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Client Service Associate Jobs

32,079 Jobs

  • 3.3
    Edelman Financial Services – Santa Clara, CA
    $54k-$76k(Glassdoor est.)
    17 days ago 17d
    skilledClient ServiceAssociate for our Silicon Valley (Santa Clara, CA) location. The ClientServiceAssociate provides full… behalf of client accounts Researching client issues Preparing client documents Maintaining files Greeting clients in the office…
  • McDonald Partners – Cleveland, OH
    EASY APPLY
    $30k-$55k(Glassdoor est.)
    NEW
    registered clientassociate will provide administrative support to a growing team of financial advisors servicing individuals… incoming client calls and fulfilling clientservice requests. Administratively opening, maintaining, and servicingclient accounts…
  • 3.2
    Arthur J. Gallagher & Co. – Media, PA
    $37k-$67k(Glassdoor est.)
    11 days ago 11d
    value-based approach for the scope of service and costs associated with the clientservice agreement · Proficient in Microsoft… most complex client accounts in excess of $500,000 in premium. Individually accountable for client retention, service performance…
  • 3.3
    Ascensus – Tucson, AZ
    $29k-$41k(Glassdoor est.)
    NEW
    timely, and accurate and adds value to the customer. A ClientServiceAssociate proactively engages a participant during phone interactions… Prior customer service required · Retirement service experience preferred · Strong client focus and clientservice skills mandatory…
  • 3.7
    Lenox Advisors – New York, NY
    $37k-$53k(Glassdoor est.)
    HOT
    for a ClientServiceAssociate, supporting a successful Financial Advisor/Insurance Producer. The ClientServiceAssociate Supports… policy process. The Client Services Associate must provide superior clientservice by identifying the client’s wants and needs, acting…
  • 3.7
    Morgan Stanley – Atlanta, GA
    $35k-$51k(Glassdoor est.)
    NEW
    Perform daily operations, clientservice, and Financial Advisor support. Provide account information to clients and Financial Advisors… PowerPoint. Superior interpersonal, organizational and clientservice skills Experience Industry experience is a plus…
  • McDonald Partners – Cleveland, OH
    EASY APPLY
    $33k-$53k(Glassdoor est.)
    5 days ago 5d
    registered clientassociate will provide administrative support to a growing team of financial advisors servicing individuals… improve clientservice processes for the team and its book of business. Assist with marketing activities associated with the…
  • 3.9
    HighTower Advisors – Minneapolis, MN
    $35k-$54k(Glassdoor est.)
    6 days ago 6d
    team Complete necessary filing and maintain client files ClientServiceAssociate Requirements: Previous experience in Financial… internal growth and career development are plentiful. ClientServiceAssociate Job Description: Experience as a Paraplanner or…
  • 3.6
    Fisher Investments – Camas, WA
    $42k-$56k(Glassdoor est.)
    NEW
    providing great service helps our clients have confidence in the firm and their future. In the ClientServiceAssociate (CSA) role,… being of service to others is seen as a privilege—one where your efforts have a direct impact on our firm and the clients. You will…
  • 3.3
    OppenheimerFunds – Centennial, CO
    EASY APPLY
    $31k-$44k(Glassdoor est.)
    18 days ago 18d
    Description OppenheimerFunds (OFI) is looking for a ServiceAssociate to join our Client Relations team. We are seeking professional,… excellent service for our shareholders and broker/dealers. Successful candidates will have phone and customer service experience…
  • 3.5
    UBS – New York, NY
    $39k-$58k(Glassdoor est.)
    9 days ago 9d
    other materials for client meetings –collect the right documentation for opening new accounts and service requests –plan team… : –keep management systems up-to-date with client information –educate clients on account services and capabilities –help…
  • 3.7
    First Republic Bank – Santa Barbara, CA
    $43k-$61k(Glassdoor est.)
    24 days ago 24d
    sales and service support (i.e., create, review and distribute various client reports and presentations or assist with client events… is an ultra-high-touch bank that provides extraordinary clientservice. We believe that one-on-one interactions build lasting relationships…
  • 3.8
    Fidelity Investments – Greenwood Village, Arapahoe, CO
    $34k-$50k(Glassdoor est.)
    NEW
    firm is due to the personal responsibility and pride our associates take in getting things just right, and the compassion that… for our customers and each other. We ask for and act on our associates’ input on everything from busting through customer issues…
  • 3.5
    Verizon – Cary, NC
    8 days ago 8d
    support maintenance on satellite communications equipment and associated devices. Provide technical assistance to Verizon field &… network management environment is reliable to meet predefined service levels. What we’re looking for... You'll need to have…
  • 3.7
    Loma Linda University Medical Center – Loma Linda, CA
    $46k-$79k(Glassdoor est.)
