Client Service Associate Jobs0 Client Service Associate Jobs within 25 miles of Mount Pleasant
Client Service Associate
Teleperformance USA. about 24 hours ago. Sponsored
New York, New York, us

Healthcare Customer Service Representatives field customer inquiries by finding innovative ways to respond to varying questions, issues, and concerns. Customer service experience preferred. TP is a gl...

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Client Service Associate
NFP. 3 days ago. Sponsored
Stamford, Connecticut, 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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Client Service Associate
NFP. 3 days ago. Sponsored
Stamford, Connecticut, 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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Registered Client Service Associate
711 MS Smith Barney, LLC. 6 days ago. Sponsored
New York, 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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Client Service Associate
UBS. 7 days ago. Sponsored
New York, New York, us

We're looking for a Client Service Associate to:. Are you truly service oriented? Do you know how to take care of people?. You'll be working in the Financial Services team in Palo Alto Your working lo...

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Client Service Associate
Guidepoint. 7 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, INVESTMENT & OPERATIONS ASSOCIATE
Right Executive Search, LLC. 7 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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Non - Registered Client Service Associate
Stifel. 7 days 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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Retirement Solutions Client Service Associate
Alera Group, Inc.. 8 days ago. Sponsored
New York, New York, us

In 2023, Brio Benefits joined Alera Group, an independent national insurance and wealth services firm, offering comprehensive employee benefits, property and casualty insurance, retirement plan servic...

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Registered Client Service Associate**
Morgan Stanley. 8 days ago. Sponsored
Morristown, New Jersey, 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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Client Service Associate
Pyramid Consulting. 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.

Senior Client Service Associate
National Financial Partners. 8 days ago. Sponsored
New York, New York, us

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 parties informed throughout t...

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Registered Client Service Associate
Morgan Stanley. 8 days ago. Sponsored
New York, New York, us

Registered Client Service Associates provide exceptional service to our clients and support Financial. Registered Client Service Associate. Registered Client Service Associate.

Licensed Client Service Associate - Staten Island
Citigroup Inc. 8 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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Client Service Associate Assistant (Entry Level)
Hennion & Walsh. 8 days ago. Sponsored
Parsippany-Troy Hills, New Jersey, us

Are you ready to embark on a fulfilling career journey with a company that values teamwork, growth, and unparalleled client service? Look no further! At Hennion & Walsh, we take pride in our full-serv...

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Client Service Associate - Life and related insurance (In office - NYC)
National Financial Partners. 8 days 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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Registered Client Service Associate**
Morgan Stanley. 8 days ago. Sponsored
Melville, 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
UBS. 8 days ago. Sponsored
New York, New York, us

As a Registered Client Service Associate, you'll play an important role in supporting your Financial Advisors. Are you truly service oriented? Do you know how to take care of people?. We provide wealt...

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Uniondale, New York, us

The Client Services Associate is a developing professional role. Provide high level of support to Securities Specialists including but not limited to, client market updates, new account opening and mo...

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Client Service, Investment & Operations Associate
Right Executive Search, LLC. 9 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. 9 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. 11 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. 11 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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Client Service Associate
Cary Street Partners. 11 days ago. Sponsored
Morristown, New Jersey, us

The Client Service Associate provides primary support to the Wealth Management Group and must possess excellent organizational skills and interpersonal capabilities to effectively interact with employ...

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Client Service Associate
Cary Street Partners. 12 days ago. Sponsored
Morristown, New Jersey, us

The Client Service Associate provides primary support to the Wealth Management Group and must possess excellent organizational skills and interpersonal capabilities to effectively interact with employ...

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Client Service Associate
Cary Street Partners. 12 days ago. Sponsored
Morristown, New Jersey, us

The Client Service Associate provides primary support to the Wealth Management Group and must possess excellent organizational skills and interpersonal capabilities to effectively interact with employ...

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Client Service, Associate Director
LGT Capital Partners. 19 days ago. Sponsored
New York, New York, us

Support the build out of client service for wealth management effort in the Americas, including point of contact for client inquiries, liaising with relationship managers and portfolio managers on reg...

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Client Service Associate, Billing Hybrid NYC
National Financial Partners. 19 days ago. Sponsored
New York, New York, us

Experience with client/customer service, preferably in a corporate setting. Covala embodies our dedication to forming powerful bonds with our clients and plan participants connecting them to the benef...

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Senior Client Service Associate
National Financial Partners. 19 days ago. Sponsored
Stamford, Connecticut, us

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 parties informed throughout t...

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Client Service Associate - NR
Stifel. 19 days ago. Sponsored
Hauppauge, 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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Senior Client Service Associate
NFP. 29 days ago. Sponsored
Stamford, Connecticut, us

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 parties informed throughout t...

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Registered Client Service Associate - Manhattan, NY
Raymond James Financial, Inc.. about 1 month ago. Sponsored
New York, New York, 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
Pyramid Consulting, Inc.. about 1 month 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 2 months 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. about 2 months ago. Sponsored
Melville, New York, us

Administrative Assistant / Client Service Associate. We're seeking a motivated and detail-oriented Administrative Assistant / Client Service Associate to join our growing team. As our Administrative A...

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Registered Client Service Associate (Midtown East, New York)
Oppenheimer & Co. Inc.. about 2 months ago. Sponsored
New York, New York, us

Private Client Division is currently seeking a Registered Client Service Associate for their Midtown East branch office. With roots tracing back to 1881, the Company is engaged in a broad range of act...

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Client Service Associate (Jericho, NY)
Oppenheimer & Co. Inc.. about 2 months 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 (Financial Services)
Hennion & Walsh, Inc.. about 2 months ago. Sponsored
Parsippany-Troy Hills, New Jersey, us

Client Service Associate (Financial Services). Are you ready to embark on a fulfilling career journey with a company that values teamwork, growth, and unparalleled client service? Look no further! At ...

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

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Associate, Client Service, 2025
AlphaSights. 4 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. A day in the life of an Associate. Throughout your workday, you will work on mult...

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