Average salary: $76,697 /yearly

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  •  ...About the job Client Services Associate Regional bank in Miami is seeking a licensed CSA for their newly revamped brokerage business. Must have Series 7 additional licenses are a plus. The role focuses on delivering excellent client service by handling... 
    Suggested

    Norman Alex

    Doral, FL
    7 hours agonew
  • $34.32k - $90k

     ...A leading financial services firm in Newport Beach seeks a Registered Client Service Associate. This role involves providing exceptional service to clients and supporting Financial Advisors in tasks such as executing transactions and maintaining client relationships.... 
    Suggested

    Morgan Stanley

    Newport Beach, CA
    1 day ago
  • $60k - $80k

     ...A reputable wealth management firm is looking for a Client Service Associate (CSA) in Walnut Creek, CA. The CSA will play a vital role in providing exceptional service to clients, supporting advisors, and ensuring smooth account activities. The ideal candidate has a bachelor... 
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    Elevation Wealth Partners, LLC

    Walnut Creek, CA
    4 days ago
  • $90k - $130k

     ...Institutional Client Service Associate (CSA) Insurance Solutions The Institutional Client Service Associate (CSA) Insurance Solutions is a client service role supporting the North America institutional insurance business. The CSA partners closely with the Insurance... 
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    Local area
    Shift work

    Chicago Staffing

    Chicago, IL
    3 days ago
  • $75.05k - $107k

     ...Client Service Senior Associate Step into the role of a Client Service Senior Associate within our Commercial & Investment Bank (CIB) and become an integral part of our clients' success stories. As the primary point of contact, you'll build strong relationships with... 
    Suggested
    Temporary work

    Chicago Staffing

    Chicago, IL
    2 days ago
  • $33.28k - $85k

     ...A global financial services firm is looking for a Client Service Associate to provide exceptional service while supporting Financial Advisors. This entry-level part-time role involves assisting clients with their everyday needs and building trusted relationships. Candidates... 
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    Part time
    Work at office

    Morgan Stanley

    Walnut Creek, CA
    2 days ago
  •  ...ADP is hiring a Client Service Associate. Thanks for clicking! Let us tell you a little more... Are you a customer service superhero who gets a thrill from leaping tall client questions in a single bound? Can you focus on key priorities with your las Client Service, Associate... 
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    Automatic Data Processing

    Miami, FL
    2 days ago
  •  ...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... 
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    PowerToFly

    San Francisco, CA
    19 hours ago
  • $75.9k - $126.5k

     ...divh2Wealth Management Client Service Representative/h2pSupports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management... 
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    Work experience placement

    Wilmington Trust

    Paramus, NJ
    11 hours ago
  •  ...Registered Client Service Associate 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... 
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    Temporary work
    Work at office
    Local area

    Morgan Stanley

    Pasadena, CA
    4 days ago
  • $55k

     ...Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company...  .... Job Description The firm is seeking a Registered Client Service Associate to join our Private Client Division in Los Angeles, CA. The... 
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    Local area

    Oppenheimer & Co.

    Los Angeles, CA
    11 hours ago
  •  ...location is 1200 Weston Road, Weston, 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... 
    Suggested
    Full time
    Part time
    Second job
    Work at office

    Truist Inc

    Fort Lauderdale, FL
    11 hours ago
  • $33.28k - $85k

     ...Client Service Associate Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing... 
    Suggested
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    Menlo Park, CA
    3 days ago
  •  ...Client Service Associate ADP is hiring a Client Service Associate. Thanks for clicking! Let us tell you a little more... Are you a customer service superhero who gets a thrill from leaping tall client questions in a single bound? Can you focus on key priorities... 
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    Automatic Data Processing

    Miami, FL
    3 days ago
  • $70k - $100k

     ...Base pay range $70,000.00/yr - $100,000.00/yr Additional compensation types Annual Bonus Seeking a Client Services Associate to play a crucial role in providing exceptional service to our clients. This position requires strong communication skills, a client-... 
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    Full time
    Local area

