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Senior client service associate Jobs

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163 senior client service associate Jobs

  • Ascendo Resources Logo4.5
    Ascendo Resources
    Senior Client Service Associate
    Rockville, MD
    Easy Apply
    11d

    5+ years of supporting clients in the Financial Services Industry

    1+ year of demonstrated leadership experience

    <…
  • Gallagher Logo3.6
    Senior Client Service Associate
    Pittsburgh, PA
    $42K - $76K (Glassdoor est.)
    2d
    Gallagher is a global leader in insurance, risk management and consulting services. We help businesses grow, communities
  • Reilly, Penner & Benton, LLP Logo4.2
    Senior Accounting Services Associate - Milwaukee
    Milwaukee, WI
    $28K - $48K (Glassdoor est.)
    Easy Apply
    25d
    The Senior Accounting Services Associate will assist with the provision of outsourced controllership, bookkeeping, QuickBooks consulting, reconciling balance sheet accounts, preparation of sales…The Senior Associate will also prepare client workpapers and schedules for audits or tax engagements and perform other duties as assigned…
  • Senior Registered Client Service Associate
    San Diego, CA
    $37K - $74K (Glassdoor est.)
    Easy Apply
    9d
    We’re looking for a Senior Registered Client Service Associate to: have preferably a Series 7 and Series 66 (63/65…. maintain CRM with up-to-date client information, tasks and detailed notes. educate clients on account services
  • Senior Registered Client Service Associate
    San Francisco, CA
    $47K - $105K (Glassdoor est.)
    Easy Apply
    26d
    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…
  • Senior Investment Advisor Associate (Client Service)
    Los Angeles, CA
    $58K - $133K (Glassdoor est.)
    Easy Apply
    16d
    Senior Investment Advisor Associate Position (IAA- Client Service) Kayne Anderson Rudnick Investment Management (“KAR…”) is seeking a highly motivated, committed individual with strong initiative to join our Team as a Senior Investment Advisor Associate
  • SENIOR CLIENT SERVICES ASSOCIATE, INVESTMENTS - SEATTLE ONLY
    Seattle, WA
    $38K - $74K (Glassdoor est.)
    Easy Apply
    2d
    Client Services Associate is responsible for ensuring compliance… and resolving service transactions using thorough research Follow up with clients verbally and in writing to obtain required…
  • Alliant Cooperative Data Solutions Logo3.6
    Client Services Associate
    Brewster, NY
    $22K - $44K (Glassdoor est.)
    Easy Apply
    16d
    Overview Alliant is searching for a Client Services Associate with an educational background or work experience in Direct and Digital marketing…A key role in delivering Alliant solutions and outstanding customer service, this position will report directly to the Senior Manager of Client Services
  • Cassaday & Company Logo5
    Senior Wealth Management Client Services Associate
    Lorton, VA
    Easy Apply
    6d
    Cassaday & Company Inc., a top wealth management firm in the country and Virginia’s #1 financial advisor, is seeking an experienced Senior Client Service Associate… they're getting from the company’s services. …The Senior Client Service Associate works cross-departmentally to ensure client expectations are met…
  • Raymond James Financial Logo4
    Senior Registered Client Service Associate - Jacksonville, FL
    Jacksonville, FL
    $34K - $71K (Glassdoor est.)
    13d
    Contribute to the increased generation of commission and fee revenue by maintaining and enhancing client relationships while assisting Financial Advisors with efficient, quality client service…Educational/Previous Experience Requirements: Associate’s degree and five (5) years of licensed financial services industry service
  • Stifel Logo3.8
    CLIENT SERVICE ASSOCIATE
    Frontenac, MO
    $34K - $58K (Glassdoor est.)
    7d
    SUMMARY The Client Service Associate works actively with the Senior Financial Advisor on a local team or Senior Partner responsible for investment management on a national team of Financial Advisors… and economic information used in the design and implementation of the team’s investment process and provides telephonic customer service support to clients
  • M&T Bank Logo3.7
    Bilingual Senior Service Associate
    Rochester, NY
    $30K - $57K (Glassdoor est.)
    2d
    : Educate customers on current bank processes, solutions, deposits and other convenience services…/Time Deposit/IRA accounts and explain the features, benefits and disclosures associated with each Explain at a high-level criteria used to decision loan applications Transition service
  • M&T Bank Logo3.7
    Senior Service Associate - Float
    Bel Air, MD
    $12 - $17 Per Hour(Glassdoor est.)
    2d
    Service Associate Position 37.5 Hours Per Week Supports all Branches in Baltimore and Harford Counties Overview…: Educate customers on current bank processes, solutions, deposits and other convenience services
  • M&T Bank Logo3.7
    Senior Service Associate
    Greenport, NY
    $12 - $17 Per Hour(Glassdoor est.)
    2d
    : Educate customers on current bank processes, solutions, deposits and other convenience services…/Time Deposit/IRA accounts and explain the features, benefits and disclosures associated with each Explain at a high-level criteria used to decision loan applications Transition service
  • M&T Bank Logo3.7
    Senior Service Associate--Float
    Wilmington, DE
    $33K - $63K (Glassdoor est.)
    2d
    : Educate customers on current bank processes, solutions, deposits and other convenience services…/Time Deposit/IRA accounts and explain the features, benefits and disclosures associated with each Explain at a high-level criteria used to decision loan applications Transition service
  • M&T Bank Logo3.7
    Bilingual Senior Service Associate-Southern Tier Floater
    Cheektowaga, NY
    $31K - $58K (Glassdoor est.)
    17d
