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Senior client service associate Jobs

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165 senior client service associate Jobs

  • Ascendo Resources Logo4.5
    Ascendo Resources
    Senior Client Service Associate
    Rockville, MD
    Easy Apply
    1d

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

  • BAYADA Home Health Care Logo4.1
    Senior Living, Client Services Associate
    Salisbury, NC
    $29,959 - $68,522 (Glassdoor est.)
    Easy Apply
    3d
  • Senior Client Service Associate
    Austin, TX
    $37,041 - $77,989 (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…
  • Reilly, Penner & Benton, LLP Logo4.2
    Senior Accounting Services Associate - Milwaukee
    Milwaukee, WI
    $27,515 - $45,880 (Glassdoor est.)
    Easy Apply
    15d
    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 Services Associate
    Wilmington, DE
    $40,364 - $84,735 (Glassdoor est.)
    Easy Apply
    16d
    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. …
  • Associate Wealth Planner/Senior Client Service Associate
    Bellevue, WA
    $41,101 - $81,498 (Glassdoor est.)
    Easy Apply
    10d
    /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…
  • Senior Client Service Associate
    Austin, TX
    $37,032 - $77,998 (Glassdoor est.)
    Easy Apply
    6d
    : 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…
  • Client Service Associate/Administrative Assistant
    Tigard, OR
    $32,745 - $58,263 (Glassdoor est.)
    Easy Apply
    26d
    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. …
  • Senior Client Services Associate
    Albuquerque, NM
    $32,073 - $69,038 (Glassdoor est.)
    Easy Apply
    6d
    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 Services Associate (Registered Investment Advisor)
    Walnut Creek, CA
    $42,427 - $89,336 (Glassdoor est.)
    Easy Apply
    7d
    Senior Client Services Associate Job Description I. …The Senior Client Services Associate is one of the firm’s most experienced Client Services team member…
  • Wealth Enhancement Group Logo3.2
    Senior Client Service Team Associate
    Atlanta, GA
    $33,552 - $60,181 (Glassdoor est.)
    Easy Apply
    20d
    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
  • Stifel Logo3.7
    CLIENT SERVICE ASSOCIATE
    Frontenac, MO
    $31,705 - $56,467 (Glassdoor est.)
    24d
    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
  • HighTower Advisors Logo3.5
    Senior Client Service Associate
    New York, NY
    $46,361 - $88,470 (Glassdoor est.)
    Easy Apply
    23d
    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…
  • BDO Logo3.7
    Private Client Services Senior Associate, Tax
    Columbus, OH
    $31,387 - $56,574 (Glassdoor est.)
    24h
    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…
  • Morgan Stanley Logo4
    Senior Client Service Associate
    Huntsville, AL
    $35,509 - $66,547 (Glassdoor est.)
    2d
    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…
  • Andersen Logo3.9
    Senior Associate – Private Client Services
    Los Angeles, CA
    $42,511 - $103,660 (Glassdoor est.)
    2d
    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…
  • Mariner Wealth Advisors Logo4
    Senior Client Service Associate
    Houston, TX
    $39,634 - $80,537 (Glassdoor est.)
    2d
    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
    $34,040 - $60,248 (Glassdoor est.)
    7d
    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…
  • Beacon Pointe Advisors Logo4.5
    Senior Client Service Associate
    Boston, MA
    $41,852 - $77,626 (Glassdoor est.)
    14d
    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…
  • CIBC Logo3.9
    Senior Client Service Associate
    Atlanta, GA
    $40,436 - $77,269 (Glassdoor est.)
    7d
    To learn more about CIBC, please visit CIBC.com Job Description JOB PURPOSE The Senior Client Service Associate provides day-to-day administrative support for a variety of high net worth client accounts… (revocable and irrevocable trusts, investment management accounts, IRAs, foundations) and acts a trusted partner to the Client Service Manager(s…
  • Charles Schwab Logo3.9
    Senior Client Service Associate
    Boston, MA
    $46,316 - $85,152 (Glassdoor est.)
    14d
    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…
  • First Republic Bank Logo4.2
    Senior Client Service Associate
    San Francisco, CA
    $46,923 - $86,601 (Glassdoor est.)
    8d
    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…
  • M&T Bank Logo3.7
    Senior Service Associate
    Fairfax, VA
    $36,845 - $69,815 (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
  • JPMorgan Chase Bank, N.A. Logo3.7
    LatAm - Houston, TX - Senior Client Service Associate - Spanish fluency required - 210120037
    Houston, TX
    $30,141 - $55,683 (Glassdoor est.)
    24h
    Our teams of Advisors deliver advice, solutions and services across investments, wealth planning, credit and banking to help clients build, preserve and manage their wealth over…Core Responsibilities: Client Engagement - provide exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, security transfers, and loan transactions…
  • Raymond James Financial Logo4
    Senior Registered Client Service Associate-Newport Beach, CA
    Newport Beach, CA
    $41,701 - $78,386 (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
  • Client Service Associate
    Los Angeles, CA
    $34,143 - $70,296 (Glassdoor est.)
    Easy Apply
    9d
    Position: Client Service Associate Department: Relationship Management FLSA Status: Exempt Hours: 6:00 a.m. to 3:00 p.m… Managers by acting as a liaison between client service and several departments within Boston Partners…
  • Gallagher Logo3.5
    Senior Client Service Associate
    Walnut Creek, CA
    $51,417 - $105,315 (Glassdoor est.)
    7d
    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…
  • RSM US LLP Logo4
    Private Client Services - Senior Associate
    Duluth, MN
    $37,631 - $75,709 (Glassdoor est.)
    16d
    RSM’s Private Client practice is looking for a dynamic tax senior associate to join our team… edge technology, annual goal setting, career advisors and coaches with real time feedback for developmental growth As a Private Client tax senior associate, you will have an opportunity to work across…
  • M&T Bank Logo3.7
    Bilingual Spanish Speaking Senior Service Associate
    Hauppauge, NY
    $34,892 - $59,853 (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
  • PNC Financial Services Group Logo3.7
    Client Solution Specialist Senior - Client Service Associate
    Princeton, NJ
    $44,662 - $49,826 (Glassdoor est.)
    6d
    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…

