7418 client associate jobs found

Vaco is hiring for a Client Service Associate for two Advisors launching their own firm in the Indianapolis market. The Client Service Associate (CSA) will support two financial advisors. The tasks performed by the client associate include sharing sales knowledge with customers and associates, supporting the administrative tasks of financial advisers, maintaining client account information, and lending assistance to financial advisers for special projects and urgent account tasks. They are also responsible for interacting with customers and associates in person, on the phone, and via e-mail, as well as opening new customer accounts and establishing new customer portfolios. The client associate will also provide support for existing customer accounts and portfolios, as well as generate reports and data for accounts and portfolios. MUST HAVES: Undergraduate degree preferred, Minimum of 3+ years professional experience. Series 7 & 63/65 or 66 registration - NOT A MUST HAVE -...

Acadian Asset Management LLC is a Boston-headquartered investment management firm with wholly owned affiliates located in Singapore, London, and Sydney. As of December 31, 2024, the firm managed approximately US$117 billion on behalf of major pension funds, endowments, foundations, governments and other investors based in the U.S. and abroad. Position Overview: We are seeking a Client Service Associate to join our North America Client Service team. Client Service Associates support Relationship Managers by helping to plan client calls and meetings, gather and review meeting materials, communicate with clients, write meeting notes, execute follow-up, uncover potential cross-sell opportunities, and ensure a best-in-class client experience. The candidate should be a dedicated, self-motivated, detail oriented, and confident individual who is interested in the financial industry and seeks a long-term path into institutional client service, sales or consultant relations. Our...

Location: 93 N Middletown Rd - Pearl River, New York 10965 Job Summary The Associate Private Client Advisor partners and assists Private Client Advisors with a focus on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts when providing investment solutions to new and existing clients. Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and maintain strong working relationships with all partners. Responsibilities Focusing on planning, will partner with a Private Client Advisor in the coordination and delivery of all aspects of investment product delivery within assigned Branch(s) for the Mass Affluent clients including client management, service delivery and other resources in order to maximize needs- based sales production. Be an active member of the Branch team. Assist Private Client Advisor in engaging licensed and non- licensed Branch personnel...

Acadian Asset Management LLC is a Boston-headquartered investment management firm with wholly owned affiliates located in Singapore, London, and Sydney. As of March 31, 2025, the firm managed approximately US$121 billion on behalf of major pension funds, endowments, foundations, governments and other investors based in the U.S. and abroad. Position Overview: We are searching for a Senior Client Communications Associate who will be responsible for crafting well-written and compelling responses to Requests for Proposals (RFPs) and client and consultant questionnaires as well as maintaining a content management system. The ideal candidate will have strong writing skills, analytics experience, and the ability to keep to deadlines. This role is ideal for someone who enjoys learning and interacting with various teams within the firm including, Client Service, Consultant Relations, Sales, Client Reporting, Compliance and the Investment/Research team. Additionally, the Senior...

About the Role: Grade Level (for internal use): 07 About the Role: Client Services Associate, Capital Markets Location : Denver, CO Hybrid: This position offers a hybrid work schedule. * This role is limited to individuals with an indefinite right to work in the United States* The Team: Join our dynamic Capital Markets Client Services team, where you will enhance your financial acumen, develop expertise in S&P products, and refine your problem-solving and communication skills. In this collaborative environment, you will play a vital role in assisting clients with issue resolution, data interpretation, and navigation of the Capital IQ and Capital IQ Pro platforms. You will also collaborate with various internal teams, including Sales, Content, Product, and Technical Support, to ensure our clients receive exceptional service. Responsibilities and Impact: Upon completion of an intensive 1-2 month training and mentorship program, you will begin engaging...

Client Advisor_Luxury Sales Associate We are Sorrel Sky Gallery , a nationally recognized fine art gallery with locations in Durango, CO; Santa Fe, NM; SoHo NYC; and East Hampton, NY. We have an amazing opportunity available for an experienced Client Advisor_Luxury Sales Associate with strong sales ability to join our team. This is not your average 'sales' position— it’s an opportunity to represent renowned artists, build meaningful relationships with discerning collectors, and be part of a dynamic, creative team. If you have an entrepreneurial spirit and the idea of it being a’ new and different day’ every day excites you - we want to hear from you! To be successful in this role, you must be fearless, adventurous and poised in your sales approach, with a drive to succeed. We are seeking an individual who is fully engaged and present in building client relationships and assisting in the day-to-day running of the gallery as part of a small team. We’ve listed our ‘ideal...

