Client Service Associate Jobs0 Client Service Associate Jobs within 25 miles of Atascadero
Client Service Associate / Paraplanner
Personal Wealth Strategies. 1 day ago. Sponsored
Hamilton Township, New Jersey, us

If you are a Client Service Associate or Paraplanner with experience in financial planning, who wants to work in a friendly, fast-paced financial services firm where you can make an immediate contribu...

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SALES & CLIENT SERVICE ASSOCIATE
Massage Envy. 1 day ago. Sponsored
Garwood, New Jersey, us

Promote the value of Total Body Care by educating clients on new and expanded services, selling the Massage Envy Wellness Program, booking clients for future services, and encouraging homecare retail ...

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OPERATIONS CLIENT SERVICE ASSOCIATE
TradeZero America. 1 day ago. Sponsored
Brooklyn, New York, us

Client Services Representative. The primary responsibility will be to assist with managing retail clients day-to-day margin requirements.

SALES & CLIENT SERVICE ASSOCIATE
Massage Envy. 1 day ago. Sponsored
Bayonne, New Jersey, us

Promote the value of Total Body Care by educating clients on new and expanded services, selling the Massage Envy Wellness Program, booking clients for future services, and encouraging homecare retail ...

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Client Service Associate / Paraplanner
Personal Wealth Strategies. 1 day ago. Sponsored
Hamilton Township, New Jersey, us

If you are a Client Service Associate or Paraplanner with experience in financial planning, who wants to work in a friendly, fast-paced financial services firm where you can make an immediate contribu...

read more

SALES & CLIENT SERVICE ASSOCIATE
Massage Envy. 1 day ago. Sponsored
Bayonne, New Jersey, us

Promote the value of Total Body Care by educating clients on new and expanded services, selling the Massage Envy Wellness Program, booking clients for future services, and encouraging homecare retail ...

read more

OPERATIONS CLIENT SERVICE ASSOCIATE
TradeZero America. 1 day ago. Sponsored
Brooklyn, New York, us

Client Services Representative. The primary responsibility will be to assist with managing retail clients day-to-day margin requirements.

Registered Client Service Associate
Ameriprise Financial. 2 days ago. Sponsored
Bedminster, New Jersey, us

As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leverage your analytical skills to build...

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Registered Client Service Associate
Ameriprise Financial. 2 days ago. Sponsored
Bedminster, New Jersey, us

As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leverage your analytical skills to build...

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Administrative Assistant / Client Service Associate
Point Wealth Management. 2 days ago. Sponsored
Melville, New York, us

As our Administrative Assistant / Client Service Associate, you'll have the chance to expand your skills, learn about wealth management, and potentially advance your career within our supportive team ...

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Administrative Assistant / Client Service Associate
Point Wealth Management. 2 days ago. Sponsored
Melville, New York, us

As our Administrative Assistant / Client Service Associate, you'll have the chance to expand your skills, learn about wealth management, and potentially advance your career within our supportive team ...

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REGISTERED CLIENT SERVICE ASSOCIATE
Morgan Stanley. 2 days ago. Sponsored
Greenwich, Connecticut, us

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Onboard and maintain c...

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Client Service Associate
Jackson Hewitt. 3 days ago. Sponsored
Union, New Jersey, us

If you enjoy building strong relationships with clients, then look no further and apply today! Join our team as a Client Service Associate and be the friendly face for all those who visit our off...

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Technical Client Service - Associate
JPMorgan Chase & Co.. 4 days ago. Sponsored
New York, New York, us

As a Technical Client Service Associate in the front office team, you will play a pivotal role in delivering exceptional front-line support services to Neovest customers through email and phone channe...

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Technical Client Service - Associate
JPMorgan Chase & Co.. 4 days ago. Sponsored
New York, New York, us

As a Technical Client Service Associate in the front office team, you will play a pivotal role in delivering exceptional front-line support services to Neovest customers through email and phone channe...

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Associate, Client Service, Portuguese Speaker, 2025
AlphaSights. 5 days ago. Sponsored
New York, New York, us

As an Associate in the Client Service team, you’ll be the link between our clients and the expert knowledge they seek. Together, we help our clients access expert knowledge, elevate their decision-mak...

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Registered Client Service Associate
Morgan Stanley. 14 days ago. Sponsored
Jericho, New York, us

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Onboard and maintain c...

