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Client services associate Jobs

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11579 client services associate Jobs

  • Ameriprise Financial Logo3.9
    Ameriprise Financial
    Client Service Associate/Manager
    Mankato, MN
    $37K - $67K (Glassdoor est.)
    8d
    Job Description

    Step into an instrumental role. Help conduct the smooth operation of a fast-paced—
  • Ameriprise Financial Logo3.9
    Office Manager/Client Service Associate
    San Diego, CA
    $36K - $64K (Glassdoor est.)
    15d
    Job Description

    Step into an instrumental role in the exciting world of finance! Help conduct the smooth
  • Hennion & Walsh, Inc. Logo3.5
    Financial Advisor Associate
    Boca Raton, FL
    Easy Apply
    5d
    enabled our Financial Advisors to succeed in the financial services business. …Our Advisors call and build relationships with people who are interested in the services…We believe in putting the client first. …
  • Financial Advisor Associate/Review Advisor - 1-5Yrs Experience Required
    Lincoln, NE
    Easy Apply
    7d
    of client service Assist with answering telephones when needed Assist Office Manager when needed Assist with answering client questions when needed Assist with workshops, seminars and client educational events…Do you have superior customer service skills and a great work ethic that you want to contribute to an established and continually growing office…
  • Senior Registered Client Service Associate
    San Francisco, CA
    $47K - $105K (Glassdoor est.)
    Easy Apply
    25d
    Client Service Associate We are a family-owned financial services operation, founded by well-known retirement educator Eddy Shum, and we are looking for someone to join our team…We are looking for Client Service Associate to provide excellent support for our clients and the advisor…
  • Client Service Associate
    Norwood, MA
    $34K - $67K (Glassdoor est.)
    Easy Apply
    3d
    We are seeking a Client Service Associate with a strong administrative background to join a small, dynamic team. …: The Client Service Associate (“CSA”) provides general administrative and operational support for the firm…
  • First Republic Bank Logo4.3
    Client Service Associate
    Bellevue, WA
    $36K - $65K (Glassdoor est.)
    23d
    What you will do as a Client Service Associate: Provide sales and service support (i.e., create, review and distribute various client reports and presentations or assist with client events…Founded in 1985, we offer extraordinary client service in private banking, private business banking and private wealth management…
  • Senior Accounting Services Associate - Milwaukee
    Milwaukee, WI
    $26K - $47K (Glassdoor est.)
    Easy Apply
    24d
    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 Service Associate, 5+ yrs financial industry admin experience
    Swansea, IL
    $31K - $67K (Glassdoor est.)
    Easy Apply
    9d
    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
  • Republic Bank Logo3
    Sr. Customer Service Associate - 1601 Market
    Philadelphia, PA
    $32K - $54K (Glassdoor est.)
    Easy Apply
    8d
    Customer Service Associate, any Supervisory level staff or the Assistant Manager, as needed…Deliver Fanatic Customer Service
  • Client Services Associate
    Raleigh, NC
    $42K - $66K (Glassdoor est.)
    Easy Apply
    22d
    Ensure consistent delivery of high-quality CLIENT SERVICE & ACCOUNT ADMINISTRATION designed to exceed client expectations… client service and account management Provide quick, effective responses and resolution to all Account Administration…
  • Client Services Manager/Registered Client Associate
    Naples, FL
    Easy Apply
    1d
    Description Job Summary: Under general supervision, uses advanced skills gained through training and experience to provide pro-active support to financial advisors and assist with efficient, quality client service…May service less active accounts. …Researches client and security information through the back office…
  • Ameriprise Financial Logo3.9
    Registered Client Service Associate/Planning Assistant
    Phoenix, AZ
    $35K - $68K (Glassdoor est.)
    15d
    The client service associate / planning assistant supports the many different tasks for which the practice is responsible and ties directly to the overall business plan of the practice…Required Qualifications Key Traits of a Successful Client Service Associate / Planning Assistant Direct attention to detail and organization Effective communication with clients and other advisors…
  • Wealth Enhancement Group Logo3
    Client Service Associate / Manager (CRP)
    Plymouth, MN
    $32K - $57K (Glassdoor est.)
    Easy Apply
    24h
    Our Plymouth, MN office is looking for a financial services professional to serve as the liaison between the client and the Financial Advisors (FA…You will work on a team with three other Client Service Associates and support all aspects of the client experience, including financial paperwork and financial account review preparation…
  • Dunham & Associates Investment Counsel, Inc. Logo3.5
    Client Services Associate - Financial Services
    San Diego, CA
    2d
    The firm's focus is on providing disciplined wealth management solutions and related services. …As a Client Services Associate, you will be responsible…Dunham is a thought leader in the financial services industry. …The way we work is a direct reflection of our company culture; we believe in accountability, putting our clients first, and constantly striving for growth…
  • Client Service Associate - 5 Years Experience
    Middleburg Heights, OH
    $34K - $72K (Glassdoor est.)
    Easy Apply
    23d
    Due to our continued growth and firm success, we are looking to partner with an experienced Client Service Specialist to become a key member of our team…This position is ideal for someone with 5 years or more of client service experience, and who wants to work with an industry leader…
