Private Wealth Management Registered Client Service Associate Morgan StanleyPrivate Wealth Management Registered Client Service AssociateMorristown, NJ$32,219–$90,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. ADMINISTRATIVE SUPPORT: Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed).
Registered Client Service Associate Stifel Financial CorpRegistered Client Service AssociateNYp>Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.
Registered Client Service Associate StifelRegistered Client Service AssociateNew York, New YorkFull timeWhat You'll Be Doing: Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.
Registered Client Service Associate - Paramus, NJ LPL Financial Holdings IncRegistered Client Service Associate - Paramus, NJParamus, NJ$25.85–$43.08 / hourp>• 3+ years experience supporting Financial Advisors and collaborating with Branch and Home Office teams in a brokerage/financial services setting • Series 66 and/or Series 7 license • Core Competencies: • Strong customer focus with clear, simple communication skills • Able to manage multiple projects efficiently in a fast-paced environment • Highly organized with strong attention to detail and problem-solving skills • Excellent interpersonal skills and ability to build strong relationships • Strong analytical and research abilities • Demonstrates initiative, motivation, and drive • Proficient in Microsoft Word, Excel, PowerPoint, and CRM tools • Comfortable using internal resources and training platforms. Responsibilities include: • Managing inbound calls • Scheduling appointments • Preparing meeting materials • Keeping client information updated • Assisting with new business documentation • Handling key account operations such as new account setup, transfers, cash management, and maintenance tasks • Proactive outreach on time-sensitive items • Taking ownership of client requests • Coordinating with internal teams to ensure timely service • Educating clients on our digital tools, including eSignature and our client portal • Collaborating closely with the Financial Advisor to support client needs • Occasional assistance with trade execution.
Registered Client Service Associate (Summit, NJ) Oppenheimer & Co. Inc.Registered Client Service Associate (Summit, NJ)Summit, NJ$60,000–$65,000 / yearWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. This salary range is specific to the State of New Jersey and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs.
Registered Client Service Associate - Greenwich, CT Raymond James Financial IncRegistered Client Service Associate - Greenwich, CTGreenwich, CT$62,732–$90,000 / years57 - Securities Trader Exam - Financial Industry Regulatory Authority (FINRA), s63 - Uniform Securities Agent State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA). The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
Registered Client Service Associate Morgan StanleyRegistered Client Service AssociateParamus, New JerseyOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. • Identify and assist with Firm services and solutions that support clients’ needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile.
NewRegistered Client Service Associate AmeripriseRegistered Client Service AssociateSaddle Brook, New JerseyAs a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and lead client interactions to retain and develop deeper relationships. Provide general administrative duties such as answering the advisors’ phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents and new business correspondence and alerts.
Registered Client Service Associate (Summit, NJ) Oppenheimer Holdings IncRegistered Client Service Associate (Summit, NJ)Summit, NJ$60,000–$65,000 / yearWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. This salary range is specific to the State of New Jersey and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs.
Registered Client Service Associate (Jericho, NY) Oppenheimer Holdings IncRegistered Client Service Associate (Jericho, NY)NY$50,000–$60,000 / yearp>Skills/Requirements: FINRA Registrations: Series 7 and 63/65 (or 66) required 3+ years' experience working as a sales assistant/RCSA in a corporate/brokerage environment Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), and can quickly learn internal software programs Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role Must be able to maintain the highest level of confidentiality Demonstrate strong accuracy and thoroughness in all facets of daily work and possess superb organizational skills Able to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly manner Able to meet designated deadlines and work effectively in a pressurized environment Demonstrate the ability to handle multiple tasks to completion with little or no supervision. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.
Registered Client Service Associate Citigroup IncRegistered Client Service AssociateEast Meadow, NY$78,320–$109,280 / yearAppropriately 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. Ability to manage multiple concurrent deadlines with strong organizational and time management skills per the needs of banker teams and clients.
Senior Registered Client Service Associate - New York, NY Raymond James Financial IncSenior Registered Client Service Associate - New York, NYNY$80,000–$95,000 / yearThe ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. s63 - Uniform Securities Agent State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA).
Registered Client Service Associate, Bilingual Spanish/English Preferred Citigroup IncRegistered Client Service Associate, Bilingual Spanish/English PreferredNew York, NY$78,320–$109,280 / yearAppropriately 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. Ability to manage multiple concurrent deadlines with strong organizational and time management skills per the needs of banker teams and clients.
