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Client Service Associate jobs

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CLIENT SERVICE ASSOCIATE

Engage and promptly addressing HNW client requests with concierge role. Open new accounts, process client money movement requests. Support operations manager with account requests, back-office support, preparing reports and sp...

CompanyAdvisor Business Solutions
AddressNew York, NY
CategoryRetail
Salary$64k-83k (estimate)
Job typeFull Time
Date Posted 3 days ago See detail

Client Service Associate

Advisor Business Solutions

New York, NY

$64k-83k (estimate)

Engage and promptly addressing HNW client requests with concierge role. Open new accounts, process client money movement requests. Support operations manager with account requests, back-office support, preparing reports and sp...

3 days ago seen See more...

PWM Registered Client Service Associate

Morgan Stanley

Missouri, United States

$51.7K - $65.4K a year

PWM Registered Client Service AssociateJob Number: 3245737POSTING DATE: Jan 9, 2024PRIMARY LOCATION: Americas-United States of America-Missouri-ClaytonEDUCATION LEVEL: Refer to Position DescriptionJOB: Wealth ManagementEMPLOYMENT...

7 days ago seen See more...

Client Service Associate

Cibc

San Francisco, CA

$57.5K - $72.8K a year

Client engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful. Anticipate client needs and communicate promptly with your team to build trust and deepen client relationshi...

7 days ago seen See more...

Senior Registered Client Service Associate-Newport Beach, CA

Raymond James Financial, Inc.

Newport Beach, CA

$60.3K - $76.4K a year

Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and...

7 days ago seen See more...

Registered Client Service Associate

Northwestern Mutual

Portage, MI

$45,000 - $65,000 a year

Handle case notes, processing correspondence, maintaining client case files and filing performance reports, account forms and other advisory paperwork. Gathering information for WMA meetings with client/prospect. Preparing advisor...

7 days ago seen See more...

Client Service Associate

Newedge Capital Group Llc

Franklin, TN

$42.9K - $54.3K a year

Educate clients on account services and capabilities (e.g., how to read statements/confirms, how to use Online Services, paperless options, etc.). Collect appropriate documentation to set up new accounts and services. Leverage var...

7 days ago seen See more...

Client Service Associate

Edelman Financial Engines

Roseville, CA

$70.7K - $89.6K a year

Coordinate client meetings, including greeting clients, appointment preparation, and supporting the completion of required paperwork Supervise client account activity, researching and resolving issues Prepare and review all new ac...

7 days ago seen See more...

Client Service Associate

Fleishel Financial Associates

Jacksonville, FL

From $55,000 a year

401(k). 401(k) matching. Health insurance. Paid time off. Retirement plan. 3 years. 8 hour shift. In-person. Office. Jacksonville, FL 32223: Relocate before starting work (Required)....

7 days ago seen See more...

Client Service Associate - Registered

Stifel Financial

Portsmouth, NH

$44.2K - $55.9K a year

Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client. Work with the FA(s) and the client in obtaining the required documents based upon the type of...

7 days ago seen See more...

Registered Client Service Associate (Atlanta)

Oppenheimer & Co. Inc.

Atlanta, GA

$43K - $54.4K a year

Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors. Quickly develop knowledge of a variety of forms and account procedures in order to assist clients. Learn t...

7 days ago seen See more...

Client Service Associate

Cogency Global Inc.

Indianapolis, IN

$38,000 - $42,000 a year

Energetic self-starter who thrives in a fast-paced, team-oriented environment. The ability to multitask with a strong attention to detail and accuracy. Demonstrated ability to manage multiple projects simultaneously. Strong priori...

7 days ago seen See more...

Client Services Associate

Independent Advisor Alliance

Charlotte, NC

From $60,000 a year

Provide direct support to affiliated financial advisors and their teams. Handle incoming calls and emails as well as scheduling meetings for advisors and their clients. Process money movement and manage account openings and mainte...

a week ago seen See more...

Client Service Associate

Lpl Financial

Southfield, MI

$22.56 - $33.84 an hour

Support to Client Service Team, Operational, Compliance leaders and Financial Advisors. Answer phones, schedule appointments, and prepare materials for client meetings. Keep client management systems up-to-date with client informa...

a week ago seen See more...

Client Service Associate- Chicago, IL

Cantella & Co.

Chicago, IL

This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. Essential Duties and Responsibilities...

a week ago seen See more...

Client Service Associate II - Payments - Control Execution

Jpmorgan Chase & Co

Tampa, FL

$88,350 - $128,000 a year

Coordinate with the regional Payments Business Control Managers and lead control-oriented initiatives on behalf of Client Service as well as Build and manage relationships across a broad range of regional Payments business staff...

a week ago seen See more...

Client Service Associate

Compound

Kansas, United States

$55,000 - $65,000 a year

Support the onboarding process for new clients by:Working with clients to ensure their dashboard accurately collects all relevant personal and financial informationIf the client is consolidating accounts under Compound youll:Faci...

a week ago seen See more...

Client Service Associate

Northbridge Financial Group

Tampa, FL

$45,000 - $65,000 a year

Desire to be part of a growing team. Self-starter who wants to learn and grow. Strong Computer Skills with proficiency in Microsoft Office Suites (Word, Excel, Outlook, PowerPoint). Experience using Redtail CRM (or other similar C...

a week ago seen See more...

