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Provide high level of support to Securities Specialists including but not limited to, client market updates, new account opening and modification, documentation approval, wire transfers, journals, stock transfers, account maintenance, capital call notices, fixed income maturities, settled free cash, reorganization notices, performance reporting, Executive Financial Services requests. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

YEAR

Citigroup Inc

Client Services Associate - MIAMI

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Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening.

Licensed Client Service Associate

This compensation range is for the Private Client Advisor Associate & Senior Associate job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. For more than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services.

HOUR

Commerce Bancshares Inc

Private Client Advisor Associate

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. What you will do: Be a trusted member of the engagement team providing various federal tax compliance and consulting services to industry specific clients: Provide tax compliance and advisory services to S-corporations, partnerships, individuals and corporations ranging from middle market to multinational companies.

Baker Tilly Virchow KrauseLLP

Tax Senior Associate, Private Client

Deloitte is seeking a top-performing professional services Firm Enterprise Solutions Associate Director, Government Client Contracts Management and Contracts Group Lead to support our Government and Public Services Practice (GPS). The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.

Deloitte Touche Tohmatsu Ltd

Firm Enterprise Solutions Associate Director, Government Client Contracts Management (OSD/OSW)

Thank you for your interest in Jackson Hewitt Inc., Jackson Hewitt Technology Services, LLC, Tax Services of America, Inc., or any of its or their subsidiaries, affiliates, or related entities (collectively herein, “Jackson Hewitt” or the “Company,” but excluding independently owned and operated franchise locations). In this role, you will actively engage with clients, confirm appointments, follow up with past and potential clients, distribute marketing materials, and keep clients engaged during wait times.

Client Support Associate

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In this role, you will be responsible for assisting clients with their travel needs, handling inquiries, and ensuring smooth booking processes from start to finish. We are a professional travel services organization dedicated to providing clients with exceptional booking experiences and personalized support.

HB Travels

Client Services Associate / Travel (Remote)

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This opportunity is ideal for motivated individuals who thrive in a client-focused environment and are eager to build a rewarding career in the travel industry with complete flexibility. Stay current with travel industry trends, destinations, and emerging opportunities.

Client Services Associate / Travel

<p>CTS provides custom, carrier-grade, in-building and campus connectivity solutions for enterprises and mobile network operators, solving and managing the most complex networking challenges. Leveraging our advanced design and network operations centers, CTS provides our customers with industry-leading customer service. Our ability to design, build, run and support connectivity solutions that power our customers’ mission-critical applications is unmatched. CTS only provides one solution: the one that’s right for the customer. CTS is vendor agnostic, allowing customer requirements to drive the right design, using the right equipment, to fit each customer’s specifications, anywhere across the country. From conception to construction to operations, CTS is the trusted connectivity partner.</p>
<p><a href="http://cts1.com/" target="_blank" rel="noopener noreferrer">www.cts1.com</a></p>

FULL_TIME

Expertly onboard and maintain highly complex client accounts (including intricate corporate, trust, and pension structures), process high-value money movement, and handle complex estate settlement needs. Train, guide, and rigorously review the daily work of Junior Client Service Associates, intelligently prioritizing tasks and managing the overall departmental workflow.

Acorn Financial Services Inc

Client Service Associate

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Assist Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions.

Truist Bank

Brokerage Registered Client Service Associate - McLean, Virginia

Associate's career development via teaching tasks and coaching skills Maintain positive relationships with agency contacts, system contacts, and clients Lead and steward key processes such as monthly billing and financials reporting, which involve multiple agency teams Periodically check emails to respond to urgent issues after close of business Create, enforce, and refine processes related to billing verification, financially reporting, and audit compliance Lead team responsible delivering various financial documents such as authorizations, billing & budget files, and ordered vs approved reporting Assist with global reporting, if needed by client Attend Agency system trainings/meetings (i.e. MediaOcean, MediaTools, etc.) Participate in system enhancement testing and training Collaborate with Analytics, Strategy and Investment peers on account-specific requests Handle high-profile or sensitive client requests Act as the point of contact for the internal brand teams for all Budgets & Compliance related questions to ensure consistency and accuracy across the brands Qualifications 5+ years previous experience in Financials, project management, and/or Budgets & Compliance Proficiency in making progress/completing work, even with overlapping deadlines Strong Microsoft Office suite skills, particularly PPT and Excel (where filtering, pivoting, vlookups, and charts/graphs building are key) Experienced in MediaTools, Prisma, and MediaOcean Quantitative and analytical skills, combined with openness to a role that requires a mix of art and science. Associate's workload; ensuring all tasks are completed within required timelines and client-specific billing procedures work within system expectations to meet client needs Confirm accuracy of work completed by Supervisor/ Sr.

