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  • Vicus Capital – Sewickley, PA
    Est. Salary $31k-$45k
    6 days ago 6d
    SUMMARY The Client Service Associate position is an exciting opportunity to make an impact by providing world class service and support… Prep materials and record minutes for all client meetings Execute client/advisor service requests and follow up activities Maintain…
  • 3.5
    Ascendo Resources – Nashville, TN
    4 days ago 4d
    banking? My client is an industry leader and is willing to train recent college grads. This position is for a client service associate… degree with internships or equivalent work exp Financial service experience is strongly proffered Apply…
  • 3.6
    UBS – Short Hills, NJ
    15 days ago 15d
    Are you truly service oriented? Can you enhance the relationship experience for our ultra-high net worth clients? We’re looking… other materials for client meetings – collect the right documentation for opening new accounts and service requests – plan team…
  • 3.6
    Genesis10 – New York, NY
    19 days ago 19d
    Genesis10 is currently seeking a Client Service Associate with our client in the healthcare industry in their New York, NY location… month + contract to hire position. Description: The Client Service Associate ( "CSA) is responsible for revenue growth and retention…
  • 2.7
    GTT – Austin, TX
    1 days ago 18hr
    With minimal supervision, performs tasks associated with repair of the client’s voice and data networks, and perform leadership… will communicate via phone, email and in system notes with the client and internal stakeholders. A working knowledge of Windows operating…
  • 3.5
    Convergent – Chattanooga, TN
    5 days ago 5d
    best client solution Represent Convergent Revenue Cycle Management, Inc. at key healthcare conferences and associations (HFMA… or law degree preferred Minimum 3 years experience in client service representative role Minimum 3 years experience in healthcare…
  • 3.9
    Pareto Law – New York, NY
    27 days ago 27d
    customer interest and develop client rapport in order to obtain revenue. The Client Service Associate will possess a confident manner… Job Title: Client Service Associate Location: New York/Manhattan Salary: $50,000 ($65K OTE) REF: NYZZ7025 Sector: Financial…
  • 3.3
    OppenheimerFunds – Seattle, WA
    EASY APPLY
    Est. Salary $31k-$44k
    4 days ago 4d
    phone calls, handle client service requests, work across teams to meet client needs and follow-up with clients when appropriate.… OppenheimerFunds (OFI) is looking for a Client Services/Relationship Management Associate to join our Client Relations team. We are seeking…
  • 3.0
    Pareto Ltd – Worcester, MA
    Est. Salary $35k-$50k
    2 days ago 2d
    Job Description Client Service Associate Salary: $50,000 + OTE REF: MASGJCSA#SGP Sector: Financial Services Have an… background in financial services would be beneficial. Client Service Associate – what you get: · Highly competitive starting salary…
  • 2.6
    Public Consulting Group, Inc. – Chicago, IL
    Est. Salary $42k-$59k
    24 days ago 24d
    currently seeking a Client Service Associate II to support EDPlan operations and growth for Illinois clients. The role requires… identifying other client service opportunities Prepare agendas, analyzes data and creates project status reports for clients and internal…
  • Myriad Advisor Solutions – Palm Desert, CA
    Est. Salary $35k-$63k
    6 days ago 6d
    Job Description As a Client Service Associate (CSA) you will be an integral part of our Clients team. With daily interaction and… energetic candidates who wish to be considered for the Client Service Associate position are encouraged to submit a current resume.…
  • 3.6
    Accountemps – Chicago, IL
    6 days ago 6d
    Working with clients to ensure proper account opening procedures and documentation Providing account information to clients and RVPs… assist in maintaining key client relationships Establishing and cultivating relationships with new clients and proactively helping…
  • 4.1
    Guardant Health – Redwood City, CA
    Est. Salary $47k-$71k
    15 days ago 15d
    ABOUT THE ROLE We are looking for a full-time Client Services Associate (CSA). The CSA is responsible for providing exceptional… Salesforce.com and Microsoft Office A minimum of 1 year client service experience required You have excellent written and verbal…
  • 4.3
    Bankers Healthcare Group, Inc. – Davie, FL
    EASY APPLY
    16 days ago 16d
    Department Requirements: Associates degree from a College or University At least two years of Customer Service experience Ability… multi-task and handle multiple priorities Strong customer service, leadership, organizational, and communication skills Detail…
  • Beacon Wealth Management, LLC – Hackensack, NJ
    Est. Salary $37k-$54k
    3 days ago 3d
    completion Assist in the client file management and provide input to open items and actions to associate and lead advisors Key… Responsibility Involvement in most aspects of pre-client meeting activities such as client paperwork, presentations, and preparation of…
  • 3.2
    Arthur J. Gallagher & Co. – Las Vegas, NV
    Est. Salary $35k-$56k
    22 days ago 22d
