client service associate Jobs in Garden City, New York

Client Service Associate / Paraplanner
New JerseyRIA Recruiting Client Service Associate/Paraplanner Personal Wealth Strategies, a well-established wealth management firm in the Hamilton, NJ area, seeks a talented and professional Client Service Associate/Paraplanner to join a fast-paced team. We are energetic, collaborative and client...Full Job Details
Client Service Associate Paraplanner
New JerseyRIA Recruiting Client Service Associate/Paraplanner Personal Wealth Strategies, a well-established wealth management firm in the Hamilton, NJ area, seeks a talented and professional Client Service Associate/Paraplanner to join a fast-paced team. We are energetic, collaborative and client...Full Job Details
Client Service Associate
New York, New YorkICON Consultants, Inc.This role can sit in Seattle or New York. Please put location in summary 3 days a week onsite. The Client Service team partners with the portfolio management team, operations, trading and distribution to provide a best in class service experience for all of our clients. We...Full Job Details
Senior Client Service Associate
New York, New YorkUBS Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Senior Client Service Associate to: • keep management systems up-to-date with client information • educate clients on account services and capabilities • help with the...Full Job Details
Client Service Associate
New JerseyTTI of USA, Inc. Position Overview The Client Service Associate (CSA) plays a critical role in supporting our financial advisory team and ensuring an exceptional client experience. As the primary point of contact for our clients, the CSA helps manage client communications, coordinates...Full Job Details
Client Service Associate
Garden City, New YorkSchulman Insurance Who We Are With unparalleled service, customized plans and client connections, Schulman Insurance Brokerage has achieved an enviable reputation and a high retention rate. We provide expert advice, flexible insurance services and continual support. We nurture our...Full Job Details
Summer Associate, Client Service, 2026
New York, New YorkAlphaSights Location: New York Start date: June 1, 2026 End date: August 7, 2026 Duration: 10 weeks Looking for an internship with commercial frontline responsibility and the opportunity to work on live client projects? Do you seek to have immediate personal impact? If so, our Summer...Full Job Details
Senior Client Service Associate
New York, New YorkBeacon Pointe Advisors Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Senior Client Service Associate (CSA) in our New York, NY office. The Senior CSA will join a highly talented team of institutional investment consultants and analysts that...Full Job Details
Senior Client Service Associate
Warren, New JerseyWealth Enhancement Group About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi...Full Job Details
Registered Client Service Associate
Cedar Knolls, New JerseyRaymond James Financial Services Job Description Money at Work, LLC: Money at Work, LLC is a full-service, personalized financial planning firm. Clients are our main priority, which is why we are growing our team and seeking a registered, team-oriented, high-performing Client Service Advisor to complement...Full Job Details
Client Service Associate
New York, New YorkPyramid ConsultingImmediate need for a talented Client Service Associate . This is a 06+months contract opportunity with long-term potential and is located in New York,NY(Hybrid). Please review the job description below and contact me ASAP if you are interested. Job ID:25-66693 Pay Range: $27...Full Job Details
Associate, Client Service, 2025
New York, New YorkAlphaSightsStart Dates Available: Spring & Summer 2025 Looking to start your career in a fast-paced commercial role? Seeking to have immediate personal impact with a clear career path ahead of you? If so, our Associate Program is the right choice for you. About AlphaSights We bring...Full Job Details
Client Service Associate
Greenwich, ConnecticutMorgan Stanley POSITION SUMMARY: Join our team as a Registered Client Service Associate, where your exceptional service skills will play a vital role in supporting our Financial Advisors (FAs) and Private Wealth Advisors (PWAs). In this position, you will cultivate trusted relationships...Full Job Details
Client Service Associate
Shelton, ConnecticutGallagher Introduction Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of...Full Job Details
Client Service Associate I
Shelton, ConnecticutGallagher Introduction Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of...Full Job Details
Client Service Associate
New York, New YorkGuidepoint Overview: The Client Service team connects Guidepoint's clients with subject-matter experts to better inform their business decisions. They take the time to understand each client's specific research needs and deliver the experts closest to the topic, often within hours....Full Job Details
Client Service Associate (Class of 2025)
New York, New YorkGuidepoint Overview: The Client Service team connects Guidepoint's clients with subject-matter experts to better inform their business decisions. They take the time to understand each client's specific research needs and deliver the experts closest to the topic, often within hours....Full Job Details
Client Service Associate
New York, New YorkNewEdge Wealth Job Summary: Client Service Associate is responsible for enhancing the client experience by servicing clients and providing operational support to Financial Advisors and NewEdge Wealth. As a Client Service Associate, you will interface with clients and prospective clients,...Full Job Details
Registered Client Service Associate
New York, New YorkUBS Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a job title to: • keep management systems up-to-date with client information • educate clients on account services and capabilities • help with the preparation of reports and...Full Job Details
Client Service Associate
New York, New YorkSPS North America Inc Job Title: Client Services Associate Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Client Services Associate role includes receiving, sorting, and then...Full Job Details
Client Service Associate
New York, New YorkSharpcontraJob Description Qualifications Bachelor's degree or equivalent experience in customer service, administration, or a related field Minimum 1-2 years of experience in a client-facing or administrative role Excellent verbal and written communication skills Strong organizational...Full Job Details
Licensed Client Service Associate - B11
New York, New YorkCitiThe Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and area integrate with others in...Full Job Details
Client Service Associate
Hauppauge, New YorkStifel Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your...Full Job Details
Registered Client Service Associate
Garden City, New YorkStifel Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your...Full Job Details
Registered Client Service Associate
Morristown, New JerseyMorgan Stanley POSITION SUMMARY: Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing...Full Job Details