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- ...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,...SeniorWork at office
$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...SeniorPermanent employmentWork at officeLocal area$31 - $43 per hour
...information, visit guardanthealth.com and follow the company on LinkedIn, X (Twitter) and Facebook. Position Summary:The Senior Client Services Associate is responsible for providing exceptional support to Guardant Health customers, the Guardant Health Clinical Laboratory...SeniorFull timeFor contractorsWork at officeRemote workWork from homeShift work- 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...SeniorWork experience placementWork at office
- ...Gallagher Benefit Services is seeking a Senior Client Service Associate to join our Commercial team. You will help clients solve challenges and deliver tailored insurance solutions, working closely with colleagues to ensure every interaction is meaningful and impactful...Senior
Arthur J. Gallagher & Co.
San Diego, CA2 days ago - ...Confidential Search in Atlanta, GA is seeking a Client Service Associate or Senior Client Service Associate for our wealth management client. This on-site/hybrid role supports Advisors and delivers a high-touch client experience to UHNW families. You will maintain client...Senior
Stealth
Atlanta, GA3 days ago - ...Bartholomew & Company, based in Worcester with a Framingham, MA role in Private Wealth, seeks a Client Service Associate. You will lead client service workflows, support advisor teams, and mentor junior associates while upholding high service standards. Join a collaborative...SeniorFull time
Bartholomew & Company Inc
Framingham, MA1 day ago - ...UBS in New York's Midtown Manhattan branch seeks a Senior Registered Client Associate to provide exceptional service to ultra/high net worth clients, keep client data current, educate clients on account services, and assist with client meeting materials. You will gather...Senior
UBS
New York, NY3 days ago - ...We are seeking a Senior Client Service Associate to support one of our client's largest advisor teams and serve as both a relationship leader and the operational “COO of the team.” This is a high-impact role for a seasoned professional who excels at client service, workflow...SeniorWork at office
International Search Consultants
Seattle, WA16 hours agonew - ...Senior Client Service Associate This Senior Client Service Associate will primarily assist Wealth Advisor(s). High integrity, attention to detail, excellent communication and enthusiasm for teamwork is key. The ideal candidate will understand that a positive attitude and...SeniorWork at office
ImpactSearch Partners
Atlanta, GA3 days ago $20 - $27 per hour
...Senior Premier Client Services Associate We are currently seeking a Senior Premier Client Services Associate. The Client Services Associate will under supervision, provide service and portfolio support to Relationship Managers and Portfolio Managers managing and supporting...SeniorWork at officeEast West Bank
Pasadena, CA1 day ago$70k - $75k
...Position Title: Client Service Associate Salary Range : $70,000 - $75,000 / Year, DOE A boutique wealth management firm is seeking a Client Service Associate to serve as a trusted point of contact for high-net-worth clients while owning the operational details...SeniorWork at officeBoutique Recruiting
San Diego, CA15 hours agonew- ...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...SeniorTemporary work
Chase
Chicago, IL3 days ago $75.05k - $107k
...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 high-level executives, delivering...SeniorTemporary workJPMorgan Chase Bank, N.A.
Chicago, IL3 days ago- ...Job Description Job Description Job Description: Provide exemplary service to Gryphon Financial Partners clients. Manage day to day aspects of the client experience. Qualifications: Organized, detail oriented and ability to multi-task Strong verbal...SeniorWork at office
GRYPHON FINANCIAL PARTNERS LLC
Columbus, OH25 days ago - ...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 Senior Associate within the Commercial Bank, you will resolve client...SeniorWork experience placementWork at office
J.P. Morgan
Tempe, AZ1 day ago - Gallagher is hiring a Senior Client Associate in Cincinnati, OH to support the client service cycle and renewal processes. You will learn Gallagher's resources, assist with RFPs, vendor coordination, and client presentations while building relationships with internal and...Senior
- Vestwell is seeking an energetic Employer Services Senior Associate to join our team. You will be the first point of contact for Plan Sponsors,... ...sponsors, providing data-driven insights, and participating in client calls to relay status and remediation progress. #J-18808-...SeniorWork at office
- A financial services firm in Miami is seeking an Associate to manage client relationships and support financial advisors. The ideal candidate will have a Bachelor's degree in finance or business and 3 years of experience in the financial services industry. Strong communication...SeniorFull time
- Mowery & Schoenfeld, LLC is seeking a Senior Associate for Client Advisory Services (CAS) to support a growing advisory team. The role prioritizes client-facing service and collaboration with senior management to drive client growth and quality deliverables. Ideal candidates...SeniorWork at office
- Mowery & Schoenfeld, LLC is seeking a Client Advisory Services (CAS) Senior Associate to join our CAS Advisory team in Lincolnshire, IL. The role targets candidates with 3+ years of accounting experience, CPA eligibility, and strong client service skills. Responsibilities...Senior
$285k - $365k
Overview Duane Morris LLP has an opening in its New York office for an associate to join its growing Private Client Services Practice Group. Responsibilities Strong drafting and estate administration skills required, including experience drafting complex wills and trusts...SeniorPrivate practiceWork at office$90k - $120k
...Job Description: We are recruiting an experienced Senior Client Services Associate to support high-net-worth client insurance portfolios. This role combines hands-on portfolio management with team leadership, ensuring accurate execution, strong service delivery and...SeniorFull timeWork at officeThe Jacobson Group
New York, NYmore than 2 months ago- ...Senior Client Service Associate Lead with purpose. Partner with impact. The Senior Client Service Associate reports to the Operations Manager. Your role will be critical in leveraging the Operations Manager's time as efficiently as possible. You will use your excellent...Senior
$20 - $30 per hour
...Senior Client Services Associate East West Bank is currently seeking Senior Client Services Associate who will be responsible for supporting the Private Bankers and Private Client Advisors within the Private Banking Department to achieve sales, service, and operational...SeniorFlexible hours$80.2k - $105k
...Client Service Associate (CSA) We are seeking a detail-oriented and client-focused Client Service Associate (CSA) to join our Registered Investment Advisor (RIA) firm. The CSA serves as a key point of contact for clients and plays an integral role in delivering an exceptional...SeniorWork at office- ...primary point of contact for assigned clients, building and maintaining strong relationships... ...experience through personalized service and attention to detail. Assist... ...software (e.g., Salesforce) preferred. Seniority level Associate Employment type Full-time Job function...SeniorFull timeWork at office
$70k - $85k
...Senior Client Service Associate The Senior Client Service Associate plays a critical role in providing high-level support to both clients and advisors. This position manages complex client interactions, processes detailed account tasks, and handles escalated issues,...SeniorLocal areaFlexible hours- Introduction At Gallagher Benefit Services, you’re a trusted partner to organizations... ...important people decisions. We help clients build better workplaces, where... ...Overview At Gallagher, we’re looking for a Senior Client Service Associate to join our Employee Benefits team....SeniorWork experience placementWork at officeLocal areaShift work
- ...Responsibilities Receive inbound client phone calls and emails,... ...with clients. Process account service requests and ensure... ...mentoring and training of client associates. Qualifications Bachelor's... ...collaborative interpersonal skills Seniority level Associate Employment...SeniorFull timeWork at office
