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An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. Client Interaction: Maintain regular and proactive contact with clients regarding new account documents, LOAs, account updates, checks and wires, account performance, trade activity, transfers, statement inquiries, research, fees, objective changes, portfolio market values, stock quotes, online access, etc.

YEAR

Neuberger Berman Group LLC

Client Associate - Neuberger Wealth

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ADAPTED_NOW

Located in the iconic LeFrak City residential community in Queens, this Leasing Renewals Associate opportunity offers the chance to join a team-driven organization known for its commitment to excellence, professional development, and outstanding customer service. The Leasing Renewals Associate is responsible for supporting the resident retention process by coordinating lease renewal activities, maintaining accurate records, and providing exceptional customer service.

Founded in 1995, Atrium is a WBENC‑certified leader in Extended Workforce Management and Talent Solutions that partners with the world's largest brands to reimagine how work gets done. By blending technology with human expertise, Atrium delivers high‑impact talent and supports dynamic contingent workforce programs at scale.Atrium services span four core divisions. Talent Solutions redefines staffing by rapidly connecting clients with exceptional talent. AtriumWORKS™ serves as the execution engine, designing and operating complex workforce programs, including Managed Service Provider solutions, Employer of Record and Agent of Record Payrolling, Direct Sourcing, Early Talent Administration, Independent Contractor (IC) Compliance, Statement of Work management, and Recruitment Process Outsourcing. HR Advisory Services delivers agile, customizable enterprise, project‑based, and hourly people operations consulting. Atrium Innovation Research™ (AIR), an internal technology product incubator, transforms workforce challenges into scalable, market‑ready solutions.Learn more at <a href="www.atriumglobal.com">www.atriumglobal.com</a>.

Atrium

Leasing Renewals Associate

Hireclix Atrium Staffing

The ideal candidate will have good understanding of broker/dealer operations and financial services products, including but not limited to equities, bonds, mutual funds, annuities, insurance, and managed accounts. This successful candidate will have excellent customer service and problem solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner.

Kestra Financial Independent Advisor

Client Services Associate (CSA), Highland Rim Wealth Management

Workable

Across North America, we help clients enhance workplace experiences and business operations through services including workplace support, physical and digital mailroom solutions, intelligent document processing, reception and concierge services, and other business support offerings. Note: Please inquire with the Human Resources team for benefit offerings per role as regular positions that routinely are under 30 hours/week may have a different benefit offering.

Client Service Associate

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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.

HOUR

Collectors Universe, Inc.

Client Services Associate - Santa Ana, CA (Onsite)

Client Services Associate, Beckett

Answer and route incoming calls (50–200/day), providing clear, friendly help with account and order related inquiries, and booking appointments. We’re looking for a Client Services Associate to join our growing team and be the friendly, helpful voice of our company.

Stacks Bowers Galleries

Client Services Associate

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A successful candidate will have the ability to effectively communicate with clients and team members, excellent attention to detail, strong written and verbal communication skills, an energetic and positive attitude, and a willingness to learn. Track and updates client-related information in SharePoint and Salesforce including but not limited to contact information, investment advisory agreements, client-related notes and correspondence and other relevant information or documentation.

Waverly Advisors

A successful candidate will have the ability to effectively communicate with clients and team members, excellent attention to detail, strong written and verbal communication skills, an energetic and positive attitude, and a willingness to learn. Tracks and updates client-related information in SharePoint and Salesforce including but not limited to contact information, investment advisory agreements, client-related notes and correspondence and other relevant information or documentation.

Senior Client Service Associate

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.

Morgan Stanley

PWM Registered Client Service Associate

Backed by a global network of more than 2 million experts and over 1,600 employees, Guidepoint delivers real-time access to expertise, primary research, and actionable knowledge that help organizations make informed decisions. Lead cold outreach, phone-based vetting, and screening conversations with experts to evaluate their fit for specific client projects and prepare high-quality profiles for client consideration.