    : Educate customers on current bank processes, solutions, deposits and other convenience services…/Time Deposit/IRA accounts and explain the features, benefits and disclosures associated with each Explain at a high-level criteria used to decision loan applications Transition service
  • M&T Bank Logo3.7
    Float Senior Service Associate
    Nyack, NY
    $40K - $46K (Glassdoor est.)
    24d
    : Educate customers on current bank processes, solutions, deposits and other convenience services…/Time Deposit/IRA accounts and explain the features, benefits and disclosures associated with each Explain at a high-level criteria used to decision loan applications Transition service
  • M&T Bank Logo3.7
    Senior Service Associate- Float
    Cos Cob, CT
    $31K - $56K (Glassdoor est.)
    17d
    : Educate customers on current bank processes, solutions, deposits and other convenience services…/Time Deposit/IRA accounts and explain the features, benefits and disclosures associated with each Explain at a high-level criteria used to decision loan applications Transition service
  • M&T Bank Logo3.7
    Senior Service Associate-Float
    Philadelphia, PA
    $30K - $52K (Glassdoor est.)
    17d
    : Educate customers on current bank processes, solutions, deposits and other convenience services…/Time Deposit/IRA accounts and explain the features, benefits and disclosures associated with each Explain at a high-level criteria used to decision loan applications Transition service
  • PNC Financial Services Group Logo3.7
    Client Solution Specialist Senior - Client Service Associate
    Princeton, NJ
    $45K - $50K (Glassdoor est.)
    16d
    The Client Service Associate (CSA) serves as the primary point of contact for our clients…As the owner of the service experience, the Client Service Associate also partners closely with the Advisors, Middle Office, or Operations teams for service request fulfillment, supporting…
  • HighTower Advisors Logo3.5
    Senior Client Service Associate
    New York, NY
    $50K - $91K (Glassdoor est.)
    Easy Apply
    5d
    Senior Client Service Associate New York, NY, USA Req #271 Tuesday, April 6, 2021 The Firm Hightower is an advisor-owned financial services…The Role We are seeking a motivated Senior Client Service Associate who is able to multi-task…
  • Client Service Associate
    Knoxville, TN
    $24K - $45K (Glassdoor est.)
    Easy Apply
    5d
    Job Summary: The Client Associate Position provides operational, administrative, and client services support for the advisor team and clients…/documentation is up to date Service existing client needs across the full spectrum of account service requests Prepare client meeting packets…
  • PNC Financial Services Group Logo3.7
    Client Solution Specialist Sr. - Client Service Associate
    Millburn, NJ
    $34K - $63K (Glassdoor est.)
    11d
    The Client Service Associate (CSA) serves as the primary point of contact for our clients…As the owner of the service experience, the Client Service Associate also partners closely with the Advisors, Middle Office, or Operations teams for service request fulfillment, supporting…
  • PNC Financial Services Group Logo3.7
    Client Solution Spec Sr - Client Service Associate
    Cherry Hill, NJ
    $39K - $70K (Glassdoor est.)
    18d
    The Client Service Associate (CSA) serves as the primary point of contact for our clients…As the owner of the service experience, the Client Service Associate also partners closely with the Advisors, Middle Office, or Operations teams for service request fulfillment, supporting…
  • PNC Financial Services Group Logo3.7
    Client Solution Specialist - Sr. Client Service Associate
    Philadelphia, PA
    $39K - $70K (Glassdoor est.)
    17d
    The Client Service Associate (CSA) serves as the primary point of contact for our clients…As the owner of the service experience, the Client Service Associate also partners closely with the Advisors, Middle Office, or Operations teams for service request fulfillment, supporting…
  • Mariner Wealth Advisors Logo3.5
    Senior Client Service Associate
    Roseland, NJ
    $48K - $99K (Glassdoor est.)
    5d
    The senior client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service, care and leadership…As one of the first associates a client connects with, the senior client service associate is instrumental in making sure clients have a positive experience that exceeds expectations…
  • Beacon Pointe Advisors Logo4.5
    Senior Client Service Associate
    Bala Cynwyd, PA
    $41K - $80K (Glassdoor est.)
    3d
    We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Senior Client Service Associate (Senior CSA…The Senior CSA will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals…
  • First Republic Bank Logo4.2
    Senior Client Service Associate
    San Francisco, CA
    $48K - $92K (Glassdoor est.)
    18d
    Responsibilities See service from a higher perspective As a SeniorClient Service Associate, you will be the first point of contact for clients or prospects, providing a wide range of sales, service…What you'll do as a SeniorClient Service Associate: Provide sales and service support for current clients and prospects…
  • Client Service Associate (RIA)
    Lafayette, CA
    $25K - $51K (Glassdoor est.)
    Easy Apply
    18d
    Client Service Associate (RIA) - Full-time Position Employee-owned wealth management firm headquartered in beautiful Lafayette, California…As a Client Service Associate, you will be an integral part of a financial advisor team helping to build client relationships…
  • Morgan Stanley Logo4
    Senior Client Service Associate
    Miami, FL
    $43K - $87K (Glassdoor est.)
    25d
    Senior Client Service Associate Job Number: 3172036 POSTING DATE: Apr 14, 2021 PRIMARY LOCATION…: Full Time JOB LEVEL: Non-Exempt DESCRIPTION POSITION SUMMARY: The Senior Client Service Associate enhances the client experience by providing exceptional…

