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Added 1 min ago
Clinical Research Coordinator (CRC)
GD Information Technology, Inc.
United States
Assists Principal / Associate Investigators in the preparation and submission of clinical protocols, consent forms and other documents to the scientific review committee, IRB and other…
Added 1 min ago
Roving Personal Banker Colorado North
B10 Wells Fargo Bank, N. A.
WINDSOR, CO · FORT COLLINS, CO · GREELEY, CO
Wells Fargo is seeking a Roving Associate Personal Banker (SAFE) to join our National Branch Network. In this front‑line role, you will provide support across multiple branch locations…
Added 2 mins ago
Concur Support Desk Associate
University of North Carolina- Chapel Hill
CHAPEL HILL, NC · NC
…service, support, and training; provide timely reimbursement processing; and ensure compliance with University Policies, State of North Carolina Policies, and Federal Policies as…
Added 1 min ago
Personal Banker Middleton and Madison Branches
B10 Wells Fargo Bank, N. A.
MIDDLETON, WI · MADISON, WI
Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday banking…
Added 2 mins ago
Personal Banker Cocoa FL
B10 Wells Fargo Bank, N. A.
COCOA, FL
Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch Network. In this frontline role, you will build relationships with customers by supporting everyday…
Added 2 mins ago
UF
Receiving Clerk / Slotter
US Foods
St. Louis, MO
- $26 USD / hour
Ensure optimal warehouse and transportation operations by preparing and processing routine forms, reports, and documents (inbound documents, discrepancy reports, stock and damage claims,…
Added 2 mins ago
UC
Hourly Pooled - Part Time Sales Associate (Electronics) - University Store
UW Candidate Experience
Laramie, WY
- From $12 USD / hour
- Part-time
As the Electronics associate you will be the center of customer experience in our Apple Authorized Campus Store. You will match students, faculty, and staff with the right computer – making…
Added 2 mins ago
CG
HOUSEKEEPER (FULL and PART TIME)
Compass Group
OLIVE BRANCH, MS
- $15 USD / hour
- Part-time
…Healthcare Technology Solutions, Ambulatory Services, and Sterile…
Added 2 mins ago
CG
Lead Electrician - 1st Shift - Richmond, VA
Compass Group
Richmond, VA
- $32 to $38 USD / hour
…Patient Observation, Healthcare Facilities Management, Sterile Processing Services, and Ambulatory EVS. Learn more at…
Added 2 mins ago
CG
HOUSEKEEPER (FULL TIME)
Compass Group
New Lenox, IL
- $16.8 to $20 USD / hour
- Full-time
…Healthcare Technology Solutions, Ambulatory Services, and Sterile…
Added 2 mins ago
CG
HOUSEKEEPER (FULL TIME)
Compass Group
New Lenox, IL
- $16.8 to $20 USD / hour
- Full-time
…Healthcare Technology Solutions, Ambulatory Services, and Sterile…
Added 2 mins ago
CG
HOUSEKEEPER (FULL and PART TIME)
Compass Group
MEMPHIS, TN
- $15 USD / hour
- Part-time
…Healthcare Technology Solutions, Ambulatory Services, and Sterile…
Added 2 mins ago
CG
HOUSEKEEPER LEAD (FULL and PART TIME)
Compass Group
MEMPHIS, TN
- $15 USD / hour
- Part-time
…Healthcare Technology Solutions, Ambulatory Services, and Sterile…
Added 2 mins ago
CG
HOUSEKEEPER LEAD (FULL and PART TIME)
Compass Group
OLIVE BRANCH, MS
- $15 USD / hour
- Part-time
…Healthcare Technology Solutions, Ambulatory Services, and Sterile…
Added 2 mins ago
CG
HOUSEKEEPER LEAD (FULL TIME)
Compass Group
Harrisburg, PA
- $16 USD / hour
- Full-time
…Healthcare Technology Solutions, Ambulatory Services, and Sterile…
Added 2 mins ago
CG
HOUSEKEEPER (FULL TIME)
Compass Group
Conroe, TX
- $16 USD / hour
- Full-time
…Healthcare Technology Solutions, Ambulatory Services, and Sterile…
Added 2 mins ago
CG
HOUSEKEEPER (FULL TIME)
Compass Group
Charlotte, NC
- $17 USD / hour
- Full-time
…Healthcare Technology Solutions, Ambulatory Services, and Sterile…
Added 2 mins ago
B
Seasonal Sales Associates- FT & PT
Boscovs
Toms River, NJ
- $16.1 USD / hour
As a Retail Sales Associate, you will build customer confidence, provide accurate information, and promote products through point of successful sale. You will be responsible for…
Added 2 mins ago
CG
FLOOR TECHNICIAN (FULL and PART TIME)
Compass Group
OLIVE BRANCH, MS
- $15 USD / hour
- Part-time
…Healthcare Technology Solutions, Ambulatory Services, and Sterile…
Added 2 mins ago
CG
FLOOR TECHNICIAN (FULL and PART TIME)
Compass Group
MEMPHIS, TN
- $15 USD / hour
- Part-time
…Healthcare Technology Solutions, Ambulatory Services, and Sterile…
Added 2 mins ago
CE
Sales Associate
Claires Essentials LLC
Phoenix, AZ
- $15.15 to $15.5 USD / hour
As a Sales Associate, you are both a brand ambassador and a certified Piercing Specialist, delivering safe, professional piercing services while creating welcoming, energetic, and…
Added 2 mins ago
Beauty Advisor
Ulta Beauty, Inc.
Redmond, OR
…and advertising displays, physical inventory procedures, and processing/unloading shipments using Ulta Beauty’s technology and best…
Added 3 mins ago
P
Production Materials Coordinator
PeopleReady
Eagle Pass, TX
- $14 USD / hour
As a PeopleReady associate you'll benefit from:
Added 3 mins ago
Sterile Processing Supr
University of Michigan
Brighton, MI
To plan, prepare, coordinate and supervise the sterile instrument processing functions and activities for Central Sterile Processing Department.
Added 3 mins ago
Senior Manager, Process Optimization
Otsuka Pharmaceutical Development and Commercialization, Inc.
Princeton, NJ
…Excellence (CoE) for Trial Operations, under the direction of the Associate Director/Director, Clinical Operations, is responsible for executing strategic initiatives that enhance…