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Client Service Associate
Jacobs Levy Equity Management. 21 days ago. Sponsored
Florham Park, New Jersey, us

Jacobs Levy Equity Management, an institutional asset manager located in Florham Park, NJ, is seeking an energetic, dynamic individual to work in our Client Service and Business Development Group. Thi...

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Client Service Associate
Jacobs Levy Equity Management. 21 days ago. Sponsored
Florham Park, New Jersey, us

Jacobs Levy Equity Management, an institutional asset manager located in Florham Park, NJ, is seeking an energetic, dynamic individual to work in our Client Service and Business Development Group. Thi...

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Non - Registered Client Service Associate
Stifel. about 1 month ago. Sponsored
New York, New York, us

Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of...

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Associate, Client Service
NFP. about 2 months ago. Sponsored
Melville, New York, us

Wealthspire Advisors is a Fee-Only Fiduciary with 20 locations throughout the East Coast, West Coast, Midwest, and Mid-Atlantic regions, specializing in exceptional service to clients that pairs tailo...

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Registered Client Service Associate
Stifel. 3 months ago. Sponsored
Goshen, New York, us

Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide va...

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New York, New York, us

REGULATORY ASSOCIATE, IN-BUSINESS CLIENT SERVICE & OPERATIONS RISK & CONTROLS. This position will work directly with the City National Rochdale's ("CNR") First Line of Defense to support and assist in...

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Sales & Client Service Associate
Massage Envy. 5 months ago. Sponsored
Garwood, New Jersey, us

Promote the value of Total Body Care by educating clients on new and expanded services, selling the Massage Envy Wellness Program, booking clients for future services, and encouraging homecare retail ...

read more

Licensed Client Service Associate - Staten Island
Citigroup, Inc.. 5 months ago. Sponsored
Staten Island, New York, us

The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good ...

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Sales & Client Service Associate
Massage Envy. 5 months ago. Sponsored
Garwood, New Jersey, us

Promote the value of Total Body Care by educating clients on new and expanded services, selling the Massage Envy Wellness Program, booking clients for future services, and encouraging homecare retail ...

read more

Associate, Client Service, 2025
AlphaSights. 5 months ago. Sponsored
New York, New York, us

As an Associate in the Client Service team, you'll be the link between our clients and the expert knowledge they seek. A day in the life of an Associate. Throughout your workday, you will work on mult...

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Licensed Client Service Associate - Staten Island
Citigroup, Inc.. 5 months ago. Sponsored
Staten Island, New York, us

The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good ...

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Senior Client Service Associate-Registered
Stifel. 5 months ago. Sponsored
Garden City, New York, us

Support the daily administration of the FA's business by opening client accounts, preparing and processing investment documentation, facilitating outgoing check requests and other disbursements, maint...

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Registered Client Service Associate
Stifel. 5 months ago. Sponsored
White Plains, New York, us

Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide va...

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Registered Client Service Associate
Morgan Stanley. 6 months ago. Sponsored
Harrison, New York, us

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Onboard and maintain c...

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Client Service Associate - Registered
Stifel. 6 months ago. Sponsored
Garden City, New York, us

Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropr...

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Registered Client Service Associate
Morgan Stanley. 6 months ago. Sponsored
Paramus, New Jersey, us

Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client. Cultivate and enhance new and existing client relationships through active communication with cl...

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New York, New York, us

BXMA – Client Service Analytics, Associate. At analyst and associate level, you will play an integral role in developing tools to assist the team with client reporting, creation of strategic marketing...

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Registered Client Service Associate
Stifel. 9 months ago. Sponsored
Melville, New York, us

Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) with the opening and maintenance of client accounts and records, performs a wide variety of...

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Registered Client Service Associate
Stifel. 9 months ago. Sponsored
Melville, New York, us

Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) with the opening and maintenance of client accounts and records, performs a wide variety of...

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Florham Park, New Jersey, us

Associate Client Support Consultants. In this role, you will work in a hybrid environment (work part of the week in the office and part of the week at home) while serving as ADP's front-line for solvi...

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Florham Park, New Jersey, us

Associate Client Support Consultants. In this role, you will work in a hybrid environment (work part of the week in the office and part of the week at home) while serving as ADP's front-line for solvi...

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Morristown, New Jersey, us

Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who...

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Registered Client Service Associate
UBS Financial Services, Inc.. 12 months ago. Sponsored
New York, New York, us

We’re looking for a Registered Client Service Associate to:. Are you truly service oriented? Do you know how to take care of people?.

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