Client Service Associate Jobs

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Edgewoodpartnersinsurancecenter·United States·Birmingham·On-site

Insurance Client Service Associate (Entry-level)

Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for peopl

Brightonjones·United States·Denver·On-site

Client Service Associate - Denver

Ready to make a meaningful impact? At Brighton Jones, we’re a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community—recognized with 15 consecutive “Bes

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Focus Financial Partners·United States·Washington·On-site

Client Service Associate

Position Summary Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning, delivering personalized advice aligned with each client’s

Choreo·United States·Potomac·On-site

Client Service Associate

Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. With over 200 employees and 40+ locations acros

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SPS North America·United States·On-site

Client Service Associate

Position Summary The Client Services Associate is responsible for delivering exceptional customer service and day-to-day support to clients, employees, and visitors. This role serves as a key representative of SPS, ensuring requests are handled promptly, workplace services are delivered consistently

Choreo·United States·Rockford·On-site

Client Service Associate

Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. With over 200 employees and 40+ locations acros

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Focus Financial Partners·United States·Dallas·On-site

Client Service Associate

At Prairie Capital, we are committed to helping clients navigate the complexities of significant financial resources while achieving their long-term goals. Our culture is rooted in respect, collaboration, and accountability, with a strong emphasis on curiosity and continuous improvement. Team member

Choreo·United States·Petaluma·On-site

Client Service Associate

Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. With over 200 employees and 40+ locations acros

Brightonjones·United States·Dallas·On-site

Client Service Associate - Dallas

Ready to make a meaningful impact? At Brighton Jones, we’re a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community—recognized with 15 consecutive “Bes

Itau US·United States·Miami·On-site

Client Service Associate (Portuguese)

Responsibilities Support bankers and investors in performing various aspects of the relationship management initiative with their respective client base. Research follow-up and resolve client inquiries and problems through effective interaction with clients, bankers, investors, product specialist an

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SPS North America·United States·New York·On-site

Client Service Associate Floater

The Concierge Associate is the initial point of contact for colleagues and guests at our customer’s site, acting as the “face” of our client. This role is responsible for delivering an incredible welcoming experience in our reception area making each encounter fun, exciting and personal. They

Brightonjones·United States·Minneapolis·On-site

Client Service Associate - Minneapolis

Ready to make a meaningful impact? At Brighton Jones, we’re a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community—recognized with 15 consecutive “Bes

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Alphasightsresumedrop·United Kingdom·London·On-site

Associate, Client Service, 2026 (CV Drop)

Client Service Associate Location: London Looking to start your career in a fast-paced commercial role? Seeking to have immediate personal impact with a clear career path ahead of you? If so, our Associate Program is the right choice for you. Springboard your career with us if: You thrive in

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Focus Financial Partners·United States·Albany·On-site

Client Service Associate

Position Summary Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning, delivering personalized advice aligned with each client’s

pcm·Canada·Toronto·On-site

Private Client Service Associate

Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary service. Our independence allows us to attract and retain top talent with a model of employee ownership that aligns your inter

avomind·China·Shanghai·On-site

Client Service Associate (Mandarin Speaker)

avomind·Hong Kong·Hong Kong·On-site

Client Service Associate (Vietnamese Speaker)

Guidepoint·China·Shanghai Shi·On-site

Client Service Associate, Corporate

Overview: 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-source expertise, we help our clients to turn answers into action. Backed by

Itau US·United States·Miami·On-site

Client Service Associate (Spanish Speaker)

About Us Itaú Unibanco is the largest bank in Latin America, operating in 18 countries and celebrating 100 years of history in 2024. Alongside its scale and stability, Itaú is undergoing an enterprise‑wide transformation, embedding AI, advanced analytics, and digital platforms into core business dec

Guidepoint·United States·San Francisco·On-site

Client Service Associate (Class of 2027)

Overview: Guidepoint’s Client Service team connects leading investment firms, consultancies, and corporations with the subject-matter experts they need to make informed business and investment decisions. By understanding each client’s specific research needs and delivering targeted expert matches, o