Client Services Associate
VirtualVocationsNewark, New Jersey, United Statesjob_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
- serp_jobs.job_card.full_time
job_description.job_card.job_description
A company is looking for a Client Services Associate - Valuations.
Key Responsibilities
Cultivate and enhance client relationships through active communication and support
Manage and maintain order pipeline, tracking customer inquiries in the system
Identify, research, and resolve customer issues while providing product and service information
Required Qualifications
High school diploma or equivalent
Quality customer service skills
Computer literate with the ability to learn customer service software applications
Proficient in Microsoft Suite, including Office, Teams, and Excel
Ability to maintain a positive and professional business relationship with clients and internal staff
serp_jobs.job_alerts.create_a_job
Client Service Associate • Newark, New Jersey, United States
Job_description.internal_linking.related_jobs
serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Registered Client Service Associate.Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) / Private Wealth Advisor(s) / teams on a daily basis...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Vestwell is the financial technology company powering the new savings economy.The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more.If you're passionate about developing your career, while helping others along the way, come join ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Axia Financial is an experienced team of financial professionals that provides comprehensive investment consulting and financial planning services.
We offer personalized attention, dedicated and foc...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidenc...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
The Trade Desk is changing the way global brands and their agencies advertise to audiences around the world.How? With a media buying platform that helps brands deliver a more insightful and relevan...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30 serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30 
Talbots is a leading omni-channel specialty retailer of women's clothing, shoes and accessories.Established in 1947, we are known for modern classic style that's both timeless and timely, fine qual...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
The Client Services Associate will provide a central first-line Client Service and Operational Support function for our institutional clients.
It is imperative that the Client Services Associate ens...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Simon Quick Advisors Position : Client Service Associate Location : Morristown, NJ Compensation : Starting at $70,000 Company Description Simon Quick Advisors is an independent, employee-owned R...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Analyst / Associate, Client Service, Alternative Investments.Galaxy is a global leader in digital assets and data center infrastructure, delivering solutions that accelerate progress in finance and...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days 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 developmen...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30 
Client Servicing Analysts are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients.
They excel in addressing inquiries related...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Job Opportunity : Client Service Associate.We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills.If you enjoy building stro...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including : respond to customer inquiries via phone & in person.Finance to provide...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Serve as a primary point of contact for high-net-worth clients, addressing inquiries related to new accounts, LOAs, account updates, funds disbursements, charitable gifting, account performance, tr...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30 Client Service Delivery Associate I.Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences.
As a Client Service Delivery ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30 
Here at Cedrus Management, we pride ourselves on our ability to build lasting client relationships based on trust, transparency, and exceptional customer service.
As a growing leader in the business...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
- serp_jobs.job_card.promoted
Payments Advisory Delivery - Client Solutions Senior Associate
ChaseJersey City, NJ, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Registered Client Service Associate
Morgan StanleyRed Bank, NJ, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Associate, Client Services
VestwellNew York, NY, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Capital Markets Client Service Associate (Second Shift) (Hybrid)
Broadridge Financial SolutionsNew York, NY, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Client Service Associate
Raymond James FinancialRochelle Park, NJ, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Client Service Associate
LPL FinancialOradell, NJ, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Client Service Associate (2026 Start)
The Trade DeskNew York, NY, United Statesserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Associate - Client Service
ChaseBrooklyn, NY, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Client Specialist
KnitWell GroupParamus, NJ, USserp_jobs.job_card.full_time +1
- serp_jobs.job_card.promoted
Client Services Associate
MarketAxessNew York, NY, USserp_jobs.job_card.full_time
Client Service Associate
Simon Quick AdvisorsMorristown, NJ, USserp_jobs.job_card.full_time
serp_jobs.filters_job_card.quick_apply
- serp_jobs.job_card.promoted
Analyst / Associate, Client Service, Alternative Investments
GalaxyNew York, NY, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Registered Client Service Associate / Client Service Associate
Morgan StanleyNew York, NY, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Lead Client Servicing Associate
Clearwater AnalyticsNew York, NY, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Payments Advisory Delivery - Client Solutions Senior Associate
JPMorgan ChaseJersey City, NJ, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Client Service Associate
Jackson HewittHazlet, NJ, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Client Services Associate
TradeJobsWorkforce10286 New York, NY, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Client Associate
Neuberger BermanNew York, NY, USserp_jobs.job_card.full_time
- serp_jobs.job_card.promoted
Associate - Client Service
JPMorgan ChaseBrooklyn, NY, USserp_jobs.job_card.full_time
Client Relations Associate
Cedrus ManagementMontclair, NJ, USserp_jobs.job_card.full_time
serp_jobs.filters_job_card.quick_apply