719 client service associate jobs found

NFP Who We Are: Covala Group (part of NFP, an Aon company) is a proven enroller and administrator of voluntary, supplemental and individual disability benefits for large employers. Since 1993 we have connected employees of our clients to over $4.5 billion of income protection. We have also assisted Fortune 500 companies in the development and implementation of group life insurance, corporate owned life insurance, and long-term care programs. Our name, Covala, was inspired by the covalent bond, the strongest type of chemical bond there is. Covala embodies our dedication to forming powerful bonds with our clients and plan participants — connecting them to the benefits they need and the service they deserve. Position Summary: The Account Manager position is an integral part of a eight-person team. The role is central within the organization and is responsible for managing relationships with corporate clients and overseeing internal operations among different functional...

Truist The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: This is an in office position Monday - Friday. Location options are Charlotte, North Carolina, Atlanta, Georgia or Orlando, Florida. Responsible for the general servicing and support of the Financial Advisors....

Truist The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: This is an in office position Monday - Friday. Location options are Charlotte, North Carolina, Atlanta, Georgia or Orlando, Florida. Responsible for the general servicing and support of the Financial Advisors....

Truist The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: This is an in office position Monday - Friday. Location options are Charlotte, North Carolina, Atlanta, Georgia or Orlando, Florida. Responsible for the general servicing and support of the Financial Advisors....

Eaton Vance Job Description ABOUT MORGAN STANLEY Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit www.morganstanley.com. ABOUT PARAMETRIC Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what is important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement...

Truist The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 2nd Shift - 10% Automatic Pay Differential (United States of America) Please review the following job description: Perform research and loss mitigation efforts across multiple intake channels to decision Fraud Solution Service Delivery related cases and alerts. Researches and analyzes account...

Creative Circle Our client is looking for a DISO Access Control Specialist to support their team, onsite in Weehawken, NJ a minimum of 3 days per week, full time, for about 7 months. Summary The DISO Access Control Specialist plays a key role within the Business Risk Organization, supporting day-to-day Access Management and Cyber/Information Security operations. This individual ensures proper governance of entitlements, evaluates access risks, and collaborates across business and technology teams to uphold strong access control practices. They will support global and regional security initiatives, with daily operations aligned to U.S. time zones. This role requires strong analytical skills, careful attention to detail, proficiency navigating access management tools, and the ability to communicate effectively across multiple stakeholder levels. Requirements - Bachelors or Associate degree in business or technology field. - 4+ years of overall experience in data analysis, DISO,...

National Grid Location: Northborough, MA Pay: $25.90 Shift: M-F 10:30AM- 7PM About us The world of energy is changing faster than ever. At National Grid, the work you do will touch lives and shape the way we use and consume energy for generations to come. Whether you're fresh out of school or an experienced professional, a career with us means a place at the leading edge. It means thrilling potential and the support for training and development to reach your goals. Because, as National Grid -looks to the future, our people will move forward, too. Employee Resource Groups: ERGs at National Grid contribute to our shared future. They engage our employees and organization in creating and maintaining an inclusive workforce. Each group has a vision and mission to support recruitment, retention, talent development and market outreach. Our ERGs provide employees with career building, volunteering, networking, and peer mentoring opportunities, along with the chance to engage with...

Capital One Manager, HR Business Partner - Commercial Are you interested in joining a team of best-in-class Human Resources consulting leaders who enable game-changing business results by providing programs and solutions that unleash greatness in our associates? Here at Capital One you have the opportunity to work in an environment in which the business truly values the strategic HR partnership. If you have a passion for shaping the overall people strategy for the business and want to be part of a winning team, then look no further! We work in a business-casual, collaborative environment where one's contributions are recognized, successes are elevated and effort is rewarded. Capital One provides a fast paced, dynamic environment where you can excel in your career while still maintaining a work life balance that others will desire. We nurture a work environment where people with a variety of thoughts, ideas and backgrounds, guided by our shared Values, come together to make...

Capital One Manager, HR Business Partner - Commercial Are you interested in joining a team of best-in-class Human Resources consulting leaders who enable game-changing business results by providing programs and solutions that unleash greatness in our associates? Here at Capital One you have the opportunity to work in an environment in which the business truly values the strategic HR partnership. If you have a passion for shaping the overall people strategy for the business and want to be part of a winning team, then look no further! We work in a business-casual, collaborative environment where one's contributions are recognized, successes are elevated and effort is rewarded. Capital One provides a fast paced, dynamic environment where you can excel in your career while still maintaining a work life balance that others will desire. We nurture a work environment where people with a variety of thoughts, ideas and backgrounds, guided by our shared Values, come together to make...

Truist The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Perform research and loss mitigation efforts across multiple intake channels to decision Fraud Solution Service Delivery related cases and alerts. Researches and analyzes account activity to assess the level of...

