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Client Service Associate Jobs

868 jobs

Desire to work with clients across a spectrum of industries? Enjoy interacting with C-level executives? Eager to launch a rewarding career? If so, we need to talk!... Due to growth, we are currently seeking a qualified Client Service Associate to join our team of dedicated professionals. In this mission critical positon, we will rely on you to support our CEO and Managing Director in engaging ...
Desire to work with clients across a spectrum of industries? Enjoy interacting with C-level executives? Eager to launch a rewarding career? If so, we need to talk!... Due to growth, we are currently seeking a qualified Client Service Associate to join our team of dedicated professionals. In this mission critical positon, we will rely on you to support our CEO and Managing Director in engaging ...
Desire to work with clients across a spectrum of industries? Enjoy interacting with C-level executives? Eager to launch a rewarding career? If so, we need to talk!... Due to growth, we are currently seeking a qualified Client Service Associate to join our team of dedicated professionals. In this mission critical positon, we will rely on you to support our CEO and Managing Director in engaging ...
Responsible for providing, prompt, accurate, and courteous response to preferred banking clients' inquires. Work effectively with team members to maximize customer service and to resolve client needs. Ask questions to understand clients full banking needs, interact with other banking departments to ensure complete banking needs are met. Demonstrate versatility and customer responsiveness by perfor...
Arthur J. Gallagher & Co., one of the world's largest insurance brokers, provides a full range of retail and wholesale property/casualty (P/C) brokerage and alternative risk transfer services globally, as well as employee benefit brokerage, consulting, and actuarial services in the United States. We also offer claims and information management, risk control consulting, and appraisal services to cl...
Arthur J. Gallagher & Co., one of the world's largest insurance brokers, provides a full range of retail and wholesale property/casualty (P/C) brokerage and alternative risk transfer services globally, as well as employee benefit brokerage, consulting, and actuarial services in the United States. We also offer claims and information management, risk control consulting, and appraisal services to cl...
Position Summary: The Client Services Associate is responsible for servicing ProFunds Financial Professionals and ProShares Investors and Financial Professionals on a daily basis while simultaneously supporting the Head of CS in oversight of specific projects. Essential Job Functions[1]: Provide exceptional service to inbound calls from Financial Professionals and Self Directed Investors. Serv...
Client Service Associate-TPA - #219608 Job Area: All Other Business Area: Pension Location: IA - Mason City, WA - Spokane Career Category: Recent College Graduate, Experienced Professional Full/Part Time: Full Time Regular/Temporary: Regular Date Posted: 07/20/2016 Responsibilities: Establish and maintain effective relationships with Retirement plan clients to ensure profitability f...
Client Service Associate- Spokane - #219588 Job Area: All Other Business Area: Pension Location: WA - Spokane Career Category: Recent College Graduate, Experienced Professional Full/Part Time: Full Time Regular/Temporary: Regular Date Posted: 07/19/2016 Responsibilities: Principal Financial Group is currently seeking a Client Service Associate. Grow your career with a FORTUNE 500 c...
Local fixed income investment advisory firm is hiring a Client Services Associate. Desired Skills: · Must possess strong organizational skills · Detail oriented · Meet deadlines and work well in a fast-paced team environment · Be professional with strong relationship building and communication skills Responsibilities: · Assisting the Client Services Managers with responding to client inquir...
Company Confidential
A growing, values-based financial advisory practice, is seeking a full-time Client Service Associate Responsibilities: Provide exceptional client service while receiving and responding to client requests. Manage advisor’s calendarand set up client meetings Ensure files are prepared for advisor in advance of client meetings. Follow up on all action items. Open new client accounts; process acc...
Are you a great service-oriented person but feel "stuck" in an environment where you're not fully appreciated? Would you like to work where your skills can be fully utilized? If so - this might be the position you are looking for! Position Overview/Summary The Client Services Assistant position is a critical role designed to support a wide range of the Prosperity Financial Group’s functions an...
Arthur J. Gallagher & Co., one of the world's largest insurance brokers, provides a full range of retail and wholesale property/casualty (P/C) brokerage and alternative risk transfer services globally, as well as employee benefit brokerage, consulting, and actuarial services in the United States. We also offer claims and information management, risk control consulting, and appraisal services to cl...
Xerox is the world's leading enterprise for business process and document management. Its services, technology, and expertise enable workplaces - from small businesses to large global enterprises - to simplify the way work gets done so they operate more effectively and focus more on what matters most: their real business. Xerox offers business process outsourcing and IT outsourcing services, inclu...
A Fortune 300 professional services firm is seeking candidates for a Client Services Associate in Norwood, MA. If you are looking to continue your career with a nationally-known company and feel you meet the below requirements, please send your resume for consideration today! Position: Client Services Associate Location: Norwood, MA 02062 Hours: Full-time, M-F 9am-5pm Description: Serving as ...
BDO’s Core Purpose is Helping People Thrive Every Day. Our Core Values reflect how we manage our work, our relationships and ourselves. As an employee of the firm, you will live true to our Core Values of people first, being exceptional every day in every way, embracing change, feeling empowered through knowledge and choosing accountability. Our Core Values are the standards by which we conduct ou...
CLIENT SERVICES ASSOCIATE FOR A WEALTH MANAGEMENT PRACTICE Our Ideal Candidate will possess the following skills: High level of organization Good customer service and phone skills Ability to work quickly and efficiently Ability to prioritize Takes initiative Quick learner Ability to multi-task Strong attention to detail Proficient in Microsoft Office Quick typing skills Proactive (v. r...
The Client Service Associate will be the point of contact for all client service related needs, including support to one or more Financial Planners. Will provide service on all accounts, from opening new accounts to handling active client requests and questions. Will be relied on heavily for both professional and personal support in a fast-paced environment. This is a client service position with ...
Our client, a top investment management firm in the Loop, is seeking a qualified Client Services Associate to assist their wealth management team. The position will focus on working directly with clients with $25M or more in investable assets, executing and reconciling trades and other related transactional work. This position is salaried. There is a lot of opportunity to growth within the firm in...
Capital Growth, Inc., an established financial planning and investment advisory firm which employs 7 advisors and 3 administrative staff is seeking a full time Client ServiceAssociate. The salary range is $50,000-$65,000+. The company website is CapitalGrowthInc.com. Job description: We are seeking someone that has comprehensive knowledge and formidable experience in assisting advisors in a fi...