6090 client service associate jobs found

Who we are: Three Bearings Fiduciary Advisors® is a fee-only financial planning and investment management firm in southern New Hampshire. As certified financial planner (CFP) practitioners working as fee-only financial advisors, our only compensation is the fee paid by our client. We provide financial planning services and investment advice on behalf of our clients' best interest.​ We combine comprehensive financial planning, tax planning, and investment management to help our clients feel confident in reaching their goals. We also provide investment management and bookkeeping services to municipalities in New Hampshire. Opportunity: We are seeking a conscientious, client-focused Client Service Associate to join our small team. In this role, you will serve as a key point of contact for our clients, providing exceptional service while supporting our advisors with day-to-day administrative and operational tasks. This is an excellent opportunity for someone who thrives in a...

01 - 179193 jm *A financial organizational is seeking a Client Service Associate to join their team. You will work between 30 to 40 hours each week. * Job Duties: Schedule meetings Complete and send paperwork via DocuSign, email, and USPS Complete money movement transactions for clients Minor maintenance in our CRM Light marketing posting; eventually become our website and SalesForce onboarding administrator/trainer Perform other office duties as assigned Qualifications: Must have previous Client Service Associate experience; licenses not required Must have experience their custodial software with Charles Schwab, Salesforce, Docusign while having accurate data entry skills Must have an articulate, professional, and upbeat phone voice Must have excellent customer service, organizational, and communication skills Only candidates that can pass a background check and drug screen will be considered**....

I deal Locations : CA,WA,Oregon,Montana,Idaho.CO Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you'll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals. Job Overview: The primary role of the Client Service Associate (CSA) is to provide administrative support to an advisor or team of advisors, including daily, monthly, and annual tasks. The CSA helps the advisors maintain their practice and deliver positive results for the advisor's clients. The ideal candidate will have a strong attention to detail, excellent customer services skills (both verbal and written), and a proven ability to adapt to a changing work environment. Responsibilities: Assume ownership of inquiries and requests; communicate with internal...

Job Profile Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Client Service Associate within the PNC Private Bank, you will be based in Philadelphia, PA. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description Develops and maintains long term client relationships. Actively manages client expectations to ensure...

At Northland, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success. Summary of the Job: The Sr. Client Service Associate is a foundational initiative designed to cultivate and refine the sales skills of individuals in the early stages of their financial careers. This program is crucial in supporting a sales team focused on investment advisory, insurance, and fixed income sales. Participants will gain valuable hands-on experience, learn directly from industry professionals, and play an integral role in the ongoing success of the team. About This Role: · Client Support: Assist brokers in managing client accounts, including processing orders, responding to client inquiries, and providing general account support. · Administrative Tasks: Handle administrative duties such as scheduling meetings, maintaining client records, preparing...

Job Profile Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Client Service Associate within PNC's Private Bank organization, you will be based in Philadelphia, PA. The Client Service Associate serves as the primary point of contact for our clients and advisors in the execution of client servicing and administrative requests by initiating or completing activities across all PNC Private Bank products and services (Banking, Investment and Fiduciary). The Client Service Associate also partners with Advisors/Leaders on any client related activities. As the owner of the service experience, the Client Service Associate also partners closely with the...

Client Service Associate (Wealth Management) Garden City, NY | $70,000 – $85,000 base + bonus + benefits About the Role We’re working with a highly respected, boutique wealth management firm supporting high-net-worth individuals and families across Long Island. This is a Client Service Associate (CSA) role with strong exposure to financial planning and client relationship management — ideal for someone who wants to grow within a modern, technology-driven advisory firm. The team prides itself on delivering a highly personalized, detail-oriented client experience , with a strong emphasis on responsiveness, organization, and care. Key Responsibilities Provide day-to-day support to financial advisors and client relationships Manage client communications, service requests, and follow-ups Prepare documentation and assist with onboarding, account maintenance, and reporting Ensure all client interactions and updates are properly logged in CRM systems Assist...

Job Profile Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Client Service Associate within PNC's Private Bank organization, you will be based in Cleveland, OH. The Client Service Associate serves as the primary point of contact for our clients and advisors in the execution of client servicing and administrative requests by initiating or completing activities across all PNC Private Bank products and services (Banking, Investment and Fiduciary). The Client Service Associate also partners with Advisors/Leaders on any client related activities. As the owner of the service experience, the Client Service Associate also partners closely with the Advisors,...