Jobs

Job TitleEmployerLocationSalary
Senior Client Service AssociateAscendo ResourcesRockville, MD
Senior Living, Client Services AssociateBAYADA Home Health CareSalisbury, NC
Senior Client Service AssociateVenturi Wealth ManagementAustin, TX
Senior Accounting Services Associate - MilwaukeeReilly, Penner & Benton, LLPMilwaukee, WI
Senior Client Services AssociateConfidentialWilmington, DE
Associate Wealth Planner/Senior Client Service AssociateColdstream Wealth ManagementBellevue, WA
Senior Client Service AssociateVenturi Private WealthAustin, TX
Client Service Associate/Administrative AssistantStoneRidge Wealth ManagementTigard, OR
Senior Client Services AssociateChrysalis Wealth Management - A Private Wealth Advisory Practice of AmAlbuquerque, NM
Client Services Associate (Registered Investment Advisor)Burton Enright WelchWalnut Creek, CA
Senior Client Service Team AssociateWealth Enhancement GroupAtlanta, GA
CLIENT SERVICE ASSOCIATEStifelFrontenac, MO
Senior Client Service AssociateHighTower AdvisorsNew York, NY
Private Client Services Senior Associate, TaxBDOColumbus, OH
Senior Client Service AssociateMorgan StanleyHuntsville, AL
Senior Associate – Private Client ServicesAndersenLos Angeles, CA
Senior Client Service AssociateMariner Wealth AdvisorsHouston, TX
Senior Client Service AssociateRonald Blue TrustAlpharetta, GA
Senior Client Service AssociateBeacon Pointe AdvisorsBoston, MA
Senior Client Service AssociateCIBCAtlanta, GA
Senior Client Service AssociateCharles SchwabBoston, MA
Senior Client Service AssociateFirst Republic BankSan Francisco, CA
Senior Service AssociateM&T BankFairfax, VA
LatAm - Houston, TX - Senior Client Service Associate - Spanish fluency required - 210120037JPMorgan Chase Bank, N.A.Houston, TX
Senior Registered Client Service Associate-Newport Beach, CARaymond James FinancialNewport Beach, CA
Client Service AssociateBoston PartnersLos Angeles, CA
Senior Client Service AssociateGallagherWalnut Creek, CA
Private Client Services - Senior AssociateRSM US LLPDuluth, MN
Bilingual Spanish Speaking Senior Service AssociateM&T BankHauppauge, NY
Client Solution Specialist Senior - Client Service AssociatePNC Financial Services GroupPrinceton, NJ
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