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- The Client Services Associate supports successful client implementations and ongoing account needs within Ludi’s healthcare technology platform. This role partners closely with the VP of Implementation and VP of Account Management to ensure accurate data loads, quality...SuggestedContract workRemote workWork from homeHome officeFlexible hours
$34.32k - $90k
POSITION SUMMARY Service Associates perform operational support and oversight on behalf of the Market as well as general management support... ...support) • Identify Firm services and solutions that support clients’ needs including secure, digital offerings like Morgan...SuggestedTemporary workWork at officeLocal areaRemote workHome officeWork visaNight shift$20 - $23 per hour
...Title: Client Service Associate Salary Range: The anticipated base salary range for this position is $20 to $23 hourly. Exact salary depends on several factors such as experience, skills, and budget. This role is open to remote or can be based at our corporate...SuggestedHourly payTemporary workLocal areaRemote workFlexible hours$65k - $80k
Independent financial planning and investment management firm in Tampa, FL is seeking a PERMANENTLY REMOTE full-time Client Service Associate to join our team. We're a growing fee-based firm committed to meaningful client relationships and investing in our people....SuggestedFull timeWork experience placementWork at officeRemote workWork from homeMonday to Friday- ...Our client, a growing Registered Investment Advisor (RIA) serving high-net-worth clients, executives, and professionals, is seeking a Client Service Associate to support their advisory team. This is a client-facing operational role critical to the firm’s day-to-day service...SuggestedFull time
JCW Group
Washington DC2 days ago - ...POSITION SUMMARY 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 through engaging and utilizing...SuggestedFull timeWork at officeLocal areaWork visa
Morgan Stanley
Baltimore, MD2 days ago - ...planning firm, with a rich history supporting clients with thoughtful financial strategies and stellar personal service. We currently manage over $400M in assets and... ...Tuesdays and Thursdays. The Client Service Associate plays a key role in delivering the high level...SuggestedFull timeWork at officeRemote work
TalentLink Solutions
Hauppauge, NY2 days ago $100k - $120k
...Senior Client Service Associate Successful, Growing $1B+ AUM Independent Wealth Management Firm Midtown Manhattan A successful, growing independent wealth management firm with $1B+ AUM is hiring a Senior Client Service Associate for a long-term client service...SuggestedWork at officeRemote workMonday to FridayGemHarvest Executive Recruiting
New York, NY4 days ago- ...Client Service Associate (CSA) | Wealth Management | Financial Services Locations: Savannah, GA | Bluffton, SC | Statesboro, GA Sound View Wealth Advisors is seeking a Client Service Associate (CSA) to join our growing independent wealth management firm in our...SuggestedFull timeWork at officeRemote work
Sound View Wealth Advisors
Savannah, GA2 days ago - ...delivering highly customized investment solutions, exceptional client service, and a collaborative, high-integrity culture. Our team is... ...Spanish) candidates for the full-time position of Client Services Associate , reporting to the Director of Client Services. This role...SuggestedFull timeWork at officeWork from home1 day per week
CV Advisors
Aventura, FL1 hour ago - ...businesstalentgroup.com. Role & Responsibilities: • As our national Client Service (CS) team expands, we invite recent graduates or early... ...service, thriving in a fast-paced environment. • As a CS Associate, you will contribute to a team dedicated to delivering on-...SuggestedFull timePart timeInterim roleInternshipWork at officeRemote workWork from homeHome officeFlexible hours
Business Talent Group
Chicago, IL2 days ago $25 - $29.4 per hour
...Immediate need for a talented Client Service Associate. This is a 06 - 12+months contract opportunity with long-term potential and is located in New York City, NY(Hybrid) . Please review the job description below and contact me ASAP if you are interested. Job ID...SuggestedContract workLocal areaImmediate startPyramid Consulting, Inc
New York, NY1 day ago$16 - $40.87 per hour
...POSITION SUMMARY: 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 through engaging and utilizing...SuggestedHourly payTemporary workWork at officeLocal areaMorgan Stanley
Syracuse, NY1 day ago$95k - $115k
...Client Service Associate, Wealth Management & Life Insurance Support Location: Melville, NY | In-office Schedule: Full-time | Monday to Friday, with occasional work-from-home flexibility Compensation: $95,000 to $115,000 base salary, depending on experience |...SuggestedFull timeSummer workCasual workWork at officeWork from homeMonday to FridayShift workRevolt Financial
Melville, NY3 days ago- ...all work as a team/family and strive to keep it that way!Position OverviewWe are seeking a dedicated and experienced Senior Client Service Associate to join our team in a hybrid role. The ideal candidate will be responsible for ensuring high-quality service delivery and...SuggestedWork at officeWork from home2 days per week3 days per week
