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senior client service associate Jobs in Stamford, Connecticut
Senior Client Service Associate
New York, New York
UBS
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...
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Senior Client Service Associate
New York, New York
Beacon 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...
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Senior Client Service Associate
New York, New York
National 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...
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Senior Client Service Associate
Stamford, Connecticut
National 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...
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Client Service Associate
Hartford, Connecticut
Mettle Management
Mettle Management is seeking a full-time Client Services Associate who is career-minded and possesses unmatched people skills. This is an entry-level opening NOT in a call center environment. As a result of clients placing a high value on the more personalized and direct...
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Client Service Associate - Fixed Income
New York, New York
MACKEY 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...
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Associate, Client Service (AIA Labs)
Westport, Connecticut
Bridgewater 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...
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Senior Client Advisor, Full Time
New York, New York
FERRAGAMO 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...
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Client Services Associate
Stamford, Connecticut
Limitless Management Group
We 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...
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Client Services Associate
Stamford, Connecticut
LMT Management
We 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...
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Senior Client Service Manager
New York, New York
Gallagher
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...
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Associate, Marketing and Client Services
New York, New York
Marathon 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...
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Client Service Associate - Kings Park, NY
Kings Park, New York
Kestra Financial
Summary 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...
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Client Service Associate
Avon, Connecticut
Kestra Financial Independent Advisor
We are seeking a dedicated Client Service Associate to join our dynamic team, contributing to our commitment to exceptional customer service. In this role, you will be the first point of contact for our clients, responsible for understanding their needs and ensuring their...
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Client Service Associate
New York, New York
Motion Recruitment
Client Service Associate New York, New York Hybrid Contract Up to $30/hr Join a leading independent global investment management firm as a Client Services Associate. Role is hybrid in either New York or Seattle and a 6 month contract with potential to convert to full time....
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Summer Associate, Client Service, 2026
New York, New York
AlphaSights
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...
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Registered Client Service Associate
Cedar Knolls, New Jersey
Raymond 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...
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Client Service Associate
New York, New York
Pyramid Consulting
Immediate 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...
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Associate, Client Service, 2025
New York, New York
AlphaSights
Start 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...
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Client Service Associate (Class of 2025)
New York, New York
Guidepoint
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....
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Client Service Associate
Springfield Gardens, New York
Jackson Hewitt
We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills . If you enjoy building strong relationships with clients, then look no further and apply today. Join our team as a Client Service Associate and...
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Registered Client Service Associate
New York, New York
UBS
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...
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Client Service Associate
West Hartford, Connecticut
National Financial Partners
Who We Are: Wealthspire Advisors is a Fee-Only Fiduciary with 20 locations throughout the East Coast, West Coast, Midwest, and Mid-Atlantic regions, specializing in exceptional service to clients that pairs tailored portfolios with a personalized financial plan and service...
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Client Service Associate
New York, New York
SPS 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...
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Client Service Associate
New York, New York
Nexmos Design
Job 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...
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