Client Service Associate Jobs
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84 jobs
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Client Service Associate
$90k–$110k/year
34
Vise is looking for a Client Service Associate to join the Account Management Team. You'll be an indispensable resource for our financial advisor clients and play a critical role in the operational center of Vise; working directly with custodians, acting as the liaison between Account Managers, Inve
OtherClient Service AssociateMid
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6 0 0 10mo ago
V
$90k–$110k
/year
34
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Client Service Associate (Portuguese)
12
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
OtherClient Service AssociateMid
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3 0 0 1mo ago
12
3 views0 saves 0 applied
Client Service Associate
$18–$20/hour
72
Client Services Associate Location: Westlake, TX 76262 Employment Type: Full-time | Onsite We’re hiring! If you’re a people‑focused, detail‑oriented professional who enjoys keeping an office running smoothly, this role is for you. We’re seeking a Client Services Associate to support daily ope
OtherClient Service AssociateMid
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1 0 0↻ Repost 4d ago
S
$18–$20
/hour
72
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Client Service Associate
$60k–$80k/year
34
Company Overview: Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families, and institutions. Located just outside of Washington D.C., the firm specializes in unique thematic investment research
OtherClient Service AssociateFull TimeMid
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5 0 0 2mo ago
B
$60k–$80k
/year
34
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Client Service Associate (Spanish Speaker)
12
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
OtherClient Service AssociateMid
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2 0 0 2mo ago
2 views0 saves 0 applied
Private Client Service Associate
$60k–$85k/year
34
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
OtherClient Service AssociateMid
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2 0 0 2mo ago
$60k–$85k
/year
34
2 views0 saves 0 applied
Client Service Associate - Seattle
$31.40–$38.60/hour
33
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
OtherClient Service AssociateFull-TimeMid
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2 0 0↻ Repost 1mo ago
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Client Service Associate - Seattle
OtherClient Service AssociateFull-TimeMid
$31.40–$38.60
/hour
33
2 views0 saves 0 applied↻ Repost
Client Service Associate (Mandarin Speaker)
5
OtherClient Service AssociateMid
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3 0 0 ~2mo ago
5
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Client Service Associate (Vietnamese Speaker)
5
OtherClient Service AssociateMid
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1 0 0 ~2mo ago
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Private Wealth Management Registered Client Service Associate
44
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client fir
OtherClient Service AssociateMid
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2 0 0↻ Repost 5d ago
Private Wealth Management Registered Client Service Associate
OtherClient Service AssociateMid
44
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Client Service Associate (Mail and Office)
$20–$22/hour
72
Reports To: Client Services Supervisor, Client Services Manager, or equivalent leadership Schedule: Monday–Friday | 7:00 AM – 4:00 PM Keep Operations Running Smoothly Behind the Scenes If you’re hands-on, organized, and thrive in a fast-paced environment, this role is for you. As a Client Services A
OtherClient Service AssociateMid
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2 0 0↻ Repost 11d ago
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Client Service Associate (Mail and Office)
OtherClient Service AssociateMid
$20–$22
/hour
72
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Registered Client Service Associate
$35k–$85k/year
44
POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading
OtherClient Service AssociateMid
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1 0 0↻ Repost 5d ago
$35k–$85k
/year
44
1 views0 saves 0 applied↻ Repost
Senior Registered Client Service Associate
44
POSITION SUMMARY Senior Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. L
OtherClient Service AssociateSenior
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2 0 0↻ Repost 5d ago
44
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Client Service Associate - Tokyo
51
【業務内容】 Respond to client requests for new project initiatives through our centralized technology Collaborate with various members of the production team to assess the scope of work and produce cost and timeline estimates for translation projects and requests Initiate all project related work by prov
OtherClient Service AssociateMid
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2 0 0 ~20d ago
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Registered Client Service Associate
44
Registered Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role
OtherClient Service AssociateMid
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2 0 0↻ Repost 5d ago
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Client Service Associate
11
Benefits: Company parties Flexible schedule Opportunity for advancement We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships with clients, then look no further and apply today! Joi
OtherClient Service AssociateMid
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0 0 0↻ Repost 21mo ago
11
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Client Service Associate
$60k–$65k/year
53
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
OtherClient Service AssociateMid
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2 0 0↻ Repost 19d ago
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Client Service Associate
$70k–$70k/year
41
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
OtherClient Service AssociateMid
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1 0 0↻ Repost 1mo ago
$70k–$70k
/year
41
1 views0 saves 0 applied↻ Repost
Client Service Associate
11
Benefits: Company parties Flexible schedule Opportunity for advancement We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships with clients, then look no further and apply today! Joi
OtherClient Service AssociateMid
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1 0 0↻ Repost 21mo ago
11
1 views0 saves 0 applied↻ Repost
Client Service Associate
$60k–$65k/year
53
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
OtherClient Service AssociateMid
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2 0 0↻ Repost 19d ago
2 views0 saves 0 applied↻ Repost
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