Primary Responsibilities Frequent custodian interaction & paperwork processing. Process account openings, funding, deposit electronic checks, money movements, process tasks with Custodians. Schedule client meetings. Basic preparation and follow-up for client meetings. Prepare client forms and financial reports in advance of client meetings. Attend meetings to take notes and send a summary to both the client and the advisory team. Develop knowledge of investment accounts, products and the forms required to transact business. Assist with internal coordination across departments to ensure tasks/ follow up is completed in a timely manner. Responsible for cash transfers, wires, data maintenance, reporting and trading as needed. Ongoing maintenance and quality control of CRM. Organize advisory team meetings and events. Receive client calls and resolve questions/issues as needed. Execute client appreciation and retention activities. Required Qualifications:...

Job Description Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. The Client Service Associate is responsible for providing high level service delivery to trust and agency clients, Wealth Advisors, Investment Advisors, intermediaries and other qualified referral sources and distribution channels. The incumbent will support a large team of client facing individuals (Wealth Advisors, Investment Advisors, Financial Planners, Managers) to provide exceptional client service and administrative support. This position entails internal and external (client) communications, including answering the main WMD phone line on a rotating basis, participation in select client meetings, and interface with...

Location: 4900 Tiedeman Road, Brooklyn Ohio Job Summary The Client Service Associate (CSA) works in a centralized task queue environment supporting the Key Private Bank (KPB) regional sales teams by ensuring full completion of client transactions, assisting with identification and coordination and product delivery. The Associate consistently meets the needs of our high-net-worth clients by providing efficient service and problem resolution throughout each step of the KPB service and client experience process. Supports the KPB team to grow, expand and retain client relationships as well as provide a differentiated client experience, leading to higher client satisfaction and Net Promoter Scores. Essential Functions Support the Key Private Bank team in the delivery of the sales and client experience process by completing tasks in a centralized work queue, in a timely manner, shared across multiple markets. Service high-net-worth client accounts based on...

Location: 4900 Tiedeman Road, Brooklyn Ohio Job Summary The Client Service Associate (CSA) works in a centralized task queue environment supporting the Key Private Bank (KPB) regional sales teams by ensuring full completion of client transactions, assisting with identification and coordination and product delivery. The Associate consistently meets the needs of our high-net-worth clients by providing efficient service and problem resolution throughout each step of the KPB service and client experience process. Supports the KPB team to grow, expand and retain client relationships as well as provide a differentiated client experience, leading to higher client satisfaction and Net Promoter Scores. Essential Functions Support the Key Private Bank team in the delivery of the sales and client experience process by completing tasks in a centralized work queue, in a timely manner, shared across multiple markets. Service high-net-worth client accounts based on...

SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG’s shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges. In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization’s extensive global network. The Group’s...

About You Client-focused: You take pride in delivering high-touch, responsive service and building trusted relationships with clients and their families Detail-oriented: You maintain accuracy across documentation, systems, and follow-through while managing multiple priorities Collaborative: You enjoy partnering with Advisors and internal teams to deliver seamless, integrated client experiences The Role We’re looking for a service-oriented, detail-driven professional to join our Client Service team. In this role, you’ll serve as a consistent point of contact for clients and their families, supporting financial planning and lifestyle service needs through proactive coordination and execution. The ideal candidate thrives in a fast-paced, professional environment and is known for discretion, technical aptitude, and follow-through. What You’ll Do Deliver high-touch service and timely support to clients and their families in alignment with firm...

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/Career\ site\ FAQ-1758133253710.pdf) If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (careers@truist.com?subject=Accommodation%20request) (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: This is an in office position Monday - Friday....

At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has job to do for our clients. That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives. Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by...

Primary Responsibilities Frequent custodian interaction & paperwork processing. Process account openings, funding, deposit electronic checks, money movements, process tasks with Custodians. Schedule client meetings. Basic preparation and follow-up for client meetings. Prepare client forms and financial reports in advance of client meetings. Attend meetings to take notes and send a summary to both the client and the advisory team. Develop knowledge of investment accounts, products and the forms required to transact business. Assist with internal coordination across departments to ensure tasks/ follow up is completed in a timely manner. Responsible for cash transfers, wires, data maintenance, reporting and trading as needed. Ongoing maintenance and quality control of CRM. Organize advisory team meetings and events. Receive client calls and resolve questions/issues as needed. Execute client appreciation and retention activities. Required...

