1,000+ matching jobs for “Client Service Associate”

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Exact titles rank first, then title variations and keywords in descriptions. These labels aren't qualification scores. Without keywords, recently added jobs appear first.

State Street

Client Onboarding, Senior Associate

Hyderabad, India

Full time

Who we are looking for: Perform both client facing and onboarding functions for Custody and Third party accounts. Research and resolve client inquires …

Added Oct 27, 2026

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Northern Trust

Client Servicing Development Associate

Chicago, Illinois, United States +1 location

Full time
Regular

Pay posted by employer$43,200–$64,800 USD

… training courses - Quickly pivot from training to overflow team to support work based on volume and client needs - Develop a strong knowledge of the various business applications critical to client and account …

Added Oct 16, 2026

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Fidelity National Information Services

Associate II, Client Contact

PHL MANI 2305

Summary Organizes client financial data and aides in financial communications. Maintains regular communication channels with clients …

Added Nov 3, 2026

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Fidelity National Information Services

Associate II, Client Contact

IND HRYN 402 2 postings

… be doing Responsible for handling all Access Management & troubleshooting tasks. Responsible to fulfill client access requirements with accuracy. Provide help in resolving technology / troubleshooting support issues. …

Added Nov 5, 2026

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Marsh & McLennan

Benefit Service Associate

Walnut Creek - 1255 Treat

Pay posted by employer$35,600–$66,200

Assist client service teams with the insurance bidding and renewal process. Review census data, plan design, rate …

Added Oct 27, 2026

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Citigroup

Wealth Service Associate

San Antonio Texas United States

Pay posted by employer$49,010–$68,390

Clearly articulate business value proposition (products and services). Effectively and timely attend to client service requests received via telephone or email. Provides exceptional support and issue resolution– all …

Added Nov 3, 2026

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Fidelity National Information Services

Representative II, BPS Client Service & Support

US GA ATL 201 STE 900

Job Title Associate Specialist, BPS Operations Processing Intro: At FIS, our technology and our people are moving forward. We …

Added Nov 3, 2026

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LPL Financial Holdings

Associate Service Consultant

Fort Mill/Charlotte +1 location

Full time
Regular

Pay posted by employer$21.10–$35.16 per hour

Handle inbound and outbound calls from Financial Advisors, their assistants, and LPL internal Service Associates. Maintain up-to-date knowledge of Overlay Service products (GWP, MWP, OMP, PWP, and SMA), …

Added Nov 3, 2026

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Bank of America

Registered Wealth Management Client Associate

Aventura, Florida, United States

… other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory …

Added Oct 27, 2026

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Bank of America

Registered Private Wealth Client Associate

Charlotte, North Carolina, United States

Added Nov 1, 2026

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Bank of America

Registered Wealth Management Client Associate

Garden City

Pay posted by employer$26.50–$42.00 per hour

Added Oct 27, 2026

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Bank of America

Registered Wealth Management Client Associate

Mount Pleasant

Added Oct 27, 2026

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Bank of America

Registered Wealth Management Client Associate

Winter Park, Florida, United States

Added Oct 27, 2026

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Bank of America

Registered Wealth Management Client Associate

Naples, Florida, United States

Added Oct 27, 2026

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Bank of America

Registered Private Wealth Client Associate

Frederick, Maryland, United States

Pay posted by employer$28.00–$45.00 per hour

Added Oct 27, 2026

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Bank of America

Registered Wealth Management Client Associate

Burlington

Added Oct 31, 2026

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Bank of America

Registered Wealth Management Client Associate

Farmington Hills, Michigan, United States

Added Oct 28, 2026

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Bank of America

Registered Wealth Management Client Associate

Charlotte, North Carolina, United States +7 locations 8 postings

Added Oct 28, 2026

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Bank of America

Registered Wealth Management Client Associate

Dallas

Added Oct 27, 2026

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Bank of America

Registered Wealth Management Client Associate

Orlando, Florida, United States

Added Oct 27, 2026

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Citigroup

Wealth Service Associate

San Antonio Texas United States

Pay posted by employer$49,010–$68,390

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Qualifications · employer excerpt

2-4 years of experience in Client Service and/or Sales within financial services (banking, insurance, investments) preferred.
Basic understanding of Know-Your-Customer (KYC) and Anti-Money Laundering (AML) concepts applicable to the Financial Services industry preferred.
Excellent verbal and written communication skills. Ability to communicate at a professional level.
Positive and can-do attitude.
Excellent people skills and ability to work in a team environment.

6 more in the full description below.

About this opportunity

Original employer description

The Wealth Associate is a Client Service and Sales support position responsible for servicing and supporting internal and/or external clients primarily through inbound and outbound phone calls and adhering to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for Citi’s Investment and/or Banking clients. Position is responsible for providing best in class service on Banking and/or Investment inquiries, and ensuring risk is prudently managed.

Responsibilities:

Clearly articulate business value proposition (products and services).
Effectively and timely attend to client service requests received via telephone or email.
Provides exceptional support and issue resolution– all client issues will be owned end to end by the associate and will be treated with a closed loop process.
Ensures customer claims and complaints are handled in accordance with FINRA and firm policy.
Ensures that KYC/AML and other compliance norms are strictly adhered to.
Builds a rapport with clients; utilizes Salesforce regularly for communication of issues/tasks/opportunities.
Builds a rapport with back-office staff and seek out highest level of support from those teams.
Provides timely feedback to senior management to identify client pain points and barriers to exceptional service; offers suggestions on process improvement.
React to client needs for investment products by referring such clients to licensed investment representatives.
Complete client contact campaigns as defined by Sales Management
Support ad-hoc initiatives/projects as required by Sales Management
Complete all required trainings pertaining to the function in a timely manner.
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

2-4 years of experience in Client Service and/or Sales within financial services (banking, insurance, investments) preferred.
Basic understanding of Know-Your-Customer (KYC) and Anti-Money Laundering (AML) concepts applicable to the Financial Services industry preferred.
Excellent verbal and written communication skills. Ability to communicate at a professional level.
Positive and can-do attitude.
Excellent people skills and ability to work in a team environment.
Capable of working independently within established procedures and make decisions without manager approval.
Able to perform multiple functions with a high degree of accuracy.
Strong desire to create a top-notch client experience with every client every day.
Open to receiving feedback on a frequent basis, continuous feedback will be crucial to the success of the team.
Ability to support a diverse array of products and services.
Knowledge of Microsoft Office (Excel, Outlook, and Word) preferred.

Education:

Bachelor's Degree/University degree or equivalent experience

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Job Family Group:

Consumer Sales

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Job Family:

Telesales

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Time Type:

Full time

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Primary Location:

San Antonio Texas United States

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Primary Location Full Time Salary Range:

$49,010.00 - $68,390.00

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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Anticipated Posting Close Date:

Nov 05, 2026

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Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.

Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.

Illinois residents – AI Notice and Right

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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View Citi’s EEO Policy Statement and the Know Your Rights poster.

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