Client Service Associate Jobs0 Client Service Associate Jobs within 25 miles of Cornelius
CLIENT SERVICE ASSOCIATE
RIA Recruiting. 1 day ago. Sponsored
Warren, New Jersey, us

We are seeking a Client Service Associate to assist in providing excellent service to our clients. We want to help you reach your full potential! We are looking for hard-working candidates with a pass...

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CLIENT SERVICE ASSOCIATE
RIA Recruiting. 1 day ago. Sponsored
Warren, New Jersey, us

We are seeking a Client Service Associate to assist in providing excellent service to our clients. We are seeking a PERMANENTLY REMOTE Client Service Associate to join our team. We want to help you re...

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LICENSED CLIENT SERVICE ASSOCIATE - STATEN ISLAND
Citigroup Inc. 2 days ago. Sponsored
New York, 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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Harrison, New York, us

Our Client Service team directly impacts our client experience and is important to the success of the organization. Field client requests and complete tasks, following through to make sure client's ne...

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CLIENT SERVICE ASSOCIATE - LRG WEALTH ADVISORS
Hightower. 2 days ago. Sponsored
New York, New York, us

We are looking for an experienced and dedicated Client Service Associate to join our team and assist with administrative tasks related to our diverse clientele. If you are a motivated and detail-orien...

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LICENSED CLIENT SERVICE ASSOCIATE - STATEN ISLAND
Citigroup Inc. 2 days ago. Sponsored
New York, 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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New York, New York, us

Job Title: 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 strategi...

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CLIENT SERVICE ASSOCIATE
National Financial Partners. 2 days ago. Sponsored
New York, New York, us

The Client Services Associate must provide superior client service by identifying the client's wants and needs, acting on, and/or delegating items and following through to completion while keeping all...

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WEALTH CLIENT SERVICE ASSOCIATE
Marathon Asset Management. 2 days ago. Sponsored
New York, New York, us

The Associate will partner with the Client Solutions & Business Development (CSBD) team to maintain a high level of service, facilitate the needs of our clients, and optimize the CSBD Team's effective...

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SENIOR CLIENT SERVICE ASSOCIATE-REGISTERED
Stifel. 2 days ago. Sponsored
Garden City, New York, us

Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, a...

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CLIENT SERVICE ASSOCIATE (JERICHO, NY)
Oppenheimer & Co.. 2 days ago. Sponsored
New York, New York, us

The firm is seeking a Client Service Associate to join our Private Client Division in our Jericho, NY branch office. With roots tracing back to 1881, the Company is engaged in a broad range of activit...

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CLIENT SERVICE ASSOCIATE
National Financial Partners. 2 days ago. Sponsored
New York, New York, us

The Client Services Associate must provide superior client service by identifying the client's wants and needs, acting on, and/or delegating items and following through to completion while keeping all...

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CLIENT SERVICE ASSOCIATE, SALES & TRADING
Wedbush Securities. 2 days ago. Sponsored
New York, New York, us

Our New York City office is seeking a Client Service Associate professional. The position will support the Sales & Trading team at Wedbush Capital Markets, and provide high quality customer service ha...

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LICENSED CLIENT SERVICE ASSOCIATE - B11 - UNIONDALE
Citigroup Inc. 2 days ago. Sponsored
Uniondale, 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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CLIENT SERVICE ASSOCIATE - NOT REGISTERED
Stifel. 2 days ago. Sponsored
Garden City, 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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CLIENT SERVICE ASSOCIATE - KINGS PARK, NY
Kestra Financial. 3 days ago. Sponsored
Kings Park, New York, us

Other responsibilities as assigned by the Senior Client Service Associate. The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors’ time. Man...

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CLIENT SERVICE ASSOCIATE - KINGS PARK, NY
Kestra Financial. 3 days ago. Sponsored
Kings Park, New York, us

The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors’ time. Other responsibilities as assigned by the Senior Client Service Associate. The...

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Institutional Client Service Associate
Atlantic Group. 3 days ago. Sponsored
New York, New York, us

Client is a multi-billion dollar fund that manages private equity and hedge fund strategies.

Institutional Client Service Associate
Atlantic Group. 3 days ago. Sponsored
New York, New York, us

Client is a multi-billion dollar fund that manages private equity and hedge fund strategies.

Client Service Associate / Paraplanner
Personal Wealth Strategies. 7 days 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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Client Service Associate / Paraplanner
Personal Wealth Strategies. 7 days 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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Administrative Assistant / Client Service Associate
Point Wealth Management. 8 days ago. Sponsored
Melville, New York, us

We're seeking a motivated and detail-oriented Administrative Assistant / Client Service Associate to join our growing team. As our Administrative Assistant / Client Service Associate, you'll have the ...

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Administrative Assistant / Client Service Associate
Point Wealth Management. 8 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. 13 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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Registered Client Service Associate
Morgan Stanley. 13 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. 27 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. 27 days ago. Sponsored
Florham Park, New Jersey, us

This professional will prepare client, consultant, and prospective client reports, analyses, questionnaires, and RFPs. Produce client, consultant, and prospective client reports. Assist in preparing m...

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Licensed Client Service Associate - NYC / NJ
Citigroup. 3 months ago. Sponsored
New York, 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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Licensed Client Service Associate - B11
Citigroup, Inc.. 3 months ago. Sponsored
New York, 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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Licensed Client Service Associate - B11
Citigroup, Inc.. 3 months ago. Sponsored
New York, 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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Licensed Client Service Associate - B11
Citigroup. 3 months ago. Sponsored
New York, 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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Licensed Client Service Associate - B11
Citigroup. 3 months ago. Sponsored
New York, 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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Licensed Client Service Associate - NYC / NJ
Citigroup. 3 months ago. Sponsored
New York, 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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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. Together, we help our clients access expert knowledge, elevate their decision-mak...

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

As a Summer Associate in the Client Service team, you'll be the link between our clients and the expert knowledge they seek. Looking for an internship with commercial frontline responsibility and the ...

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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. Together, we help our clients access expert knowledge, elevate their decision-mak...

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