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Client Service Associate Jobs

1000+ jobs

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...
Job Description: Client/Payroll Service Associate - Up to $40K This is not your average ?payroll? position by any means. This is the opportunity to become a subject matter expert in everything from benefits, to 401Ks, and payroll compliance. No prior HR experience is required but some knowledge in the field will certainly help you pick up the training quicker! You will be the ?go-to? person for...
Client Services Coordinator Summary: The Client Service Coordinator will use a combination of experience, customer service skills and attention to detail to handle client inquiries, generate proposals and communicate with all departments of the company. A few certifications and recent awards include: • 50 Fastest Growing Companies in 2012 – Washington Business Journal • 50 Fastest Growing Wom...
Job Title: Client Service Account Coordinator Location: Devens, MA Type: Contract To Hire Pay Rate Min: $14.00 USD Pay Rate Max: $19.00 USD Job Description: We are in the hunt for another account coordinator in our client services group. We can go two different routes with this; either entry level paying in the ballpark of $14/hr, or, with some experience, but paying no more than 40K, or rou...
CLIENT SERVICES ASSOCIATE, AN ADMINISTRATIVE POSITION Pacific Ergonomics is a leading provider of ergonomic products and services. We are searching for an energetic associate who has a “can-do” attitude, is detail oriented with a focus on accuracy, and can deal effectively with any challenge that ends with happy internal and external customers. This is a critical role that is directly connected ...
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...
My client, a top investment management firm in San Francisco, CA 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 for growth within the...
Job Description – Client Services Associate - Group Employee Benefits About Us: We are Ricaedia, a New Jersey based employee benefits consulting / brokerage firm. We provide a comprehensive range of innovative employee benefit solutions including insurance products. We are committed to providing our clients with the highest level of individualized service. Our professional staff is comprised of...
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...
Client Service Associate – Entry Level Position with an opportunity to grow with the firm. The position will be located in our Saratoga Springs office. Responsibilities include working with our custodian Charles Schwab, working to help onboard new clients, assist with existing clients requests and technology questions, helping advisors with financial planning and assisting portfolio managers to pe...
Client Service Associate – Entry Level Position with an opportunity to grow with the firm. The position will be located in our Saratoga Springs office. Responsibilities include working with our custodian Charles Schwab, working to help onboard new clients, assist with existing clients requests and technology questions, helping advisors with financial planning and assisting portfolio managers to pe...
Company Confidential
A local financial planning firm is seeking a skilled Client Service Associate for our West Chester, PA location. The Client Service Associate provides full support to one or more Financial Planner, ensuring client satisfaction through direct contact with clients, vendors, and other operational employees, while adhering to regulatory standards. Responsibilities: Researching client issues Prepar...
Job Summary Your job, as a Client Service Associate, is to enhance the client experience by servicing clients and providing operational and administrative support to Financial Advisors. Your knowledge of firm policy, procedures and technology allows you to interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide exceptional serv...
Client Service Associate Wealth management firm provides highly customized and integrated wealth management solutions. The firms consultative process focuses on creating a comprehensive plan based on the client’s goals and objectives. Our advisors work closely with other professionals and strategic alliance partners to deliver wealth management strategies to help clients achieve their goals and o...
Fee-Only Financial Planning Client Service Associate (Evanston) © craigslist - Map data © OpenStreetMap Davis Street at Orrington Avenue (google map) compensation: Competitive and commensurate with skills and experience. employment type: full-time Fee-Only Financial Planning/Investment Advisory Client Service Associate Who are we? We are a well-established Registered Investment Advisory fi...
Company Confidential
An excellent opportunity to join the team at a high quality, financial advisory firm focusing on ultra high net worth clients. The individual would play an integral role in this small but growing firm providing analytical and operational support. The ideal candidate should possess strong organizational skills, be detail oriented and eager to learn. Requirements include at least five years work exp...
One of our clients is seeking a BILINGUAL (Spanish speaking) Client Services Administrator / Venue Coordinator in their Rye, NY location!! This is a DIRECT HIRE position, offering fantastic benefits (the company matches 100%!) and a competitive salary (will be disclosed upon consideration) Extremely generous with vacation and sick days as well Hours are 8:30-5:30 Monday - Friday The purpose of...
Client Service Associate Comprehensive wealth management firm with offices in Atlanta, Boston, Florida, and Northern NJ seeks a Client Service Associate to join its team. Modera Wealth Management, LLC is an independent, fee-only firm that provides clients with comprehensive financial planning and investment management. Modera has been featured in Inc. Magazine as one of America’s fastest growing ...
Job Title: Partnership Bookkeeper, Client Service Associate Job Functions and Responsibilities: Serve as liaison with audit firm regarding partnership accounting (K1s, audits, etc.) Maintain current values of multiple investment partnerships using standardized processes Transform QuickBooks data into Excel format for upload into other systems Consult with partnership managers to obtain value...
Property & Casualty (P&C) Client Service Associate, Marsh & McLennan Agency – New England (MMA) Summary This position is responsible for supporting the Commercial Lines Account Managers by performing a variety of functions necessary to the efficient operation of the Commercial Lines department. They will work with the Account Managers to maintain client accounts and to ensure client satisfaction...