Client Service Associate Jobs0 Client Service Associate Jobs within 25 miles of Lawrence
Registered Client Service Associate
Morgan Stanley. 1 day 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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Registered Client Service Associate
Morgan Stanley. 1 day 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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PWM Registered Client Service Associate
Morgan Stanley. 2 days ago. Sponsored
New York, New York, 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

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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PWM Registered Client Service Associate
Morgan Stanley. 2 days ago. Sponsored
New York, New York, 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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Summer Associate, Client Service, 2026
AlphaSights. 2 days 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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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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Client Service, Investment & Operations Associate
Right Executive Search, LLC. 6 days ago. Sponsored
Rye, New York, us

A well-established boutique financial services firm is seeking a Client Service, Investment & Operations Associate to play a critical role in supporting daily operations and client interactions. Clien...

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Client Service, Investment & Operations Associate
Right Executive Search, LLC. 6 days ago. Sponsored
Rye, New York, us

A well-established boutique financial services firm is seeking a Client Service, Investment & Operations Associate to play a critical role in supporting daily operations and client interactions. Clien...

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Registered Client Service Associate
Morgan Stanley. 9 days 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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Registered Client Service Associate
Morgan Stanley. 9 days 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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Private Wealth Client Service/Operations Associate
Green Key Resources. 9 days ago. Sponsored
New York, New York, us

Offer daily support for the team’s client base, including opening client accounts, assisting with required documentation, and performing comprehensive account maintenance tasks. Perform tasks such as ...

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Private Wealth Client Service/Operations Associate
Green Key Resources. 9 days ago. Sponsored
New York, New York, us

Offer daily support for the team’s client base, including opening client accounts, assisting with required documentation, and performing comprehensive account maintenance tasks. Perform tasks such as ...

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Licensed Client Service Associate - B11
Citi. 11 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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Associate II - Client Service Market Transition
JPMorgan Chase & Co.. 17 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. 19 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. 19 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. Ensuring success for our Associates means:. Successful completion of the Associat...

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Associate, Client Service, Portuguese Speaker, 2025
AlphaSights. 19 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, Spanish Speaker, 2025
AlphaSights. 19 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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Associate, Client Service, Spanish Speaker, 2025
AlphaSights. 19 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. 22 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. 22 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.

Administrative Assistant / Client Service Associate
Point Wealth Management. about 1 month 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. about 1 month ago. Sponsored
Melville, New York, us

You'll have the opportunity to interact with high-net-worth clients, contribute to our client education initiatives, and play a crucial role in delivering exceptional client experiences. Administrativ...

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Client Associate - Client Service & Operations
Coastal Bridge Advisors. about 2 months ago. Sponsored
Milford, Connecticut, us

The Client Associate - Client Service/Operations supports financial advisors in delivering comprehensive financial planning and investment strategies to clients. This role involves coordinating and im...

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Client Associate - Client Service & Operations
Coastal Bridge Advisors. about 2 months ago. Sponsored
Milford, Connecticut, us

The Client Associate - Client Service/Operations supports financial advisors in delivering comprehensive financial planning and investment strategies to clients. This role involves coordinating and im...

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Non - Registered Client Service Associate
Stifel. 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. 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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Associate, Client Service, 2025
AlphaSights. 3 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. Throughout your workday, you will work on multiple projects from investors, strat...

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Associate, Client Service, 2025
AlphaSights. 3 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. Throughout your workday, you will work on multiple projects from investors, strat...

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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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Registered Client Service Associate
Stifel. 10 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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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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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. Professional demeanor with strong customer service attitude. Our client is an investment ...

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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

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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New York, 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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