Client Service Associate Jobs0 Client Service Associate Jobs within 25 miles of Greer
CLIENT SERVICE ASSOCIATE / PARAPLANNER
RIA Recruiting. about 23 hours ago. Sponsored
Trenton, New Jersey, us

Client Service Associate/Paraplanner. Personal Wealth Strategies, a well-established wealth management firm in the Hamilton, NJ area, seeks a talented and professional Client Service Associate/Parapla...

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LICENSED CLIENT SERVICE ASSOCIATE - STATEN ISLAND
Citigroup, Inc.. about 23 hours 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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LICENSED CLIENT SERVICE ASSOCIATE - STATEN ISLAND
Citigroup, Inc.. about 23 hours 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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CLIENT SERVICE ASSOCIATE (JERICHO, NY)
Oppenheimer & Co. Inc.. about 23 hours 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, BILINGUAL JAPANESE AND ENGLISH
Guidepoint. about 23 hours ago. Sponsored
New York, New York, us

As an Associate on the Client Service team you will focus on making the right connections between our clients and Advisors across numerous industries. After you master these core skills of recruiting ...

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CLIENT SERVICE ASSOCIATE, BILINGUAL JAPANESE AND ENGLISH
Guidepoint. about 23 hours ago. Sponsored
New York, New York, us

As an Associate on the Client Service team you will focus on making the right connections between our clients and Advisors across numerous industries. Screen experts for their suitability for specific...

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CLIENT SERVICE ASSOCIATE (JERICHO, NY)
Oppenheimer & Co. Inc.. about 23 hours 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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Associate, Client Service, Portuguese Speaker, 2025
AlphaSights. 3 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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Custody - Client Service Associate
JPMorgan Chase & Co.. 3 days ago. Sponsored
Brooklyn, New York, us

As a Client Service Associate in our Security Services Custody Client Operations team, you will provide Institutional investors access to markets globally for settlements, safekeeping and asset servic...

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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, Spanish Speaker, 2025
AlphaSights. 3 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.

Associate, Client Service, 2025
AlphaSights. 3 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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Client Service Associate
Pyramid Consulting, Inc. 6 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. 6 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
Guidepoint. 8 days ago. Sponsored
New York, New York, us

As an Associate on the Client Service team, you will understand your client's unique business questions and identify the experts who can best provide the answers. The Client Service team connects Guid...

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CLIENT SERVICE ASSOCIATE
Guidepoint. 8 days ago. Sponsored
New York, New York, us

As an Associate on the Client Service team, you will understand your client's unique business questions and identify the experts who can best provide the answers. The Client Service team connects Guid...

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Institutional Client Service Associate
Atlantic Group. 9 days ago. Sponsored
New York, New York, us

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

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. 13 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. 13 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. 14 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. 14 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. 19 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 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, 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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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. Assist FAs/PWAs/teams in deliveri...

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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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New York, New York, us

We are seeking an analytical problem-solver who can operate in the intersection between investment knowledge and client communication, can work well in small teams, has a client service mindset, and i...

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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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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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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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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
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?.

New York, 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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