services Custody Client Facing team...Worldwide
- A global financial services firm in Tampa is seeking a Business Development Associate to support Financial Advisors and enhance client relationships. The successful candidate will have over 5 years in relevant fields, strong interpersonal skills, and an active Series 7...
- POSITION SUMMARYClient 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...Work at officeLocal area
- ...Client Service Associate II - Corporate Action Be part of a world-class team at JPMorgan Chase's Corporate & Investment Bank Securities Services, Custody Middle Office. Drive innovation and operational excellence while supporting institutional investors in global markets...Work at office
- ...Central Avenue, St. Petersburg, FL. Responsible for the general servicing and support of the Financial Advisors. This includes... ...assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. Essential...Work at office
- At J.P. Morgan (JPM), we are committed to delivering exceptional client service. As a Client Service Manager - Associate in Securities Services, you will support and work on initiatives to help drive client satisfaction. As a Client Service Manager (CSM) in Securities Services...
- Raymond James Financial, Inc. is seeking a Registered Client Service Associate in Tampa, Florida. This role involves providing essential administrative support to financial advisors and clients, ensuring accurate management of client accounts, and facilitating client interactions...
- Fwainvest in Tampa, Florida is seeking a Registered Client Service Associate to support financial advisors and clients. The role involves onboarding new clients, managing accounts, and providing high-quality administrative support. Ideal candidates should have effective...
- ...Client Service Manager Associate In Securities Services At J.P. Morgan (JPM), we are committed to delivering exceptional client service. As a Client Service Manager Associate in Securities Services, you will support and work on initiatives to help drive client satisfaction...
- A leading financial institution is seeking a Client Service Manager - Associate in Securities Services in Tampa, Florida. In this role, you will support client satisfaction initiatives by managing relationships and governance for a book of clients. You will need at least...
- JPMorgan Chase & Co. is seeking a Client Service Manager - Associate in Tampa, Florida. The role involves supporting a client service team, ensuring client satisfaction, and managing relationships. Ideal candidates should possess a Bachelor’s degree and have 3-5 years...
- ...Deep Blue Investment Advisors Position: Client Associate Reports to: Director of Client Service & Advisory Work Location: On Site, Tampa, Florida Supervisory: No ABOUT US Deep Blue Investment Advisors (DBIA) is an SEC-registered investment...Daily paidWork at officeLocal areaShift work
- A global wealth management firm in Tampa seeks a Client Associate to enhance client service and support for financial advisors. Key responsibilities include keeping client information updated, educating clients on services, and assisting with client meeting preparations...
- Join a forward-thinking financial institution as a Registered Client Service Associate in Tampa. This dynamic role offers a unique opportunity to connect with clients, guiding them through their financial journeys while providing exceptional service. You'll collaborate...
- ...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...Full timeWork at officeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Service Associate. Be the first to apply!
- client account associate Tampa, FL
- client solutions associate Tampa, FL
- client services associate Tampa, FL
- client relationship associate Tampa, FL
- client success associate Tampa, FL
- service consultant Tampa, FL
- card services specialist Tampa, FL
- environmental services attendant Tampa, FL
- office service associate Tampa, FL
- information technology and services consultant Tampa, FL