Client Service Associate TAG EisnerAmper, LLCClient Service AssociateIselin, NJp>Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. Our firm adheres to a comprehensive approach helping high net worth clients address key areas of planning that are critical to financial success: Investment, Retirement, Estate, Tax, Business, and Insurance.
Client Service Associate Fortress Investment Group LLCClient Service AssociateNew York, NY$100,000–$140,000 / yearThe Credit and Real Estate Business Capital Formation Associate will: Respond to daily investor inquiries via phone and email; investigating and problem solving on topics which can range from reporting, performance, fund documents/guidelines Liaising with fund administrators, and internal middle/back office, treasury, legal, and compliance teams to ensure timely and accurate delivery of investor correspondence and reporting Facilitate capital activity events including subscriptions, redemptions, transfers and reviewing and tracking documentation from investors while liaising with internal and external legal and tax counsel Updating and maintaining investor records Documenting processes and policies and recommending additional procedures to enhance investor communications Complete frequent investor reporting requests including DDQs and fee requests as well as sourcing responses and liaising with internal finance, asset management, and compliance teams to complete more complex reporting Have an understanding of and ensure compliance with FINRA, FATCA and ERISA obligations as well implementing AIFMD, FOIA, and AML/KYC procedures The ideal candidate will have: A bachelor's degree from a top university with a strong academic record At least 2 - 3 years of financial services experience - fund administration, fund operations, or fund accounting experience is preferred Credit and/or real estate experience a strong plus Advance proficiency in CRM systems focused on alternative investments Advanced proficiency in PowerPoint and Excel Excellent verbal and written communication skills and strong interpersonal skills Ability to effectively manage multiple priorities Self-motivation with the ability to work independently and as a team player Excellent organizational skills Meticulous attention to detail Strong work ethic and desire to excel in a dynamic and fast-paced work environment The base salary range for this position is expected to be between $100,000 and $140,000 The base salary range proposed for this role has been set forth to comply with local law, but salary is only one element of the total compensation for this role. The Client Service team communicates directly with investors and will play a critical role coordinating communication between investors, Wire Houses, Financial Advisors, Reginal/independent broker dealers, RIAs and our Administrator & Transfer Agent.
Portfolio Administration & Client Service Associate - Spectrum Asset Management Principal Financial Group IncPortfolio Administration & Client Service Associate - Spectrum Asset ManagementStamford, CT$74,400–$126,000 / yearWho You Are You have a bachelors degree, or equivalent, preferably in finance, accounting, economics, business management, mathematics, or computer science two years minimum work experience in institutional asset management, operations, client support, or finance Basic knowledge of fixed income Strong Excel skills, including PivotTables, advanced formulas (e.g., INDEX/MATCH or XLOOKUP), and analysis of large datasets for reporting and reconciliation Skills That Will Help You Stand Out Competent skills with Python and SQL Experience with AI assisted code writing tools Knowledge of preferred and capital securities FINRA SIE, Series 7 and Series 63 preferred or ability to obtain within 180 days Experience with Bloomberg Terminal; including AIM, CMGR, PORT, and SQL database queries Excellent communication, writing, and organizational skills Salary Range Information Salary ranges below reflect targeted base salaries. Monitor and maintain client account performance and attribution reporting, internal composites, benchmarks and indices Analyze and maintain market constituents, and other strategic data for the firm Communicate and disseminate information to sales and marketing teams regarding portfolio, credit and market performance Design and implement systems to make client service data related activities more efficient Design, test, monitor, and internally report upon portfolio guideline compliance rules Coordinate and consolidate responses to requests for proposals Interface with portfolio managers and credit analysts, clients and affiliated compliance personnel regarding portfolio compliance and coordination Spectrum is a registered institutional advisor, with a subsidiary broker-dealer.
Portfolio Administration & Client Service Associate – Spectrum Asset Management Principal Financial GroupPortfolio Administration & Client Service Associate – Spectrum Asset ManagementStamford, Connecticut$74,400–$100,800 / yearFull timeWith over $18 billion in assets under management, Spectrum manages portfolios of preferred and capital securities for an international universe of corporate, pension fund; insurance and endowment clients; open-end and closed-end mutual funds domiciled in the United States, Ireland and Japan, and separately managed account programs for high net worth individual investors sponsored by a variety of broker-dealers. Spectrum’s Stamford office is located 15 minutes from the Metro-North Railroad (New Haven Line) and there city buses that runs daily between the Stamford Metro-North Station and the office park at which Spectrum is located.