Position Title: Client Services Associate (WM) Locations: Effingham_IL Time Type: Full time Req ID: JR1021-Effingham_IL At Midland, we’re proud to be a little different. You can see it in our bright orange signs-but there’s more to it than that. With our heartfelt and personalized approach, we’re focused on meeting every customer’s needs with the brightest solutions. For more than 140 years, we’ve learned by serving customers skillfully with dedication and follow-through, we can brighten every interaction to drive our collective success. And this goes beyond traditional banking. We foster programs that empower our communities, continuously invest in our employees, and actively pursue brighter futures for all. Our humble ambition keeps us growing, giving back, and looking ahead. We’re innovating and optimizing our services to ensure we stay unique - providing strength you can count on with heart you can feel. You might say we’re unlike any other bank. And you’d be...

This job was posted by https://illinoisjoblink.illinois.gov : For more information, please see: https://illinoisjoblink.illinois.gov/jobs/12791133 Full Job Description Our client, a private equity firm, is looking for a full-time Client Marketing Associate to join their team!\ This is a hybrid role, and will be onsite at their Chicago office Tuesdays, Wednesdays, and Thursdays. *Preference to background in private equity but open to prior experience in other connected verticals including all financial services, investment banking or real estate. This is an analytics heavy role so they are not open creative backgrounds. The Client Marketing Associate will:\ -develop clear, client-focused content that improves relationships with partners across channels, and coordinate the marketing of product launches, creation of fundraising content, and marketing materials\ -create / disseminate presentations, and design / maintain fund brochures, market outlooks, conference materials,...

We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) As a Senior Client Service Associate , you will support Private Wealth relationship management efforts by delivering exceptional service to clients. You'll respond to client inquiries, coordinate onboarding and account maintenance, and collaborate with internal teams to ensure seamless execution. This role involves managing daily client communications, processing operational requests such as wires and address changes, and ensuring documentation and transactions align with regulatory and internal standards....

Location: 981 Route 6 - Mahopac, New York 10541 Job Description Preview Job Summary The Associate Private Client Advisor partners and assists Private Client Advisors with a focus on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts when providing investment solutions to new and existing clients. Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and maintain strong working relationships with all partners. Responsibilities Focusing on planning, will partner with a Private Client Advisor in the coordination and delivery of all aspects of investment product delivery within assigned Branch(s) for the Mass Affluent clients including client management, service delivery and other resources in order to maximize needs- based sales production. Be an active member of the Branch team. Assist Private Client Advisor in engaging...

Lensa is the leading career site for job seekers at every stage of their career. Our client, Guardian Life, is seeking professionals in Chicago, IL. Apply via Lensa today! Client Manager Associate, Select Market The Client Manager Associate, Select Market will assume overall responsibility for assisting Sales Representatives in the renewal process as well as recognizing opportunities to add additional lines of coverage to existing business. This position requires the individual to be an ambassador to the business and use best practices at all times. The Client Manager Associate is directly and/or indirectly accountable for activities associated with plan retention and Add Issue sales including, but not limited to, generating plan options and quotes for additional lines of coverage. The individual will proactively mine for Add Issue opportunities, as well as handle incoming renewal requests. A successful candidate demonstrates strong customer service acumen, strong...

Location: 318 West Columbus Avenue - Corry, Pennsylvania 16407 Job Description Preview Job Summary The Associate Private Client Advisor partners and assists Private Client Advisors with a focus on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts when providing investment solutions to new and existing clients. Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and maintain strong working relationships with all partners. Responsibilities Focusing on planning, will partner with a Private Client Advisor in the coordination and delivery of all aspects of investment product delivery within assigned Branch(s) for the Mass Affluent clients including client management, service delivery and other resources in order to maximize needs- based sales production. Be an active member of the Branch team. Assist Private Client Advisor in...

