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Senior client service associate Jobs

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159 senior client service associate Jobs

  • Ascendo Resources Logo4.5
    Ascendo Resources
    Senior Client Service Associate
    Rockville, MD
    Easy Apply
    6d

    The Sr. Client Service Associate reports to the Operations Manager. Your role will be absolutely critical in leveraging

  • Raymond James Financial Logo4
    Senior Registered Client Service Associate - Dallas, TX
    Dallas, TX
    $37,858 - $69,380 (Glassdoor est.)
    11d

    Under general supervision, uses specialized knowledge and skills obtained through experience and/or
  • Sparks Group Logo4.4
    Client Services Associate
    Irving, TX
    $30,185 - $58,593 (Glassdoor est.)
    24h
    /escalated customer service issues. …Escalates issues for action as appropriate to more senior or specialized staff for immediate action…
  • CO-OP Financial Services Logo3.4
    Senior Client Service Executive
    Des Moines, IA
    24h
    US-IA-Des Moines US Req No. 2021-8027 Category Professional Type Full-Time The Opportunity We are seeking a talented Senior Client Service…/partnership with clients, operational managers and teams. …The Senior Client Service Executive provides knowledge and support of client escalations…
  • Raymond James Financial Logo4
    Senior Registered Client Service Associate-Newport Beach, CA
    Newport Beach, CA
    $41,951 - $78,187 (Glassdoor est.)
    5d
    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
  • Raymond James Financial Logo4
    Senior Registered Client Service Associate - Conshohocken, PA
    West Conshohocken, PA
    $39,868 - $83,628 (Glassdoor est.)
    1d
    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
  • BAYADA Home Health Care Logo4.1
    Senior Living, Client Services Associate
    Salisbury, NC
    $29,952 - $68,008 (Glassdoor est.)
    Easy Apply
    8d
    BAYADA Home Health Care has an immediate opening for an Client Services Associate (CSA) in our Salisbury Senior Living Office… quality care to our clients. …Through hands-on experience, Client Services Associates at BAYADA learn all aspects of managing and growing a caseload and recruiting staff in order to become a Client Services
  • Stock Yards Bank and Trust Logo4.1
    SENIOR TRUST CLIENT SERVICES ASSOCIATE - INVESTMENTS
    Louisville, KY
    $31,305 - $61,925 (Glassdoor est.)
    11d
    We are pleased to announce there is an opportunity for you to advance your achievements as a Senior Trust Client Services Associate while helping us further our success…As a Senior Trust Client Services Associate, your day will be filled with opportunities to provide assistance and direction to Trust Investment Advisors and clients, regarding account relationship…
  • Raymond James Financial Logo4
    Senior Registered Client Service Associate - Naples, FL
    Naples, FL
    $34,612 - $66,467 (Glassdoor est.)
    8d
    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
  • Raymond James Financial Logo4
    Senior Registered Client Service Associate - Providence, RI
    Providence, RI
    $38,770 - $71,844 (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
  • Raymond James Financial Logo4
    Senior Registered Client Service Associate-Houston, TX
    Houston, TX
    $37,780 - $71,087 (Glassdoor est.)
    8d
    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
  • Senior Registered Client Service Associate
    Newtown, PA
    $38,823 - $84,768 (Glassdoor est.)
    Easy Apply
    2d
    We are looking for a Senior Registered Client Service Associate to join our growing firm…The primary function of the Senior Registered Client Service Associate is to support two experienced financial advisors with a large client base and a diverse array of business inquiries…
  • Raymond James Financial Logo4
    Senior Registered Client Service Associate - Bradenton - Lakewood Ranch, FL
    Lakewood Ranch, FL
    $33,642 - $63,833 (Glassdoor est.)
    18d
    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
  • Raymond James Financial Logo4
    Senior Registered Client Service Associate-Wellesley, MA
    Wellesley, MA
    $41,926 - $75,606 (Glassdoor est.)
    25d
    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
  • Raymond James Financial Logo4
    Senior Registered Client Service Associate-Denver, CO
    Denver, CO
    $37,556 - $69,525 (Glassdoor est.)
    18d
    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
  • Hamilton Lane Logo4.2
    Client Service Associate
    Philadelphia, PA
    $33,773 - $64,300 (Glassdoor est.)
    24h
    To satisfy the needs of our growing client base, Hamilton Lane is looking to hire an Associate to join our Client Services Operations Group. …The Associate serves as a contact for the Client Services team and works closely with Relationship Management Department to maintain client relationships and provide a superior level of service. …The Associate…
  • Hollister Staffing Logo4.4
    Client Service Associate
    Boston, MA
    $32,429 - $53,524 (Glassdoor est.)
    Easy Apply
    14d
    Growing wealth management group is seeking a Client Service Associate. …The Client Service Associate will be expected to support Financial Advisors and provide clients with quality service. …The Client Service Associate…: Partner with clients at a senior level and manage the demands of multiple client accounts Prepare letters, forms, and spreadsheets to assist with servicing existing clients and prospecting for new…
  • JPMorgan Chase Bank, N.A. Logo3.7
    Client Service Associate
    Irvine, CA
    $37,512 - $62,185 (Glassdoor est.)
    24h