Guidepoint Global

Client Service Associate (Class Of 2027)

This is an exciting opportunity for a polished and dedicated client service professional to gain exposure to complex wealth management strategies, collaborate with a high-performing, collaborative advisory team, and play an integral role in the continued growth and success of a leading wealth management practice. This highly visible position offers the opportunity to partner closely with experienced Wealth Managers and serve a sophisticated, high-net-worth client base, helping deliver an exceptional client experience at every stage of the relationship.

Citizens Financial Group Inc

Private Wealth, Client Associate (San Francisco, CA)

Duties: Our production workers work on the packaging lines filling hoppers, loading cardboard onto tray forming machines, visually inspecting product for defects, and stacking boxes of finished product onto pallets. Perks & Benefits: Casual Dress Code, Other on the spot perks, Paid Training, Weekly paychecks, Direct Deposit or Cash Card pay options, Medical / Dental Insurance, Paid Sick Leave, Referral Bonus (Restrictions Apply).

SMX, LLC

Production Associate

Staff Management SMX

The Senior Client Service Associate reports directly to the Financial Planner and manages the firm’s client service operations, overseeing support staff and enhancing the client experience through proactive service, problem resolution, and operational excellence. 5+ years of experience in financial services , with a solid understanding of broker-dealer operations and investment products (equities, bonds, options, mutual funds, annuities, insurance, managed accounts).

Senior Client Service Associate - Mission Financial Planners

In accordance with department policies and procedures, the cook is responsible for the preparation and serving of high-quality food in a timely, efficient, sanitary and consistent manner; operating and cleaning kitchen equipment; and maintaining the organization and cleanliness of the kitchen and service areas. Pyramid Healthcare offers comprehensive behavioral healthcare defined by supportive environments that offer patients the strength they need to overcome life’s challenges.

Pyramid Healthcare

Kitchen Associate (Part-Time)

Doeren Mayhew Assurance, PC is a licensed independent CPA firm that provides attest services to its clients, and Doeren Mayhew Advisors, LLC and its subsidiary entities provide tax and business consulting services to their clients. The role serves as a trusted advisor to clients, exercises professional judgment on accounting and assurance matters, supports engagement quality and profitability objectives, and contributes to employee development through coaching, mentoring, and leadership.

Doeren Mayhew & Co., P.C

Senior Audit Associate (Client Service)

Under the direction of the Departmental Practice Leader and in compliance with the firm's mission and values, the Internal Audit (IA) Senior Associate assists the Financial Institution Group's (FIG) client engagement teams to identify and evaluate processes and risks to determine the design and effectiveness of internal controls. Doeren Mayhew Assurance, PC is a licensed independent CPA firm that provides attest services to its clients, and Doeren Mayhew Advisors, LLC and its subsidiary entities provide tax and business consulting services to their clients.

Senior Internal Audit Associate (Client Service)

Kitchen Associate (Full-Time)

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Associate Attorney (Labor & Employment)

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Client Service Associate Jobs in the United States

Client Associate - Neuberger Wealth Neuberger Berman Group LLC

Leasing Renewals Associate Atrium

Client Services Associate (CSA), Highland Rim Wealth Management Kestra Financial Independent Advisor

Client Service Associate SPS

Client Services Associate - Santa Ana, CA (Onsite) Collectors Universe, Inc.

Client Services Associate, Beckett Collectors Universe, Inc.

Client Services Associate Stacks Bowers Galleries

Client Service Associate Waverly Advisors

Senior Client Service Associate Waverly Advisors

PWM Registered Client Service Associate Morgan Stanley

Client Service Associate (Class Of 2027) Guidepoint Global

Private Wealth, Client Associate (San Francisco, CA) Citizens Financial Group Inc

Production Associate SMX, LLC

Senior Client Service Associate - Mission Financial Planners Kestra Financial Independent Advisor

Kitchen Associate (Part-Time) Pyramid Healthcare

Senior Audit Associate (Client Service) Doeren Mayhew & Co., P.C

Senior Internal Audit Associate (Client Service) Doeren Mayhew & Co., P.C

Kitchen Associate (Full-Time) Pyramid Healthcare

Associate Attorney (Labor & Employment) Jobot

Associate Attorney - Real Estate Jobot

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