Client Service Associate Jobs0 Client Service Associate Jobs within 25 miles of Delafield
ADMINISTRATIVE ASSISTANT / CLIENT SERVICE ASSOCIATE
Point Wealth Management. 1 day ago. Sponsored
Melville, New York, us

Administrative Assistant / Client Service Associate. As our Administrative Assistant / Client Service Associate, you'll have the chance to expand your skills, learn about wealth management, and potent...

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Client Service Associate/Staffing Coordinator
SYNERGY HomeCare of Westchester. 1 day ago. Sponsored
Scarsdale, New York, us

This position focuses on providing excellent customer service and quality home care with focus on delivery and coordination of client services, growth and development of caseload (through relationship...

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New York, New York, us

Covala embodies our dedication to forming powerful bonds with our clients and plan participants - connecting them to the benefits they need and the service they deserve. Experience with client/custome...

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Associate II - Client Service Market Transition
JPMorgan Chase & Co.. 3 days ago. Sponsored
New York, New York, us

As a Client Service Associate II within the Markets Transition team, you will work closely with Corporate and Investment Bank Markets Sales, Trading, clients and internal partners to prepare clients t...

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Associate II - Client Service Market Transition
JPMorgan Chase & Co.. 3 days ago. Sponsored
New York, New York, us

As a Client Service Associate II within the Markets Transition team, you will work closely with Corporate and Investment Bank Markets Sales, Trading, clients and internal partners to prepare clients t...

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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, Spanish 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. Looking to start your career in a fast-paced commercial role? Seeking to have imm...

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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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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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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

Administrative Assistant / Client Service Associate. You'll have the opportunity to interact with high-net-worth clients, contribute to our client education initiatives, and play a crucial role in del...

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Administrative Assistant / Client Service Associate
Point Wealth Management. 16 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. You'll have the opportunity to interact with high-net-worth clients, contrib...

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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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Registered Client Service Associate
Morgan Stanley. 28 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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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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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
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. Identify and assist with Firm services and solutions that support clients’ needs including banki...

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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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New York, New York, us

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 materials, client relationship management, ...

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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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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
Fort Lee, New Jersey, 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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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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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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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?.

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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Interesting Stats on Client Service Associate Jobs in Delafield, Wisconsin
Client Service Associate Jobs posted by Home Health employers0

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