Publicis Groupe SA

Associate Director, Client Operations

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. PLEASE NOTE: The benefits link and benefits description below do not apply to this job posting because the hiring entity is a RJFS independent branch and all RJFS associates at this branch are independent contractors with respect to Raymond James.

Raymond James Financial Inc

Client Service Associate (Part-Time )

As a Client Insights Associate, you will visit retail stores, restaurants, or service providers posing as a regular customer to evaluate the quality of service, cleanliness, product knowledge, and overall customer experience. Visit assigned locations (or complete online/phone assignments) and pose as a typical customer.

IWS Group

Client Insights Associate

Provide comprehensive daily client service, including transaction processing, cash management, tax-related activities, charitable gifting, required minimum distributions, account maintenance, and custom reporting. Kayne Anderson Rudnick, headquartered in Los Angeles, is a well-respected wealth and asset management firm that manages over $50billionin assets and employs more than 135 people across the United States.

Kayne Anderson Rudnick

Senior Investment Adviser Associate-Client Service

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Exceptional telephone skills and the ability to appropriately/professionally interact with clients of all experience levels regarding securities transactions and brokerage accounts.

Truist Financial Corporation

Brokerage Client Service Associate - Lake Mary, FL

Thank you for your interest in Jackson Hewitt Inc., Jackson Hewitt Technology Services, LLC, Tax Services of America, Inc., or any of its or their subsidiaries, affiliates, or related entities (collectively herein, “Jackson Hewitt” or the “Company,” but excluding independently owned and operated franchise locations). By submitting an application, I (1) affirm and agree with my decision with regard to California public records, as set forth in the “Note to Applicant,” and with regard to the California collection of personal information, as set forth in the "Privacy Notice to California Job Applicants" (if applicable); (2) acknowledge I have read the “Note to Applicants”.

Competitive Compensation: Average to high-performing associates typically earn $91,500–$125,000 in annual total first-year compensation, consisting of a $72,000 base salary, a $3,000 sign-on bonus, and an uncapped monthly performance bonus. We exist to break through complexity, giving global investors and business leaders frictionless access to the insights that matter most — insights that fuel confident decisions, unlock opportunity, and power successful careers.

Client Associate Jobs in the United States

Client Services Associate - MIAMI Citigroup Inc

Licensed Client Service Associate Citigroup Inc

Private Client Advisor Associate Commerce Bancshares Inc

Tax Senior Associate, Private Client Baker Tilly Virchow KrauseLLP

Firm Enterprise Solutions Associate Director, Government Client Contracts Management (OSD/OSW) Deloitte Touche Tohmatsu Ltd

Client Support Associate EWB

Client Support Associate CGH

Client Services Associate / Travel (Remote) HB Travels

Client Services Associate / Travel HB Travels

Client Support Associate CTS

Client Service Associate Acorn Financial Services Inc

Brokerage Registered Client Service Associate - McLean, Virginia Truist Bank

Associate Director, Client Operations Publicis Groupe SA

Client Service Associate (Part-Time ) Raymond James Financial Inc

Client Insights Associate IWS Group

Senior Investment Adviser Associate-Client Service Kayne Anderson Rudnick

Brokerage Client Service Associate - Lake Mary, FL Truist Financial Corporation

Client Support Associate HOO

Client Support Associate HKK

Associate, Client Services -Full-Time (Summer 2027) True North Insights

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