Client Service Associate Jobs in United States | Glassdoor
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Client Service Associate Jobs in United States

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  • 3.2
    Edelman Financial Services – Santa Clara, CA
    Est. Salary $55k-$78k
    7 days ago 7d
    skilledClient Service Associate for our Silicon Valley (Santa Clara, CA) location. The Client Service Associate provides full… behalf of client accounts Researching client issues Preparing client documents Maintaining files Greeting clients in the office…
  • 3.9
    Guardant Health – Redwood City, CA
    Est. Salary $48k-$73k
    10 days ago 10d
    ABOUT THE ROLE We are looking for a full-time Client Services Associate (CSA). The CSA is responsible for providing exceptional… Salesforce.com and Microsoft Office. A minimum of 1 year client service experience required. You have excellent written and verbal…
  • 3.5
    First Republic Bank – New York, NY
    Est. Salary $45k-$66k
    9 days ago 9d
    sales and service support (i.e., create, review and distribute various client reports and presentations or assist with client events… interpersonal skills to interface with clients, prospects, custodians and colleagues Excellent customer service skills Use of considerable…
  • 3.5
    UBS – Hunt Valley, MD
    Est. Salary $32k-$51k
    21 days ago 21d
    A Client Associate services clients and provides operational and administrative support to Financial Advisors. Key Responsibilities… other materials for client meetings * Ensure appropriate documentation is collated for new accounts and service requests Key Deliverables…
  • 4.5
    TS Banking Group – Crosby, ND
    Est. Salary $33k-$48k
    2 days ago 2d
    providing exceptional client service through quality conversation, and efficient and accurate processing of client transactions. Work… differences; maintain CSR supplies. Identify the client by name; provide client service to individuals in person and over the telephone…
  • 3.6
    Mind Gym – Asia, TX
    Est. Salary $26k-$40k
    7 days ago 7d
    ensuring clients are delighted. Each and every time. This will include: Running globalprogrammes in support of a Client Services… end-to-end process to support in delighting our clients Pro-activelyassuring client and coach of event quality and feedbackProfessional…
  • 3.8
    Fidelity Investments – Greenwood Village, Arapahoe, CO
    Est. Salary $32k-$47k
    20 days ago 20d
    firm is due to the personal responsibility and pride our associates take in getting things just right, and the compassion that… for our customers and each other. We ask for and act on our associates’ input on everything from busting through customer issues…
  • 3.5
    UBS – Troy, MI
    Est. Salary $35k-$52k
    Today 9hr
    other materials for client meetings – collect the right documentation for opening new accounts and service requests – plan team… ll: – keep management systems up-to-date with client information – educate clients on account services and capabilities – help with…
  • 3.6
    Morgan Stanley – Oak Brook, IL
    Est. Salary $37k-$54k
    3 days ago 3d
    Perform daily operations, client service, and Financial Advisor support. Provide account information to clients and Financial Advisors… PowerPoint. Superior interpersonal, organizational and client service skills Experience Industry experience is a plus.…
  • 2.8
    Sterling Talent Solutions – Fort Collins, CO
    16 days ago 16d
    The Client Experience Liaison will manage an assigned tier of clients to ensure that their program is configured correctly, identify… add propositions to mitigate client risk and enhance background screening programs Conduct client forum and training sessions…
  • 3.4
    M Financial Group – Portland, OR
    8 days ago 8d
    in-depth knowledge of assigned client plans and procedures and deliver the best administrative service. What you will bring: Bachelor… vary according to client). Interact with clients and participants on a routine basis, including fielding client/participant requests…
  • 2.4
    Parkside Lending – Laguna Hills, CA
    Est. Salary $33k-$49k
    13 days ago 13d
    Correspondent) business channels. Serve as a resource for client inquiries throughout the entire loan process, by providing a… communication is timely, professional, and beneficial. Familiarize clients on Parkside’s loan portal & processes, from submission through…
  • 4.4
    Green Key Resources – New York, NY
    2 days ago 2d
    Executive assistant experience and/or financial industry client service experience Work or interest towards a relevant industry… administrative duties as required Manage the onboarding process for clients and be the point of contact for investors Keep up to date…
  • 3.7
    Mercer Advisors – Houston, TX
    Est. Salary $41k-$60k
    Today 5hr
    Job Summary The Client Service Associate (CSA) is client focused and offers support to our clients with confidential matters… Essential Job Functions for the Client Service Associate will include: Monitoring client’s cash positions monthly in regards…
  • 3.7
    MINDBODY, Inc – San Luis Obispo, CA
    Est. Salary $37k-$55k
    28 days ago 28d
    representing the company to Clients via phone and email communications; educating them on the importance/value associated with our marketing… position communicates with existing MINDBODY Clients via phone and email, helps Clients make better use of our software capabilities…
  • 3.1
    Ascensus – Brainerd, MN
