89 Results for

Client Service Associate Jobs in Stamford, CT

Jobs

p>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.

11 days ago

New York, New York

What 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.

11 days ago

Greenwich, CT

$62,732–$78,000 / year

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.

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).

16 days ago

Saddle Brook, New Jersey

As a Registered Client Service Associate, you will provide dedicated support to a high producing advisors by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and manage client interactions to retain and develop deeper relationships.

Business Support & Operations

Line of Business .

4 days ago

Paramus, NJ

$25.85–$43.08 / hour

p>• 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.

30+ days ago

Paramus, New Jersey

• 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.

16 days ago

East Meadow, NY

$78,320–$109,280 / year

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. Ability to manage multiple concurrent deadlines with strong organizational and time management skills per the needs of banker teams and clients.

30+ days ago

$50,000–$60,000 / year

p>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.

30+ days ago

$80,000–$95,000 / year

30+ days ago

New York, NY

$78,320–$109,280 / year

30+ days ago

New York, NY

$43–$45 / hour

Successful candidates will have experience working in a collaborative work environment for a financial services/RIA/Broker Dealer firm and have a passion for delivering outstanding client service. The Client Service team partners with the portfolio management team, operations, trading and distribution to provide a best-in-class service experience for all of our clients.

30+ days ago

New York, NY

$100,000–$140,000 / year

The 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.

30+ days ago

Stamford, CT

$74,400–$126,000 / year

Who 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.

30+ days ago

Stamford, Connecticut

$74,400–$100,800 / year

With 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.

11 days ago

White Plains, NY

$59,000–$82,000 / year

Recognized 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.

17 days ago

White Plains, NY

$54,000–$72,000 / year

Recognized 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.

30+ days ago

New York, NY

$22–$25 / hour

A 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.

9 days ago

$80,000–$105,000 / year

p>• Serve 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.

30+ days ago

$20–$24 / hour

Tasks 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.

30+ days ago

New York, NY

$22–$25 / hour

30+ days ago

New York, NY

SPS is an award-winning employer of choice offering outsourcing solutions that leverage Intelligent Automation (Artificial Intelligence & Robotic Process Automation) in more than 22 countries across the globe.

19 days ago

Kings Park, NY

$25,000–$65,000

The ideal candidate will have 5+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and financial services products, and basic financial planning concepts. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner.

30+ days ago

New York, NY

$80,000–$105,000 / year

SMBC), 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.

30+ days ago

Saddle Brook, NJ

$41,200–$76,800 / year

Among 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).

30+ days ago

New York, NY

$245,000–$330,000 / year

p>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.

1 day ago

$80,000–$90,000 / year

li>

Working 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.

30+ days ago

Jersey City, NJ

This 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.

18 days ago

New York, NY

$19.61–$24.51 / hour

Additionally, 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.

30+ days ago

East Rutherford, NJ

$19–$20 / hour

In 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.

19 days ago

Purchase, New York

• Executing money movement transactions at the request of the client and/or FA/PWA • Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit).

30+ days ago

Jersey City, NJ

li>

Teamwork - 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.

30+ days ago

Purchase, New York

Our 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.

17 days ago

$120,000–$198,000 / year

For 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.

30+ days ago

Great Neck, NY

$61,280–$85,520 / year

li>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.

30+ days ago

New York, NY

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. 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.

30+ days ago

$34,320–$90,000 / year

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

30+ days ago

New York, NY

$80,000–$100,000 / year

A high-growth, innovation-driven organization is building out its field-facing talent and is seeking a top-tier Technical Client Services Associateto take ownership of critical customer relationships and drive operational excellence in the field. You’ll be embedded in customer operations, influencing outcomes, solving complex problems, and directly contributing to revenue through service, upgrades, and parts solutions.

30+ days ago

New York, New York

Remote

$45,000–$65,000 / year

div>

Key Responsibilities:

Assist clients with vacation research, travel options, and itinerary coordination

Support the reservation process for flights, hotels, cruises, and vacation packages

Communicate professionally with clients regarding travel details and timelines

Review booking information for accuracy and completeness

Maintain organized client records and documentation

Provide follow-up support before and after travel

Qualifications:

Strong written and verbal communication skills

Detail-oriented with solid organizational abilities

Comfortable using online systems and digital tools

Ability to manage responsibilities independently in a remote environment

Previous customer service, hospitality, or administrative experience is beneficial but not required

What We Offer:

Structured onboarding and training program

Access to booking systems and travel supplier resources

Flexible remote work environment

Supportive 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 year

We 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.

Position Overview:

We are seeking a Client Service Associate to support customers with travel coordination, reservation assistance, and overall service excellence.

