Clear Filters

Senior client service associate Jobs

160 Jobs

Most Relevant

160 senior client service associate Jobs

  • BAYADA Home Health Care Logo4.1
    BAYADA Home Health Care
    Senior Living, Client Services Associate
    Salisbury, NC
    $30K - $69K (Glassdoor est.)
    Easy Apply
    24h
  • Ascendo Resources Logo4.5
    Senior Registered Client Service Associate
    Philadelphia, PA
    Easy Apply
    15d

    Our client is seeking an exceptional Senior Registered Client Service Associate who will support one of our most Senior

  • Reilly, Penner & Benton, LLP Logo4.2
    Senior Accounting Services Associate - Milwaukee
    Milwaukee, WI
    $28K - $46K (Glassdoor est.)
    Easy Apply
    13d
    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 Client Service Associate
    Austin, TX
    $37K - $78K (Glassdoor est.)
    Easy Apply
    2d
    : Have you worked as a Client Service Associate before? …How many years of experience do you have in the financial services industry? …Do you have client service…, communications, meetings, and administering the on-boarding process for new clients Responsible for administering regular client service for account activities including transfers, deposits, and withdrawals, etc…
  • Senior Investment Advisor Associate (Client Service)
    Los Angeles, CA
    $58K - $133K (Glassdoor est.)
    Easy Apply
    4d
    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 Service Associate
    Austin, TX
    $37K - $78K (Glassdoor est.)
    Easy Apply
    4d
    : Have you worked as a Client Service Associate before? …How many years of experience do you have in the financial services industry? …Do you have client service…, communications, meetings, and administering the on-boarding process for new clients Responsible for administering regular client service for account activities including transfers, deposits, and withdrawals, etc…
  • Senior Client Services Associate
    Wilmington, DE
    $40K - $85K (Glassdoor est.)
    Easy Apply
    13d
    Senior Client Services Associate 5+years exp required THE OPPORTUNITY A growing wealth management firm, seeking an experienced Financial Advisor Assistant (FAA…)to support the practice in the delivery of personalized wealth management services to our clients. …
  • Wealth Enhancement Group Logo3.2
    Senior Client Service Team Associate
    Atlanta, GA
    $34K - $60K (Glassdoor est.)
    Easy Apply
    18d
    Our Atlanta, GA office is looking for a financial services professional to serve as the liaison between the client and the Financial Advisor (FA…) is a Greater Minneapolis-based independent wealth management firm offering comprehensive and customized financial planning and investment management services
  • Client Service Associate/Administrative Assistant
    Tigard, OR
    $33K - $58K (Glassdoor est.)
    Easy Apply
    24d
    Client Service-Transaction Associate/Administrative Assistant StoneRidge Wealth Management is seeking a Client Service-Transaction Associate… working with mid-aged clients and senior citizens desired Able to communicate with all levels within the organization. …
  • Client Services Associate (Registered Investment Advisor)
    Walnut Creek, CA
    $42K - $89K (Glassdoor est.)
    Easy Apply
    5d
    Senior Client Services Associate Job Description I. …The Senior Client Services Associate is one of the firm’s most experienced Client Services team member…
  • Client Service Associate / Relationship Manager Ultra High Net Worth (UHNW)
    New York, NY
    $44K - $92K (Glassdoor est.)
    Easy Apply
    1d
    Client Service Associate (CSA) /Relationship Manager (RM). …Responsibilities of the Client Service Associate (CSA) / Relationship Manager (RM): Manage the day-to-day maintenance of Ultra High Net Worth (UHNW…
  • Senior Client Services Associate
    Lakeside, AZ
    $30K - $60K (Glassdoor est.)
    Easy Apply
    4d
    Senior Client Service Associate-Wealth Management (Senior Client Concierge) Career Opportunity: Senior Client Concierge Are you driven to serve…Chrysalis Wealth Management, a growing private wealth advisory practice, is seeking a Senior Client Concierge to support the delivery of exceptional client service
  • Client Service Associate
    San Francisco, CA
    $39K - $79K (Glassdoor est.)
    Easy Apply
    5d
    Client Service Associate, Yoga Garden SF ABOUT YGSF Yoga Garden SF is a community-centered, Yoga Alliance…CLIENT SERVICE ASSOCIATE Our Client Service Associate is an enthusiastic people person, supporting the next-level growth of our organization and community…
  • HighTower Advisors Logo3.5
    Senior Client Service Associate
    New York, NY
    $46K - $88K (Glassdoor est.)
    Easy Apply
    21d
    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…
  • Stifel Logo3.7
    CLIENT SERVICE ASSOCIATE
    Frontenac, MO
    $32K - $56K (Glassdoor est.)
    22d
    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
  • PNC Financial Services Group Logo3.7
    Client Solution Specialist Sr - Client Service Associate - Wealth Management
    Cincinnati, OH