Position Overview Job Title Know Your Client (KYC) Case Manager Corporate Title Associate Location New York Overview As a Know Your Client (KYC) Case Manager, you will be responsible for, but not limited to, verifying client data, performing due diligence checks, reviewing KYC documentation, assessing risk, liaising with the Business and Compliance/Anti-Money Laundering (AML) teams, and advising on KYC requirements. In accordance with AML requirements, banks such as Deutsche Bank are obliged to perform KYC reviews on all new clients and conduct periodic reviews based on their risk category. These checks and reviews are made in strict accordance with regulatory requirements and the Bank’s internal policies. What We Offer You A diverse and inclusive environment that embraces change, innovation, and collaboration A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days Employee Resource...

Location: 318 West Columbus Avenue - Corry, Pennsylvania 16407 Job Description Preview Job Summary The Associate Private Client Advisor partners and assists Private Client Advisors with a focus on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts when providing investment solutions to new and existing clients. Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and maintain strong working relationships with all partners. Responsibilities Focusing on planning, will partner with a Private Client Advisor in the coordination and delivery of all aspects of investment product delivery within assigned Branch(s) for the Mass Affluent clients including client management, service delivery and other resources in order to maximize needs- based sales production. Be an active member of the Branch team. Assist Private Client Advisor in engaging licensed and...

Location: 981 Route 6 - Mahopac, New York 10541 Job Description Preview Job Summary The Associate Private Client Advisor partners and assists Private Client Advisors with a focus on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts when providing investment solutions to new and existing clients. Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and maintain strong working relationships with all partners. Responsibilities Focusing on planning, will partner with a Private Client Advisor in the coordination and delivery of all aspects of investment product delivery within assigned Branch(s) for the Mass Affluent clients including client management, service delivery and other resources in order to maximize needs- based sales production. Be an active member of the Branch team. Assist Private Client Advisor in engaging licensed and non- licensed...

Position Summary The Cerity Partners Family Office is seeking a driven, team-oriented Client Service Associate to support and grow with our team. In this role, you will partner with Advisors and internal specialists to help deliver family office services to UHNW individuals and families. The ideal candidate thrives in a fast-paced environment, has strong communication skills, meticulous attention to detail, and is passionate about developing a career in the industry. Primary Responsibilities Client & Team Support Provide exceptional service and foster trusted client relationships, exceeding client expectations Diligently track and organize client requests, ensuring all deliverables and deadlines are met Handle general administrative support (mailings, messenger services, scanning, faxing, etc.) Act as a backup to the office Administrative Assistant Communication & Coordination Serve as a primary point of contact for both external and internal...

Client Service Delivery Associate III Starting hourly rate of $21.00 per hour with a 3% annual bonus target Position Summary The Customer Care Associate role supports Guardian’s mission to keep our promises and serve more people by providing effortless and exceptional service to our voice/telephone inquiries from insured members, employers, brokers, and sales for benefits, billing, eligibility, claim status, and all other miscellaneous inquiries following process and procedures that provide accurate, complete, and thorough service resolution. When needed, this role investigates customers’ service issues and proactively resolves problems by documenting details of telephone conversations and the actions taken. Qualified candidates who move forward in the process can expect the following: An invitation to take a 15-minute candidate assessment will be sent via email through our third-party vendor, Glider. There will be a series of questions related to your...

We are seeking a detail-oriented and client-focused Client Services Associate to join our dynamic team. This position has a focus on monetary activity/money movement and is integral to ensuring a seamless client experience and efficient operational support. The ideal candidate will possess strong organizational skills, excellent communication abilities, and a proactive approach to problem-solving. Key Responsibilities: Client Support & Relationship Management: Serve as a point of contact for routine client inquiries and requests. Coordinate and confirm client appointments, prepare meeting materials, and track follow-up items. Maintain accurate and current client records in internal systems. Operational & Administrative Execution: Process account paperwork and client service tasks accurately and within expected timelines. Execute account maintenance tasks. Support onboarding of new clients. Collaboration & Internal Support: Work closely with...