    Summary: The Client Service Associate is accountable for delivering high quality and efficient service to clients within the pooled… Supervisor. The Client Service Associate contributes to key business outcomes such as client retention, client satisfaction, enhancing AJG…
  • 3.4
    PrimePay, LLC. – West Chester, PA
    Est. Salary $32k-$51k
    14 days ago 14d
    Administration and associated regulations (of Section 125, Section 105, COBRA HIPAA, ERISA, and ACA) Experience in a client service environment… very best service delivery Point of escalation for internal and external service issues requiring support above Client Success…
  • 4.1
    OneDigital – Little Rock, AR
    8 days ago 8d
    as well as with client management and service teams to effectively and strategically service and retain clients. Effective communication… and service teams to ensure client needs are met Communicate multi-year strategy to clients Create and oversee client wellness…
  • Money Matters with Ken Moraif – Woodland Hills, CA
    Est. Salary $37k-$68k
    8 days ago 8d
    Description This Client Service Associate will be the point of contact for all client service related needs. Will provide service on all… personal support in a fast-paced environment. This is a client service position with management responsibility. It requires a dedicated…
  • 3.8
    Raymond James Financial – Spartanburg, SC
    Est. Salary $30k-$44k
    13 days ago 13d
    securities trades. Assists in client servicing issues as required in support of the Service Associate. Assists in accomplishing… Growingfinancial planning firm is looking for a client service associate to join ourteam. This entry-level role can develop into…
  • 3.3
    Chubb Corp – Chicago, IL
    Est. Salary $41k-$61k
    1 days ago 1d
    Benefits (CWB) channel. The Client Services Associate is expected to perform and prioritize service functions, executing tasks… Chubb Workplace Benefits (CWB), is seeking a Client Services Associate to join our fast-paced, high energy, growing company.…
  • 3.1
    NMS Labs – Willow Grove, PA
    Est. Salary $69k-$119k
    26 days ago 26d
    Associate Director of Client Services Location Willow Grove, PA Department Client Service Apply… Apply Now Title: Associate Director of Client Services Department: Client Services Job Type: Full Time Location: Willow…
  • 3.2
    AAA Washington – Bellevue, WA
    Est. Salary $39k-$62k
    8 days ago 8d
    Education: Associates Degree or two year technical school certification strongly preferred. 3 years previous client technology… desk-side technologies used by our employees and service partners. The Client Technologies Specialist demonstrates substantive…
  • 3.5
    Ameriprise – Scottsdale, AZ
    Est. Salary $32k-$46k
    1 days ago 24hr
    Posting Title Client Service Associate - Scottsdale, AZ Job ID 9010BR Recruiting Location Scottsdale, AZ Full-Time /… practice & in servicing clients by gathering & analyzing client data, helping prepare financial plans, working with clients to process…
  • 2.6
    APAC – Phoenix, AZ
    Est. Salary $32k-$47k
    10 days ago 10d
    Educational Development (GED) certificate. Previous customer service and/or call center experience preferred. Bi-lingual (Spanish… protected by federal, state or local laws. Job Customer Service Representative Primary Location UNITED STATES-AZ-Phoenix…
  • 3.5
    AAFCPAs – Westborough, MA
    EASY APPLY
    Est. Salary $34k-$51k
    4 days ago 4d
    are seeking a friendly, professional, and service-focused Client Service Associate to join our team! This key position will be… Excel, Outlook), and Adobe Demonstrated client service experience Passion for service, a positive presence, poised and well-spoken…
  • 3.4
    The Advisory Board Company – Richmond, VA
    Est. Salary $35k-$51k
    13 days ago 13d
    Client Service Associate *LIR Royall & Company Education Advisory Board www.eab.com Learn About Us Connect With Us About… Community Impact Twitter The Role in Brief: The Client Service Associate (Trainee) will be introduced to the world of consulting…
  • 2.8
    Scottrade, Inc – Saint Louis, MO
    12 days ago 12d
    departments. Shadow Client Account Response staff and observe how they conduct business with internal and external clients. Become familiar… DESCRIPTION The main purpose of this position is to assist the Client Account Response department with daily operations while gaining…
  • 3.1
    Kforce – New York, NY
    16 days ago 16d
    Kforce's Financial Services Client in Midtown NYC is looking for Client Service Associate to join their team. The team needs… reconcile current client activity, fund transfers and previous day's activity to ensure accuracy Process client requests (wires…
  • 4.1
    SmartTalent – Lacey, WA
    EASY APPLY
    8 days ago 8d
    of all client financial information. Requirements for a Client Service Associate: -The Client Service Associate must have… limited to: -As a Client Service Associate you will perform general office duties. -As a Client Service Associate you will answer…
  • Kestra Financial Independent Advisor – Baltimore, MD
    15 days ago 15d
    professional to help service, market and grow our business by handling daily administrative duties and servicing client requests.This… Perform service transactions for clients Maintain files and prepare correspondence and documents for advisors and clients Monitor…
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