    $31K - $55K (Glassdoor est.)
    26d
    As a Client Service Associate within…The Client Service Associate (CSA) serves as the primary point of contact for our clients and advisors in the execution of client servicing and administrative…
  • B. F. Saul Company Logo3.4
    Trust Officer, Client Services Associate
    Bethesda, MD
    7d
    Location Bethesda, MD City Bethesda State MD ID 1565 Overview Assist and Support Senior Trust Officers in the daily performance of duties and servicing of client relationships…: 1-2 years of experience in client services Bachelor's Degree or equivalent work experience BFS7501 PI139206478…
  • Andersen Logo3.9
    Senior Associate – Private Client Services
    Los Angeles, CA
    $43K - $104K (Glassdoor est.)
    24h
    The Role: Senior Associates in our Private Client Services practice, manage and support their team on multiple…Because of our favorable Managing Director to Associate ratio, you will receive hands-on mentoring from firm leaders that prioritize your growth and development…
  • Morgan Stanley Logo4
    Senior Client Service Associate
    Huntsville, AL
    $36K - $67K (Glassdoor est.)
    24h
    Senior Client Service Associate Job Number: 3176004 POSTING DATE: May 25, 2021 PRIMARY LOCATION…: Full Time JOB LEVEL: Non-Exempt DESCRIPTION POSITION SUMMARY: The Senior Client Service Associate enhances the client experience by providing exceptional…
  • Mariner Wealth Advisors Logo4
    Senior Client Service Associate
    Houston, TX
    $40K - $81K (Glassdoor est.)
    24h
    Overview: 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…
  • Ronald Blue Trust Logo4.4
    Senior Client Service Associate
    Alpharetta, GA
    $34K - $60K (Glassdoor est.)
    4d
    at: 1125 Sanctuary Parkway, Suite 500, Alpharetta, GA 30009 The Senior Client Service Associate (Sr. … including client service, financial planning, investment management, office administration and accounting to support Advisors and Planners in serving…
  • Client Services Associate
    Knoxville, TN
    $26K - $50K (Glassdoor est.)
    Easy Apply
    14d
    ): Senior Advisor Supervisory Responsibilities: NA General Summary: The Client Associate Position provides operational, administrative, and client services support for the advisor team and clients…Overview Job Title: Client Service Associate FLSA Status: Non-exempt Reports To (Title…
  • First Republic Bank Logo4.2
    Senior Client Service Associate
    San Francisco, CA
    $47K - $87K (Glassdoor est.)
    6d
    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…
  • Catholic Charities of Eastern Virginia Logo4.2
    Senior Services Associate
    Virginia Beach, VA
    $25K - $45K (Glassdoor est.)
    24h
    The associate will interact with both clients and CCEVA senior service workers. …Catholic Charities of Eastern Virginia, Inc. is looking for a Senior Services Associate to provide administrative support for our senior services
  • Charles Schwab Logo3.9
    Senior Client Service Associate
    Boston, MA
    $46K - $85K (Glassdoor est.)
    12d
    The successful Senior Client Service Associate will serve as a vital member of the Client Services team, assisting the Client Portfolio Managers…What you are good at Execute a wide variety of client service processes including account opening, funding, and maintenance, third party advisor support, etc…
  • Beacon Pointe Advisors Logo4.5
    Senior Client Service Associate
    Boston, MA
    $42K - $78K (Glassdoor est.)
    12d
    We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Senior Client Service Associate (Senior CSA…The Senior Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high…
  • Gallagher Logo3.5
    Senior Client Service Associate
    Walnut Creek, CA
    $51K - $105K (Glassdoor est.)
    5d
    We are seeking a Client Service Associate to join our growing team. …Can you deliver exceptional customer service…Conduct periodic audits to ensure your compliance to standards and service level. …Maintain accurate client and policy data and documents within your Gallagher…
  • BDO Logo3.7
    Private Client Services Senior Associate, Tax
    Chicago, IL
    $35K - $62K (Glassdoor est.)
    6d
    The Private Client Services Senior Associate assists in providing tax compliance and consulting services to our high net worth clients…) or more years of public accounting and private client services experience Public accounting experience working in the private client area preferred License/Certifications…
  • Raymond James Financial Logo4
    Senior Registered Client Service Associate - Naples, FL
    Naples, FL
    $34K - $66K (Glassdoor est.)
    24h
    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
  • M&T Bank Logo3.7
    Bilingual Spanish Senior Service Associate
    Woodbridge, VA
    $37K - $62K (Glassdoor est.)
    24h
    : 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
  • Raymond James Financial Logo4
    Senior Registered Client Service Associate - Manhattan
    New York, NY
    $43K - $85K (Glassdoor est.)
    24h
    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