Client Service Delivery Associate III Starting hourly rate of $21.00 per hour with a 3% annual bonus target Position Summary The Customer Care Associate role supports Guardian's mission to keep our promises and serve more people by providing effortless and exceptional service to our voice/telephone inquiries from insured members, employers, brokers, and sales for benefits, billing, eligibility, claim status, and all other miscellaneous inquiries following process and procedures that provide accurate, complete, and thorough service resolution. When needed, this role investigates customers' service issues and proactively resolves problems by documenting details of telephone conversations and the actions taken. Qualified candidates who move forward in the process can expect the following: An invitation to take a 15-minute candidate assessment will be sent via email through our third-party vendor, Glider . There will be a series of questions related to...

Join TBK Bank! At TBK Bank, a subsidiary of Triumph, we're a team of passionate, driven, collaborative, solutions-minded people who want to make a difference in the lives of our customers and communities. Our mission is to do well and to do good at the same time. We accomplish this by working together, because at the end of the day, TBK means striving for excellence, while delivering with humility. We thrive on providing exceptional customer service, and we look for friendly professionals dedicated to helping customers achieve their financial goals. ESSENTIAL DUTIES and RESPONSIBILITIES Responsibilities include: Profiles new and existing customers to better serve their financial needs; informs and advises customers of appropriate bank products/services that will make their life easier, save them time, or save them money. Provides exceptional customer service by standing to welcome the customer, using the customer’s name, taking responsibility for the customer,...

Lead Salesforce Developer Category: Software Development/ Engineering Main location: United States, Tennessee, Knoxville Position ID: J0725-0188 Employment Type: Full Time Position Description: We are growing rapidly and are looking for an experienced Lead Salesforce Developer to join our team in Chattanooga, TN or Knoxville, TN. As a Salesforce Developer at CGI, you'll work with our clients to enhance and streamline their Sales, Relationship, Service and Operations teams to deliver top-level service to end users while leveraging Salesforce best practices. We're a close-knit team that has access to global resources. You'll have the opportunity to explore a wide range of industries, technologies, and geographies, all while enjoying the personal touch that our local operating approach offers. Growth at CGI is driven by your goals, so if you're looking for an inclusive place where you're empowered to chart your own path, then we'd love to meet you....

Position Description We are growing rapidly and are looking for an experienced Lead Salesforce Developer to join our team in Chattanooga, TN or Knoxville, TN. As a Salesforce Developer at CGI, you’ll work with our clients to enhance and streamline their Sales, Relationship, Service and Operations teams to deliver top-level service to end users while leveraging Salesforce best practices. We’re a close-knit team that has access to global resources. You’ll have the opportunity to explore a wide range of industries, technologies, and geographies, all while enjoying the personal touch that our local operating approach offers. Growth at CGI is driven by your goals, so if you’re looking for an inclusive place where you’re empowered to chart your own path, then we’d love to meet you. Your future duties and responsibilities Building and delivering capabilities that enable the client associates to provide the best CRM experience using cloud-centered solutions. Being a partner in...

CLASSIFICATION/STATUS: Full Time, 40 hours, Exempt, Temporary Role (ASAP – October 2025) WORK LOCATION: Hybrid, Must be Massachusetts-Based (travel may be required for meetings, training, role/tasks, events within the New England states) DEPARTMENT: CSD – Communications & Media REPORTS TO: Director of Client Services Delivery JOB LEVEL: 5 - Associate Director AREAS OF OVERSIGHT: Leading the Communications & Media team, Client & Internal Digital Media Management, Public Relations, Media Buying & Campaign Execution SUPERVISORY RESPONSIBILITIES: 2.5 FTEs - Communications Manager, Digital Media Manager, Senior Communications Support WHO YOU ARE: YOUR ROLE & IMPACT AT ASG As part of a purposeful team at ASG, an integrated marketing agency that powers progress for corporations, nonprofits, government agencies, and the communities they serve, the Interim Associate Director of Communications & Media will play a pivotal role...

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM. We are offering a unique opportunity for a Supervisor with a background in accounting and/or financial planning and analysis (FP&A) to join our growing Technology Services Consulting Practice. This position is a client-facing role focusing on Corporate Performance Management (CPM) services and products. This Consultant will execute end-to-end implementations from system design through implementation and support. In addition to technical skills required, the role includes...