Client Service Associate Jobs

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887 Client Service Associate jobs found on Monster.

Jobs 1 to 20 of 887
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 service. You perf...
Job Description Financial Investment firm seeks a polished and professional temp-perm candidate for their Client Services Associate role. This position will start off paying $15/hr on a temporary basis while the person goes through training. On a permanent basis the salary will be $40-45K DOE. They only want to see candidates who are interested in staying in a Client Services role for a few year...
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 service. You perf...
Summary This role is a great opportunity for an experienced Client Services Associate looking to work for a leading global investment bank in San Diego, CA. Client Details Our client is a leading global investment bank, looking to fill a Client Services role in their San Diego office. Description Work with the branch management team in order to find new market research Resolve client inquiri...
HFG, a part of Kemmons Wilson Companies, seeks an experienced and skilled Executive Assistant to support the President of the company and provide service to key clients of the company. Experience in the life/health insurance/ employee benefits industry would be ideal. Outgoing personality, administrative excellence and team orientation are essential traits. HFG is a 30+ year old insurance/employe...
Do you want to be part of a services company with both a proven record of success and planned growth? TriNet is a leading provider of a comprehensive human resources solution for small to medium-sized businesses. We enhance business productivity as a human resources partner, managing HR so clients can focus on operating and growing their core business. Our HR solution includes payroll processing, ...
Company Confidential Houston, TX, 77065
Training program for sales or administration career. Help our office format financial plans for prospective clients detailing current cash flow projections and providing alternate solutions for clients to realize future financial goals. Accept and process deposits, withdrawals and payments for various investment accounts and handle other over the counter and mail transaction processing as needed. ...
Job Description Well established, successful, wealth management and financial planning firm needs a Client Services Associate to assist the principals/brokers in all aspects of their business. Responsibilities include the following: · Interact directly with clients, vendors and various internal departments. Responsible for researching and resolving issues in a timely manner and communicating to ...
56 Jefferson Ave., 2nd Floor Westwood, NJ 07675 www.ModeraWealth.com 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. Recognized as one of the top Registered Investment Advisors (RIAs) in the country, Modera Wealth Management, LLC is an independent, fee-only firm that provi...
Our client on the North Shore is seeking Client Services Associates to join their team. These roles are responsible for managing a heavy caseloads and building strong client relations. Candidates must be comfortable working in a high volume-deadline driven environment. This is a team driven culture and will be supported by various departments. Ideally candidates should have 2 years work experience...
Tamarac, a division of Envestnet, Inc. (NYSE:ENV), is a leading independent provider of technology-enabled investment and practice management solutions for independent financial advisors, as well as small and mid-sized financial advisory firms and larger financial institutions. Our software empowers our clients to transform the precision and efficiency of their back office operations including, t...
A Client Associate services clients and provides operational and administrative support to Financial Advisors. Key Responsibilities: * Educate clients on account services and capabilities * Input data in to financial planning tools * Assist with the preparation of reports and other materials for client meetings * Ensure appropriate documentation is collated for new accounts and service reques...
Company Confidential New Bern, NC, 28562
Office CLIENT SERVICES ASSOCIATE Full time, 2 or 4 year degree, experience in MS Office Excel, excellent phone & professional skills required. Salary commensurate with experience. 401K. EMAIL RESUME TO: professionalassist@ embarqmail.com...
Key Deliverables: * Leverage communications channels to enhance relationships with clients * Maintain management systems with up to date client information * Organize logistics for team marketing events and maintain marketing materials * Provide team with calendar detailing daily, weekly and monthly activities * Identify service opportunities for clients...
Tamarac, a division of Envestnet, Inc. (NYSE:ENV), is a leading independent provider of technology-enabled investment and practice management solutions for independent financial advisors, as well as small and mid-sized financial advisory firms and larger financial institutions. Our software empowers our clients to transform the precision and efficiency of their back office operations including, t...
Do you want to be part of a services company with both a proven record of success and planned growth? TriNet is a leading provider of a comprehensive human resources solution for small to medium-sized businesses. We enhance business productivity as a human resources partner, managing HR so clients can focus on operating and growing their core business. Our HR solution includes payroll processing, ...
LoopNet, now part of The CoStar Group, is currently looking for a Client Services Associate to join the CS team in our San Francisco office. In this role you will provide front line support to clients. It will be your responsibility to educate, inform and offer solutions to user problems with regards to the products and services LoopNet offers. You will be responsible for troubleshooting those pro...
Do you want to be part of a services company with both a proven record of success and planned growth? TriNet is a leading provider of a comprehensive human resources solution for small to medium-sized businesses. We enhance business productivity as a human resources partner, managing HR so clients can focus on operating and growing their core business. Our HR solution includes payroll processing, ...
Our client, a mid-sized Boston based private investment manager, is looking to add to staff. They are seeking a Client Services Associate to play a key role in the Client Service Support Team. Specific responsibilities of this position include but are not limited to: production of client and new business materials; assist with meeting preparation by researching client/prospect information and gath...
Company Confidential Itasca, IL, 60143
CLIENT SERVICE ASSOCIATE Job Description: This is a full-time, salaried position providing dedicated administrative support to a financial advisor. The position requires frequent client contact typically by telephone, in-person, through written correspondence and by email. This individual will often be a frequent point of contact with the firm, making him/her a key contributor to client satisfac...

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Some College Coursework Completed
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(450 Respondents)
Source: Monster.com Careerbenchmarking Tool

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