Jobs

Job TitleEmployerLocationSalary
Senior Client Service AssociateAscendo ResourcesRockville, MD
Senior Client Service AssociateGallagherPittsburgh, PA
Senior Accounting Services Associate - MilwaukeeReilly, Penner & Benton, LLPMilwaukee, WI
Senior Registered Client Service AssociateCapital Growth, Inc.San Diego, CA
Senior Registered Client Service AssociateEH Shum Financial SolutionsSan Francisco, CA
Senior Investment Advisor Associate (Client Service)Kayne Anderson Rudnick Investment ManagementLos Angeles, CA
SENIOR CLIENT SERVICES ASSOCIATE, INVESTMENTS - SEATTLE ONLYBroadmark Realty Capital Inc.Seattle, WA
Client Services AssociateAlliant Cooperative Data SolutionsBrewster, NY
Senior Wealth Management Client Services AssociateCassaday & CompanyLorton, VA
Senior Registered Client Service Associate - Jacksonville, FLRaymond James FinancialJacksonville, FL
CLIENT SERVICE ASSOCIATEStifelFrontenac, MO
Bilingual Senior Service AssociateM&T BankRochester, NY
Senior Service Associate - FloatM&T BankBel Air, MD
Senior Service AssociateM&T BankGreenport, NY
Senior Service Associate--FloatM&T BankWilmington, DE
Bilingual Senior Service Associate-Southern Tier FloaterM&T BankCheektowaga, NY
Float Senior Service AssociateM&T BankNyack, NY
Senior Service Associate- FloatM&T BankCos Cob, CT
Senior Service Associate-FloatM&T BankPhiladelphia, PA
Client Solution Specialist Senior - Client Service AssociatePNC Financial Services GroupPrinceton, NJ
Senior Client Service AssociateHighTower AdvisorsNew York, NY
Client Service AssociateEverSource Wealth Advisors-KnoxvilleKnoxville, TN
Client Solution Specialist Sr. - Client Service AssociatePNC Financial Services GroupMillburn, NJ
Client Solution Spec Sr - Client Service AssociatePNC Financial Services GroupCherry Hill, NJ
Client Solution Specialist - Sr. Client Service AssociatePNC Financial Services GroupPhiladelphia, PA
Senior Client Service AssociateMariner Wealth AdvisorsRoseland, NJ
Senior Client Service AssociateBeacon Pointe AdvisorsBala Cynwyd, PA
Senior Client Service AssociateFirst Republic BankSan Francisco, CA
Client Service Associate (RIA)Capital Advantage, Inc.Lafayette, CA
Senior Client Service AssociateMorgan StanleyMiami, FL
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