Executive Client Services Associate - Financial Planning
Edelman Financial Engines, LLC
Edelman Financial Engines, LLC, in the United States, is seeking an Executive Client Service Associate to support an Executive Director Planner. You will help deepen client relationships, handle onboarding paperwork, and coordinate with custodians and operational teams to deliver seamless service. The role requires at least 3 years of experience in the financial services industry, a bachelor’s degree or equivalent, strong communication and multitasking skills, and a high level of #J-18808-Ljbffr Edelman Financial Engines, LLC
$73k - $102k
At Edelman Financial Engines (EFE), our purpose is to guide people... ...has a job to do for our clients. That’s why we are... ...feel confident about the plans they are making, whether for... ...a career with us. As an Executive Client Service Associate, you will be part of the Client...Suggested$29.9k - $41.15k
...Our Company We’re a diversified financial services leader with more than $1.5... ...small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset... ...looking for a Client Service Associate to join our operations team! The...SuggestedFull timePart timeWork at officeHome office- Client Service Associate - Argent Wealth Management Waltham, MA, USA Job Description Posted Tuesday, August 11, 2026 at 5:00 AM Your Future Team Investments, estate, tax and financial planning - all under one roof. Argent Wealth Management is an independent-minded business...SuggestedPermanent employmentWork at officeLocal area
- ...our firm, we believe meaningful financial planning begins with strong, lasting relationships... ...advice that always puts our clients’ best interests first. We are... ...for proactive, highly personalized service. As our Client Service Associate, you'll play a key role in delivering...SuggestedWork experience placementHome office
- Raymond James is seeking a Registered Client Service Associate to provide high-touch administrative support to Financial Advisors and clients. You will handle inquiries, schedule meetings, onboard new clients, and maintain accurate records. The role requires strong communication...Suggested
- Join our dynamic team as a Client Service Delivery Associate II and become a vital part of our mission to... ...issues. Your proficiency in strategic planning and change management will enable... ...troubleshooting issues and protecting against financial and reputational damage. Facilitate...
- Join our dynamic team as a Client Service Equity Swap Associate II and become a vital part of our mission to... ...Equity Derivatives and the Prime Financial Services group, you will play a pivotal... .... Your proficiency in strategic planning and change management will enable you...
- ...work for the global leader in the language services and technology industry? Are you... ...legal support services. All services and client partnerships are aided by best-in-breed software... ...career development and an attractive bonus plan and social events are organized...InternshipLocal area
- ...Client Services Associate Jersey City, New Jersey, United States Hello Sunshine Travels is a growing travel business dedicated to helping... ...clients. Whether booking your own vacations or helping others plan theirs, our team members enjoy the freedom of being their...Full timeRemote work
- ...resolve billing questions, and keep customers informed throughout the service process while maintaining accurate documentation. What We\'re Looking For 2+ years of experience in customer service, client services, or customer support Experience managing high volumes of...Work at officeRemote work
$55k - $75k
...Description Summary Supports Financial advisors and their prospective and existing clients and other branch staff... ...and recognition for service and excellence in the... ...Client Service Associate who is a motivated, detail... ...software. Goal planning software. Excel, including...Work experience placementWork at office- ...Client Service Leadership Opportunity Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities? Look no further! With the option to work from home and enjoy a flexible schedule, you can balance your personal and professional...Work from homeFlexible hours
- ...Client Service Delivery Associate II Join our dynamic team as a Client Service Delivery Associate II and... .... Your proficiency in strategic planning and change management will enable you... ...troubleshooting issues and protecting against financial and reputational damage....
