Full-Time Private Client Service Associate jobs
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ASSOCIATE, PRIVATE CLIENT SERVICES TAX - SUMMER 2025
Perform special consulting projects such as preparing year-end tax projections, identifying and researching planning ideas, and preparing financial analysis to obtain optimal tax minimization strategies for our clients. Research v...
| Company | York State Department Of Labor |
|---|---|
| Address | New York, NY |
| Category | Retail |
| Date Posted | 14 minutes ago See detail |
Associate, Private Client Services Tax - Summer 2025 New
York State Department Of Labor
New York, NY
Perform special consulting projects such as preparing year-end tax projections, identifying and researching planning ideas, and preparing financial analysis to obtain optimal tax minimization strategies for our clients. Research v...
14 minutes ago seen See more...
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Senior Client Services First Notice of Loss Associate (Remote)
Selective Insurance Company Of America
Richmond, VA
$47,000 - $74,000 a year
Assist internal and external customers on CHAT, FROI, eSubro Hub, and Comsearch, and Must Answer line calls in regards to MCS, Claims Portal, CHAT, CXD and Claims Capture systems. Handle customer complaints, provide appropriate...
a week ago seen See more...
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MasterTax Associate Client Service & Product Support Specialist
Adp
Tempe, AZ
We are currently looking for an Associate Client Consultant for ADP/MasterTax, an in-house Payroll Tax Processing Software. We strive for every interaction to be driven by our CORE values: Insightful Expertise, Integrity is Every...
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Client Services Associate
Restoration Hardware
Tampa, FL
$18 - $28 an hour
Live Our Vision, Values and Beliefs every day Greet and welcome RH Clients and assist with any questions or concerns Assist in connecting clients with the right Associates based on their purchase needs Assist and communicate with...
2 weeks ago seen See more...
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Tax Senior Manager - Private Client Services
Morrison & Morrison
San Francisco, CA
$120,000 - $200,000 a year
You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance You will join a cu...
3 weeks ago seen See more...
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Client Service Associate
Gemharvest
Chadds Ford, PA
$80,000 - $95,000 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, building and maintaining client relationships. Participate in the growth of a gro...
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Client Service Solutions, Hedge Fund Services, Northern Trust – Associate Specialist
Northern Trust
Chicago, IL
Unspecified
Client Relationship Management: Foster strong partnerships with clients by understanding their unique needs and advocating for them within HFS.. Regularly engage with clients to discuss operational improvements and enhancements t...
3 weeks ago seen See more...
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Operations Client Service Associate 2
State Street
Sacramento, CA
Not disclosed
Perform for operational tasks. Focus on processing for day to day business in hedge fund accounting. Work with managers on client specific projects and initiatives. Learn and understand the operating environment and help managemen...
3 weeks ago seen See more...
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Client Service Associate
Escalon Services, Inc.
San Mateo, CA
$61.8K - $78.3K a year
Bachelors degree required. At least 2 years of experience within the financial services industry, ideally in investment performance reporting and analysis and/or writing RFPs. Excellent written and verbal communication skills. St...
4 weeks ago seen See more...
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New Business/Client Services Associate
Fss Group
Grapevine, TX
$40,000 a year
Paid time off. Bonus opportunities. Day shift. Grapevine, TX 76051: Relocate before starting work (Required)....
4 weeks ago seen See more...
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Client Services Associate
First Business Bank
Brookfield, WI
$40.3K - $51K a year
Provide Exceptional Client Service. Respond to clients questions by answering the telephone promptly, greeting clients upon their entering the bank, and promptly responding to emails. Perform Teller Transactions with Accuracy. Re...
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Client Service Associate
Compound
Massachusetts, 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...
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Client Services Associate
El Education Inc
United States
$43,000 - $59,400 a year
Gather information and materials from internal and external partners about clients, staffing, and financial matters Compile details in central locations such as Google Suite or Salesforce CRM (depending on the nature of the inform...
4 weeks ago seen
Client Service Associate
Gpac Talent Network
Lynn, MA
Are you looking for a new job opportunity?We are seeking a Client Service Associate to join our high net worth investment advisory team. In this role, you will be responsible for providing excellent service through timely and accu...
a month ago seen See more...