    As a Client Service Associate, you are a trusted member of the client's team and deeply connected to deliver the growth and success for an assigned portfolio… providing service at the same level for ALL clients Engage professionally in person, emails and on the phone to assist with every client need or issue Work independently and in a team environment…
  • JPMorgan Chase Bank, N.A. Logo3.7
    Wealth Management - U.S. Private Bank - Sr. Client Service Associate - Newark, DE
    Newark, DE
    6d
    The Senior Client Service Associate plays a leadership role on a team responsible for maintaining, deepening and enriching client relationships…The Senior Client Service Associate is a client facing role serving as the primary point of contact for all service related needs of a Wealth Management client
  • JPMorgan Chase Bank, N.A. Logo3.7
    Wealth Management - U.S. Private Bank - Sr. Client Service Associate - Tempe,AZ
    Tempe, AZ
    6d
    The Senior Client Service Associate plays a leadership role on a team responsible for maintaining, deepening and enriching client relationships…The Senior Client Service Associate is a client facing role serving as the primary point of contact for all service related needs of a Wealth Management client
  • Eaton Vance Logo4.2
    Client Service Associate
    Boston, MA
    $40,581 - $71,194 (Glassdoor est.)
    1d
    Primary Responsibilities: Collaborate with and support other team members, including Senior Client Service Associates and Client Relationship Associates, to provide high level service to EVIC counselors and clients…Maintain compliant client records, files and billing information. …Anticipate client needs on an ongoing basis, reviewing account workflows and service
  • Client Service Associate
    Cockeysville, MD
    $31,525 - $53,266 (Glassdoor est.)
    Easy Apply
    24h
    Our team is searching for an outstanding, professional, Client Service Associate who shares our passion for providing clientele with high quality care, service and advice to work in our Hunt Valley, MD office…The ideal Client Service Associate understands that their role is critically important in maintaining strong client relationships…
  • Associate Wealth Planner/Senior Client Service Associate
    Bellevue, WA
    $41,101 - $81,498 (Glassdoor est.)
    Easy Apply
    15d
    /Senior Client Service Associate to our team on Mercer Island. … is an independent wealth management firm providing customized portfolio management, sophisticated financial planning, and personalized client services to high net…
  • Marathon Asset Management, LP Logo3.8
    Marketing and Client Services Associate
    New York, NY
    $49,562 - $93,796 (Glassdoor est.)
    15d
    We currently have a need for an exceptionally bright, conscientious and articulate Associate with excellent interpersonal skills and a strong work ethic to join our Marketing and Client Service…The role provides exposure to Senior Management, Investor Relations, Portfolio Management…
  • JPMorgan Chase Bank, N.A. Logo3.7
    Wealth Management - U.S. Private Bank - Sr. Client Service Associate - Houston, TX
    Houston, TX
    18d
    The Senior Client Service Associate plays a leadership role on a team responsible for maintaining, deepening and enriching client relationships…The Senior Client Service Associate is a client facing role serving as the primary point of contact for all service related needs of a Wealth Management client
  • Cozen O'Conner Logo4
    Private Client Services - Associate
    West Palm Beach, FL
    $37,774 - $78,518 (Glassdoor est.)
    12d
    Cozen O’Connor’s Private Client Services group is looking for a senior associate with at least seven years of trusts and estates experience to join the West Palm Beach office… O’Connor’s Private Client Services group has more experienced attorneys than almost any large law firm in the country…
  • Weaver Logo4.1
    Tax Senior Associate or Manager - Private Client Services
    Houston, TX
    $53,583 - $130,020 (Glassdoor est.)
    5d
    Find out more about our services, industry experience and culture at weaver.com. …Position Profile Weaver is looking for a Private Client Services Tax Senior or Manager to join our growing firm…A Private Client Services Tax Senior or Manager provides federal tax compliance and planning services to high-net-worth individual clients and privately-held businesses…
  • Weaver and Tidwell L L P Logo4.1
    Tax Senior Associate II - Private Client Services
    Houston, TX
    $41,877 - $103,224 (Glassdoor est.)
    5d
    Weaver’s Private Client Services (PCS) team is looking for a Tax Senior Associate II to join their growing team…A PCS Senior Associate II plans, prepares, and delivers client work to Managers, Senior Managers, and Partners independently and with limited supervision…
  • Whitecap Search Logo4.4
    Client Service Associate - Hedge Fund
    Summit, NJ
    $45,890 - $91,087 (Glassdoor est.)
    Easy Apply
    27d
    A rapidly growing financial services platform in the Central NJ area is looking to hire a motivated, junior professional to work across multiple different platforms related to financial products and client service… to senior management and clients. …
  • Stifel Logo3.6
    CLIENT SERVICE ASSOCIATE
    Frontenac, MO
    $31,770 - $56,526 (Glassdoor est.)
    11d
    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
  • Morgan Stanley Logo4
    Senior Client Service Associate
    Aventura, FL
    $42,245 - $84,606 (Glassdoor est.)
    24h
    Senior Client Service Associate Job Number: 3179690 POSTING DATE: Jun 29, 2021 PRIMARY LOCATION…: Full Time JOB LEVEL: Non-Exempt DESCRIPTION POSITION SUMMARY: The Senior Registered Associate enhances the client experience by providing exceptional…