    NEW
    Job Summary: The ClientService Manager (CSM) serves as a liaison between the FPBO and their designated practice groups… designated client locations, as needed. Occasionally requires flexibility in workday schedule to accommodate clients' needs.…
  • 4.5
    Tolleson Wealth – Dallas, TX
    $34k-$49k(Glassdoor est.)
    4 days ago 4d
    Job Title: ClientServiceAssociate Duties and Responsibilities: Assist in the client onboarding process and ongoing… collaborative individuals that share in our dedication to clientservice, integrity and excellence. Managing the needs of affluent…
  • 3.5
    Accountemps – New York, NY
    5 days ago 5d
    My client, a Bank located in Midtown Manhattan is seeking a Client Services Associate to join an assignment on a temporary capacity… Financial Advisors to assist in scheduling meetings, gathering client information, composing financial reports, and assisting with…
  • 3.5
    Verizon – Cary, NC
    NEW
    responder design and support, voicemail, presence and chat client, voice quality and dial-pattern and call routing. Incident… between shifts. Support the following: Voicemail Chat Client Voice Quality Dial-Pattern Call Routing Voice Emergency…
  • 3.7
    Lenox Advisors – San Francisco, CA
    $40k-$58k(Glassdoor est.)
    15 days ago 15d
    policy process. The Client Services Associate must provide superior clientservice by identifying the client’s wants and needs, acting… opportunity in our San Francisco office for a Part-Time ClientServiceAssociate, supporting a successful Financial Advisor/Insurance…
  • 3.8
    Robert Half Finance & Accounting – San Francisco, CA
    $50k-$75k(Glassdoor est.)
    Today 2hr
    behalf of our clients. The Client Services Associate provides administrative support and services to the client services and… departments. The primary responsibility is to create client delight in the servicing of accounts.…
  • 2.9
    Scottrade – Saint Louis, MO
    NEW
    the client experience and build client loyalty by delivering a courteous, knowledgeable and professional customer service experience… liaison when appropriate. • Utilize customer service skills to achieve client satisfaction and meet measurable department goals…
  • 3.2
    Arthur J. Gallagher & Co. – Chicago, IL
    $38k-$68k(Glassdoor est.)
    5 days ago 5d
    reports directly into either the Branch ClientService Director or the Branch ClientService Supervisor. This role directly contributes… with 0 years clientservice and/or claims management experience -OR- High School degree/GED with 3 years clientservice and/or claims…
  • 3.6
    Winston Flowers – Boston, MA
    $48k-$77k(Glassdoor est.)
    5 days ago 5d
    This position reports to the ClientService Management Team. This dynamic, creative clientservice position is responsible for… you will assist clients with gift product selection, questions and specific product requests via telephone. We look for candidates…
  • 3.9
    NFP – Chicago, IL
    EASY APPLY
    $36k-$52k(Glassdoor est.)
    9 days ago 9d
    for a ClientServiceAssociate, supporting successful Financial Advisor/Insurance Producers. The ClientServiceAssociate supports… the new policy and clientservice processes. The Client Services Associate must provide superior clientservice by ensuring that…
  • 3.3
    OppenheimerFunds – Centennial, CO
    EASY APPLY
    $29k-$40k(Glassdoor est.)
    11 days ago 11d
    Description OppenheimerFunds (OFI) is looking for a ServiceAssociate to join our Client Relations team. We are seeking professional,… excellent service for our shareholders and broker/dealers. Successful candidates will have phone and customer service experience…
  • 4.6
    EctoHR – Bingham Farms, MI
    $29k-$49k(Glassdoor est.)
    NEW
    the unique goals of its clients. The Position The Company is adding a ClientServiceAssociate to its team to manage all… of the client’s experience with the firm by ensuring exceptional service and a transformational impact. The ClientService Associate…
  • 4.9
    HouseCanary – Boulder, CO
    5 days ago 5d
    passionate Client Support Associate to join our world-class support team. What You Will Do Act as first level of client support… changes and product features What You Have 2+ years of client or customer support experience Ability to execute in a fast-paced…
  • 3.2
    TriNet Group – New York, NY
    $71k-$107k(Glassdoor est.)
    25 days ago 25d
    the level of service that our clients receive will be directly impacted by your work. As a Client Services Associate, you should… resolve complex HR issues Support tenured Associates with their day-to-day clientservice Participate in internal initiatives and…
  • 4.5
    Green Key Resources – New York, NY
    1 days ago 1d
    monthly and quarterly reporting. Maintain client contact database and associated files. Deliver administrative support for… including flights, hotel, and ground transportation for clientservice meetings. Operate telephone system, answer and transfer…
  • 3.5
    Verizon – Jacksonville, FL
    15 days ago 15d
    What we’re looking for... You'll need to have: Associate's degree or two or more years of work experience. Three or… experience. High level of attention to detail. Excellent customer service skills. Strong communications skills (written and oral).…
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