  • Alerus Financial Logo4.2
    Service Associate (part-time, 15 hours per week)
    Grand Forks, ND
    $33K - $96K (Glassdoor est.)
    17d
    **Must be able to work 15 hours per week** Position Summary: This position is empowered to serve our clients and exceed their expectations through service delivery excellence. …A Service Associate… is primarily responsible for client service and support by handling financial transactions for lobby…
  • Registered Client Service Associate
    Chicago, IL
    $28K - $62K (Glassdoor est.)
    Easy Apply
    10d
    : High school or equivalent (Preferred) Experience: Microsoft Office: 3 years (Preferred) Client Services Associate: 1 year (Preferred) License/Certification…Knowledge of firm procedures and technology allows you to interface with clients and follow through to provide exceptional service. …
  • Oppenheimer & Co. Inc. Logo3.6
    Registered Client Service Associate
    Miami, FL
    $35K - $70K (Glassdoor est.)
    Easy Apply
    23d
    Responsibilities Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors Develop knowledge of a various forms and account procedures… in order to assist clients Utilize research and technical support tools Produce analytical reports using various software programs Promote firm services to clients by enhancing relationships…
  • Ameriprise Financial Logo3.9
    Client Service Associate
    Indianapolis, IN
    $32K - $57K (Glassdoor est.)
    24d
    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…
  • Client Service Associate
    KenTownshipood, MI
    Easy Apply
    21d
    The role of Client Service Associate is part of the Client Service/Operations team. …This role primarily is responsible for servicing daily business and service requests that flow into the Service…The Client Service Associate is responsible for working with Affiliated offices, various custodians and vendors to ensure the requests are processed as efficiently as possible…
  • Fidelity Investments Logo4.2
    Team Leader, Client Services
    Merrimack, NH
    $39K - $77K (Glassdoor est.)
    14d
    /10 licenses preferred or able to obtain within 120 days The Purpose of Your Role The Team Leader is a key member of the Regional Center Client Services group providing leadership to a team of licensed associates…: Benefits at Fidelity Investments The Value You Deliver Coaching and developing a team of associates to deliver an outstanding experience to our clients Enabling your team to drive outstanding client service
  • Client Services Manager/ Registered Client Associate
    Bonita Springs, FL
    Easy Apply
    1d
    Description Job Summary: Under general supervision, uses advanced skills gained through training and experience to provide pro-active support to financial advisors and assist with efficient, quality client service…May service less active accounts. …Researches client and security information through the back office…
  • Senior Client Service Representative
    Youngstown, OH
    $28K - $59K (Glassdoor est.)
    Easy Apply
    12d
    We are adding highly motivated and energetic Client Services Representatives to our team and seeking experienced individuals to train and transition into managerial roles…Our Client Services Representatives help our company thrive and grow by helping us to maintain and improve customer relations in this ever-evolving…
  • Uline Logo3.6
    Creative Technical Services Associate
    Pleasant Prairie, WI
    $74K - $136K (Glassdoor est.)
    4d
    Creative Technical Services Associate Corporate Headquarters 12575 Uline Drive, Pleasant Prairie, WI 53158…We're a family-owned company known for incredible service, our 800+ page catalog of over 38,500 quality products and same-day shipping of our huge in-stock inventory…
  • Client Associate - Wealth Management
    San Francisco, CA
    Easy Apply
    10d
    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…
  • Fidelity Investments Logo4.2
    Team Leader, Client Services - Remote Team
    Salt Lake City, UT
    $16 - $22 Per Hour(Glassdoor est.)
    14d
    : Benefits at Fidelity Investments The Value You Deliver Coaching and developing a team of associates to deliver an outstanding experience to our clients Enabling your team to drive outstanding client service… We’re Looking For Proven Leadership Experience Previous Management experience in financial services preferred Series 7 and 66 or 63/65 are required, 9…
  • Client Service Associate (BA + 3 Years Minimum Experience)
    Pasadena, CA
    $25K - $52K (Glassdoor est.)
    Easy Apply
    17d
    We are seeking a technically strong, detail-oriented Client Service Associate with knowledge in investments and life…We are personally invested in helping clients achieve their goals and dreams. …The Associate will be responsible for creating investment summaries for clients
  • MGA Homecare Logo3.9
    Client Service Manager- Therapy
    Colorado Springs, CO
    $27K - $44K (Glassdoor est.)
    Easy Apply
    3d
    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…This position reports directly to the Client Services Supervisor, Director of Operations, or the Administrator…
  • Fidelity Investments Logo4.2
    Team Leader, Client Services (Westlake, TX)
    Westlake, TX
    $30K - $50K (Glassdoor est.)
    14d
    /10 licenses preferred or able to obtain within 120 days The Purpose of Your Role The Team Leader is a key member of the Regional Center Client Services group providing leadership to a team of licensed associates…: Benefits at Fidelity Investments The Value You Deliver Coaching and developing a team of associates to deliver an outstanding experience to our clients Enabling your team to drive outstanding client service
  • Client Services Associate- Financial
    Santa Barbara, CA
    $37K - $78K (Glassdoor est.)
    Easy Apply
    3d
    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…

