Client Services Associate Jobs | Glassdoor
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Client Services Associate Jobs

36,552 Jobs

  • McDonald Partners – Cleveland, OH
    EASY APPLY
    $30k-$55k(Glassdoor est.)
    NEW
    Are you a clientassociate in the financial services industry looking for a great long-term opportunity as part of a growing and… include: Series 7 registration. Prior registered clientassociate experience, 3-plus years experience desired. Basic knowledge…
  • 3.3
    Ascensus – Tucson, AZ
    $29k-$41k(Glassdoor est.)
    NEW
    timely, and accurate and adds value to the customer. A Client Service Associate proactively engages a participant during phone interactions… experience preferred · Strong client focus and client service skills mandatory · Manage client expectations · Exercise effective…
  • 3.5
    D.A. Davidson Companies – Vancouver, WA
    22 days ago 22d
    financial services holding company. We are looking for a ClientAssociate that will fit into our team in our downtown Vancouver office… duties and special projects as necessary. Keyword: ClientAssociate From: D.A. Davidson Companies…
  • 3.3
    Edelman Financial Services – Novi, MI
    $44k-$62k(Glassdoor est.)
    4 days ago 4d
    seeking a skilledClient Service Associate for our Fairfax, VA location. The Client Service Associate provides full support to one… behalf of client accounts Researching client issues Preparing client documents Maintaining files Greeting clients in the office…
  • McDonald Partners – Cleveland, OH
    EASY APPLY
    $33k-$53k(Glassdoor est.)
    5 days ago 5d
    Are you a registered clientassociate looking for a great long-term opportunity as part of a growing and independent professional… include: Series 7 registration. Prior registered clientassociate experience, 3-5 years experience desired. Basic knowledge…
  • 4.3
    Guardant Health – Redwood City, CA
    EASY APPLY
    $47k-$72k(Glassdoor est.)
    19 days ago 19d
    ABOUT THE ROLE We are looking for a full-time Client Services Associate (CSA). The CSA is responsible for providing exceptional… accuracy of data entry Partner with the Clinical lab to ensure client information is correctly entered Manage and distribute materials…
  • 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…
  • 3.7
    Lenox Advisors – New York, NY
    $37k-$53k(Glassdoor est.)
    HOT
    for a Client Service Associate, supporting a successful Financial Advisor/Insurance Producer. The Client Service Associate Supports… policy process. The Client Services Associate must provide superior client service by identifying the client’s wants and needs, acting…
  • 3.8
    Essence – San Francisco, CA
    $73k-$117k(Glassdoor est.)
    5 days ago 5d
    Client Leadership Take direct responsibility for Essences creative relationship with the client and the associated lifetime… is a senior client services role on the Google team. Youll be responsible for the strategic and day-to-day client relationship…
  • 3.9
    HighTower Advisors – Minneapolis, MN
    $35k-$54k(Glassdoor est.)
    6 days ago 6d
    team Complete necessary filing and maintain client files Client Service Associate Requirements: Previous experience in Financial… internal growth and career development are plentiful. Client Service Associate Job Description: Experience as a Paraplanner or…
  • 4.1
    GLAMSQUAD – New York, NY
    HOT
    seeking positive, enthusiastic, problem-solving Client Experience Associates to join our team based in New York! There are full-time… full-time and part-time positions available. Our Client Experience Associates are advocates of GLAMSQUAD and do everything from…
  • 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…
  • 2.5
    Specialized Loan Servicing – Denver, CO
    NEW
    needs of our 16,000 clients. JOB SUMMARY: Serve as a Subject Matter Expert (SME) to SLS clients in servicing and… inquiries related to client-specific loans. Perform detailed research in order to respond accurately to client inquiries. Communicate…
  • 3.6
    Fisher Investments – Camas, WA
    $42k-$56k(Glassdoor est.)
    NEW
    great service helps our clients have confidence in the firm and their future. In the Client Service Associate (CSA) role, being of… efforts have a direct impact on our firm and the clients. You will help set our clients at ease through competently managing all of…
  • 3.3
    OppenheimerFunds – Centennial, CO
    EASY APPLY
    $31k-$44k(Glassdoor est.)
    19 days ago 19d
    OppenheimerFunds (OFI) is looking for a Service Associate to join our Client Relations team. We are seeking professional, self-motivated…
  • 3.7
    Morgan Stanley – Chicago, IL
    $36k-$53k(Glassdoor est.)
