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Client services associate Jobs

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11264 client services associate Jobs

  • Citi Logo3.9
    Client Services Associate
    Chestnut Ridge, NY
    $41K - $79K (Glassdoor est.)

    The Client Services Associate is a developing professional role. This role identifies policy and applies specialty

  • PNC Financial Services Group Logo3.7
    Client Solution Specialist Sr - Client Service Associate - Wealth Management
    Cincinnati, OH
    $31K - $55K (Glassdoor est.)
    Job Profile

    Position Overview

    At PNC, our people are our greatest differentiator and competitive advantage …
  • Senior Client Service Representative
    Payson, AZ
    $27K - $53K (Glassdoor est.)
    Easy Apply
    Job Title: Experienced Client Service Representative We are currently seeking to add an experienced Client Service Representative (CSR) to our team…*Duties include, but not limited to: Perform all cashiering and customer service functions for a range of 300-600 dedicated client households Placing trades…
  • Registered Client Associate
    San Diego, CA
    $39K - $94K (Glassdoor est.)
    Easy Apply
    Senior Registered Client Associate/Senior Marketing Associate About JET Wealth Advisors…: We at JET Wealth Advisors want to provide the highest quality of customer service, that helps our clients achieve the highest level of financial success, help to provide confidence in their financial…
  • Client Service Associate - Meriwest Wealth Advisors, San Jose
    San Jose, CA
    $43K - $95K (Glassdoor est.)
    Easy Apply
    Meriwest Wealth Advisors Client Service Associate - Req. #3340 San Jose Position Summary This position provides support to our investment… representatives in the areas of administration, business processing, client services and office marketing initiatives…
  • Client Services Associate
    Portland, ME
    $27K - $56K (Glassdoor est.)
    Easy Apply
    Purpose of the Position: BGA Financial seeks an experienced full-time Client Services Associate for our Portland office to perform administrative office… support activities for multiple insurance producers and provide client services. …
  • Client Service Associate
    Warrensburg, MO
    $22K - $43K (Glassdoor est.)
    Easy Apply
    We are looking for a Client Service Associate that is an enthusiastic, quirky, articulate self-starter…Enjoys providing exemplary, energetic service and plays a central role in enhancing the client experience…
  • Client Service Associate, 5+ yrs financial industry admin experience
    Swansea, IL
    $31K - $67K (Glassdoor est.)
    Easy Apply
    Archford Capital Strategies, LLC is seeking a dynamic individual with a diverse set of skills to fill the Client Service Associate role…The Client Service Associate role is responsible for the proactive management of their client relationships and providing exceptional customer service
  • Stratos Wealth Partners Logo3.8
    Senior Client Service Associate
    Irvine, CA
    $43K - $80K (Glassdoor est.)
    Easy Apply
    Stratos Wealth Partners, an independent, hybrid RIA and wealth management firm has a partner firm with an opportunity for an experienced Senior Client Services Specialist in the Orange County, CA area… ➢ Maintain client segmentation and execute on service models ➢ Coordinate with LPL Financial and other custodians and strategic partners on client account maintenance and reporting…
  • Stratos Wealth Partners Logo3.8
    Client Service Associate
    San Diego, CA
    $34K - $61K (Glassdoor est.)
    Easy Apply
    Client Service Associate Job Description A team of financial advisors affiliated with Stratos Wealth Partners is seeking a full-time Client Service Associate to join their team…The successful candidate will primarily be responsible for the day-to-day office management tasks as well as assisting the advisors with administrative client service functions on the LPL Financial custodial platform…
  • Alderson Enterprises LTD Logo3.5
    Client Service Associate
    Lubbock, TX
    $24K - $44K (Glassdoor est.)
    Easy Apply
    Client Service Associate - Entry Level Alderson Luxury Auto Group is looking for an entry level, fulltime Client Service Associate for immediate hire in our Business Development…This position is responsible for scheduling all service appointments, performing follow-up calls, and providing generalized answers to phone customers…
  • Ameriprise Financial Logo3.8
    Client Service Associate
    Indianapolis, IN
    $28K - $49K (Glassdoor est.)
    The Client Service Associate supports the many different tasks for which the practice is responsible and ties directly to the overall business plan of the practice…This position completes tasks which allow the advisors to focus more time and energy on client acquisition and deepening client relationships…
  • NH Corporation Logo3.1
    Registered Client Services Associate
    Lake Ronkonkoma, Suffolk, NY
    $39K - $99K (Glassdoor est.)
    Job Description Registered Client Services Associate We are a nationwide tax and financial services company looking for a full time, experienced, FINRA- Licensed Client Services Associate to work… new accounts, asset transfers, and other forms Handle routine matters for client accounts including name and address changes, account applications and bank authorizations Research and resolve client service
  • Financial Client Services Associate
    Omaha, NE
    $27K - $55K (Glassdoor est.)
    Easy Apply
    Financial Client Services Associate Job description Feltz WealthPLAN, a Financial Planning Firm located in Omaha, Nebraska, is seeking a qualified candidate for a Financial Client Services Associate…The Financial Client Services Associate’s role is a sales support position, typically providing dedicated operational and sales support to a Financial Advisor…
  • Client Service Associate
    Eureka, CA
    $30K - $58K (Glassdoor est.)
    Easy Apply
    Currently, we have a career opportunity available in our Client Service Associate role…The Client Service Associate collaborates with our team and clients to deliver on our commitment of exceptional client service
  • Client Services Associate- Financial
    Santa Barbara, CA
    $37K - $78K (Glassdoor est.)
    Easy Apply
