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

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Cencora

Team Lead, Service Billing Project Accountant

Remote, ON

Full time

acts as a senior member of the team, handling client billing needs, special projects and assignments of a more complex nature. The role monitors assigned …

Added Oct 27, 2026

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State Street

Derivatives - Senior Associate

Bengaluru, India +3 locations

Full time

involves interaction with various units locally and overseas. The Senior Associate should possess the ability to learn new skills, embrace change and communicate effectively. Effective …

Added Oct 27, 2026

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Concentrix

Associate, Technical Sales

MYS Kuala Lumpur - Menara Exchange 106, Level 6, Lingkaran TRX, Jalan Tun Razak

The Associate, Technical Sales is responsible for generating new business and ensuring the growth of existing accounts …

Added Nov 3, 2026

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LPL Financial Holdings

Product Ops Associate

Fort Mill/Charlotte +2 locations 2 postings

Full time
Regular

Pay posted by employer$22.48–$37.44 per hour

Provide high-quality service and support to financial advisors, advisor staff, and internal business partners through phone, email, and …

Added Nov 3, 2026

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Northern Trust

Associate Financial Advisor

Boca Raton, Florida, United States

Full time
Regular

Pay posted by employer$70,490–$119,890 USD

Partner with a Senior Financial Advisor to support and deepen client relationships. Participate in client meetings and assist with financial planning, portfolio reviews, and …

Added Oct 16, 2026

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Pacific Life

Financial Operations Associate

Omaha NE-6750 +1 location

Full time
Regular

… Consumer Markets Division (CMD) at Pacific Life in Omaha, NE or Charlotte, NC. As a Financial Operations Associate, you will play a critical role in supporting Pacific Life’s annuity and life insurance business by …

Added Nov 3, 2026

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Fiserv

Fraud & Disputes Associate

Omaha, Nebraska, United States

Full time
Regular

… effectively process cardholder information, while staying up to date on network regulatory requirements and client guidelines. Monitor systems to detect possible fraudulent behavior related to card usage and deliver great …

Added Nov 3, 2026

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Kohl's

Seasonal Merchandising Associate

Germantown (0717)

… this role, you will execute sales floor merchandising, pricing and recovery and deliver excellent customer service. What You’ll Do Execute store merchandising standards following merchandise and visual guidelines for …

Added Nov 10, 2026

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Kohl's

Seasonal Merchandising Associate

Orange Park West (1201)

Added Nov 10, 2026

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Northern Trust

Associate Consultant

Bengaluru, Karnataka, India

… testing and monitoring activities in accordance with approved scripts and procedures. 3. Reviews customer, client, or account documentation to assess adherence to AML, and sanctions standards. 4. Drafts reports and …

Added Nov 11, 2026

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Omnicom Group

Associate Director, OOH

New York City, New York, United States

Position Summary The Associate Media Director is responsible for the management, planning, and implementation of Out of Home client …

Added Nov 3, 2026

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Northern Trust

Associate Portfolio Advisor

San Diego, California, United States

Full time
Regular

Pay posted by employer$114,540–$194,580 USD

… strategy and may provide input for revisions as goals and objectives change and in the context of client needs working closely and proactively with the broader client service team to identify and execute on areas …

Added Oct 16, 2026

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Northern Trust

Associate Portfolio Advisor

Washington, District of Columbia, United States

Full time
Regular

Pay posted by employer$114,540–$194,580 USD

… and institutions. Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we …

Added Oct 15, 2026

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Northern Trust

Associate Portfolio Advisor

Los Angeles, California, United States

Full time
Regular

Pay posted by employer$114,540–$194,580 USD

Added Oct 15, 2026

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Northern Trust

Associate Consultant

Manila, National Capital Region, Philippines

Full time
Regular

… most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we …

Added Oct 16, 2026

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Raymond James Financial

Cost Basis Associate

Memphis, Tennessee, United States

Permanent

Summary The Cost Basis Associate applies specialized expertise in the securities industry to manage and maintain accurate cost basis, …

Added Nov 3, 2026

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Morgan Stanley

Portfolio Management Associate

Boston, Massachusetts, United States

Pay posted by employer$92,500–$110,000 per year

The Portfolio Management (PM) Associate is an integral member of a Wealth Management team who assists Financial Advisors / Private Wealth Advisors …

Added Nov 3, 2026

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Assurant

Associate Account Management

Buenos Aires (Butty)

Full time
Regular

… reviews, compliance tracking, and cross-functional follow-up. Working within established policies and service expectations, this position helps ensure work is accurate, organized, timely, and consistently documented, …

Added Nov 3, 2026

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Thermo Fisher Scientific

Senior Research Associate

Remote, China

… Fully remote, full time perm role with full benefits. What will you do in this role? The Senior Research Associate drafts protocols, reports, and other project deliverables, interacts with clients, and contributes to …

Added Oct 16, 2026

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Concentrix

Customer Service Advisor - Digital Intake - Taguig 2026

PHL Bonifacio Global City Taguig

The Customer Support Associate I position interfaces with customers via inbound calls, outbound calls, or through the Internet depending …

Added Nov 3, 2026

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Northern Trust

Associate Portfolio Advisor

San Diego, California, United States

Full time
Regular

Pay posted by employer$114,540–$194,580 USD

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About this opportunity

Original employer description

About Northern Trust

As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions.

Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide.

With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

The key responsibilities of the role include:

Manages investment activities for a growing set of major fee revenue producing accounts, representing small to mid-sized personal trusts and individual portfolios typically mid- range in size and complexity within their market with some managerial input.
Assists in development and recommendations of designed to achieve investment objectives for specific individual clients.
Works with Investment Advisors to understand the overall investment strategy and may provide input for revisions as goals and objectives change and in the context of client needs working closely and proactively with the broader client service team to identify and execute on areas of opportunity.
Developing an influential presence with the local client facing team, clients, co-trustees, consultants, the bank's legal area and outside attorneys to ensure communication of client requirements and coordinate portfolio activity.
Consistently demonstrates increasing proficiency with new investment strategies, tools and capabilities, and portfolio research and investment methodologies through regular contact and engagement with the National Investment and Goals Driven Wealth Management Practices, their peers, and broader Wealth and Asset Management.
Provides high level support to the Investment Advisory team. Demonstrates mastery level skill utilizing all tools needed including CRA, Wealthbench, GPS, and WM Alternatives. Provides guidance and mentoring to Investment Associates.
Accountable for personal adherence to best practices as measured by the PM Dashboard and related reporting.
Works with manager to understand how to personally contribute towards the execution of initiatives, new capability rollouts, and required training.
Provides continuous feedback on areas for improvement to leadership on national initiatives, changes, and expectations.
Adheres to National Investment Guidelines, feedback from the REV peer review process, and observes sound risk management practices.

The successful candidate will benefit from having:

Knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, and characteristics of various marketplaces, usually acquired through formal education and work experience, is required to manage portfolios.
Analytical and interpretive skills are needed to understand client needs in the context of investment strategies.
Requires in-depth conceptual and practical knowledge in own job discipline and basic knowledge of related job disciplines.
Minimum 2 to 4 years of investment experience working in investment services industry
Acts as a resource for colleagues with less experience
May lead small projects with manageable risks and resource requirements

Salary Range:

$114,540 - 194,580 USD

Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.

Work Authorization

Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).

Working with Us

As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.

Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.

Reasonable Accommodation

Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [email protected], or alternatively you can discuss your individual requirements with the recruiter you are working with.

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Keywords also found in description

Full time
Investments - Portfolio Management
Wealth Management
Regular

Location reference: GeoNames (CC BY 4.0), normalized by Referizz.