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Client Service Associate
Gpac Talent Network
Fresno, CA
Are you looking for a new job opportunity?We are seeking a Client Service Associate to join our high net worth investment advisory team. In this role, you will be responsible for providing excellent service through timely and accu...
a month ago seen See more...
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Client Service Associate - Lending Operations
Pix11
New York, NY
Whatever your role at ANZ, you'll be building your future, while helping to build ours.Role Location: New YorkRole Type: Permanent, FulltimeWhat will your day look like?As a Client Service Associate - Lending Operations, you will:...
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Client Service Associate - Lending Operations
Anz
New York, NY
Responding to internal and external client requests promptly with updates on progress to ensure clients expectations are met Active collaboration with the Relationship, Research & Analysis, Risk teams, offshore Hubs, and other s...
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AAA PWM Client Service Associate
Gpac Talent Network
Albany, GA
If so, we are seeking a Client Service Associate to join our high net worth investment advisory team. Primary Responsibilities:- Serve as the main point of contact for assigned client relationships- Field client phone calls and em...
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Client Services Associate - Institutional Relationship Specialist
Equity Trust
Fort Myers, FL
Efficiently and proactively manages client and vendor correspondence (incoming calls, emails, chats, and client visits). Answers client and vendor questions regarding financial transactions, including asset purchases, sales, and o...
2 months ago seen See more...
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Client Service Associate - Registered
Stifel Financial
Gainesville, FL
This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.Communication Skills - The ability to communicate information and ideas in spoken or written form so that ot...
2 months ago seen See more...
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Summer Associate, Client Service, 2024
Alphasights
San Francisco, CA
$14,423 a month
You thrive in a fast-paced, results-oriented environment. You possess a client-first mindset. You excel under pressure and enjoy working to tight deadlines. You are gritty, resilient and ready to roll up your sleeves and make thin...
4 weeks ago seen See more...
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Associate - Private Client
An International Law Firm
Washington, DC
A Firm where everyone belongs: Our award-winning culture prioritizes warmth and authenticity we encourage you to be yourself! Enthusiasm for diverse perspectives: We're smarter and stronger when everyone has a voice and a seat a...
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Associate - Private Client
An International Law Firm
Chicago, IL
A Firm where everyone belongs: Our award-winning culture prioritizes warmth and authenticity we encourage you to be yourself! Enthusiasm for diverse perspectives: We're smarter and stronger when everyone has a voice and a seat a...
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Associate - Private Client
An International Law Firm
Miami, FL
A Firm where everyone belongs: Our award-winning culture prioritizes warmth and authenticity we encourage you to be yourself! Enthusiasm for diverse perspectives: We're smarter and stronger when everyone has a voice and a seat a...
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Associate Client Services Advisor
Vistage Worldwide
San Diego, CA
Welcome to our home. Our US headquarters sits in the heart of San Diegos UTC area. It features an open, modern aesthetic with lots of collaboration spaces, free lattes and nitro cold brew coffee on tap! From our San Diego base, w...
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Private Wealth Client Associate
Bank Of America
Miami, FL
Account Management Client Management Customer and Client Focus Issue Management Oral Communications Business Development Client Solutions Advisory Pipeline Management Prioritization Administrative Services Emotional Intelligence R...
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Private Equity, Operations Client Service, Officer
State Street
Sacramento, CA
Not disclosed
Maintaining the general ledger for various fund entities. Preparing supporting work papers for financial statements, portfolio schedules and capital account allocations. Preparing financial statements and footnote disclosures. Ana...
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Associate Manager (Go Trade+), Client Service Trade Support
Ss&C Technologies
New York, NY
Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans. Your Future: 401k Matching Program, Professional Development Reimbursement. Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid H...
2 months ago seen See more...
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Advisor Services - Client Support Associate
Charles Schwab
Orlando, FL
At least 1 year of customer service experience is required. College Internships and collegiate activities will be considered in lieu of experience.. Excellent operational and organizational skills with the ability to manage transa...
4 weeks ago seen See more...
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Customer Service Rep / Associate Client Support Consultant
Adp
Florham Park, NJ
Are you ready to join a company offering career advancement opportunities throughout your career journey? Do you want to join a company with award-winning training and world-class service guidelines to help you achieve success, gr...
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