• NFP (New York, NY)
    …Page at https://careers.nfp.com and search for roles NOT labeled (future). The Client Service Associate supports the Relationship Manager by scheduling and ... activities and initiatives that facilitate the new policy and client service processes. The Client ...to offer a competitive salary, PTO & paid holidays, 401 ( k ) with match, exclusive discount programs, health… more
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  • Advisor Employee Services (Fort Wayne, IN)
    …mailings Assist in setting client appointments Salary: $40,000-$70,000 BOE Benefits: Health Insurance 401 K PTO Hours: Monday - Friday: 8:00 am - 5:00 pm ... Client Service Administrator Are you looking for an opportunity to utilize superior client service skills and work one-on-one with client 's daily? If… more
    Upward (07/28/25)
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  • Banfield Pet Hospital (West Palm Beach, FL)
    …and click on the Jobs Hub app or search for Browse Jobs. Job Description The Client Service Coordinator ("CSC") drives the flow of clients and pets through the ... & Trust *Action Oriented *Listening Functional *Preventative care and OWPs Position Description Client Service Coordinator - Job Description.docx 2 of 3 Last… more
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  • Guidepoint (New York, NY)
    Overview: The Client Service team connects Guidepoint's clients with subject-matter experts to better inform their business decisions. They take the time to ... role in Guidepoint's success. As an Associate on the Client Service team, you will understand your...Will match up to 10% of employee contribution for 401 ( k ), life insurance, paid time-off and parental… more
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  • Atrium: Staffing (Parsippany, NJ)
    …known for providing personalized financial planning services. They are looking to add a Client Service Associate to their team. The firm offers a close-knit, ... increased responsibility and compensation over time. Responsibilities of the Client Service Associate: Serve as a daily...50% covered at Gold level; no dental or vision). 401 ( k ) with 3% automatic company contribution, regardless… more
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  • NFP (Royal Oak, MI)
    …our current openings via our Careers Pager at https://careers.nfp.com. We're looking for a Client Service Associate to join our team. Ideal candidates will be ... assisting the agents with all aspects of new sales, client service , and meeting support. The purpose...to offer a competitive salary, PTO & paid holidays, 401 ( k ) with match, exclusive discount programs, health… more
    Upward (07/14/25)
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  • Cerity Partners (Chicago, IL)
    The Client Service Associate role focuses on...package: Health, dental, and vision insurance - day 1! 401 ( k ) savings and investment plan options with ... to detail, and a commitment to providing friendly and professional client service . The role also involves learning about investment products and improving… more
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  • NFP (Los Angeles, CA)
    …Manager's by coordinating activities and initiatives that facilitate the new policy and client service processes. Must provide superior client service ... Coordinates tasks and responsibilities for all joint work cases. Client Service Provide high-level administrative support to...to offer a competitive salary, PTO & paid holidays, 401 ( k ) with match, exclusive discount programs, health… more
    Upward (07/08/25)
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  • Morgan Stanley (Alpharetta, GA)
    …organization? The Morgan Stanley Virtual Client Solutions team is seeking a Client Service Associate to help provide exceptional client service ... clients and Financial Advisor teams. Position Overview : The Client Service Associate is responsible for understanding...student loan refinancing, fitness subsidy, and more Access to 401 ( k ) offering with competitive firm matching, as… more
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  • columbiabank (Poulsbo, WA)
    …for better. About the Role: As the first point of contact for most clients, the Client Service Specialist (Teller) plays a key role in delivering on the bank's ... Breakthrough Client Service Standards. With guidance from the...comprehensive healthcare coverage (medical, dental, and vision plans), a 401 ( k )-retirement savings plan with employer match for… more
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  • Gallagher (Orlando, FL)
    …match, we encourage you to apply. How you'll make an impact We are seeking a Client Service Manager to join our growing team who can deliver exceptional customer ... a client 's risk management needs through consultative conversations. Mentor Client Service team members through continuous learning, transparent feedback,… more
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  • REMPREX, LLC (Lisle, IL)
    What You'll Do The Client Service Associate performs customer transactions for all REMPREX-supported terminals at REMPREX Headquarters, located on-site in Lisle, ... that meets or exceeds our clients' expectations. The Client Service Associate executes the transactional workload...Dental, Vision & Prescription Drug Coverage Flexible Spending Accounts. 401 ( k ) Vacation, Sick & Paid Holidays Leaves… more
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  • NFP (West Hartford, CT)
    …support our wealth management division (not our insurance or retirement divisions). As a Client Service Associate , your primary responsibility is to forge and ... and streamline processes, contributing to the overall excellence of client service and support. Your ability to...to offer a competitive salary, PTO & paid holidays, 401 ( k ) with match, exclusive discount programs, health… more
    Upward (07/03/25)
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  • Ethos Veterinary Health (Caldwell, NJ)
    Client Service Representative/Hospital Assistant Are you a compassionate, enthusiastic "people person" with a love for animals? Do you thrive in a dynamic ... veterinary practices, pharmacology, medical terminology, and clinic procedures. Expertise in client service principles , including needs evaluation, quality… more
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  • Golden Reserve (Troy, MI)
    …the most innovative financial service companies in the country. What we ask * Client Service Excellence : Understanding that we are entrusted with the life ... a financial plan), (2) delivering world-class first line ongoing client support and service , and (3) facilitating...time off policy, Health Insurance, Vision Insurance, Dental Insurance, 401 ( k ), & Life Insurance. WORK SCHEDULE: Work… more
    Upward (07/23/25)
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  • Banfield Pet Hospital (Brentwood, MD)
    …Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client ... care and OWPs € cents Communication Skills € cents Client Service Skills € cents Priority Setting...medical, dental, and vision care covered. Generous Retirement Plans ( 401 ( k ) and Roth): Invest in your future… more
    Upward (07/12/25)
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  • Guidepoint (New York, NY)
    Overview: The Client Service Coordinator plays a crucial role in supporting Project Managers with daily tasks, ensuring smooth communication between clients and ... Additionally, you will be overseeing all administration withing your client service team. You will be booking...Will match up to 10% of employee contribution for 401 ( k ), life insurance, paid time-off, and parental… more
    Upward (07/06/25)
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  • Corporation Service Company (Sacramento, CA)
    Job Description Associate Client Service Representative Sacramento, CA (Onsite) Monday - Friday, 9:00am-6:00pm Are you passionate about delivering exceptional ... service ? Us too. We're hiring a Client Service Representative for our Corporate Filing...and health savings accounts. We also offer you a 401 ( k ) with employer match and profit-sharing, paid… more
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  • Thrivent (Crete, IL)
    …thrives working not only independently but also with a team. The Securities Client Service Administrator's main responsibilities will include providing client ... service along with advisor support: answering client questions regarding insurance and financial accounts; assist advisors with meeting preparation and… more
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  • RIA Recruiting (Katy, TX)
    …Wealth Management, a growing financial advisory firm located in Katy, TX, is seeking a Client Service Associate to join our growing team. We are a financial ... planning firm that has client service as our #1 priority and...to $80,000 per year, based on experience Health insurance 401 ( k ) company match Vacation/PTO Group Life and… more
    Upward (07/14/25)
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