Jobs

Job TitleEmployerLocationSalary
Client Service Associate/ManagerAmeriprise FinancialMankato, MN
Office Manager/Client Service AssociateAmeriprise FinancialSan Diego, CA
Financial Advisor AssociateHennion & Walsh, Inc.Boca Raton, FL
Financial Advisor Associate/Review Advisor - 1-5Yrs Experience RequiredShunkwiler FinancialLincoln, NE
Senior Registered Client Service AssociateEH Shum Financial SolutionsSan Francisco, CA
Client Service AssociateShorepoint Capital Partners, LLCNorwood, MA
Client Service AssociateFirst Republic BankBellevue, WA
Senior Accounting Services Associate - MilwaukeeReilly, Penner & Benton, LLPMilwaukee, WI
Client Service Associate, 5+ yrs financial industry admin experienceArchford Capital Strategies, LLCSwansea, IL
Sr. Customer Service Associate - 1601 MarketRepublic BankPhiladelphia, PA
Client Services AssociateWillowTrust Wealth ManagementRaleigh, NC
Client Services Manager/Registered Client AssociateConfidentialNaples, FL
Registered Client Service Associate/Planning AssistantAmeriprise FinancialPhoenix, AZ
Client Service Associate / Manager (CRP)Wealth Enhancement GroupPlymouth, MN
Client Services Associate - Financial ServicesDunham & Associates Investment Counsel, Inc.San Diego, CA
Client Service Associate - 5 Years ExperienceFidato WealthMiddleburg Heights, OH
Service Associate (part-time, 15 hours per week)Alerus FinancialGrand Forks, ND
Registered Client Service AssociateFourStar Wealth Advisors, LLCChicago, IL
Registered Client Service AssociateOppenheimer & Co. Inc.Miami, FL
Client Service AssociateAmeriprise FinancialIndianapolis, IN
Client Service AssociateRegal Financial GroupKenTownshipood, MI
Team Leader, Client ServicesFidelity InvestmentsMerrimack, NH
Client Services Manager/ Registered Client AssociateConfidentialBonita Springs, FL
Senior Client Service RepresentativeBURKE DECORYoungstown, OH
Creative Technical Services AssociateUlinePleasant Prairie, WI
Client Associate - Wealth ManagementPoint Olema Capital PartnersSan Francisco, CA
Team Leader, Client Services - Remote TeamFidelity InvestmentsSalt Lake City, UT
Client Service Associate (BA + 3 Years Minimum Experience)Kondo Wealth AdvisorsPasadena, CA
Client Service Manager- TherapyMGA HomecareColorado Springs, CO
Team Leader, Client Services (Westlake, TX)Fidelity InvestmentsWestlake, TX
Client Services Associate- FinancialArlington Financial AdvisorsSanta Barbara, CA
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