Kforce

Client Service Associate

Melville, NY, United States

$72,250 to $97,750 USD / year

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Job details

Pay: $72,250 to $97,750 USD / year
Posting language: English
Posted: Nov 9, 2026

Original job description

Kforce has a client that is seeking a Client Service Associate in Melville, NY.

Summary:

The Client Service Associate plays a crucial role in the client experience by delivering elevated standards of client care. They are highly motivated, organized, and committed individuals with strong initiative and excellent communication skills. They are responsible for understanding policies, procedures, and capabilities to provide comprehensive service to clients.

Duties and Responsibilities:

Collaboration with Financial Advisors:

Working directly alongside the Financial Advisors in developing business plans and a client service model
Assist the Financial Advisor in managing their business by initiating the onboarding process for new clients, preparing and handling account-specific and investment-related documentation, facilitating secure transactions of funds and securities, and maintaining up-to-date and accurate client records
Performing administrative duties that support the financial advisors in daily business practices, including but not limited to telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance

Client Support:

Foster and improve client relationships through active communication, addressing client inquiries, and guiding through the firm's offerings
Social Media
Help with planning seminars and events
Cultivate and nurture strong client relationships by promptly addressing client inquiries and anticipating their needs
Collect the right documentation for opening new accounts
Authenticate clients during transaction processing to ensure proper authorization
Onboard and maintain client accounts
Assist with the preparation of reports and other materials for client meetings
Take appropriate action on client account alerts, and keep management systems up to date with client information
To be considered for this position, candidates must have experience in a similar role, or they must possess significant knowledge, experience, and abilities to successfully perform the responsibilities listed
Relevant education and/or training will be considered a plus

The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. This range may be modified in the future.

We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), and life, disability & ADD insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible for paid time off unless required by law. Hourly employees on a Service Contract Act project are eligible for paid sick leave.

Note: Pay is not considered compensation until it is earned, vested and determinable. The amount and availability of any compensation remains in Kforce's sole discretion unless and until paid and may be modified in its discretion consistent with the law.

This job is not eligible for bonuses, incentives or commissions.

Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.

By clicking “Apply Today” you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers. Note that if you choose to communicate with Kforce via text messaging the frequency may vary, and message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You will always have the right to cease communicating via text by using key words such as STOP.

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More about this job

Skills

Collaboration
Develop business plans
Onboarding
Documentation
Securities
Administrative support
Communication skills
Transaction processing

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