senior client service associate Jobs in Garden City, New York

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
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
Senior Client Service Associate
New York, New YorkNational Financial Partners Who We Are: Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned subsidiary of NFP, an Aon company, we combine the culture of a boutique firm with the stability...Full Job Details
Senior Client Service Associate
Stamford, ConnecticutNational Financial Partners Who We Are: Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned subsidiary of NFP, an Aon company, we combine the culture of a boutique firm with the stability...Full Job Details
Client Service Associate
Brooklyn, New YorkTradeZero America Client Services Representative TradeZero America, a growing broker dealer in the fintech space is seeking an experienced Brokerage Operations Specialist for its New York office. The employee will report to the Senior Margin Analyst. The primary responsibility will be to...Full Job Details
Client Service Associate - Fixed Income
New York, New YorkMACKEY SHIELDS, LLC Position: Client Service Associate - Fixed Income Department: Distribution Location: New York, NY Salary Range: $100,000 - $140,000 (Annual) + Bonus Position Description: This position will play an important role in servicing MacKay Shields' institutional clients. The...Full Job Details
Associate, Client Service (AIA Labs)
Westport, ConnecticutBridgewater Associates About Bridgewater Bridgewater Associates is a premier asset management firm, focused on delivering unique insight and partnership for the most sophisticated global institutional investors. Our investment process is driven by a tireless pursuit to understand how the world's...Full Job Details
Senior Client Advisor, Full Time
New York, New YorkFERRAGAMO USA, Inc. At Ferragamo, we're more than just building a Brand We are redefining luxury fashion. Committed to evolving and innovating sustainably, we bring a unique blend of elegance and modernity that has always defined us. with the unique blend of elegance and contemporary that have...Full Job Details
Client Services Associate
Stamford, ConnecticutLimitless Management GroupWe are looking to fill an immediate need for a Client Services Associate to join our team. This position favors individuals who have exceptional people skills and a passion for customer service. No prior experience is required, we provide you with ongoing training to keep...Full Job Details
Client Services Associate
Stamford, ConnecticutLMT ManagementWe are looking to fill an immediate need for a Client Services Associate to join our team. This position favors individuals who have exceptional people skills and a passion for customer service. No prior experience is required, we provide you with ongoing training to keep...Full Job Details
Associate, Marketing and Client Services
New York, New YorkMarathon Asset Management Overview Marathon is currently looking for an Associate to join our Marketing & Client Service team and would be based in New York. Marathon Asset Management is a leading global asset manager specializing in public and private credit with approximately $23 billion in assets...Full Job Details
Client Service Associate - Kings Park, NY
Kings Park, New YorkKestra Financial Independent AdvisorSummary The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a...Full Job Details
Client Service Associate - Kings Park, NY
Kings Park, New YorkKestra FinancialSummary The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a...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 / 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
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
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