Client Service Associate
4 weeks ago
The Client Service Associate is a key role within Citigroup Inc. that requires a deep understanding of wealth management and financial services. This position involves delivering high-quality services to clients, working closely with Banker teams to assess risk and make informed business decisions. Strong analytical and communication skills are essential for success in this role.
Responsibilities:
• Deliver wealth management services to clients with guidance from Banker teams.
• Assess risk and make informed business decisions, considering the firm's reputation and safeguarding Citigroup, its clients, and assets.
Qualifications:
• 2-5 years of relevant experience.
• Strong organizational and time management skills, with the ability to manage multiple concurrent deadlines.
• Ability to problem-solve and analyze data, with attention to detail.
• Strong verbal and written communication skills, with client-facing experience.
Education:
• Bachelor's/University degree or equivalent experience.
Citigroup Inc. offers a competitive salary range of $58,190.00 - $103,810.00, as well as discretionary and formulaic incentive and retention awards. The company also provides a range of employee benefits, including medical, dental, and vision coverage, 401(k), life, accident, and disability insurance, and wellness programs.
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Client Services Associate
1 month ago
Washington, Washington, D.C., United States LHH Recruitment Solutions Full timeClient Services Associate Job Summary: LHH Recruitment Solutions is seeking a highly organized and motivated individual to join our team as a Client Services Associate. The ideal candidate will possess excellent communication skills, a strong client service orientation, and a high standard of ethics. Key Responsibilities: * Provide general administrative...
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Client Services Associate
1 month ago
Washington, United States LHH Full timeJob Title: Client Services Associate Job Description: LHH is seeking a highly organized, motivated, and professional individual to join our team as a Client Services Associate. The ideal candidate will possess excellent communication skills, a strong client service orientation, and a high standard of ethics. The successful candidate will thrive in a...
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Client Services Associate
1 month ago
Washington, Washington, D.C., United States DSPolitical Full timeJob Title: Client Services AssociateWe're seeking a highly motivated and detail-oriented Client Services Associate to join our team at DSPolitical. As a key member of our Client Services team, you will play a critical role in assisting with campaign trafficking, report preparation, and client communication.Key Responsibilities:Manage campaign inventory and...
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Client Services Associate
1 month ago
Washington, United States LHH Full timeJob Title: Client Services AssociateJob Description:LHH is seeking a highly organized, motivated, and professional individual to join our team as a Client Services Associate. The ideal candidate will possess excellent communication skills, a strong client service orientation, and a high standard of ethics. The successful candidate will thrive in a fast-paced...
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Client Services Associate
1 month ago
Washington, United States LHH Full timeJob Title: Client Services AssociateJob Description:LHH is seeking a highly organized, motivated, and professional individual to join our team as a Client Services Associate. The ideal candidate will possess excellent communication skills, a strong client service orientation, and a high standard of ethics. The successful candidate will thrive in a fast-paced...
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Client Services Associate
1 month ago
washington, United States LHH Full timeJob Title: Client Services AssociateJob Description:LHH is seeking a highly organized, motivated, and professional individual to join our team as a Client Services Associate. The ideal candidate will possess excellent communication skills, a strong client service orientation, and a high standard of ethics. The successful candidate will thrive in a fast-paced...
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Client Services Associate
1 month ago
Washington, Washington, D.C., United States Talently Recruiting Full timeJob OverviewWe are seeking a highly motivated and detail-oriented Client Services Associate to join our team. As a key member of our financial planning department, you will play a critical role in supporting our advisors and clients in achieving their financial goals.Key Responsibilities:Coordinate with clients, advisors, and custodians to set up new...
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Client Service Associate
4 weeks ago
Washington, United States Raymond James Full timeJob SummaryCelebrating over 60 years of excellence in the Financial Services industry, Raymond James is seeking a detail-oriented and creative problem solver to provide high-quality administrative support to Financial Advisors and their clients. This role involves managing multiple tasks, prioritizing deadlines, and maintaining accurate records in a...
