Client Advisory Associate
Liberty Personnel Services, Inc.
Overview Client Advisory Associate - Fully Remote A premier investment advisory firm is seeking a client-centric Client Services Associate. This role is responsible for partnering with clients and internal lead advisors to ensure seamless account management and high-touch service. Core Responsibilities Serve as the primary point of contact for client inquiries via inbound calls, managing account maintenance and complex issue resolution. Collaborate with lead advisors to execute financial strategies and maintain accurate client records. Deliver empathetic, solution-oriented support to enhance client relationship management. Requirements Platform Expertise: Direct experience working with Charles Schwab and Fidelity advisor platforms is required . Experience: Prior customer-facing or inbound phone experience within the financial services industry. Education: Undergraduate degree preferred, or an equivalent combination of education and experience. Licensing: Series 65 or Series 7 and 63 licenses are preferred; must be open to obtaining necessary compliance licensing. Skills: Strong interpersonal communication, a problem-solving mindset, and a commitment to building financial acumen. To apply, please send a current copy of your resume to View email address on click.appcast.io for consideration. All communications are 100% confidential. Please add me on LinkedIn! I look forward to connecting with you! #J-18808-Ljbffr Liberty Personnel Services, Inc.
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Client Advisory Associate in King of Prussia, PA vacancy
- A leading investment advisory firm is seeking a Client Advisory Associate for a fully remote position. In this role, you will serve as the primary point of contact for client inquiries, manage account maintenance, and collaborate with lead advisors to implement financial...SuggestedRemote job
- ...We are seeking an experienced Senior Client Service Associate to join a growing wealth management team supporting high-net-worth individuals, families, and business clients. This role is ideal for a client-focused professional who thrives in a fast-paced environment and...SuggestedWork at office
Recruithook
Wayne, PA4 days ago $23 per hour
...Client Support Associate LHH has partnered with a Global Organization in their search for Client Service Associates to join their team. This is a 6-month contract opportunity offering a hybrid work schedule (3 days in office, 2 days remote). This role is ideal for...SuggestedContract workTemporary workWork at officeLocal areaRemote workLHH
Conshohocken, PA2 days ago- ...Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can...SuggestedWork at officeImmediate start
Stifel Financial
Conshohocken, PA5 days ago - Why a Great Opportunity We are a global family of 30,000 people, present in a broad range of market segments for aluminium and metal recycling, and energy and renewables, offering a unique wealth of knowledge and competence. We have a proud history and are committed...SuggestedHourly payLocal area
NPAworldwide
Wayne, PA3 days ago - ...Registered Client Service Associate Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the...Work experience placementWork at office
Raymond James Financial Services
Devon, PA5 days ago - ...Registered Client Service Associate Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through...Work at officeLocal area
Morgan Stanley
Conshohocken, PA4 days ago - ...Client Tech Support - Sr Associate II Calling all innovators – find your future at Fiserv. We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants...Temporary workH1bWork at officeMonday to FridayShift work
BentoBox
King of Prussia, PA1 day ago - ...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 team committed to their needs. We believe trust comes from transparency. Our trusted...Seasonal workWork at officeWork from homeShift workDay shift
- ...seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in our Bala Cynwyd, PA office (hybrid). The Client... ...and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e...Work at office
$74.5k - $77.5k
...Client Relationship Associate Apply ( locations Malvern, PA time type Full time posted on Posted 30+ Days Ago job requisition id 170678 About this job: At Vanguard, we have a client-first mentality that we live and breathe every day through...Full timeVanguard
Malvern, PA1 day ago- ...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 team committed to their needs. We believe trust comes from transparency. Our trusted...Seasonal workWork at officeWork from homeShift workDay shift
- ...Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and...Full timeFlexible hours
$50k - $60k
...: $50-60k + annual bonus March Forward, a financial planning and wealth management firm, is seeking a detail-oriented Client Onboarding Associate to join our team. In this role, you will manage the end-to-end onboarding process for investment, retirement, and insurance...Work at officeWork from home- ...Client Service Associate We are looking for a Client Service Associate to join our team. You will report to the Director of Human Capital and Growth. What You'll Do Prepare and process paperwork for client transactions, including opening new accounts, closing...