Jobs

Job TitleEmployerLocationSalary
Senior Client Service AssociateAscendo ResourcesRockville, MD
Senior Registered Client Service Associate - Dallas, TXRaymond James FinancialDallas, TX
Client Services AssociateSparks GroupIrving, TX
Senior Client Service ExecutiveCO-OP Financial ServicesDes Moines, IA
Senior Registered Client Service Associate-Newport Beach, CARaymond James FinancialNewport Beach, CA
Senior Registered Client Service Associate - Conshohocken, PARaymond James FinancialWest Conshohocken, PA
Senior Living, Client Services AssociateBAYADA Home Health CareSalisbury, NC
SENIOR TRUST CLIENT SERVICES ASSOCIATE - INVESTMENTSStock Yards Bank and TrustLouisville, KY
Senior Registered Client Service Associate - Naples, FLRaymond James FinancialNaples, FL
Senior Registered Client Service Associate - Providence, RIRaymond James FinancialProvidence, RI
Senior Registered Client Service Associate-Houston, TXRaymond James FinancialHouston, TX
Senior Registered Client Service AssociateAnthony Petsis & AssociatesNewtown, PA
Senior Registered Client Service Associate - Bradenton - Lakewood Ranch, FLRaymond James FinancialLakewood Ranch, FL
Senior Registered Client Service Associate-Wellesley, MARaymond James FinancialWellesley, MA
Senior Registered Client Service Associate-Denver, CORaymond James FinancialDenver, CO
Client Service AssociateHamilton LanePhiladelphia, PA
Client Service AssociateHollister StaffingBoston, MA
Client Service AssociateJPMorgan Chase Bank, N.A.Irvine, CA
Wealth Management - U.S. Private Bank - Sr. Client Service Associate - Newark, DEJPMorgan Chase Bank, N.A.Newark, DE
Wealth Management - U.S. Private Bank - Sr. Client Service Associate - Tempe,AZJPMorgan Chase Bank, N.A.Tempe, AZ
Client Service AssociateEaton VanceBoston, MA
Client Service AssociateFolger Nolan Fleming Douglas, Inc.Cockeysville, MD
Associate Wealth Planner/Senior Client Service AssociateColdstream Wealth ManagementBellevue, WA
Marketing and Client Services AssociateMarathon Asset Management, LPNew York, NY
Wealth Management - U.S. Private Bank - Sr. Client Service Associate - Houston, TXJPMorgan Chase Bank, N.A.Houston, TX
Private Client Services - AssociateCozen O'ConnerWest Palm Beach, FL
Tax Senior Associate or Manager - Private Client ServicesWeaverHouston, TX
Tax Senior Associate II - Private Client ServicesWeaver and Tidwell L L PHouston, TX
Client Service Associate - Hedge FundWhitecap SearchSummit, NJ
CLIENT SERVICE ASSOCIATEStifelFrontenac, MO
Senior Client Service AssociateMorgan StanleyAventura, FL
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