Jobs

Job TitleEmployerLocationSalary
Senior Living, Client Services AssociateBAYADA Home Health CareSalisbury, NC
Senior Registered Client Service AssociateAscendo ResourcesPhiladelphia, PA
Senior Accounting Services Associate - MilwaukeeReilly, Penner & Benton, LLPMilwaukee, WI
Senior Client Service AssociateVenturi Wealth ManagementAustin, TX
Senior Investment Advisor Associate (Client Service)Kayne Anderson Rudnick Investment ManagementLos Angeles, CA
Senior Client Service AssociateVenturi Private WealthAustin, TX
Senior Client Services AssociateConfidentialWilmington, DE
Senior Client Service Team AssociateWealth Enhancement GroupAtlanta, GA
Client Service Associate/Administrative AssistantStoneRidge Wealth ManagementTigard, OR
Client Services Associate (Registered Investment Advisor)Burton Enright WelchWalnut Creek, CA
Client Service Associate / Relationship Manager Ultra High Net Worth (UHNW)Right Executive Search LLC on behalf of our ClientNew York, NY
Senior Client Services AssociateChrysalis Wealth Management - A Private Wealth Advisory Practice of AmLakeside, AZ
Client Service AssociateYoga Garden SFSan Francisco, CA
Senior Client Service AssociateHighTower AdvisorsNew York, NY
CLIENT SERVICE ASSOCIATEStifelFrontenac, MO
Client Solution Specialist Sr - Client Service Associate - Wealth ManagementPNC Financial Services GroupCincinnati, OH
Trust Officer, Client Services AssociateB. F. Saul CompanyBethesda, MD
Senior Associate – Private Client ServicesAndersenLos Angeles, CA
Senior Client Service AssociateMorgan StanleyHuntsville, AL
Senior Client Service AssociateMariner Wealth AdvisorsHouston, TX
Senior Client Service AssociateRonald Blue TrustAlpharetta, GA
Client Services AssociateEverSource Wealth Advisors-KnoxvilleKnoxville, TN
Senior Client Service AssociateFirst Republic BankSan Francisco, CA
Senior Services AssociateCatholic Charities of Eastern VirginiaVirginia Beach, VA
Senior Client Service AssociateCharles SchwabBoston, MA
Senior Client Service AssociateBeacon Pointe AdvisorsBoston, MA
Senior Client Service AssociateGallagherWalnut Creek, CA
Private Client Services Senior Associate, TaxBDOChicago, IL
Senior Registered Client Service Associate - Naples, FLRaymond James FinancialNaples, FL
Bilingual Spanish Senior Service AssociateM&T BankWoodbridge, VA
Senior Registered Client Service Associate - ManhattanRaymond James FinancialNew York, NY
Page 1 of 6
  • 1
  • 2
  • 3
  • 4
  • 5
🤝What companies are hiring for senior client service associate jobs?
Your job alert has been created.
Create more job alerts for related jobs with one click:
Close