• Independent Bank (Carson City, MI)
    …building client rapport, and even originating client loans. Beginning as a Client Service Associate allows you to learn the basics about Independent ... Path, including the duties and responsibilities of each level. Client Service Associate 1 As...operations tasks such as, but not limited to, client service requests, vault, ATM duties, cash… more
    Upward (07/19/25)
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  • Advisor Employee Services (Winter Garden, FL)
    …account opening /funding, client service and portfolio administration. The Client Operations Associate requires good time management skills and must ... Client Operations Associate ... Client Operations Associate Client ...transfer of assets for account funding/policy issue. Responds to Client Service Requests (Incl. Address changes, beneficiary… more
    Upward (06/20/25)
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  • NFP (Minneapolis, MN)
    …and a people-first approach. To learn more, please visit: https://www.NFP.com. Summary : The Client Service Associate plays a vital role in supporting the ... insurance team by executing tasks and initiatives that facilitate efficient policy and client service operations . This position requires strong coordination… more
    Upward (07/20/25)
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  • Wealth Enhancement Group (Philadelphia, PA)
    …information, please visit www.wealthenhancement.com. Our Philadelphia, PA office is looking for a Sr Client Service Associate to serve as the liaison between ... of wealth management with specialized knowledge and more attentive service that helps every client craft their...follow up on any issues with the Broker/Dealer, WEG Operations , and vendors Record incoming assets to the appropriate… more
    Upward (07/14/25)
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  • HarbourVest Partners, LLC (Boston, MA)
    …HarbourVest is an equal opportunity employer. HarbourVest is seeking a proactive and relationship-focused Client Service Associate to join our Client ... legal, compliance, and marketing. Along with Account Managers, the Client Service Associate will be...equivalent with strong academic credentials Experience: 3-5+ years of Client Service or Operations experience… more
    Upward (06/28/25)
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  • Stifel (Canfield, OH)
    …request, provide quotes and other account-related information to assist clients; non-registered Client Service Associates may not volunteer quote or other stock ... where success meets success . What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s))… more
    Upward (07/01/25)
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  • Cerity Partners (Reston, VA)
    The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling advisor requests. ... Responsibilities include oversight of custodian operations , including assisting with account openings, processing paperwork, and...paperwork, and working closely with advisors to facilitate seamless client service . The Associate ensures… more
    Upward (07/09/25)
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  • Citigroup, Inc. (New York, NY)
    The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely… more
    Upward (06/23/25)
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  • Harrison Gray Search and Consulting LLC (Boston, MA)
    …THE ROLE The Registered Client Associate plays a critical client -facing role, dedicated to delivering exceptional service that supports clients in ... with compliance regulations and licensing requirements. Administrative & Office Operations Maintain organized records of client interactions...3-7 years of experience in a client service or financial services role. Associate 's degree… more
    Upward (07/15/25)
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  • Ascendo (Miami, FL)
    Client Services Associate - Terrific Firm,...years of experience within a financial services firm covering client operations or client services ... client is seeking an experienced (2+ years), bilingual Client Services Associate to join their large...and preparing due diligence requests. You will provide exceptional service and flawless execution on client requests… more
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  • Employment & Training Centers (Staffing) (Houston, TX)
    …outstanding service and superior financial results. Job Summary: The Client Relations/Marketing Associate will interface with individuals throughout the firm ... to ensure effective day-to-day operations and communication. They will provide comprehensive support to...comprehensive support to the team in the areas of client service , marketing, and general office administration… more
    Upward (07/18/25)
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  • ABM Industries, Inc. (Miami, FL)
    …ensuring operational excellence across all sites. The Parking operations associate will be accountable for client satisfaction, compliance, financial ... integrity in a fast-paced, multi-site environment. The Parking operations associate will be accountable for client satisfaction, compliance, financial… more
    Upward (07/18/25)
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  • Linqia (San Francisco, CA)
    …have integrity and love to have fun as we play to win. The Role The Associate Director, Creator Operations is a key leadership role responsible for overseeing a ... structure, and execution methodologies. Cross-Functional Collaboration - Partner with Sales, Client Services, and Operations to refine campaign strategies and… more
    Upward (07/07/25)
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  • LVMH (Westlake, OH)
    …safe and secure shopping environment. Qualifications/Experience: Prior work experience, preferably in operations . Passion for client service and teamwork. ... LE POSTE VOTRE PROFIL Operations Associate - Flex NOUVEAU Publie...smooth operation that enhances the shopping experience for every client . You'll be part of a dedicated team that… more
    Upward (06/27/25)
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  • Kohl's (Pleasant Hill, CA)
    …or older Flexible availability, including days, nights, weekends, and holidays Preferred Client facing retail or service industry experience Essential Functions ... and share information with the store team Support the operations team to receive and process product, execute stockroom...them and offering assistance with products and services All associate roles at Kohl's are responsible for: Acting with… more
    Upward (07/01/25)
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  • Parkway (Tampa, FL)
    …institution with concentration in Management, Finance, or Economics preferred. Client service -oriented attitude. Excellent verbal and written communication ... The Associate , Property Operations reports to the...Continuously strive to provide the highest level of customer service to our tenants and owners. Assist and work… more
    Upward (07/17/25)
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  • Securian Financial (St. Paul, MN)
    Overview: Affinity Customer Service is an exciting division that includes streamlining workflows and providing excellent customer service that meets or exceeds ... within tight deadlines according to PG's, billing schedules and established Client procedures. This includes managing team coverage. Collaborate with internal… more
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  • Aston Carter (Enfield, CT)
    Hiring for a Business Operations Associate in Enfield! Job Description We are looking for a motivated and detail-oriented Business Operations Associate ... to build foundational experience in accounting, finance, and business operations . Ideal for someone eager to grow professionally, this...ClearlyRated Best of Staffing(R) double diamond winner for both client and talent service . The company is… more
    Upward (07/20/25)
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  • Larson Maddox (Kansas City, KS)
    …communication skills. Ability to manage multiple projects and deadlines in a fast-paced environment. A collaborative mindset and a commitment to client service . ... About the Firm My client , a nationally recognized Am Law 100 firm...100 firm , is seeking a talented and motivated Associate Attorney to join its dynamic Healthcare Practice Group… more
    Upward (07/10/25)
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  • Top Secret Clearance Jobs (Bellevue, WA)
    About the job Senior ADC Windows Client Engineer, Region Services Operations (RSO) - VECTOR Team Top Secret Clearance Jobs is dedicated to helping those with the ... - from foundational services such as Amazon's Simple Storage Service (S3) and Amazon Elastic Compute Cloud (EC2), to...Corporate Infrastructure (RSCI) is looking for an experienced Windows Client Systems Engineer with a deep knowledge of Windows… more
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