Client Service Associate, Shared Support Team Edelman Financial Engines LLCClient Service Associate, Shared Support TeamWhite Plains, NY$54,000–$72,000 / yearRecognized by Barrons as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. Thats why we are committed to managing our clients investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
Client Service Associate Edelman Financial Engines LLCClient Service AssociateWhite Plains, NY$59,000–$82,000 / yearRecognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
NewClient Service Associate redShift RecruitingClient Service AssociateNew York, NY$22–$25 / hourA well-established financial services organization is seeking a motivated and detail-oriented Client Service Associate to support a fast-paced Wealth Management and Private Equity team. The Client Service Associate works closely with wealth managers, assists with client service needs, and helps ensure smooth daily office operations.
Client Service Associate Redshift Recruiting LLCClient Service AssociateNew York, NY$22–$25 / hourA well-established financial services organization is seeking a motivated and detail-oriented Client Service Associate to support a fast-paced Wealth Management and Private Equity team. The Client Service Associate works closely with wealth managers, assists with client service needs, and helps ensure smooth daily office operations.
Client Service Associate SPS-North AmericaClient Service AssociateNew York, NYIn North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies. You'll handle mail and package operations, support office supplies and shipping and receiving, organize supply inventories and equipment management, assist with meeting room setups, and provide hospitality and occasional reception coverage.
Client Service Associate, Investments, Denville, NJ Banco Santander (Brasil) SAClient Service Associate, Investments, Denville, NJDenville, NJCreates internal partnerships with other functional support groups, as well as partnerships with external business partners for the products and services they provide. It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization.
NewPrivate Client Services Associate Attorney Gables Search GroupPrivate Client Services Associate AttorneyNew York, NY$245,000–$330,000 / yearThis position provides a unique opportunity to join a growing Private Client Services Practice Group and work on sophisticated trust and estate matters for high-net-worth individuals. Our client, a prominent AmLaw 100 firm, is seeking a talented Associate Attorney to join its Private Client Services Practice Group in New York City.
Cash Management Client Service - Associate Sumitomo Mitsui Banking CorpCash Management Client Service - AssociateNY$80,000–$105,000 / yearServe as a primary point of contact for day-to-day client inquiries related to cash management services, including payments, and digital banking access • Resolve service issues by investigating transactions, escalating problems, and coordinating with internal teams as needed • Troubleshoot client challenges related to ACH, wires, online banking portals, positive pay, remote deposit, lockbox, and liquidity tools • Ensure timely follow-up and provide clear, professional communication to clients. • Process requests entitlement changes, documentation updates, and service modifications • Monitor key service metrics such as exception items, payment failures, and fraud alerts, ensuring proactive outreach to clients • Assist with onboarding activities including initial client setup, platform training, and documentation coordination • Maintain accurate records of client interactions in service-tracking systems.
Cash Management Client Service - Associate SMBCCash Management Client Service - AssociateNew York, NY$80,000–$105,000 / yearSMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients.
Client Service Associate, Business Insurance Marsh & McLennan Companies IncClient Service Associate, Business InsuranceSaddle Brook, NJ$41,200–$76,800 / yearAmong your diverse and challenging responsibilities, you will coordinate and complete the marketing process for new and renewal group business by compiling data, soliciting quotes, monitoring bid requests, corresponding with vendors and preparing complex cost sheets according to the marketing process and workflow guidelines outlined in the Resource Guide. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC).
NewPrivate Client Services Associate Attorney Pernini Recruiting CompanyPrivate Client Services Associate AttorneyNew York, NY$245,000–$330,000 / yearp>Our client, a prominent AmLaw 100 firm, is seeking a talented Associate Attorney to join its Private Client Services Practice Group in New York City. Proficiency in preparing client presentations, tax calculations and analysis, and administering estates from probate through closing.