CyberCoders
Seattle, WA5 days ago - ...COLTER LEWIS INVESTMENT PARTNERS LLC Client Service Associate Hit Apply below to send your application for consideration Ensure that your CV is up to date, and that you have read the job specs first. Industry: Wealth Management Location: Greenwich, CT...Full timeWork at officeRemote workFlexible hours
Colter Lewis Investment Partners
Greenwich, CT5 days ago $95k - $115k
...Client Service Associate, Wealth Management & Life Insurance Support Location: Melville, NY | In-office Schedule: Full-time | Monday to Friday, with occasional work-from-home flexibility Compensation: $95,000 to $115,000 base salary, depending on experience...Full timeSummer workCasual workWork at officeWork from homeMonday to FridayShift workRevolt Financial
Melville, NY3 days ago$65.3k - $104.3k
*CLIENT SERVICE ASSOCIATE * WHAT IS THE OPPORTUNITY? This person is responsible for the day-to-day interaction with clients of the Commercial, Specialty or Corporate Banking Divisions. They are the primary contact person providing proactive and consultative support...Immediate startRemote workCity National Bank
Charlotte, NC12 days ago$17 - $20 per hour
...Job Description Our client, a leading organization within the financial services industry, is seeking motivated and customer-focused professionals to join their team as Financial Services Professionals. This role provides comprehensive training, career development opportunities...Contract workRemote workYoh, A Day & Zimmermann Company
Columbia, SC4 days ago- ...about simplifying complex financial decisions and providing clients with the clarity and confidence they need to enjoy the retirement... ...highly organized, detail-oriented, and client-focused Client Service Associate to join our team! You will have significant client...Work experience placementWork at officeRemote workAfternoon shift1 day per week
TalentLink Solutions
Huntersville, NC4 days ago $60k - $70k
...Client Service Associate Focus Partners is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning, delivering personalized...InternshipWork at officeLocal areaRemote work2 days per weekSCS Financial
Needham, MA22 hours ago$20 - $25 per hour
...Job Title: Client Service Associate Location: Old Bridge, NJ Type of Employment: Temporary (Through April 2027) In Office/Hybrid/Remote: In Office Hourly: $20/hr - $25/hr (depending on experience) Job Summary: A well-established professional services...Hourly payPermanent employmentTemporary workWork at officeLocal areaImmediate startRemote workMonday to FridayLHH Recruitment Solutions
Old Bridge, NJ4 days ago$64.1k - $88.1k
...Company We're a diversified financial services leader with more than $1.5 trillion in... ...individual, small business and institutional clients. We are a longstanding leader in... ...loyalty. As a Registered Client Service Associate, you will provide dedicated support to a...Full timePart timeFor contractorsH1bWork at officeWork from homeHome officeVisa sponsorshipShift workDay shift1 day per weekAmeriprise Financial
Florham Park, NJ3 days ago$70k - $90k
...Client Service AssociateRobertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin... ...growing businessServe as primary liaison with Salesforce and associated CRM activities, including mail list management.Provide calendar...Vodia Ventures
Boise, ID7 hours ago- ...Seeking dedicated individuals to join a team in a financial services position aimed at protecting families. Why Apply: 1. Make... ...all aspects of your work, ensuring that every interaction with clients is based on honesty, transparency, and trust worthiness. Qualifications...Remote workWork from home
AO Garcia Agency
United States1 day ago $17 per hour
...We are looking for a bilingual Arabic-speaking and/or Spanish-speaking individual to join our team as a Client Services Associate. If you are great with people skills, love animals and want to support our community, Reports To: Director of Clinic Operations Hours: Full...Hourly payFull timeWork at officeWeekend workDay shiftAfternoon shiftPet Community Center
Nashville, TN3 days ago- ...Ameriprise Financial Client Service Associate/Manager At Ameriprise Financial, we're not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative...Part timeLive inWork at officeWork from homeHome office
Ameriprise Financial
Overland Park, KS4 days ago - ...Seeking dedicated individuals to join a team in a financial services position aimed at protecting families. Why Apply: Make... ...all aspects of your work, ensuring that every interaction with clients is based on honesty, transparency, and trust worthiness. Qualifications...Remote workWork from home
AO Garcia Agency
United States2 days ago $16.87 - $22.77 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. Position Summary: Responsible...Hourly payWork at officeLocal areaShift workTBK Bank, SSB
Brighton, CO5 days ago- ...Client Service Associate Do you have experience in the financial services industry and want to advance your career with an industry-leading firm? Our office is growing, and we are looking for a Client Service Associate to join our operations team! The Client Service...Full timePart timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week
Ameriprise Financial
Clearwater Beach, FL4 days ago