- ...Financial Services Position Are you looking for a work-from-home opportunity where you can grow with a company, help others, and uphold... ...aspects of your work, ensuring that every interaction with clients is based on honesty, transparency, and trustworthiness. Qualifications...Remote workWork from home
- NomadesDigitais is seeking a customer service professional to manage inquiries from start to finish across phone, email, and portals. You will ensure professional handling and track questions through resolution, coordinating with vendors and maintaining up-to-date records...Remote job
- SLT (Strengthen - Lengthen - Tone) in Hoboken is hiring for a part-time position in their Client Services Team. This role involves providing exceptional client/customer service, assisting with studio operations, and conducting machine demos. The ideal candidate should possess...Part timeFlexible hours
- ## Registered Client Service Associate (Shreveport, LA)Applylocations: Shreveport, Louisiana - United... ...9**Job Description Summary**Supports Financial advisors and their prospective and... ...similar contact management software. Goal planning software. Excel, including developing...Work experience placementWork at office
- Third Bridge is seeking a Client Services Associate in a fast-paced, high-energy environment. You will find, call, and engage industry experts to deliver insights for clients, often under tight deadlines. You’ll develop commercial awareness and business acumen, with opportunities...
- ...assist teams, manage schedules, and handle client communications. The role emphasizes... ...ideal candidate brings strong customer service, problem-solving abilities, and a proven... ...track record in administrative roles within financial services, ready to work in a...
- Argent Wealth Management in Waltham, MA is seeking a Client Service Associate to support advisor client teams with onboarding, account maintenance, and money movements. You will handle inquiries via phone, email and in person while maintaining accurate client records and...
$66.12k
...today. Our scientists, engineers, sales executives, and visionaries are united by an... ...where you belong. We are looking for a Client Services Associate I, Prenatal (Women's Health) to... ...employee premiums paid 100% of select plans, dependents covered up to 80% Extremely...Hourly payFull timeWork at officeWorldwideMonday to Friday$500 per month
Registered Brokerage Client Service Associate - Pacific Timezone Who We Are: Alpaca is a US-headquartered, global leader in agent-first brokerage... ...and more. Amongst our subsidiaries, Alpaca is a licensed financial services company, serving hundreds of financial...Remote jobHome office- AO Garcia Agency is seeking dedicated individuals for a work-from-home financial services role dedicated to protecting families. Join a team that values integrity, growth, and helping others while you build a rewarding career from a comfortable home office. Interviews...Remote jobWork from homeHome office
- Alpaca is seeking a Registered Brokerage Client Service Associate to support broker partners and clients in the Pacific Timezone. You will be the first contact for service needs, process operations such as ACATs, and coordinate across internal teams to resolve issues....Remote workShift work
- 6AM City, LLC in Kentucky seeks a Client Service Associate to deliver exceptional service, support advisors, and help run a smooth wealth management operation. You will prepare for meetings, process paperwork, and coordinate client communications while ensuring accuracy...
- SPS Global is seeking a professional and service-driven Client Services Associate to support daily office, mail, shipping, and workplace operations. This... ..., DCFSA, HSA, Commuter Transit and Parking Pre-Tax Plans, Supplemental Life Insurance, Accident Insurance, Critical...Full timeTemporary workPart timeWork at office
- ...rich history and recognition for service and excellence in the Financial Services industry, Raymond James... ...is seeking a dynamic Registered Client Service Associate who is a motivated, detail... ...contact management software. Goal planning software. Excel, including developing...Work experience placementWork at office
$16.54 - $22.67 per hour
...thrive on providing exceptional customer service, and we look for friendly... ...dedicated to helping customers achieve their financial goals. Triumph Financial, Inc. (NASDAQ... ...building strong relationships? As a Client Services Associate, you'll be at the forefront of our commitment...Hourly payLocal area- ...firm specializing in the broker-dealer space. This role offers an opportunity to be the first point of contact for clients and broker partners, handling service requests, transfers, and onboarding tasks. You will collaborate with multiple internal teams to resolve issues...
$16.54 - $22.67 per hour
...with humility. We thrive on providing exceptional customer service, and we look for friendly professionals dedicated to helping customers achieve their financial goals. Position Summary As a Client Services Associate (part-time), you’ll have the opportunity to build...Hourly payPart timeLocal areaShift work
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