NewClient Service Associate Vista Wealth SolutionsClient Service AssociateArmonk, NY$60,000–$65,000 / yearWhere Precision Meets Purpose in a Firm Built on Legacy, Expertise, and DesignAt Integrity Advisors Pension Consultants, the Client Services Associate is more than an operations role — it’s the connective tissue of the entire client experience. If you thrive in a role where detail matters, relationships matter, and your work truly impacts people’s financial futures, you’ll feel right at home here.
Temporary Client Services Associate Berklee College of MusicTemporary Client Services AssociateNY$20–$24 / hourTasks will include opening and closing the building; assisting technical setups of sessions, events, and live performances; inventorying and distribution of equipment for studio sessions; covering front-desk/reception duties and ordering food and going on runs for clients as needed. Containing 5 recording studios as well as a black box theater and spaces such as a video control room, classrooms, and labs, Berklee NYC offers services for recording, education, events, and performances.
Client Services Associate Care Options for KidsClient Services AssociateElmwood Park, New JerseyCare Options for Kids connects leading pediatric specialists with families to provide best-in-class pediatric nursing, therapy, and school-based services. We are looking for a critical thinker and proactive Client Service Associate that shares our dedication to quality and our genuine concern for the comfort and dignity of our clients.
Client Services Associate Saks Fifth Avenue - New YorkClient Services AssociateNew York, NY$19.61–$24.51 / hourAdditionally, the ideal candidate has a strong working knowledge of the store, the designers it carries, as well as the many services offered, and they use this knowledge to provide customers with personalized assistance to enhance their shopping experience and convert interactions into sales. This position responds to all assigned customer escalations, ensuring a timely response and resolution to issues, ensuring the customer's overall Saks Fifth Avenue experience is a positive one.
NewCapital Markets Client Service Associate (Remote - Overnight Shift) Broadridge Financial Solutions IncCapital Markets Client Service Associate (Remote - Overnight Shift)New York, NYRemote$90,000–$100,000 / yearIn this role, you will serve as the primary client contact and project coordinator for complex financial document workflows, partnering with corporate issuers, legal teams, investment banking professionals and internal production teams to move projects from intake through proofing, revisions, EDGAR filing, print and delivery. Familiarity with SEC forms and filings such as S-1, S-3, S-4, 10-K, 10-Q, 8-K and DEF 14A; and experience supporting corporate issuers, law firms, investment banks or other financial services clients, with comfort using workflow, job management, document management or production tracking systems.
Client Service Associate Morgan StanleyClient Service AssociatePurchase, NY$58,000–$115,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do whats best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. • Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit).
Client Services Associate SPS-North AmericaClient Services AssociateEast Rutherford, NJ$19–$20 / hourIn North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies. The Client Services Associate/Hospitality & Workplace Operations Associate is responsible for maintaining a clean, efficient, and welcoming environment across conference spaces, workplace areas, restrooms, pantries, and facility operations.
Part time Client Service Associate Morgan StanleyPart time Client Service AssociatePurchase, New YorkOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. • Identify and assist with Firm services and solutions that support clients’ needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile.
Sr Client Service Associate Wealth Enhancement Group LLCSr Client Service AssociateNY$80,000–$90,000 / yearWorking proficiency with annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, and charitable giving practices. WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market.
NewPrivate Client Services Associate – Junior to Mid -Level Advocates Legal RecruitingPrivate Client Services Associate – Junior to Mid -LevelNew York, New YorkOur AmLaw 100 client’s Private Client Services group advises high -net -worth individuals, family offices, and closely held businesses on complex estate and tax planning matters. The work spans estate structuring, business succession, charitable giving, and cross -border planning for clients with diverse portfolios.
Latin America Private Bank - Senior Client Service Associate JPMorgan Chase & CoLatin America Private Bank - Senior Client Service AssociateJersey City, NJThis will entail working in a complex team-oriented and fast paced environment with advisors, product partners and operations teams to deliver a seamless and integrated approach across all Private Banking products. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
NewClient Service Associate (Midtown East, NY) Oppenheimer & Co. Inc.Client Service Associate (Midtown East, NY)New York, NYWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. This salary is specific to the State of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs.
Client Service Associate Fiserv IncClient Service AssociateNY$120,000–$198,000 / yearFor incentive eligible associates, the successful candidate is eligible for an annual incentive opportunity which may be delivered as a mix of cash bonus and equity awards in the Company's sole discretion. StoneCastle Cash Management (SCCM), a division of StoneCastle Partners, LLC (SCP), is seeking a detail oriented Associate to conduct all the trade movement and any/all related tasks.