    9 days ago 9d
    Perform daily operations, client service, and Financial Advisor support. Provide account information to clients and Financial Advisors… PowerPoint. · Superior interpersonal, organizational and client service skills. Experience · Industry experience is…
  • 4.8
    Kepler Group – New York, NY
    $89k-$142k(Glassdoor est.)
    12 days ago 12d
    specialists, client partners and consultants are pushing the marketing envelope every day. The Client Solutions Associate Director… of one or more client relationships. As a client leader, youll be responsible for deeply understanding clients business issues…
  • 3.7
    Loma Linda University Medical Center – Loma Linda, CA
    $46k-$79k(Glassdoor est.)
    NEW
    designated client locations, as needed. Occasionally requires flexibility in workday schedule to accommodate clients' needs.… Job Summary: The Client Service Manager (CSM) serves as a liaison between the FPBO and their designated practice groups…
  • 3.2
    TriNet Group – Boca Raton, FL
    $63k-$91k(Glassdoor est.)
    NEW
    power our clients’ business success with extraordinary HR. JOB SUMMARY/OVERVIEW The Client Services Associate (CSA) is… account management and client relationship for TriNet clients’ worksite employees. The CSA is the clients’ main contact for HR issues…
  • 3.7
    First Republic Bank – Santa Barbara, CA
    $43k-$61k(Glassdoor est.)
    24 days ago 24d
    distribute various client reports and presentations or assist with client events); may be for current clients or prospects. Research… phone calls to prospects and clients, schedule all client-related appointments, coordinate client mailings/invitations to company…
  • 2.9
    Scottrade – Saint Louis, MO
    1 days ago 19hr
    main purpose of this position is to enhance the client experience and build client loyalty by delivering a courteous, knowledgeable… and all Scottrade associates and by having a positive attitude. MINIMUM EDUCATION & EXPERIENCE: • Associate’s Degree in related…
  • 3.1
    ICMA RC – Washington, DC
    $35k-$50k(Glassdoor est.)
    11 days ago 11d
    Requisition Number CS070819 Post Date 9/13/2017 Title Client Services Associate II City Washington State DC Description… extraordinary talent base and invite you to consider joining ICMA-RC's Client Services team. This position is responsible for maintaining…
  • 3.7
    Lenox Advisors – San Francisco, CA
    $40k-$58k(Glassdoor est.)
    15 days ago 15d
    policy process. The Client Services Associate must provide superior client service by identifying the client’s wants and needs, acting… opportunity in our San Francisco office for a Part-Time Client Service Associate, supporting a successful Financial Advisor/Insurance…
  • 3.5
    Wells Fargo – Woodstock, IL
    5 days ago 5d
    businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized… support to the Financial Advisor by providing the FA and the clients of the FA with account information and quotes; establishing…
  • 3.5
    Wells Fargo – Merritt Island, FL
    $29k-$44k(Glassdoor est.)
    NEW
    technology. The PCG ClientAssociate provides support to the Financial Advisor by providing the FA and the clients of the FA with account… businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized…
  • 4.4
    Optima Tax Relief – Santa Ana, CA
    23 days ago 23d
    RESPONSIBILITIES As a Follow Up Associate, you will: Respond to escalated inquiries from our existing clients and make outbound calls… essential. As a Follow Up Associate, you will also: Be required to address your assigned client inquiries in a professional…
  • 3.5
    Advisory Board Company – Richmond, VA
    NEW
    The AssociateClient Data Steward works with experienced Client Data Stewards to manage an introductory number of client data… education clients. AssociateClient Data Stewards work under direction of others to help transform and integrate client data into…
  • 3.5
    Verizon – Cary, NC
    8 days ago 8d
    support maintenance on satellite communications equipment and associated devices. Provide technical assistance to Verizon field &…
  • 3.7
    Gartner – Stamford, CT
    $47k-$69k(Glassdoor est.)
    11 days ago 11d
    communications and regular client interactions to understand client organization’s objectives Understand each client’s sponsorship package… The Client Services Partner aligns themselves with the event sales organization to provide client targeted assistance and contract…
  • 3.6
    eMoney Advisor – San Diego, CA
    $31k-$40k(Glassdoor est.)
    11 days ago 11d
    The AssociateClient Support Specialist is responsible for successfully completing training to learn the eMoney Platform and building… standards set forth by the company. Once trained, the AssociateClient Support Specialist is responsible for answering incoming…
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