Primary Responsibilities Frequent custodian interaction & paperwork processing. Process account openings, funding, deposit electronic checks, money movements, process tasks with Custodians. Schedule client meetings. Basic preparation and follow-up for client meetings. Prepare client forms and financial reports in advance of client meetings. Attend meetings to take notes and send a summary to both the client and the advisory team. Develop knowledge of investment accounts, products and the forms required to transact business. Assist with internal coordination across departments to ensure tasks/ follow up is completed in a timely manner. Responsible for cash transfers, wires, data maintenance, reporting and trading as needed. Ongoing maintenance and quality control of CRM. Organize advisory team meetings and events. Receive client calls and resolve questions/issues as needed. Execute client appreciation and retention activities. Required Qualifications:...

Job Profile Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Client Service Associate within PNC's Private Bank organization, you will be based in Louisville, KY. The Client Service Associate serves as the primary point of contact for our clients and advisors in the execution of client servicing and administrative requests by initiating or completing activities across all PNC Private Bank products and services (Banking, Investment and Fiduciary). The Client Service Associate also partners with Advisors/Leaders on any client related activities. As the owner of the service experience, the Client Service Associate also partners closely with the...

The Private Wealth Client Service Associate is a client-facing role supporting Team Kaminsky within Neuberger's Private Wealth Management business. The Associate will serve as a primary point of contact for high-net-worth clients, delivering hands-on, high-touch administrative and service support across onboarding, account management, and day-to-day client needs. In addition, this individual will serve as a backup equity trader for the team, stepping in to execute trades in a disciplined and responsible manner when the team's primary trader is unavailable. The Associate will partner closely with Portfolio Management, Operations, Compliance, and Business Controls to ensure a seamless and rewarding client experience. Responsibilities: Serve as a primary service contact for existing and prospective private wealth clients, delivering responsive, high-touch support with strong follow-up and diligent execution Establish new accounts for individual and entity clients,...

Summary: As a member of a centralized client service group, the Private Client Service Associate will provide onboarding and client service support to Neuberger Berman Wealth Advisor, Portfolio Management and Trust Company teams. The Associate will partner with Compliance, Business Control and Operations as a point of service contact to ensure a highly efficient and rewarding client experience. Responsibilities: Coordinate with Neuberger Berman’s Private Wealth management teams to provide administrative and support services to new and existing clients. Establish new accounts for natural person and entity clients. Duties include: document preparation, KYC data gathering and review, performing quality control check before submission for approval, documentation, account funding and information follow up. Process account maintenance requests including: KYC updates (name changes, personal data updates, address changes, investment objective updates, etc.),...

Supports the client services management team and designated clients through a variety of tasks including gathering information and facilitating general client interactions. Utilizes multiple systems to monitor and resolve service-related items that arise to assist with timely completion of service items, annual non-discrimination testing, and other compliance related items. Works closely with 401(k) colleagues for continued education and development of 401(k) technical knowledge. What You'll Do As an Associate Client Services Specialist, you will: Monitor and maintain workflow tasks for assigned clients to ensure requests and services are completed within the required deadlines Monitor incoming email and voice messages while corresponding with clients to provide accurate information regarding employer contributions, payroll, and plan information Collect, verify, and update required customer information accurately within Sentry systems Develop and...

Supports the client services management team and designated clients through a variety of tasks including gathering information and facilitating general client interactions. Utilizes multiple systems to monitor and resolve service-related items that arise to assist with timely completion of service items, annual non-discrimination testing, and other compliance related items. Works closely with 401(k) colleagues for continued education and development of 401(k) technical knowledge. What You'll Do As an Associate Client Services Specialist, you will: Monitor and maintain workflow tasks for assigned clients to ensure requests and services are completed within the required deadlines Monitor incoming email and voice messages while corresponding with clients to provide accurate information regarding employer contributions, payroll, and plan information Collect, verify, and update required customer information accurately within Sentry systems Develop and...

Supports the client services management team and designated clients through a variety of tasks including gathering information and facilitating general client interactions. Utilizes multiple systems to monitor and resolve service-related items that arise to assist with timely completion of service items, annual non-discrimination testing, and other compliance related items. Works closely with 401(k) colleagues for continued education and development of 401(k) technical knowledge. What You'll Do As an Associate Client Services Specialist, you will: Monitor and maintain workflow tasks for assigned clients to ensure requests and services are completed within the required deadlines Monitor incoming email and voice messages while corresponding with clients to provide accurate information regarding employer contributions, payroll, and plan information Collect, verify, and update required customer information accurately within Sentry systems Develop and...