Client Service Associate Jobs0 Client Service Associate Jobs within 25 miles of Michigan City
WEALTH CLIENT SERVICE ASSOCIATE
Marathon Asset Management. 1 day 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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CLIENT SERVICE ASSOCIATE (JERICHO, NY)
Oppenheimer & Co.. 1 day 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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NON - REGISTERED CLIENT SERVICE ASSOCIATE
Stifel. 1 day 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, SALES & TRADING
Wedbush Securities. 1 day 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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REGISTERED CLIENT SERVICE ASSOCIATE
Stifel. 1 day ago. Sponsored
Goshen, 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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WEALTH CLIENT SERVICE ASSOCIATE
Marathon Asset Management. 1 day 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...

read more

NON - REGISTERED CLIENT SERVICE ASSOCIATE
Stifel. 1 day 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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New York, New York, us

Job Title: BXMA - Client Service Analytics, Associate. We are seeking an analytical problem-solver who can operate in the intersection between investment knowledge and client communication, can work w...

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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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CLIENT SERVICE ASSOCIATE
National Financial Partners. 1 day 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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LICENSED CLIENT SERVICE ASSOCIATE - B11 - UNIONDALE
Citigroup Inc. 1 day 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. 1 day 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 - LRG WEALTH ADVISORS
Hightower. 1 day 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. Serve as the primary point of contact f...

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CLIENT SERVICE ASSOCIATE - NOT REGISTERED
Stifel. 1 day 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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LICENSED CLIENT SERVICE ASSOCIATE - STATEN ISLAND
Citigroup Inc. 1 day 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 (JERICHO, NY)
Oppenheimer & Co.. 1 day 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
Lead Advisor. 2 days ago. Sponsored
US

We are working on multiple Client Service Associate roles Essex County/Morris County/Bergen County. We are looking for an ambitious and adept candidate who is passionate about providing exceptional cl...

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Institutional Client Service Associate
Atlantic Group. 2 days ago. Sponsored
New York, New York, us

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

Temporary Client Service Associate
Berklee College of Music. 2 days ago. Sponsored
New York, New York, us

Client Service Associates also ensure that facilities - both client and academic/event spaces as needed - are stocked with supplies and are in a clean and presentable state at all times. Reporting to ...

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Temporary Client Service Associate
Berklee College of Music. 2 days ago. Sponsored
New York, New York, us

Client Service Associates also ensure that facilities - both client and academic/event spaces as needed - are stocked with supplies and are in a clean and presentable state at all times. Reporting to ...

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Institutional Client Service Associate
Atlantic Group. 2 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 - KINGS PARK, NY
Kestra Financial. 2 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
Lead Advisor. 2 days ago. Sponsored
US

We are working on multiple Client Service Associate roles Essex County/Morris County/Bergen County. We are looking for an ambitious and adept candidate who is passionate about providing exceptional cl...

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Client Service Associate / Paraplanner
Personal Wealth Strategies. 6 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. 6 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. 7 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. 7 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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Client Service Associate
Jacobs Levy Equity Management. 26 days ago. Sponsored
Florham Park, New Jersey, us

Assist in preparing materials for client, consultant, and prospective client meetings. Jacobs Levy Equity Management, an institutional asset manager located in Florham Park, NJ, is seeking an energeti...

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Client Service Associate
Jacobs Levy Equity Management. 26 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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New York, New York, us

REGULATORY ASSOCIATE, IN-BUSINESS CLIENT SERVICE & OPERATIONS RISK & CONTROLS. This position will work directly with the City National Rochdale's ("CNR") First Line of Defense to support and assist in...

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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. Ensuring success for our Associates means:. Successful completion of the Associat...

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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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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. Onboard and maintain c...

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Florham Park, New Jersey, us

You carry the weight of ADP's service reputation and client satisfaction in your hands. Associate Client Support Consultants. In this role, you will work in a hybrid environment (work part of the week...

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