Average salary: $76,697 /yearly
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- Client Service Associate - Financial PlanningAre you a financial professional with a passion for providing comprehensive wealth management services to high-net-worth clients and institutions? Our client, a distinguished wealth management and registered investment advisory...Suggested
- ...their newly revamped brokerage business.Must have Series 7 additional licenses are a plus.The role focuses on delivering excellent client service by handling administrative tasks, account management, trade execution, documentation, and communication. The CSA works closely...Suggested
- ...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
$140k
Job DescriptionClient Service Associate, Investment ServicesUSA RemoteUp to $140,000ShortList is recruiting for a Client Service Associate for a specialist investment advisory firm with an established client base of credit unions and banks across the United States.The...SuggestedPermanent employmentInternshipWork at officeRemote work$80.1k - $128.16k
...better outcomes and a stronger community of associates united by our mission. At Capital, we... ...our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking... ...ones “I can succeed as a Private Client Service Associate at Capital Group.”As the...SuggestedFull timeTemporary workLocal areaFlexible hours$88.08k - $140.93k
...better outcomes and a stronger community of associates united by our mission. At Capital, we... ...our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking... ...ones “I can succeed as a Private Client Services Associate - Outsourced Advisory...SuggestedFull timeTemporary workLocal areaFlexible hours- Job Reference #338745BRCityCincinnatiJob TypeFull Time Key responsibilitiesA Client Service Associate serves as the first point of contact when a client calls to reach their advisor. Their primary responsibility is to handle requests (disbursements, investment changes,...SuggestedFlexible hours
- 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 Services group, you will play a pivotal...Suggested
$85k - $130k
...may be assigned as necessary to ensure the proper operations of the department and the business.Join us as a FX Prime Brokerage Client Services AssociateSitting within our Prime Brokerage Client Service team, you'll be responsible for building and maintaining...SuggestedFull timeLocal area- ...environment with growth opportunities. Collaborate on impactful operational and client service projects. Enhance workflows using AI tools and analytical expertise.Job DescriptionClient Service Associate OverviewThe Client Service Associate role focuses on operational and...Suggested
- Driving seamless compliance and elevating client experiences, Client Service Associates in the Wholesale KYC Organization set the standard for trust and efficiency. With expert collaboration and a sharp eye for detail, they turn regulatory requirements into opportunities...Suggested
$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- Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide... ...complex treasury and cash management products and services. As a Client Service Senior Associate within the Commercial Bank, you will resolve client requests...SuggestedWork experience placementWork at office
- Join our dynamic team as a Client Service Delivery Associate II and become a vital part of our mission to elevate client experiences. As a Client Service Delivery Associate II within JPMorganChase, you will play a pivotal role in enhancing our client relationships by providing...Suggested
- ...- so legal teams can focus on the case. About the role:Our clients count on us to make the legal process seamless and efficient... ...are delivered on time and flawlessly accurate. As a Client Services Associate/Representative (Texas), you’ll be the go-to expert for attorneys...SuggestedTemporary workSummer workLocal areaRemote work
$52k - $70k
A well-established, client-first wealth management firm in Littleton, Colorado is adding a Client Services Associate to its growing team. This role offers direct advisor mentorship, a shorter Friday schedule, and a genuine path to deeper specialization in financial operations...Work at officeMonday to Thursday- ...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...Full time
$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...Full timeLocal area- Private Client Services Associate / CounselJoin a nationally recognized law firm known for its sophisticated legal work and long standing reputation for excellence across a broad range of practice areas. The firm is consistently ranked among top tier legal organizations...
$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...Full time- ...What You Will Be Doing Respond to client requests for new project initiatives through our centralized technology. Collaborate with various... ...culture; educate the project team and provide a high level of service. Monitor and communicate project progress, ensuring strict...Local area
TransPerfect
Corvallis, MT2 days ago - ...Jackson Hewitt - JobID: 100-169287321 [Customer Service Representative] As a Client Service Associate at Jackson Hewitt, you'll: Greet all potential clients with a friendly and professional demeanor; Engage in conversation with potential clients to share information about...Immediate start
Jackson Hewitt
Lebanon, KY1 day ago - ...AO Globe Life is seeking a Remote Client Solutions Coordinator at an entry level, with strong communication and client service skills. This fully remote role offers training, mentorship, and a clear path for career development within a growing professional environment...Remote work
AO Globe Life
United States4 days ago - ...Larson Wealth Partners is a diversified financial services firm that provides a comprehensive array of financial services with... ...future. We are seeking a talented and resourceful Client Services Associate . The ideal candidate should be able to operate independently...Temporary workWork experience placementLocal area
Larson Wealth Partners, LLC
Goldsmith, IN8 hours ago - ...As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person. assist customers with finding products. provide quotes and take orders. troubleshoot and...
TradeJobsWorkforce
Plano, IA2 days ago $16.54 - $22.67 per hour
...the end of the day, TBK means striving for excellence, while delivering with humility. We thrive on providing exceptional customer service, and we look for friendly professionals dedicated to helping customers achieve their financial goals. Join TBK Bank! At TBK Bank, a...Hourly payLocal areaShift workTriumph
Otis, CO5 days ago- ...Customer Service AssociateWe're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following:Assist customers with questions and recommendationsManage sales transactions...Contract workPart timeLocal area
Dollar Tree
Philadelphia, MS3 days ago - ...TBK Bank is seeking a part-time Client Services Associate to build professional relationships and deliver an exceptional client experience. You will help clients meet their financial goals through daily transactions and referrals to other departments. Key duties include...Part time
TBK Bank, SSB
Otis, CO4 days ago $70k - $90k
...Client Service Associate Reports To: Practice Leadership Job Purpose: The Client Service Associate (CSA) position is a significant role within our company. The position involves a multitude of client service processes, collaboration with other staff members, providing...Work at officeHome office- ...TBK Bank is seeking a Client Services Associate to handle prompt, accurate financial transactions and build strong customer relationships. You will profile customers, offer appropriate products, and ensure each interaction exceeds expectations as part of our community-...
TBK Bank, SSB
Carroll County, IL2 days ago