Client Services Associate Citigroup IncClient Services AssociateGreat Neck, NY$61,280–$85,520 / yearProvide 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.
Fully Remote | Client Service Associate – Travel Industry Destination CareersFully Remote | Client Service Associate – Travel IndustryNew York, New YorkRemote$45,000–$65,000 / yearKey Responsibilities:Assist clients with vacation research, travel options, and itinerary coordinationSupport the reservation process for flights, hotels, cruises, and vacation packagesCommunicate professionally with clients regarding travel details and timelinesReview booking information for accuracy and completenessMaintain organized client records and documentationProvide follow-up support before and after travel Qualifications:Strong written and verbal communication skillsDetail-oriented with solid organizational abilitiesComfortable using online systems and digital toolsAbility to manage responsibilities independently in a remote environmentPrevious customer service, hospitality, or administrative experience is beneficial but not required What We Offer:Structured onboarding and training programAccess to booking systems and travel supplier resourcesFlexible remote work environmentSupportive and collaborative team culture Ideal Candidate:This role is well suited for individuals exploring a career in the travel industry, professionals transitioning into remote work, or candidates seeking a customer-focused position with growth potential.$45,000 - $65,000 a yearWe may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information.
Client Services Associate II Guardant Health IncClient Services Associate IINYRemote$23–$31 / hourCSA is responsible for receiving and responding to all types of communication: phone, email and web inquiries from customers (physician offices, laboratories, and hospitals), sales representatives and patients, while demonstrating a positive and professional image for Guardant Health at all times. Guardant tests help improve outcomes across all stages of care, including screening to find cancer early, monitoring for recurrence in early-stage cancer, and treatment selection for patients with advanced cancer.
Client Services Associate I Guardant Health IncClient Services Associate INYRemote$20–$28 / hourResponsibilities: CSA is responsible for receiving and responding to all types of communication: phone, email and web inquiries from customers (physician offices, laboratories, and hospitals), sales representatives and patients, while demonstrating a positive and professional image for Guardant Health at all times. Guardant tests help improve outcomes across all stages of care, including screening to find cancer early, monitoring for recurrence in early-stage cancer, and treatment selection for patients with advanced cancer.
Client Services Associate - Jersey City, NJ (Onsite) Collectors Holdings, Inc.Client Services Associate - Jersey City, NJ (Onsite)Jersey City, NJTeamwork - Balances team and individual responsibilities; exhibits objectivity and openness to others' views; gives and welcomes feedback; contributes to building a positive team spirit; puts success of team above own interests; able to build morale and group commitments to goals and objectives; supports everyone's efforts to succeed. Assist with inquiries on orders and pricing with customers at drop off while ensuring all submission forms are accurately filled out, items properly handled, and orders delivered to the Receiving department for order entry.
Sr. Client Services Associate Phreesia IncSr. Client Services AssociateNYRemote$85,000–$120,000 / yearAs one of the first points of contact for new clients, you will guide healthcare practices through a structured onboarding journey, ensuring they go live on the Phreesia platform with confidence and achieve early, measurable value. Work closely with Client Success Managers to ensure a seamless transition from implementation to ongoing engagement while building the skills to independently manage client relationships over time.
Private Wealth Management Client Service Associate Morgan StanleyPrivate Wealth Management Client Service AssociateParamus, NJ$68,000–$90,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit).
Client Service Associate Hanover Bancorp IncClient Service AssociateBrooklyn, NY$20–$25 / hourThis role is responsible for promoting and selling the Bank's products and services to both new and existing clients, supporting all branch functions, and serving as administrative and operational support to the overall business of the Bank. The Client Service Associate enhances the client experience by delivering exceptional service while proactively identifying opportunities to deepen relationships and grow deposits.
Client Service Associate AxelonClient Service AssociateNew York, NY$28–$28.69 / hourUnder supervision, the role communicates with clients and focuses on supporting the onboarding of new client accounts, delivering reports to clients, and working with business partners to service client needs throughout the client lifecycle. The Client Service Associate partners with associates across Global Client Group to service clients (Institutional and High Net Worth) or Distributors investing in, or distributing the company's products.