Client Services Associate Jobs

Support NYC's shelter intake operations as a Community Associate handling client intake, referrals, data entry, and coordination of shelter placements during overnight shifts.

Provide accurate transactions and outstanding customer service as a Client Services Associate at TBK Bank, helping customers meet their financial needs while supporting branch goals.

CIM Group is hiring an Institutional Client Associate in New York to support the Global Consultant Relations team with fundraising, client engagement, CRM management, and investor research.

Informa TechTarget seeks a detail-oriented Client Services Account Associate to manage NetLine Portal campaigns, support clients, and deliver data-driven insights from the NYC or Boston office in a hybrid capacity.

Provide proactive, detail-oriented client service at Mariner Wealth Advisors by supporting client onboarding, administrative operations, and relationship maintenance to ensure an outstanding client experience.

Serenity is hiring a Patient Services Associate in Lakewood, CO to run appointment-driven sessions using proprietary treatment technology—service experience required, clinical background not necessary.

Act as the primary liaison across assigned accounts to nurture contractor and client relationships, ensure successful placements, and support service delivery in K–12 special education and clinical support programs.

D.A. Davidson is hiring a detail-focused Client Associate in Great Falls, MT to support advisors with client service, account maintenance, and administrative duties in a client-centric, compliance-driven environment.

Raymond James is hiring a Client Service Associate in Bluffton, SC to provide high-touch administrative and client support to Financial Advisors, handle account processing, and maintain accurate client records.

Chevy Chase Trust is hiring a detail-oriented Client Services Team Assistant to support client operations, documentation, and communications at its Bethesda office.

Fiduciary Trust International is seeking a Relationship Associate in New York to support client service teams by handling trust/account administration, client communications, transaction processing, and KYC for high-net-worth relationships.

Mariner Wealth Advisors is hiring a Client Service Associate in Pittsburgh to provide high-touch client service, handle administrative operations, and support the advisory team.

A financial services firm seeks a Client Service Associate to manage client requests, maintain accurate CRM records, and support advisors in delivering high-quality client experiences.

Raymond James is hiring a Practice Marketing Associate in Fort Worth to assist advisors with client communications, event coordination, CRM updates, and general marketing administration.

Support financial advisors by executing marketing tasks, coordinating seminars, maintaining CRM records, and providing high-quality client outreach in a part-time role at Raymond James.

Raindrop is hiring an organized Associate Account Manager to support account teams and help deliver client-ready creative across fast-moving DTC and household-name brands.