3 days ago

Paramus, New Jersey

Our 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) .

5 days ago

New York, New York

Under 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. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

3 days ago

Remote

$23–$31 / hour

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.

30+ days ago

Remote

$20–$28 / hour

Responsibilities: 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.

30+ days ago

Remote

$85,000–$120,000 / year

As 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.

18 days ago

Brooklyn, NY

$20–$25 / hour

This 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.

28 days ago

New York, NY

Under 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.

30+ days ago

$80,000–$95,000 / year

This role involves a broad range of responsibilities, including managing client inquiries and requests, preparing investor materials and reports, overseeing operational activities related to client accounts, and supporting the marketing and fundraising efforts for TCW's private funds. The ideal candidate will possess a strong understanding of alternative investments, excellent client service skills, and the ability to collaborate effectively with various internal departments to ensure a positive client experience.

30+ days ago

$34,320–$90,000 / year

Our 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).

23 days ago

Remote

$51,000–$60,000 / year

We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location.

30+ days ago

$75,000–$95,000 / year

p>The Sales Associate / Client Service Associate will provide high-touch client service, sales support, operational coordination, and select trading support to a Wealth Management team serving executives, founders, private company clients, financial sponsors, PE/VC professionals, and high-net-worth relationships, with a focus on biotech and healthcare. The individual should be comfortable communicating with sophisticated clients by phone and email, managing tone appropriately, and supporting Financial Advisors with client service, business development, account administration, planning coordination, and trading-related workflows, including 10b5-1 trading plans.

14 days ago

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Client Service Associate Jobs in Stamford, CT

Registered Client Service Associate Stifel Financial Corp

Registered Client Service Associate Stifel

Registered Client Service Associate - Greenwich, CT Raymond James Financial Inc

Registered Client Service Associate Ameriprise

Registered Client Service Associate - Paramus, NJ LPL Financial Holdings Inc

Registered Client Service Associate Morgan Stanley

Registered Client Service Associate Citigroup Inc

Registered Client Service Associate (Jericho, NY) Oppenheimer Holdings Inc

Senior Registered Client Service Associate - New York, NY Raymond James Financial Inc

Registered Client Service Associate, Bilingual Spanish/English Preferred Citigroup Inc

Client Service Associate Corps Team

Client Service Associate Fortress Investment Group LLC

Portfolio Administration & Client Service Associate - Spectrum Asset Management Principal Financial Group Inc

Portfolio Administration & Client Service Associate – Spectrum Asset Management Principal Financial Group

Client Service Associate Edelman Financial Engines LLC

Client Service Associate, Shared Support Team Edelman Financial Engines LLC

Client Service Associate redShift Recruiting

Cash Management Client Service - Associate Sumitomo Mitsui Banking Corp

Temporary Client Services Associate Berklee College of Music

Client Service Associate Redshift Recruiting LLC

Client Service Associate SPS-North America

Client Service Associate - Kings Park, NY Kestra Financial Independent Advisor

Cash Management Client Service - Associate SMBC

Client Service Associate, Business Insurance Marsh & McLennan Companies Inc

Private Client Services Associate Attorney Pernini Recruiting Company

Sr Client Service Associate Wealth Enhancement Group LLC

Latin America Private Bank - Senior Client Service Associate JPMorgan Chase & Co

Client Services Associate Saks Fifth Avenue - New York

Client Services Associate SPS-North America

Client Service Associate Morgan Stanley

Client Services Associate - Jersey City, NJ (Onsite) Collectors Holdings, Inc.

Part time Client Service Associate Morgan Stanley

Client Service Associate Fiserv Inc

Client Services Associate Citigroup Inc

Client Service Associate (Midtown East, NY) Oppenheimer & Co. Inc.

Private Wealth Management Registered Client Service Associate Morgan Stanley

Technical Client Services Associate | NYC Metropolitan Area Daley and Associates

Fully Remote | Client Service Associate – Travel Industry Destination Careers

Private Wealth Management Client Service Associate Morgan Stanley

Client Service Associate TIAA

Client Services Associate II Guardant Health Inc

Client Services Associate I Guardant Health Inc

Sr. Client Services Associate Phreesia Inc

Client Service Associate Hanover Bancorp Inc

Client Service Associate Axelon

Client Service Associate (Midtown East, NY) Oppenheimer Holdings Inc

Client Services Associate The TCW Group, Inc.

PWM Client Service Associate Morgan Stanley

Client Service Associate, Billing (Hybrid NYC) NFP Corp

Sales Associate / Client Service Associate - Wealth Management Jefferies Financial Group Inc

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