Average salary: $76,697 /yearly
More stats ...Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Senior Client Service Associate (CSA) in our Campbell, CA office. The Senior CSA will join a highly talented team of institutional investment consultants and analysts that...
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...Category : Customer Service/Support
This position will be based on-site at our Columbia, South Carolina location.
About... ...allow us to be a force of good in supporting our communities, our clients, and the environment.
Benefits of working with TP include:...
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Hourly pay
Local area
...resume.
Salary: $85,000 - $95,000 per year
A bit about us:
We are seeking a dynamic and highly-motivated Senior Client Services Associate to join our growing team. This is an exceptional opportunity for a dedicated professional to play a pivotal role in the wealth...
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Holiday work
Remote job
Our client is renowned as Chicago's highest-end dry cleaning establishment, catering to... ...They are known for delivering impeccable service, meticulous attention to detail, and a... ...and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR,...
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Flexible hours
Saturday
...Job Description
Job Description At HMG, our sole focus is delivering notable services to our clients and customers. Our Client Services Associate plays an integral part in our eminent efforts to optimize performance and productivity. We are a diverse team working...
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Traineeship
...year
A bit about us:
We are a wealth management industry leader for private clients, endowments, institutions and more. We're seeking a passionate and dedicated Client Services Associate to support our high performing team of Advisors. This is an exciting...
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...firm, supporting generations of families, institutional clients and foundations. We are service-oriented, and our clients stay with us because of the... ...We are expanding our team by hiring a Client Service Associate. You will support our advisors, our clients, and our continued...
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Holiday work
Work experience placement
Home office
Client Service Associate - Family Wealth Management Firm
Overview: The position is about delivering the ultimate client experience. A candidate should be well spoken, personable in connecting with clients, flexible in handling a variety of operational tasks, and an ability...
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Holiday work
Full time
Flexible hours
Day shift
...OUR TEAM!
Recognized as a "Best Place to Work" for the 7th year in a row! Trust Point Inc. is looking to hire a full-time Client Service Associate in our Wealth Management department. We are currently seeking a professional candidate to provide full-time support to our...
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Full time
Monday to Friday
...your resume.
Salary: $80,000 - $110,000 per year
A bit about us:
We are looking for an experienced and client-focused Senior Client Services Associate to join our client's financial services firm. The Senior Client Services Associate will be responsible for...
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Permanent employment
Full time
...resume.
Salary: $55,000 - $75,000 per year
A bit about us:
We are seeking a dynamic and highly-motivated Senior Client Services Associate to join our growing team. This is an exceptional opportunity for a dedicated professional to play a pivotal role in the wealth...
Suggested
Holiday work
Remote job
...Client Service Associate – Wealth Management
Bellevue, WA
Work for an independent advising firm that is growing quickly. This dynamic group of experts in their field is looking to add a Client Service Associate. By placing their clients' interests at the forefront...
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Holiday work
...Job Description:
We are currently seeking a skilled and client-focused Financial Client Service Associate to join our team. The ideal candidate will have a passion for delivering exceptional service, strong communication skills, and a background in finance or related...
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Holiday work
Full time
Temporary work
...located in Pompano Beach, FL, is seeking a qualified professional to join the team in the important role of full-time Client Service Associate .
This position requires excellent customer service and problem-solving skills which helps the candidate to confidently...
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Full time
...Talisman Wealth Advisors, a growing financial advisory firm located in Mountainside, NJ, is seeking a PERMANENTLY REMOTE Client Service Associate to join our team. We are a financial planning firm that has client service as our #1 priority, and we are looking for...
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Remote job
Full time
Work from home
...Our Client, a Wealth Management Firm, is looking for a Client Service Associate. They're looking for someone who is detail oriented and passionate about creating a great client experience.
Job Description and Duties:
Provide an excellent client experience for...
Full time
ANNUAL COMPENSATION: $51K-$60K
We are seeking a Client Services Manager Associate within the DC Metro area to join our team and provide exceptional customer service to clients, families, and professionals. The primary responsibility of this role is to build and maintain...
Holiday work
Full time
Temporary work
Flexible hours
Night shift
Weekend work
...have been steadily growing our practice for 21 years by focusing on excellent client experience as a small ensemble. We are seeking a full-time PERMANENTLY REMOTE Client Service Associate to join our team. We have a strong culture, competitive salary, and an upbeat workplace...
Remote job
Full time
...About the job
The Client Service Associate (CSA) is a client-facing role responsible for maintaining, deepening, and enriching relationships, serving as the primary point of contact for all service-related needs of a Premier Path Wealth Partners client. When needed...
Full time
Local area
...sales? Do you thrive in a fast-paced environment where you can combine your excellent customer service skills with your sales expertise? Join our team as a Client Service Associate, where you'll have the opportunity to engage with customers, provide outstanding service,...
...Title: Client Service Associate
Location: Bonita Springs, FL (on-site)
Salary: $60k - $90k + bonus (based on experience)
Terms: Full-time
The Client Service Associate will work closely with the Relationship Manager to support our Financial Advisors in...
Full time
Work experience placement
...Our client, a fast growing financial services firm with multiple locations, is seeking a Client Service Associate to join the team at their office in Chicago. This role will support clients, custodian partners, and team members in an administrative and operational capacity...
...and Annuities.
Position Summary:
Winged Keel Groups Client Services department focuses on delivering best in class service to our... ...in a timely fashion.
The successful Client Services Associate will use his or her knowledge of life insurance and client service...
Temporary work
Part time
Weekend work
Afternoon shift
...This is a full-time, on-site role for an experienced service professional located in Bethesda, MD. The Client Service Associate will be responsible for answering inquiries, resolving issues, updating client accounts, maintaining documentation, money movement, report generation...
Full time
...delivering personalized financial solutions to our valued clients. Our mission is to guide individuals and families... ...-centered counsel, education, and exceptional service.
Position Summary:
As a Client Service Associate , you will play a crucial role in ensuring...
Full time
Part time
...Client Service Associate Legacy Solutions
Legacy Solutions , a well-established investment firm located in Kennett Square, PA, is seeking a qualified professional to join the team in the important role of full-time Client Service Associate .
This position...
Full time
...The QTI Group is partnering with Resonant Capital Advisors to hire a Client Service Associate (CSA) to join their team. Resonant Capital Advisors is a privately held, innovative, and growing Registered Investment Advisor (RIA) firm that provides planning, investment...
...Client Service Associate
Wealth Management Firm
Redwood City, California
Established wealth management firm is seeking a Client Service Associate to join their team. This role is responsible for supporting the operational and administrative functions of the...
...Description
Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to... ...our complex treasury and cash management products and services.
As a Client Service Associate within the Commercial Bank, you will resolve client...
Work experience placement
...YOUR ROLE:
As part of the Client Services Associate Function, you will assist with the operations associated to client care, relationship services, information services, and marketing initiatives. Activities such as serving as the direct point of contact for prospects...