Client Service Associate Jobs in Melville, NY

Job Description Job Description The PCA Group of Companies is a fully vertically integrated, tech-enabled, and truly omnichannel global distribution company for the... Read More

The PCA Group of Companies is a fully vertically integrated, tech-enabled, and truly omnichannel global distribution company for the worldwide beauty and wellness sector.... Read More

Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) with the opening and maintenance of client accounts and... Read More

A Client Service Associate role is now available for our Financial Services client. A prestigious position to work with wealth management professionals that care about... Read More

A Registered Client Services Associate assists one or more Financial Advisor(s) with the opening and maintenance of client accounts and records. Perform clerical functions... Read More

Who We Are Oppenheimer Co. Inc. is a diversified financial services firm, offering a wide array of investment banking, securities, investment management and wealth... Read More

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... Read More

Who we are Covala Group is an administrator of disability insurance benefits for corporate clients with offices on Wall Street in Manhattan. We are a 30-person team of... Read More

[Customer Service / Remote] - Anywhere in U.S. / Up to $21 per hour / Fully paid medical benefits / 401k match / PTO / Laptop provided - As a Client Services Associate... Read More

Preferred Skills: Excel in communication, showcasing active listening and effective problem-solving abilities. Embrace a continuous learning mindset, readily adapting and... Read More

[Customer Service / Remote] - Anywhere in U.S. / Up to $21 per hour / Fully paid medical benefits / 401k match / PTO / Laptop provided - As a Client Services Associate... Read More

Job Description Job Description About Us: We are a fast-growing Long Island RIA firm providing a client-centric approach to financial/tax planning and wealth management.... Read More

POSITION SUMMARY Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service... Read More

POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a... Read More

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... Read More

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... Read More

POSITION SUMMARY Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care.... Read More

[Customer Service / Remote] - Anywhere in U.S. / Up to $21 per hour / Fully paid medical benefits / 401k match / PTO / Laptop provided - As a Client Services Associate... Read More

Description Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is... Read More