Hasi About HASI HASI is an investor in sustainable infrastructure assets advancing the energy transition. With more than $15 billion in managed assets, our investments are diversified across multiple asset classes, including utility-scale solar, storage, and onshore wind; distributed solar and storage; RNG; and energy efficiency. We combine deep expertise in energy markets and financial structuring with long-standing programmatic client partnerships to deliver superior risk-adjusted returns and measurable environmental benefits. HA Sustainable Infrastructure Capital, Inc. is listed on the New York Stock Exchange (Ticker: HASI). For more information, please visit hasi.com . Position Summary HASI is seeking a Senior Associate to join our accounting team in Annapolis, MD. The Senior Associate will collaborate across the company to perform monthly close, transaction processing and financial reporting activities. This is an excellent opportunity for an individual seeking...

Fidelity Investments Job Description: Planning and Advice Associate As a Planning and Advice Associate, you serve as a trusted partner for our workplace and personal investment customers. You will engage in inbound and outbound conversations, provide guidance on retirement and/or investment needs, and help clients navigate Fidelity's products, services, and planning tools. You will develop relationshipbuilding, planning, and service to sales skills through a structured development path with comprehensive training and licensing support. Key Responsibilities As part of the Planning and Advice inbound and outbound call team, you will start your journey in our multi-stage development to a career in planning and advice where you will build relationships with 401(k) workplace participants and/or personal investment clients through planning and advice conversations. Guide clients using Fidelity's planning tools, research, and investment solutions. Handle inbound...

SS&C As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Associate Manager, Investor Services Locations : New York, NY | Hybrid Get To Know Us: As the backbone of the investment world, SS&C is committed to excellent client service and our Investor Services teams are fundamental to the delivery of that service. Our Investor Services Managers coordinate the overall work plan, manage and monitor work in progress and cultivate strong client relationships. Why You Will Love It Here! Flexibility : Hybrid Work Model and Business Casual Dress Code, including jeans Your Future: 401k Matching Program, Professional Development...

SS&C As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Private Markets - Senior Product Associate- Hybrid (US Only) Get to Know Us: Are you looking for a place that perfectly blends financial services and technology? Do you enjoy problem-solving? At SS&C, we help make our clients successful by solving their technical challenges and providing guidance on the use of our software and services offerings. As a Senior Product Associate, you'll play a key role in delivering exceptional service to clients and users in the Private Markets & Family Office sector. You will contribute to alternative investment and fund accounting products...

SS&C As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Private Markets - Senior Product Associate- Hybrid (US Only) Get to Know Us: Are you looking for a place that perfectly blends financial services and technology? Do you enjoy problem-solving? At SS&C, we help make our clients successful by solving their technical challenges and providing guidance on the use of our software and services offerings. As a Senior Product Associate, you'll play a key role in delivering exceptional service to clients and users in the Private Markets & Family Office sector. You will contribute to alternative investment and fund accounting products...

SS&C As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Private Markets - Senior Product Associate- Hybrid (US Only) Get to Know Us: Are you looking for a place that perfectly blends financial services and technology? Do you enjoy problem-solving? At SS&C, we help make our clients successful by solving their technical challenges and providing guidance on the use of our software and services offerings. As a Senior Product Associate, you'll play a key role in delivering exceptional service to clients and users in the Private Markets & Family Office sector. You will contribute to alternative investment and fund accounting products...

SS&C As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Private Markets - Senior Product Associate- Hybrid (US Only) Get to Know Us: Are you looking for a place that perfectly blends financial services and technology? Do you enjoy problem-solving? At SS&C, we help make our clients successful by solving their technical challenges and providing guidance on the use of our software and services offerings. As a Senior Product Associate, you'll play a key role in delivering exceptional service to clients and users in the Private Markets & Family Office sector. You will contribute to alternative investment and fund accounting products...

First Horizon National Corporation Location: This will be onsite as listed in the job posting. Hours: Monday-Thursday 8-4 Friday 8-5 SUMMARY Provide quality, accurate and timely customer service involving daily processing of financial transactions and opening accounts in a retail banking environment. Introduce bank products and services through outreach to prospects and provide tailored recommendations to existing clients to deepen relationships. Perform related duties i.e. outbound sales calls as required to achieve banking center goals (meet/exceed sales goals/referral goals) and provide support to banking center management. ESSENTIAL DUTIES AND RESPONSIBILITIES Sales and service Provide both teller and platform support as needed to keep client wait times to a minimum and to provide quality customer service. Teller support includes performing daily processing of financial transactions, i.e. deposits, handling currency, coin, and cashing checks. Platform...

Twin Cities Habitat for Humanity Living Allowance: $6,746 Start Date: Tuesday, May 26, 2026 Education Award: $1,824* *receive upon successful completion of service End Date: Friday, August 21, 2026 Reports to: Community Engagement Coordinator, National Service Program Manager Schedule: Tuesday through Saturday, with regular evenings and weekend responsibilities additional benefits: In addition to the living allowance and Segal Education Award, members receive a $50/month cell phone allowance, $100 boot and tool allowance, health insurance, and may have access to childcare reimbursement. Additionally, members receive extensive training and professional development opportunities. Position Summary: The Community Engagement Associate will provide direct support to the Community Engagement team by attending events in the 7-county metro (with emphasis on the Greater East Side and North Minneapolis) and assisting with...