Associate, Service United States Jobs (Hybrid work)

Join Kantar as an Associate, Client Service, Media in New York. You'll execute multi-platform campaign research for top brands, leveraging digital advertising expertise and quantitative skills. This client-facing role demands strong communication, project management, and attention to detail. Enjo...

Join Wells Fargo as a Trade Service Associate in Minneapolis or Charlotte. Leverage 6+ months of trade services experience to handle letters of credit, collections, and documentation. CDCS certification preferred. Enjoy comprehensive benefits including health coverage, 401(k), paid time off, tuit...

Join our San Antonio team as a Service Delivery Operations Associate in HR Shared Services. You will support employee inquiries, process offer documentation, and manage background checks using Microsoft 365 and SharePoint. Ideal for detail-oriented problem-solvers with strong communication skills...

Join top-tier clients in San Francisco as a Summer Associate, Client Service, Portuguese Speaker. You’ll bridge clients with expert insights, managing multiple projects in a fast-paced, communications-intensive role. We seek a Junior (Class of 2028) with a 3.3+ GPA, fluent Portuguese and English,...

Join a top-tier client service team as a Summer Associate in New York. This communications-intensive role connects investors and strategists with expert insights, requiring fluency in English and Mandarin. Ideal for undergraduates (Class of 2028) with a 3.3+ GPA and strong multitasking skills. Ea...

Client Service Associate role at a respected wealth management firm in Palo Alto, serving high-net-worth clients. Requires 2–4+ years of RIA experience, strong CRM and tech skills, and a proactive mindset. Responsibilities include client onboarding, advisor support, and complex planning collabora...

Client Service Associate sought by a Palo Alto RIA to build trusted client relationships and own the onboarding experience. Ideal candidates bring 2–4+ years of wealth management experience, a detail-driven mindset, and strong tech skills (Microsoft 365, CRM). Partner with advisors on planning an...

Client Service Associate opportunity in Palo Alto supporting high-net-worth clients within a collaborative RIA environment. Ideal for candidates with 1–3+ years of brokerage or family office experience and proficiency in Fidelity, Schwab, Orion, or Salesforce. Responsibilities include client onbo...

Join a global leader connecting Fortune 500 companies with niche experts. As a Summer Associate in Client Service (New York), you’ll recruit experts, manage projects, and drive client success. Ideal for ambitious undergraduates (Class of 2028, GPA 3.3+) with strong communication skills. Enjoy a p...

Join a prestigious wealth management firm in Palo Alto as a Client Service Associate, supporting high-net-worth clients with sophisticated financial planning and investment management. Ideal for candidates with 1–3+ years in an RIA or family office, plus experience with Fidelity, Schwab, or Sales...

Client Service Associate role at a top wealth management firm in Palo Alto, serving high-net-worth clients. You’ll manage onboarding, support advisors, and collaborate on complex financial plans. Requires 2–4+ years of RIA experience, strong tech skills, and a proactive mindset. Benefits include ...

Seeking a detail-oriented **Service Delivery Operations Associate** in **San Antonio, TX** to support HR operations within a shared services environment. This role requires **U.S. Citizenship**, a Bachelor’s degree or 1 year of experience, and proficiency in **Microsoft 365** and **SharePoint**. ...

Join Alera Group as a Client Service Associate – Retirement Plans in Chicago (hybrid). Support 401(k) and 403(b) plan sponsors and participants, ensuring ERISA and IRS compliance. Ideal for candidates with financial services experience, strong organizational skills, and proficiency in Excel. Enjo...

Join our Richfield team as a Service Associate II to process new insurance policies, renewals, and endorsements. Leverage your 3+ years of insurance operations experience and data processing skills to resolve errors and streamline procedures. Enjoy comprehensive benefits including medical, dental...

Join a growing boutique wealth management firm in San Carlos as a Client Service Associate. Support high-net-worth clients and advisors with onboarding, account servicing, and financial planning. Ideal candidates have 1-5 years of RIA or brokerage experience and proficiency with platforms like Fi...

Join a growing boutique wealth management firm in San Carlos as a Client Service Associate. Support high-net-worth clients and a collaborative advisory team, utilizing platforms like Fidelity or Schwab. This role offers a path for long-term growth within a successful RIA, plus benefits including ...

Join a boutique wealth management firm serving ultra-high-net-worth clients in Mill Valley. This role requires 3-7+ years of client service experience in wealth management and expertise with custodial platforms. You will manage account operations, client onboarding, and provide white-glove servic...

Join our growing team at Raymond James as a Registered Client Service Associate in Rockville. Provide high-touch administrative support to Financial Advisors and clients in a fast-paced environment. The role requires Series 7 & 63/65/66 licenses, securities industry knowledge, and strong CRM skil...

Join Raymond James as a Registered Client Service Associate in Oakbrook Terrace. Provide high-touch administrative support to Financial Advisors and clients in a fast-paced environment. This role requires Series 7 & 63/65/66 licenses, industry knowledge, and excellent communication skills. Be a k...