Client Service Associate Jobs0 Client Service Associate Jobs within 25 miles of Dallas
Client Service Associate - Cash Equities
JPMorgan Chase Bank, N.A.. 2 days ago. Sponsored
Newark, New Jersey, us

Job responsibilities * Build strong relationships with our clients by delivering an industry leading client experience * Share industry knowledge for the purpose of improving mutua...

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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. Throughout your workday, you will work on multiple projects from investors, strat...

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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. You possess a client-first mindset. A day in the life of an Associate.

Client Service Associate
Pyramid Consulting, Inc. 8 days ago. Sponsored
New York, New York, us

Facilitating interactions with new and existing clients. Liaising with clients and supporting their account related queries. Key Skills:Client/Customer Support.

Client Service Associate
Pyramid Consulting, Inc. 8 days ago. Sponsored
New York, New York, us

Facilitating interactions with new and existing clients. Liaising with clients and supporting their account related queries. Key Skills:Client/Customer Support.

Custody - Client Service Associate
JPMorgan Chase Bank, N.A.. 9 days ago. Sponsored
Brooklyn, New York, us

Job Responsibilities: * Provide excellent client service and support to internal and external clients daily * Monitor internal and external client inquiries, resolve non-routine is...

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Custody - Client Service Associate
JPMorgan Chase Bank, N.A.. 9 days ago. Sponsored
Brooklyn, New York, us

Job Responsibilities: * Provide excellent client service and support to internal and external clients daily * Monitor internal and external client inquiries, resolve non-routine is...

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Institutional Client Service Associate
Atlantic Group. 11 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. 11 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. 15 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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New York, New York, us

The Associate - Client Service and Communications will work with colleagues in BAIS, PMG, Corporate Communications and client-facing teams to provide content that meets the informational needs of clie...

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Client Service Associate / Paraplanner
Personal Wealth Strategies. 15 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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New York, New York, us

The Associate - Client Service and Communications will work with colleagues in BAIS, PMG, Corporate Communications and client-facing teams to provide content that meets the informational needs of clie...

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Administrative Assistant / Client Service Associate
Point Wealth Management. 16 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. 16 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. 21 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. 21 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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Non - Registered Client Service Associate
Stifel. about 2 months 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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Non - Registered Client Service Associate
Stifel. about 2 months 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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Client Service Associate - Not Registered
Stifel. 3 months 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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Registered Client Service Associate
Stifel. 6 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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Client Service Associate**
Morgan Stanley. 6 months ago. Sponsored
Westport, Connecticut, us

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. Leading with a client first minds...

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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. Registered Client Serv...

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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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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. Identify and assist with Firm services and solutions that support clients’ needs including banki...

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New York, New York, us

REGULATORY ASSOCIATE, IN-BUSINESS CLIENT SERVICE & OPERATIONS RISK & CONTROLS WHAT IS THE OPPORTUNITY? This position will work directly with the City National Rochdale's ("CNR") First Line of Defense ...

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

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

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

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

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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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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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Licensed Client Service Associate - NYC / NJ
05218 Citigroup Global Markets Inc.. 10 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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Client Service Associate
Arrow Search Partners. 11 months ago. Sponsored
Greenwich, Connecticut, us

The Client Services Associate will be responsible for customer service and operational functions for the firm. Our client is an investment advisor focused on global credit and manages over $25 billion...

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Plainview, New York, us

Interact daily with the Benefits and/or Human Resource contacts at large corporate clients and top law firms providing administration and client service support for their individual disability insuran...

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Client Service Associate - Hackensack, NJ
Raymond James. about 1 year ago. Sponsored
Hackensack, 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 Client Service Associate who is a motiv...

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Client Service Associate
Stifel. about 1 year ago. Sponsored
White Plains, 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
UBS Financial Services, Inc.. about 1 year 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?.

Registered Client Service Associate
UBS Financial Services, Inc.. about 1 year 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?.

Plainview, New York, us

The Client Service Associate (CSA) Account Manager position is an integral part of a five-person team. Interact daily with the Benefits and/or Human Resource contacts at large corporate clients and to...

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Plainview, New York, us

The Client Service Associate (CSA) Account Manager position is an integral part of a five-person team. Interact daily with the Benefits and/or Human Resource contacts at large corporate clients and to...

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