Client Service Associate / Executive Assistant (RH01)

Ameriprise Financial

San Diego, CA

$60,000 - $65,000 a year

401(k). 401(k) matching. Dental insurance. Health insurance. Paid time off. Professional development assistance. 8 hour shift. Monday to Friday. San Diego, CA 92130: Relocate before starting work (Required)....

a week ago seen See more...

Client Service Associate - Life and related insurance (In office - NYC)

Nfp

New York, NY

Assembles meeting preparation documents pertaining to the client/prospect prior to sales meetings, including but not limited to, illustrations, policy and product summaries, reports, presentations, and marketing packets. Performs...

a week ago seen See more...

Client Service Associate

Morling Financial Advisors

Fremont, CA

$65,000 - $80,000 a year

Assist with all non-advisory questions and paperwork, including processing forms and applications for investment accounts and related forms for business transactions. Quality check and submit signed paperwork to custodian for proc...

2 weeks ago seen See more...

Client Service Associate

Lp Solutions Llc

Garden Grove, CA

$750 - $1,300 a week

We are a diverse and inclusive team that pushes ourselves and those around us to develop personally and professionally. We promote exclusively from within and do not outsource new management. We show employee appreciation by hosti...

2 weeks ago seen See more...

Client Service Associate - Hybrid Remote

Clearstead Advisors Llc

Cleveland, OH

$57.9K - $73.4K a year

Oversee client interaction act as a conduit between client and Private Client Group operations; create business plans with Managing Director geared toward client growth and development; build relationships with clients by proact...

2 weeks ago seen See more...

Client Service Associate

Henssler Financial

Kennesaw, GA

$49.5K - $62.7K a year

Manage all custodial paperwork. Account setup and completion of new client checklists. Assist in handling leads and contracts. Perform online filing to SharePoint sites and handle faxing of documents. Prepare meeting booklets and...

2 weeks ago seen See more...

Client Services Associate II

Elevance Health

LAKEWOOD, WA

Responds to client issues via telephone and written correspondence regarding insurance benefits, provider contracts, eligibility, claims, etc. Follows appropriate policies and procedures. Researches and analyzes data to address c...

2 weeks ago seen See more...

Client Service Associate**

Morgan Stanley

Shrewsbury, NJ

$58.5K - $74.1K a year

Client Service Associate**Job Number: 3249016POSTING DATE: Mar 22, 2024PRIMARY LOCATION: Americas-United States of America-New Jersey-ShrewsburyJOB: Wealth ManagementEMPLOYMENT TYPE: Full TimeJOB LEVEL: Non-ExemptDESCRIPTIONPOSITI...

2 weeks ago seen See more...

Client Services Associate

Allianz Commercial

Missouri, United States

$40,000 - $62,019 a year

Perform the collection activities for open receivables balances, which include both written and verbal communications and working with internal and external customers in order to resolve the open balances. Accurate and timely anal...

2 weeks ago seen See more...

Client Service Associate, Wealth Advisory

Glenmede Trust Co

Delaware, United States

$49.7K - $63K a year

Bachelors degree or equivalent experience required. 1+ years of internship, co-op, and/or working experience in Financial Services or related role. Work experience in a fiduciary environment is preferred. Proficiency with Microso...

2 weeks ago seen See more...

International Client Service Associate

Jpmorgan Chase Bank, N.a.

Charlotte, NC

Lead our medium to complex clients autonomously by delivering solutions to clients and upholding JP Morgan Chase standards and operating principles. Develop long term client relationships. Proactively work to determine service imp...

2 weeks ago seen See more...

Registered Client Service Associate

Morgan Stanley

Park City, UT

$52.3K - $66.3K a year

Registered Client Service AssociateJob Number: 3248941POSTING DATE: Mar 28, 2024PRIMARY LOCATION: Americas-United States of America-Utah-Park CityJOB: Wealth ManagementEMPLOYMENT TYPE: Full TimeJOB LEVEL: Non-ExemptDESCRIPTIONPOSI...

2 weeks ago seen See more...

Client Service Associate

Westwood Management Corp

Dallas, TX

$58.2K - $73.6K a year

Complete all daily/monthly/quarterly standard reporting requirements of clients and consultants. Create and prepare client/consultant presentations and meeting materials, collateral, and various requests for information. Process c...

2 weeks ago seen See more...

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What are the top cities open Client Service Associate jobs?

There are open Client Service Associate jobs in several cities including New York, Alpharetta, Snellville, Irvine, San Bernardino, Suwanee, Chicago, Naples, Forest Park, Lawrenceville, Las Vegas, Portland, Phoenix, Austin, San Diego,

What companies are hiring for Client Service Associate jobs?

The top companies hiring now for Client Service Associate jobs are Amegy Bank, Ameriprise Financial, Arena Management, Inc., Beacon Pointe Advisors LLC, Compound, Dogpound Fitness Inc., Edelman Financial Engines, E*TRADE, Fisher Investments, Gemharvest, Kestra Financial Independent Advisor, Laird Norton Wetherby, Mariner Wealth Advisors, Moody's, Morgan Stanley,

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