- Atrium: Staffing (Parsippany, NJ)
- …accuracy. Utilize Microsoft Office and Redtail CRM (training provided on CRM). Required Experience /Skills for the Client Service Associate : Minimum 2 years ... communication skills. Comfortable working onsite in a small, team-oriented office. Preferred Experience /Skills for the Client Service Associate : … more
- HarbourVest Partners, LLC (Boston, MA)
- …opportunity employer. HarbourVest is seeking a proactive and relationship-focused Client Service Associate to join our Client Experience team. In this ... legal, compliance, and marketing. Along with Account Managers, the Client Service Associate will be the face...deliver on client requirements and ensure excellent client experience Assist Account Managers with existing… more
- 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 ... new policy and client service processes. The Client Services Associate must provide superior ...sales environment Must be proficient in Microsoft Office Suite. Experience utilizing a Client Relationship Management (CRM)… more
- Guidepoint (New York, NY)
- …to the topic, often within hours. Play a vital role in Guidepoint's success. As an Associate on the Client Service team, you will understand your client 's ... which ones are best suited to speak with the client . For many of our employees, the Associate...and develop professional profiles to present to your clients Experience You Will Bring: Bachelor's degree, with strong academic… more
- Wealth Enhancement Group (Akron, OH)
- …the Financial Advisor (FA). You will work with all aspects of the client experience , including financial paperwork and financial account review preparation. This ... more information, please visit www.wealthenhancement.com. Our Akron, OH office is looking for a Client Service Associate to serve as the liaison between the … more
- Raymond James Financial, Inc. (Duluth, MN)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... advisors and branch office. Onboards new clients, opens new client accounts and researches client and security...team. Provide a high level of customer service. Education/Previous Experience High School Diploma or equivalent and one (1)… more
- 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, ... and customer-oriented service that meets or exceeds our clients' expectations. The Client Service Associate executes the transactional workload to process… more
- Cerity Partners (Chicago, IL)
- The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. ... Responsibilities include assisting with account openings, processing paperwork, scheduling client meetings, and preparing basic reports. The Associate ensures… more
- Morgan Stanley (Alpharetta, GA)
- …Morgan Stanley institutional client participants and retail clients to enhance the client experience , assist in safeguarding client assets, and provide ... Virtual Client Solutions team is seeking a Client Service Associate to help provide exceptional...servicing client accounts, to create an exceptional client experience in a fast-paced environment Be… more
- SPS-North America (Herndon, VA)
- Job Title: Mailroom Associate Reports To: The Client Service Associate / Mailroom Associate will report to the Client Services Supervisor, Client ... Services Manager, or equivalent leadership. Job Overview: The Client Service Associate /Mailroom Associate provides exceptional mail and shipping/receiving… more
- Elevance Health (Woodland Hills, CA)
- Anticipated End Date: 2025-07-28 Position Title: Client Services Associate I (California) Job Description: Title: Client Services Associate I Virtual: ... and ensures essential face-to-face onboarding and skill development. The Client Services Associate I is responsible for...Requirements HS diploma and a minimum of 3 months experience in a customer service environment; or any combination… more
- Advisor Employee Services (Gastonia, NC)
- Client Services Associate Our Retirement Planning firm, Wilson Financial Group in (Gastonia, NC) is seeking a highly organized and detail-oriented Client ... Presented by Advisor Employee Services Thank you for your interest in the Client Services Associate role. Advisor Employee Services, a consulting firm located… more
- Wealth Enhancement Group (Naples, FL)
- …please visit www.wealthenhancement.com. Our Naples, FL office is looking for a part-time Client Service Associate to develop and manage the new client ... high level of customer service to new/existing clients Handle incoming client calls for appointments and service needs through switchboard maintenance… more
- Raymond James Financial, Inc. (Memphis, TN)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative ... branch office. With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense… more
- BAYADA Home Health Care (Rock Hill, SC)
- PART TIME OPPORTUNITY! BAYADA Home Health Care is currently seeking a Part Time Client Services Associate to join our Rock Hill, SC Assistive Care State Programs ... an exciting career opportunity in a growing industry, a Client Services Associate could be the position...degree is preferred Prior medical office or home care experience preferred Prior supervisory experience a plus… more
- Morgan Stanley (Jacksonville, FL)
- Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a ... in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role...for processing at the direction of the FA/PWA EDUCATION, EXPERIENCE , KNOWLEDGE, and SKILLS Education and/or Experience … more
- 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 ... Excel, PowerPoint, and Dynamics Dedicated work ethic with a commitment to client service excellence Education and/or Experience High School Diploma Required;… more
- NFP (West Hartford, CT)
- …personalized client care will be pivotal in delivering an exceptional client experience . Essential Duties and Responsibilities: Develop and maintain strong ... support our wealth management division (not our insurance or retirement divisions). As a Client Service Associate , your primary responsibility is to forge and… more
- Raymond James Financial, Inc. (San Francisco, CA)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... *Helps manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private placement investment… more
- Raymond James Financial, Inc. (Hanover, NH)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... advisors and branch office. *Onboards new clients, opens new client accounts and researches client and security...team. *Provide a high level of customer service. Education/Previous Experience *High School Diploma or equivalent and one (1)… more
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