• Jamie Grayem (Providence, RI)
    …+ Full Benefits MUST HAVE 7/66 (63/65) This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... Wealth Management Client Associate / Financial Advisor Support Providence,...service needs of their clients. Responsibilities: Provides excellent Client Service to the bank's clients through… more
    Upward (07/23/25)
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  • Atrium: Staffing (Parsippany, NJ)
    …for providing personalized financial planning services . They are looking to add a Client Service Associate to their team. The firm offers a close-knit, ... client is seeking a Client Services Associate to support their...increased responsibility and compensation over time. Responsibilities of the Client Service Associate : Serve as… more
    Upward (07/27/25)
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  • Aequor (Devers, TX)
    …Lead is located in Devens, Massachusetts. This role will report to the Devens Associate Director, Cell Therapy Site Procurement Lead and will follow the Client ... implementation of a new ERP system (SAP) at multiple Client sites. This role will be pivotal in ensuring...and acumen for successful ERP implementation. Consulting and Escalation Support : Act as the SAP Procurement and ASL Champion,… more
    HireLifeScience (07/22/25)
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  • Wedbush Securities (San Diego, CA)
    …growth. Our San Diego office is currently seeking a Registered Client Service Associate to provide comprehensive support to Financial Advisors and ... our Wealth Management, Capital Markets, Futures, and Advanced Clearing & Prime Services divisions. Headquartered in Los Angeles, California, with over 100 offices… more
    Upward (07/17/25)
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  • 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 ... This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other… more
    Upward (07/30/25)
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  • 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)/ ... will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES CLIENT SUPPORT Provide service coverage for a FA/PWA/team including:… more
    Upward (07/30/25)
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  • NFP (New York, NY)
    …initiatives that facilitate the new policy and client service processes. The Client Services Associate must provide superior client service ... Careers Page at https://careers.nfp.com and search for roles NOT labeled (future). The Client Service Associate supports the Relationship Manager by… more
    Upward (07/29/25)
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  • Wealth Enhancement Group (Akron, OH)
    …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 ... company product suitability guidelines, financial operational processes, and financial sales processes Support client service functions for all teams as… more
    Upward (07/27/25)
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  • SPS-North America (Seattle, WA)
    Associate Reports To: The Mailroom Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. ... Job Overview: The Mailroom Associate provides exceptional mail and shipping/receiving services ,...distributing/delivering mail, shipping and receiving products and supplies to support the onsite business service center in… more
    Upward (07/25/25)
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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 ... customer-oriented service that meets or exceeds our clients' expectations. The Client Service Associate executes the transactional workload to process… more
    Upward (07/25/25)
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  • Foundation Medicine, Inc. (Boston, MA)
    Job Description About the Job The Client Services Representative is responsible for responding to and resolving a wide range of client inquiries and requests ... patient. The incumbent operates in a supportive function within the fast-paced Client Services department Key Responsibilities Provide education, guidance, and … more
    Upward (07/27/25)
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  • Selective Insurance Company of America (Branchville, NJ)
    …and businesses after an insured loss occurs. Overview Provide exceptional customer service to both internal and external customers for personal lines and commercial ... outlined authority adhering to our reinstatement guidelines. Correspond with Billing Services team to provide timely and accurate resolution to cash transactions… more
    Upward (07/29/25)
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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...service and by recognizing and proactively offering appropriate services What technical skills, experience, and qualifications do you… more
    Upward (07/24/25)
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  • Global Elite Texas (Stillwater, OK)
    Experience in our industry is not required as we have industry-leading training and support to provide you the tools to be successful and achieve your professional ... Through providing personalized benefits solutions, you'll be the architect of your client 's security tomorrow. In this role, you can expect to: *Converse virtually… more
    Upward (07/28/25)
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  • Wealth Enhancement Group (Naples, FL)
    …information, please visit www.wealthenhancement.com. Our Naples, FL office is looking for a part-time Client Service Associate to develop and manage the new ... company product suitability guidelines, financial operational processes, and financial sales processes Support client service functions for all teams as… more
    Upward (07/19/25)
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  • Raymond James Financial, Inc. (Memphis, TN)
    …excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other… more
    Upward (07/18/25)
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  • Quest Diagnostics (Lewisville, TX)
    Job Description Client /Lab Associate - Oncology I - Lewisville, TX - Tuesday to Saturday 8:00AM-4:30PM Assoc, Client /Lab Oncology I is responsible for ... and is an important part of Oncology White Glove Services . This role requires the ability to learn and...are proud to offer best-in-class benefits and programs to support employees and their families in living healthy, happy… more
    Upward (07/29/25)
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  • Office Depot (Alcoa, TN)
    …logistics activities, and prioritizing unparalleled client satisfaction. The Store Associate will support a customer-centric environment, engagement with the ... Store Associate should be passionate about sales, delivering exceptional service , and driving operational excellence. The essential functions of this position… more
    Upward (07/30/25)
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  • Bell Bank (Fargo, ND)
    This position provides accurate and effective administrative/clerical support to the Bell Investments Department of Bell Bank. Primary Duties: Provide administrative ... and clerical support to the Investment team. Serve as active member...of receptionist team with specific designated receptionist duties. Prepare client /prospect letters, correspondence, memos, etc. Transcribe client more
    Upward (07/24/25)
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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 ... assisting the agents with all aspects of new sales, client service , and meeting support ....Required; College Degree Preferred 1-3 years client service experience, preferably within financial services Previous… more
    Upward (07/14/25)
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