    Ascendo Resources

    Doral, FL
    3 days ago
  •  ...and invests in you with key product and service offerings, groundbreaking technology, and...  ...long-term success for you and our clients. Your desire to grow and learn within the...  ...career. Our inclusive culture empowers associates to achieve success while building a supportive... 
    Work at office
    Local area

    Fidelity Investments

    Latonia, KY
    1 day ago
  •  ...our team at Mariner, a leading financial services firm dedicated to meeting modern wealth...  ...us create unified wealth plans with our clients. Job Description Responsibilities:...  ...learning opportunities through client service associate meetings and internal resources made... 
    Full time
    Internship

    Mariner

    Pittsburgh, PA
    1 day ago
  •  ...A leading financial services firm in San Francisco is seeking a Registered Client Service Associate to provide exceptional client service to Financial Advisors and their teams. The role requires strong interpersonal skills, knowledge of financial products, and relevant... 

    Morgan Stanley

    San Francisco, CA
    2 days ago
  •  ...Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not Client Service, Associate... 
    Immediate start

    Stifel Financial

    Riviera Beach, FL
    1 day ago
  •  ...our growth story and create impact? Do you want to proactively go the extra mile with us to help our clients? We're looking for a Registered Client Service Associate to keep: Keep management systems up-to-date with client information Support execution of client... 
    Full time
    Work at office
    Flexible hours

    UBS

    Doral, FL
    2 days ago
  •  ...Full Time Client Service Associate Are you looking to progress your career as a banking professional? At Independent Bank we promote a culture that encourages professional growth and embraces the collective sum of your individual differences, life experiences, knowledge... 
    Hourly pay
    Full time
    Flexible hours

    Independent Bank Opportunities

    Franklin, MI
    1 day ago
  • $55k - $110k

     ...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 experience placement
    Work at office

    Raymond James

    Los Angeles, CA
    3 days ago
  • $70k

     ...Client Service Associate (Class of 2026) Overview: The Client Service team connects Guidepoint's clients with subject-matter experts to better inform their business decisions. They take the time to understand each client's specific research needs and deliver the experts... 
    Summer work
    Casual work
    Internship
    Work at office
    Worldwide

    Guidepoint

    New York, NY
    3 days ago
  • $76k - $81k

     ...Abacus Client Service Associate Abacus is a progressive financial planning firm devoted to helping people expand what's possible with money. We treat each other with the same level of care and respect we treat our clients it's why we offer unlimited vacation, flexible... 
    Work at office
    Flexible hours

    Abacus

    Santa Monica, CA
    1 day ago
  • $50k - $65k

     ...Client Service Associate At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to... 

    Edelman Financial Engines

    Plantation, FL
    2 days ago
  •  ...Client Service Delivery Associate I Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences. As a Client Service Delivery Associate I within JPMorgan Chase, you will play a pivotal role in delivering... 

    Delaware Staffing

    Newark, DE
    11 hours ago
  •  ...Client Services Associate Under general supervision, act as a liaison between clients and the laboratory to help deliver good service and scope future work as needed. Prepare and submit response quotes for work. Help prepare responses to Requests for Proposals (RFPs... 

    SGS

    Lincolnshire, IL
    11 hours ago
  •  ...Client Service Associate We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships with clients, then look no further and apply today! Join our team as... 
    Flexible hours

    Jackson Hewitt

    Selden, NY
    2 days ago
  • $28 per hour

     ...Client Service Associate Work Mode: Hybrid Location: New York, NY Pay: $28 Per Hour About Axelon Axelon is a leading provider of staffing solutions, dedicated to connecting talented professionals with rewarding opportunities. We pride ourselves on our commitment to... 
    Hourly pay

    Axelon

    New York, NY
    2 days ago
  • $69.13k - $96.47k

     ...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... 
    Full time

    Citi

    Chicago, IL
    1 day ago