Full-Time Senior Client Service Associate jobs

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SENIOR CLIENT SERVICE ASSOCIATE - REGISTERED

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...

CompanyStifel Financial
AddressNew York, NY
CategoryEducation/Training
Salary$75,000 - $80,700 a year
Job typeFull-time
Date Posted 2 months ago See detail

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...

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...

Senior Client Service Associate

Linscomb & Williams Inc

Houston, TX

$70.1K - $88.7K a year

Bachelors or better...

Operations Client Service Associate 2 New

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...

Bank Loan Servicing, Senior Associate New

State Street

Princeton, NJ

Not disclosed

Performs daily maintenance and record keeping for Syndicated Bank Loans held in various Mutual Fund and other Structured portfolios for various SSC clients. Processing new trades and trade settlements on accounting records. Daily...

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...

Alpha Portfolio Services, Senior Associate

State Street

Sylvania, PA

Not disclosed

Oversee the day to day responsibilities of the team by developing a strong risk management and controlled environment. Eliminate risk incidents and inadvertent data disclosures. Take a lead role in any internal or external audits....

Alpha Portfolio Services, Senior Associate

State Street

Quincy, MA

Not disclosed

Bachelor's degree with emphasis in finance, accounting, or economics or equivalent work experience in finance or accounting. 1-3 plus years related industry experience including operational experience. Working knowledge of Domesti...

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)....

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...

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...

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...

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...

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...

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...

AVP, Senior Associate, Marketing & Client Service

Ziegler Capital Management, Llc

Chicago, IL

$100,000 - $115,000 a year

Prepare and produce client/prospect deliverables and investment reports, as well as ensure timely, accurate and complete client records, including but not limited to:. Monthly client investment performance reporting. Quarterly cli...

Client Service Operations, Senior Associate

State Street

Sacramento, CA

Not disclosed

Support the identification and resolution of work processing issues to streamline operations. Participate in task realignment activities including identification of work to be realigned, drafting procedures and providing training...

Operations Client Service, Senior Associate

State Street

Sacramento, CA

Not disclosed

Provide timely accurate management reporting and issue log maintenance, under moderate supervision. Research and resolve exceptions and issues. Escalate unresolved issues to management as required. Reconcile and resolve discrepanc...

Operations Client Service, Senior Associate

State Street

Quincy, MA

Not disclosed

Act as the point of contact between both internal teams and external clients on the local market requirements to establish securities and cash accounts for our client base. Prepare and review foreign market account opening and ame...

Operations Client Service, Senior Associate

State Street

Quincy, MA

$68.9K - $87.2K a year

Act as the point of contact between both internal teams and external clients on the local market requirements to establish securities and cash accounts for our client base. Prepare and review foreign market account opening and ame...

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...

Wealth Administrative Services Senior Associate

M&T Bank

Harrisburg, PA

Analyze and interpret inputs to determine course of action; manage conflicting priorities over a broad and variable set of responsibilities as required. Communicate with internal and external business partners and related service...

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...

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...

Transaction Advisory Services Senior Associate (Remote)

Cbiz, Inc.

Dallas, TX

Best and Brightest Companies to Work for in the Nation. Top Workplaces USA. Top Workplaces - Financial Services Industry. Best Brightest Companies in Wellness. Great Place to Work Certification. Team members can work remotely/virt...

Senior Project Manager / Client Service Manager

Brown And Caldwell

Atlanta, GA

M.S. or B.S. degree in civil or environmental engineering with experience in the design and delivery of water and wastewater treatment projects. Engineers with other degrees such as Chemical or Mechanical may be considered if they...

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...

Alternative Investments - Senior Vice President, Middle Office Client Service Director

Bny Mellon

Lake Mary, FL

Leads team members in providing support to major clients in addressing and resolving complex operational and technical issues and ensuring requests are executed. Uses developed communication skills to deliver high quality service...

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:...

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...