720 client services associate jobs at 269 companies in Bound Brook, NJ
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Client Services Associate
Manchester or Boston or New York City or Chicago or Menlo Park or London or Tokyo
OnsiteFull Time
1+ YOERequires 1+ year in customer success, client services, relationship management, hospitality, recruiting, operations, financial services, consulting, or another customer-facing environment, plus strong communication and organization.
HubSpot, Salesforce
1mo
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Client Services Associate
New York City, New York, United States
OnsiteFull Time
Bachelor's degree, strong written and verbal English, customer service or project management experience, MS Office proficiency, problem solving, organization, and ability to manage client projects and timelines.
Microsoft Office, GlobalLink Product Suite
3mo
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Client Services Associate
New York, New York, United States
OnsiteFull Time
1+ YOE1–3+ years in financial services or client operations; strong communication, organizational, and problem-solving skills; familiarity with support tools; Series 7 and either Series 66 or Series 63+65.
Kustomer, Hubspot, Zendesk
3mo
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Senior Associate, Client Services
New York, New York, United States
$75k-$85k/yr HybridFull Time
2+ YOEBachelor’s degree required; 2+ years account coordination or client services experience in agency environments preferred; strong organization, communication, financial familiarity, and PM/spreadsheet skills; detail-oriented.
3mo
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Client Services Associate
New York City, New York, United States
$45k-$50k/yr HybridFull Time
Bachelor's degree; strong English communication; problem solving; customer service or project management experience; organized, detail-oriented, and able to multi-task; MS Office proficiency; willingness to learn.
MS Office
2mo
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Senior Client Services Associate- Treasury Partners
New York, New York, United States
$100k-$115k/yr OnsiteFull Time
3+ YOEBA/BS degree, 3+ years client service experience, Series 7 and 66 required, knowledge of Salesforce, Pershing Netx360, Fidelity Weathscape, and Envestnet; strong communication and analytical skills.
Salesforce, Pershing Netx360, Fidelity Weathscape, Envestnet
1mo
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Client Services Associate - Mailroom
New York or Portland
$18-$19/hr OnsiteFull Time
High school diploma required; ability to lift up to 40–60 lbs, strong communication, MS Office skills, experience with shipping/receiving and multi-function devices; 1+ year experience preferred.
Microsoft Office Suite, Greenhouse
1mo
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Senior Associate, US Client Services
New York City, New York, United States
$100k-$130k/yr OnsiteFull Time
7+ YOE7+ years investor servicing experience in alternative investments; strong communication, organizational skills; proficiency with service provider systems and Microsoft programs; ability to manage transfer agency workflows and train others.
Microsoft SharePoint
2mo
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Client Services Team Lead
Bridgewater, New Jersey, United States
$100k-$120k/yr OnsiteFull Time
Provides people leadership for Client Services Managers, translates strategy into operational initiatives, monitors team capacity, drives process improvement; requires Associate's or BA/BS degree and strong Microsoft Office proficiency.
Microsoft SharePoint, Microsoft Excel, Microsoft PowerPoint, Microsoft Word
1mo
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Registered Client Services Associate - Brokerage
Mount Laurel, New Jersey, United States
$25-$41/hr HybridFull Time
3+ YOEBachelor's degree in business/finance (or equivalent), 3+ years admin experience in financial services, 2+ years investment operations, SIE and Series 7 and 63/66 required, proficiency with Microsoft Office and CRM, strong oral and written communication.
Microsoft Office Suite, Client Relationship Management (CRM)
1w
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Work From Home - Client Services Associate
Bensalem, Pennsylvania, United States
RemoteRemote
Strong communication and interpersonal skills, integrity, ethical conduct, ability to work independently and collaboratively, and genuine desire to help others through financial services.
Zoom
1mo
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Senior Associate, Client Advisory Services
New York, New York, United States
$120k/yr HybridFull Time
2+ YOEB.A./B.S. required;2+ years consulting/finance experience preferred;financial modeling and Excel/PowerPoint proficiency;client advisory and project management skills;ability to use AI tools.
Microsoft Excel, Microsoft PowerPoint, AI tools
3w
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Client Associate
New York City, New York, United States
OnsiteFull Time
2+ YOERequires SIE, Series 7, and Series 66; 2–4 years of preferred financial services client support experience; Microsoft Office proficiency; strong organization, communication, and client service skills.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Salesforce, FactSet
3w
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Client Associate
New York City, New York, United States
OnsiteFull Time
2+ YOERequires SIE, Series 7, and Series 66; financial services client support experience preferred; proficiency in Microsoft Office and ability to manage confidential information, multiple tasks, and client relationships.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Salesforce, FactSet
2w
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Client Associate
New York City, New York, United States
$70k-$90k/yr OnsiteFull Time
1+ YOERequires a BA/BS, strong client service and organizational skills, Microsoft Office proficiency, and preferably 1–3 years of financial industry client service experience. Series 7 and 66 are preferred.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint, eMoney, Client Relationship Management (CRM) System
3w
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Client Associate
New York City, New York, United States
OnsiteFull Time
Requires SIE, Series 7, and Series 66; financial services client support preferred, Microsoft Office proficiency, strong communication and organization skills, and work authorization without sponsorship.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Salesforce, FactSet
1w
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Client Services Associate - New York: Mandarin & Cantonese
New York City, New York, United States
$61k-$86k/yr HybridFull Time
0+ YOEBachelor's degree or equivalent experience, 0–2 years of relevant experience, strong organization, communication, time management, and Microsoft Office proficiency; Mandarin and Cantonese required.
Bloomberg, Reuters, Microsoft Office Suite
3w
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Associate, Client Services -Full-Time (Summer 2027)
New York, New York, United States
$85k-$115k/yr OnsiteFull Time
0.5+ YOEBachelor's degree (min 3.5 GPA),6–18 months professional experience,strong communication and initiative,fluent English,authorized to work in the U.S. (F-1 STEM OPT accepted).
1mo
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Client Services Associate - New York: Mandarin & Cantonese
New York, New York, United States
$61k-$86k/yr HybridFull Time
0+ YOE0-2 years relevant experience, bachelor\u0002s degree or equivalent, strong communication and organizational skills, proficiency with Capital Markets, Bloomberg, Reuters, and Microsoft Office; Mandarin and Cantonese language ability.
Capital Markets, Bloomberg, Reuters, Microsoft Office
1mo
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Client Associate
Newtown, Pennsylvania, United States
OnsiteFull Time
2+ YOESeries 7 and 66 required, 2+ years client service experience in financial industry preferred, BA/BS degree, strong client-facing, organizational, and Microsoft Office skills.
Microsoft Excel, PowerPoint, Concur, eMoney
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