HighTower Advisors
Broomall, PA5 days ago - Beacon Pointe is seeking a Client Service Associate (CSA) in Bala Cynwyd, PA, to join their wealth management team. The role involves responding to client requests, monitoring custodial alerts, and managing client inquiries. A Bachelor's degree is preferred, alongside...
- ...Client Services Associate BAYADA Home Health Care has an immediate opening for a Client Services Associate in our Newtown Square, PA office. This position is on site Monday-Friday 8:30am-5pm. Are you looking for an exciting opportunity in a fast-growing industry...Work at officeLocal areaImmediate startMonday to Friday
- ...Client Services Representative Responds to client requests by phone, email and written response. Completes transactions to resolve client needs. May escalate issues. Responsibilities: Researches and resolves complex client issues. Responds to client requests...Work experience placementVisa sponsorship
Vanguard
Malvern, PA5 days ago - ...Job Description Job Description Waldron Private Wealth (Waldron) is looking for a Client Service Associate to provide operational and administrative assistance to the Client Services (CS) department. In this role you will: Process forms and documentation for...
$55k - $65k
...difficult subject to discuss and that the choices our clients have to make about it can be overwhelming. That'... ...come for and why they stay! Our experienced advisory team is seeking a service minded Client Service Associate. This position plays a vital role in supporting...Work experience placementWork at office$42.5k - $97.6k
...Client Service Associate / Client Service Manager Our Malvern, PA office has an exciting opportunity for a Client Service Associate / Client Service Manager! This role is vital to fostering a culture of exceptional service, delivering personalized support to clients...Full timeTemporary workWork at officeFlexible hoursWealth Enhancement Group
Malvern, PA4 days ago$185k - $215k
...Permanent Tax M&A Attorney | Law Firm Opportunity A bit about us: Our client is a well‑established, business‑focused law practice... ...transactions, tax planning, business structuring, and long‑term advisory relationships. With a collaborative culture and a strong commitment...Permanent employmentLocal area- Job Description Job Description East Norriton-based property-subrogation firm, de Luca Levine LLC, seeks an attorney with litigation and/or litigation support experience. Property, Casualty, and/or Products background (defense or plaintiff) preferred. Strong research...
de Luca Levine LLC
Norristown, PA27 days ago - ...Job Description Job Description Busy general practice Law Firm in Norristown seeks an ambitious, hardworking, motivated Associate. The ideal candidate will have a minimum of 2-5 years’ experience with: Estates and Family Law Applicant must have strong writing...
SBCT
Norristown, PA21 days ago - ...Job Description Job Description Saltz Matkov P.C.'s Wayne, PA office has a position available for a full-time or part-time associate attorney with 2-4 years’ experience in professional liability, commercial and insurance coverage litigation. Successful candidates will...Full timePart timeWork at office
SALTZ MATKOV PC
Wayne, PA10 days ago $90k - $160k
...Job Description Job Description Associate Attorney – Domestic/Civil Litigation King of Prussia, PA We are seeking to add an Associate... ...in all aspects of the practice of family law, supporting our clients in areas including, but not limited to, divorce proceedings,...16 hoursWork at officeLocal areaRemote workJC Law
King of Prussia, PA21 days ago- Job Description Job Description Laurel House is seeking a compassionate and dedicated DART Advocate to provide immediate crisis intervention, safety planning, and short-term case management for victims of domestic violence. This position plays a critical role in responding...Hourly payFull timeTemporary workWork at officeImmediate startMonday to FridayFlexible hours
Laurel House
Norristown, PA4 days ago - ...level? Are you a compassionate, non-judgmental listener? We at A Baby’s Breath are looking for caring individuals to meet with our clients one-on-one to help our mothers reach her goals. Advocates meet with clients on a regular basis to set goals and guide the mom to her...Shift workDay shift
A Baby's Breath Crisis Pregnancy Centers
Norristown, PA2 days ago - Are you passionate about making a difference in the world? Look no further! The Borgen Project is an international organization that works at the political level to improve living conditions for people impacted by war, famine and poverty. With 20 years of experience...
The Borgen Project
Wayne, PA5 days ago - ...Baby’s Breath are looking for caring individuals to meet with our mothers one-on-one to help her reach goals. Advocates meet with clients on a regular basis to set goals and guide a mom to her own personal success. This volunteer commitment requires 2 and a half hours...
A Baby's Breath Crisis Pregnancy Centers
Wayne, PA2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Advisory Associate. Be the first to apply!
