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Full-Time Client Service Associate jobs

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CLIENT SERVICE ASSOCIATE - LIFE AND RELATED INSURANCE (IN OFFICE - NYC)

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...

CompanyNfp
AddressNew York, NY
CategorySales/marketing
Job typeFull-Time
Date Posted 2 months ago See detail

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...

2 months 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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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U.S. Private Bank - Client Service Associate - Analyst

Jpmorgan Chase Bank, N.a.

Tempe, AZ

Provide exceptional Client Service and flawless execution on client requests, inquiries and transactions such as money movement, security transfers, and loan transactions including escalated research requests. Adhere to and mainta...

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Client Service Associate - Non-Registered

Stifel Financial

West Chester, PA

$43.9K - $55.5K 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...

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Client Service Associate - Registered

Stifel Financial

Florham Park, NJ

$44.2K - $56K 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...

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Registered Client Service Associate

Morgan Stanley

Franklin, TN

$58.5K - $74K a year

Registered Client Service AssociateJob Number: 3247350POSTING DATE: Mar 11, 2024PRIMARY LOCATION: Americas-United States of America-Tennessee-FranklinJOB: Wealth ManagementEMPLOYMENT TYPE: Full TimeJOB LEVEL: Non-ExemptDESCRIPTION...

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Client Service Associate - Private Vista

Hightower Advisors

Oak Brook, IL

$50,000 - $55,000 a year

Efficiently handle address changes, online account access setup, and account information updates. Prepare and dispatch paperwork for account openings, updates, and other miscellaneous requests, including but not limited to, electr...

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Client Service Associate (Pittsburgh, PA)

Edelman Financial

Sewickley, PA

Coordinate client meetings, including greeting clients, appointment preparation, and supporting the completion of required paperwork. Provide superior Client Service by handling all incoming client requests and following-through t...

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Client Service Associate - Resource Consulting Group

Hightower

Orlando, FL

Establish, service, monitor, and maintain client investment accounts. Meet client's needs and develop trust by providing excellent service. Prepare brokerage account paperwork for opening new accounts, terminated accounts, and acc...

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Client Service Associate, Insurance (Stamford, CT or NYC )

Nfp

Stamford, CT

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...

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Senior Client Service Associate - Registered

Stifel Financial

New York, NY

$75,000 - $80,700 a year

Maintain existing client relationships through the processing of client requests, resolving client inquiries while ensuring all client information and documentation is up to date. Act as a liaison between the branch and service de...

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Registered Client Service Associate

Ameriprise Financial

Wayzata, MN

Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor. Prepare and summarize client meetings by scheduling and...

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Client Service Associate

Stifel

Fairport, NY

$40,600 - $54,100 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...

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Senior Registered Client Service Associate

Signature Financial Solutions

Tampa, FL

$40,000 - $60,000 a year

Social Media Knowledge. Knowledge of office management systems and procedures. MS Office - Outlook, Word, Excel, Powerpoint. Outstanding organizational and time management skills. Ability to multitask and prioritize daily workload...

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Registered Client Services Associate II

United Community Bank

Orlando, FL

$33,433 - $48,414 a year

College degree preferred or equivalent work experience Series 7 and 63/66 Licensed Detail oriented and ability to manage multiple priorities Self-Motivated and ability to work independently Can analyze and resolve problems indepen...

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Client Service Associate

Mariner Wealth Advisors

Oklahoma City, OK

$47,000 - $78,000 a year

Build and maintain client relationships aimed at client retention; manage new client implementation process, coordinate, and direct client activities with other team members and assist as necessary. Maintain client paper files and...

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Client Service Associate (Teller - 40 hours) - Northwest Plaza / Dallas, TX

Amegy Bank

Dallas, TX

$32.8K - $41.5K a year

We know that to be successful in delivering the best to our clients, we must have a diverse and inclusive team with varied cultures, backgrounds, and experiences. Join our team of caring bankers who support the growth of businesse...

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Client Services Associate

Meier Law Firm

Newport Beach, CA

Serving as that warm point of contact for all who interact with our firm Pre-screening potential clients and getting them to schedule a planning session with intake Assisting our Client Services Manager with managing the client ex...

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Client Service Associate

Jackson Hewitt - 1176

Oakland, CA

Corporate discount program. Opportunities for advancement within the organization or as a tax pro. Tax preparation training. Continuing tax education. And More! Strong interpersonal and communication skills. Experience in a fast-p...

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Client Service Associate

Insight Financial Planning

Crofton, NE

Simple Plan Employer matching contributions up to 3 %. Vacation Available after six months of employment, based on length of employment. Medical/Sick Leave Seven days per calendar year. Bereavement Leave - Schedule based on...

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Senior Client Service Associate

Gemharvest

Stamford, CT

$80,000 - $120,000 a year

Serve as a primary lead for client onboarding and private wealth Client Services. Provide an excellent client experience for high net worth clients. Participate in the growth of a growing, independent RIA by servicing client needs...

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Senior Client Service Associate

Linscomb & Williams Inc

Houston, TX

$70.1K - $88.7K a year

Bachelors or better...

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What are the top cities open Full-Time Client Service Associate jobs?

There are open Full-Time Client Service Associate jobs in several cities including New York, Alpharetta, Snellville, Irvine, San Bernardino, Suwanee, Chicago, Naples, Forest Park, Lawrenceville, Duluth, Sioux City, Dallas, Houston, San Francisco,

What companies are hiring for Full-Time Client Service Associate jobs?

The top companies hiring now for Full-Time 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, Stifel Financial, Stifel Financial Corp., Tatari, The Colony Group,

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