    Est. Salary $28k-$41k
    Today 6hr
    timely, and accurate and adds value to the customer. A Client Service Associate proactively engages a participant during phone interactions… Prior customer service required · Retirement service experience preferred · Strong client focus and client service skills mandatory…
  • 3.7
    NFP – New York, NY
    Est. Salary $38k-$60k
    Today 7hr
    contacts at large corporate clients and top law firms providing administration and client service support for their individual… part of enrollment campaigns and service support Analyze census data from our corporate clients and determine eligible executive…
  • 3.5
    Saama Technologies Inc – Campbell, CA
    Est. Salary $92k-$146k
    1 days ago 1d
    Associate Director, Client Success Responsibilities: Responsible for managing an account for Business Intelligence (BI) and… level on all service delivery activities. Manage 10-12 Software Consultants. May require assignment at client sites within Santa…
  • 3.7
    Lenox Advisors – New York, NY
    Est. Salary $37k-$54k
    2 days ago 2d
    office for a Client Service Associate, supporting a successful Financial Advisor/Insurance Producer. The Client Service Associate… policy process. The Client Services Associate must provide superior client service by identifying the client’s wants and needs, acting…
  • 4.1
    MaineHealth – Portland, ME
    Est. Salary $48k-$67k
    1 days ago 17hr
    Position Summary The Associate Systems Analyst role is accountable for analysis, building, testing and implementation… eager to learn Self motivated, organized Customer service oriented Demonstrated experience and proficiency with…
  • 3.8
    Choptank Transport – Preston, MD
    Est. Salary $31k-$47k
    1 days ago 15hr
    As the Client Services Representative you will support the organization by answering the phone and emails providing excellent… excellent customer service to our carriers and to our customers! You will also be providing customer service to Choptank personnel…
  • 4.2
    Xtra Mile Marketing Solutions – Kettering, OH
    EASY APPLY
    Est. Salary $19k-$30k
    1 days ago 12hr
    customer service background for their full time Retail Customer Service Associate position. For this position, our client has found… tailoring retail customer service to the character of the client and company culture. This Retail Customer Service position is full-time…
  • 2.7
    Equity Trust Company – Sioux Falls, SD
    EASY APPLY
    Est. Salary $28k-$41k
    7 days ago 7d
    JOB SUMMARY: The Client Service Rep I provides inbound and outbound call servicing and operational support to individual… Maintains a professional approach to client service, consistent with Company protocol and service levels Complies with all internal…
  • 3.6
    Morgan Stanley – New York, NY
    Est. Salary $40k-$58k
    1 days ago 1d
    Perform daily operations, client service, and Financial Advisor support. Provide account information to clients and Financial Advisors… PowerPoint. · Superior interpersonal, organizational and client service skills. Experience · Industry experience is a plus.…
  • 2.2
    Career Connections, Inc. – Athens, OH
    1 days ago 16hr
    Client service associate needed for a busy and high-profile employee benefits agency located in Athens, Ohio. Responsible for… for individual health and Medicare client enrollment and service, assisting with group benefits administration, and will back-up…
  • Vicus Capital – Sewickley, PA
    Est. Salary $32k-$46k
    3 days ago 3d
    SUMMARY The Client Service Associate position is an exciting opportunity to make an impact by providing world class service and support… Prep materials and record minutes for all client meetings Execute client/advisor service requests and follow up activities Maintain…
  • 3.8
    HighTower Advisors – Providence, RI
    Est. Salary $31k-$49k
    7 days ago 7d
    aClient Service Associate to assist with various administrative and operational functions in building future success. Client Service… plan updates Other duties as may be assigned Client Service Associate Requirements: BA/BS degree in Business/Finance or…
  • 2.5
    Marcum Search LLC – Melville, NY
    3 days ago 3d
    Marcum Financial Services Client Service Associate Location: Melville, NY MFS is a member of The Marcum Group, which is led… employer contribution and a profit sharing plan. The Client Service Associate (CSA) position is a significant role within our company…
  • 3.0
    Mariner Holdings – Brentwood, MO
    Est. Salary $33k-$48k
    2 days ago 2d
    life. We are hiring a Client Services Associate for our St. Louis office. The Client Service Associate is responsible for the… Internship experience a plus, preferably in financial service/client service, but will consider college graduates with interest in…
  • 4.0
    Pareto Law – Raleigh, NC
    5 days ago 5d
    and company vacations The Role: Client Service Associate Operating within the Client Service team under the umbrella of the… Carolina? Our client is a global enterprise and is now seeking fresh talent to drive business growth. Client Service Associate what you…
  • 3.3
    D.A. Davidson Companies – Port Angeles, WA
    21 days ago 21d
    other duties and special projects as necessary. Keyword: Client Associate From: D.A. Davidson Companies… Provide professional and courteous customer service at all times to ensure client satisfaction. Inform FAs of all important information…
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