    Client Services Associate – Santa Barbara, CA We are a well respected and established financial services…We are currently seeking a Client Service Associate who has strong customer relationship skills, the ability to learn the planning and investment management process, and is dedicated to going above…
  • Financial Client Service Associate
    Bellevue, WA
    $37K - $68K (Glassdoor est.)
    Easy Apply
    Coldstream Wealth Management is expanding our largest Bellevue team by adding an experienced Client Service Associate…The Client Service Associate’s responsibilities will include…
  • Reilly, Penner & Benton, LLP Logo4.2
    Senior Accounting Services Associate - Milwaukee
    Milwaukee, WI
    $28K - $46K (Glassdoor est.)
    Easy Apply
    The Senior Accounting Services Associate will assist with the provision of outsourced controllership, bookkeeping, QuickBooks consulting, reconciling balance sheet accounts, preparation of sales… and use tax returns, 1099s, and payroll reporting services for clients. …The position may involve periodic local travel to client offices…
  • Client Associate - Wealth Management
    San Francisco, CA
    Easy Apply
    The Client Associate will handle all aspects of support for the firm’s high net worth clients and alternative asset class funds…The Client Associate will directly interact with high touch clients in all areas of the workflow including client onboarding, account maintenance and reporting…
  • Senior New Accounts/Client Services Representative III
    Rohnert Park, CA
    $41K - $83K (Glassdoor est.)
    Easy Apply
    Poppy Bank is currently seeking a Senior New Accounts/Client Services Representative III to join our San Rafael, CA team! …: The Senior New Accounts/Client Services Representative III is required to be knowledgeable and skilled in the area of opening new consumer and complex business accounts…
  • Client Services Associate
    Gaithersburg, MD
    $33K - $68K (Glassdoor est.)
    Easy Apply
    Client Services and Marketing Associate A rapidly growing team of independent financial advisors is seeking a Client Services and Marketing Associate (CSMA…Experience and Qualifications: · Minimum of three years of client service and/or marketing experience, preferably in the financial services
  • Geiger Wealth Management Logo
    Registered Private Wealth Client Associate
    Oak Brook, IL
    Easy Apply
    of Chicago’s premier radio stations and is looking for a Registered Private Wealth Client Associate to join our team…Assist and interact with clients and prospects both in person and by phone to satisfy service requests and to enhance relationships…
  • Group O Logo3.3
    Client Services Representative
    Milan, IL
    $26K - $45K (Glassdoor est.)
    Overview: Group O is looking for a Client Services Representative to join our team…The Client Services Representative is responsible for setting up orders, providing order status updates and monitoring order completion. …
  • Reed-Lane Logo2.7
    Machine Parts Cleaner/Technical Service Associate for 2nd shift
    Wayne, NJ
    $69K - $139K (Glassdoor est.)
    Easy Apply
    /Technical Services Associate from 3:30pm to Mid-night. …Work with Senior MRO Purchasing / Technical Services Administrator to become familiar with his…
  • Client Service Associate
    Fullerton, CA
    $34K - $70K (Glassdoor est.)
    Easy Apply
    We are currently seeking an experienced Client Service Associate to join our team…This role combines client service activities with an introduction to financial planning, resulting in tremendous opportunities for growth for the right candidate…
  • Fisher Investments Logo3.5
    Investment Counselor
    Camas, WA
    Easy Apply
    You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. …From unmatched service to unique perspectives on investing, it’s the people that make the Fisher purpose possible…
  • MGA Homecare Logo3.9
    Client Service Manager
    Denver, CO
    $40K - $89K (Glassdoor est.)
    Easy Apply
    Care for Diverse Patient Populations - Client service managers serve patients from various backgrounds and ages…Job Description Job Summary The Client Services Manager (CSM) is responsible for developing and managing relationships with assigned clients and field staff to more quickly resolve challenges and address concerns…
  • Raymond James Financial Services, Inc. Logo4
    Client Service Manager/Client Service Associate
    Massapequa, NY
    $48K - $94K (Glassdoor est.)
    Easy Apply
    Client Service Manager/Client Service Associate Job Summary Provide administrative support for President…Job Responsibilities -Provide wide-range of administrative and operational support related to client service -Requires excellent telephone coverage including ability to manage priorities and handle…
  • Allegra Marketing | Print | Mail Logo2.9
    Client Services Specialist
    Bozeman, MT
    $29K - $50K (Glassdoor est.)
    We are currently looking to add another valuable team member for the position of Client Services…Cross-sell promotional products, mailing services, large format signs/banners Utilize PrintSmith software to enter and track client projects…
  • Uplift Family Services Logo3.4
    ABA Client Services Manager
    San Bernardino, CA
    $36K - $75K (Glassdoor est.)
    Title: ABA Client Services Manager Classification: Exempt Salary: $63,730.47 - $86,036.13 Actual offers will be determined…Under the supervision of sABA Director, responsible for oversight, management and supervision of the ABA Client Services Department. …
  • Home Instead Senior Care - Beaverton Logo3.6
    Client Services Manager
    Beaverton, OR
    $39K - $81K (Glassdoor est.)
    Easy Apply
    Client Services Manager – Home Instead Beaverton at Cascade Ave. …OBJECTIVES: -Drive growth in new client service through service inquiry conversions, care consultation closings, and ongoing follow up with prospects…
  • Senior Investment Advisor Associate (Client Service)
    Los Angeles, CA
    $58K - $133K (Glassdoor est.)
    Easy Apply
    Senior Investment Advisor Associate Position (IAA- Client Service) Kayne Anderson Rudnick Investment Management (“KAR…The successful candidate will work as part of a growth-focused advisory team to provide a professional and exceptional level of client service to affluent investors. …