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Client Services Associates
1 month ago
Washington, United States LHH Recruitment Solutions Full timeJob DescriptionJob DescriptionJob Title: Client Services AssociateJob Description:LHH is seeking a highly organized, motivated, and professional individual to join our team as a Client Services Associate. The ideal candidate will possess excellent communication skills, a strong client service orientation, and a high standard of ethics. The successful...
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Client Services Associate
4 weeks ago
Washington, United States DSPolitical Full timeJob SummaryWe are seeking a highly skilled Client Services Associate to join our team at DSPolitical. As a key member of our Client Services team, you will be responsible for assisting with campaign trafficking, report preparation, and client communication.Key ResponsibilitiesManage campaign inventory and provide guidance to clients as needed.Utilize...
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Client Services Associate
2 weeks ago
Washington, United States Talently, LLC Full timeJob DescriptionJob Title: Client Services Associate (CSA)Location: Greater DC / VA area Salary: $75K + benefitsSkills: Client Service Associate / CSA / paraplannerAbout Company / Opportunity:We are a growing Registered Investment Advisor (RIA) offering financial planning and wealth management services seeking a motivated, self-starting, passionate team...
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Client Service Associate
4 weeks ago
Washington, United States Raymond James Financial Incorporated Full timeJob SummaryCelebrating over 60 years of excellence in the Financial Services industry, Raymond James is seeking a detail-oriented and creative problem solver to join our team as a Registered Client Service Associate.This role provides high-quality administrative support to Financial Advisors, their clients, and branch staff members.The ideal candidate will...
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Client Services Associate
2 months ago
Washington, United States Talently Recruiting Full timeJob Title: Client Services Associate (CSA)Location: Greater DC / VA area Salary: $75K + benefitsSkills: Client Service Associate / CSA / paraplannerAbout Company / Opportunity:We are a growing Registered Investment Advisor (RIA) offering financial planning and wealth management services seeking a motivated, self-starting, passionate team player to join our...
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Client Service Associate
2 months ago
Washington, United States Gallagher Full timeIntroduction: Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a...
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Senior Associate
1 month ago
Washington, United States The Rock Creek Group Full timeJob DescriptionRockCreek is seeking a highly skilled and detail-oriented professional to join our team as a Client Services Senior Associate. As a key member of our client services team, you will be responsible for creating and refining operational processes that enhance and support investor relations.You will field inbound inquiries, respond to business...
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Senior Client Service Associate
4 weeks ago
Washington, United States Ascendo Resources Full timeAt Ascendo Resources, we are seeking a highly skilled Senior Client Service Associate to join our team. As a key member of our client service team, you will be responsible for building and maintaining strong relationships with our clients, providing exceptional service, and ensuring their needs are met.Key Responsibilities:Serve as the primary point of...
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Client Service Associate
4 weeks ago
Washington, United States Raymond James Full timeJob Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical...
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Client Services Associate
2 weeks ago
Washington, DC, United States LHH Full timeJob Title: Client Services AssociateJob Description:LHH is seeking a highly organized, motivated, and professional individual to join our team as a Client Services Associate. The ideal candidate will possess excellent communication skills, a strong client service orientation, and a high standard of ethics. The successful candidate will thrive in a fast-paced...
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Client Services Associate
4 weeks ago
Washington, DC , USA, United States DSPolitical Full timeWe're seeking a highly motivated Client Services Associate to join our team at DSPolitical. As a key member of our Client Services team, you will be responsible for assisting with campaign trafficking, report preparation, and client communication.Key Responsibilities:Manage campaign inventory and provide guidance to clients as needed.Use knowledge of...
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Client Service Associate
4 weeks ago
Washington, United States Raymond James Full timeService Disconnection and Session ManagementThis service is designed to automatically disconnect after a specified period of inactivity. The session will end in a predetermined time frame. To reset the timer, click OK to restart the countdown.Sign-out ProcedureThis service is set to sign out after a specified period of inactivity. Raymond James & Associates,...