Client Service Associate Jobs0 Client Service Associate Jobs within 25 miles of New York
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 Associate, Billing Hybrid NYC
National Financial Partners. 1 day 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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Client Service Associate, Billing Hybrid NYC
National Financial Partners. 1 day 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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PWM Registered Client Service Associate
Morgan Stanley. 1 day 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. 1 day 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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PWM Registered Client Service Associate
Morgan Stanley. 1 day 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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Woodbury, New York, us

Demonstrate understanding of the client's business including analysis and planning of client engagements. Train and mentor associate staff. May be involved in the client billing process by assisting M...

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Registered Client Service Associate
Morgan Stanley. 8 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. 8 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. Provide customized rep...

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Registered Client Service Associate
Morgan Stanley. 8 days ago. Sponsored
Garden City, 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. 8 days ago. Sponsored
Garden City, 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. 8 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. 8 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. Provide customized rep...

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Licensed Client Service Associate - B11
Citi. 10 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.. 16 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. 18 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. Successful completion of the Associate Program may qualify you for our. Looking t...

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Associate, Client Service, Portuguese Speaker, 2025
AlphaSights. 18 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, Portuguese Speaker, 2025
AlphaSights. 18 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. 21 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. 21 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 / Paraplanner
Personal Wealth Strategies. 28 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. 28 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. 29 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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Administrative Assistant / Client Service Associate
Point Wealth Management. 29 days 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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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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Associate, Client Service, Portuguese Speaker, 2025
AlphaSights. 2 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, Portuguese Speaker, 2025
AlphaSights. 2 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, 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. Ensuring success for our Associates means:. Successful completion of the Associat...

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

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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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Not Registered - Client Service Associate
Stifel. 6 months ago. Sponsored
White Plains, 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

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

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Florham Park, New Jersey, us

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

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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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Senior Client Service Associate - Registered
Stifel. 11 months ago. Sponsored
New York, New York, us

Under general supervision, the Senior Client Service Associate enhances the client experience and maintains a high level of client service and branch support. Maintain existing client relationships th...

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Client Service Associate
Guidepoint. 11 months ago. Sponsored
New York, New York, us

Guidepoint is a leading research enablement platform designed to advance understanding and empower our clients’ decision-making process. Powered by innovative technology, real-time data, and hard-to-s...

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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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