Job TitleEmployerLocationSalary
Client Services AssociateCitiChestnut Ridge, NY
Client Solution Specialist Sr - Client Service Associate - Wealth ManagementPNC Financial Services GroupCincinnati, OH
Senior Client Service RepresentativeWilde Wealth Management GroupPayson, AZ
Registered Client AssociateJET Wealth AdvisorsSan Diego, CA
Client Service Associate - Meriwest Wealth Advisors, San JoseMERIWEST CREDIT UNIONSan Jose, CA
Client Services AssociateBGA FinancialPortland, ME
Client Service AssociateMurdock Banner Financial Group, LLCWarrensburg, MO
Client Service Associate, 5+ yrs financial industry admin experienceArchford Capital Strategies, LLCSwansea, IL
Senior Client Service AssociateStratos Wealth PartnersIrvine, CA
Client Service AssociateStratos Wealth PartnersSan Diego, CA
Client Service AssociateAlderson Enterprises LTDLubbock, TX
Client Service AssociateAmeriprise FinancialIndianapolis, IN
Registered Client Services AssociateNH CorporationLake Ronkonkoma, Suffolk, NY
Financial Client Services AssociateFeltz WealthPLANOmaha, NE
Client Service AssociatePremier Financial Group, Inc.Eureka, CA
Client Services Associate- FinancialArlington Financial AdvisorsSanta Barbara, CA
Financial Client Service AssociateColdstream Wealth ManagementBellevue, WA
Senior Accounting Services Associate - MilwaukeeReilly, Penner & Benton, LLPMilwaukee, WI
Client Associate - Wealth ManagementPoint Olema Capital PartnersSan Francisco, CA
Senior New Accounts/Client Services Representative IIIPoppy BankRohnert Park, CA
Client Services AssociatePlanVest FinancialGaithersburg, MD
Registered Private Wealth Client AssociateGeiger Wealth ManagementOak Brook, IL
Client Services RepresentativeGroup OMilan, IL
Machine Parts Cleaner/Technical Service Associate for 2nd shiftReed-LaneWayne, NJ
Client Service AssociateWalker WealthFullerton, CA
Investment CounselorFisher InvestmentsCamas, WA
Client Service ManagerMGA HomecareDenver, CO
Client Service Manager/Client Service AssociateRaymond James Financial Services, Inc.Massapequa, NY
Client Services SpecialistAllegra Marketing | Print | MailBozeman, MT
ABA Client Services ManagerUplift Family ServicesSan Bernardino, CA
Client Services ManagerHome Instead Senior Care - BeavertonBeaverton, OR
Senior Investment Advisor Associate (Client Service)Kayne Anderson Rudnick Investment ManagementLos Angeles, CA
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