Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Executive Client Services Associate - Financial Planning in Brooklyn, NY vacancy
  • $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

    Edelman Financial Engines, LLC

    Brooklyn, NY
    1 day ago
  • $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... 
    Suggested
    Full time
    Part time
    Work at office
    Home office

    Threadneedle group

    Brooklyn, NY
    1 day ago
  • 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... 
    Suggested
    Permanent employment
    Work at office
    Local area

    HighTower Advisors, LLC

    Brooklyn, NY
    1 day ago
  •  ...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... 
    Suggested
    Work experience placement
    Home office

    6AM City, LLC

    Brooklyn, NY
    3 days ago
  • 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

    Raymond James Financial, Inc.

    Brooklyn, NY
    2 days ago
  • 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... 

    JP Morgan Chase

    Brooklyn, NY
    1 day ago
  • 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... 

    JP Morgan Chase

    Brooklyn, NY
    2 days ago
  •  ...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... 
    Internship
    Local area

    TransPerfect

    Brooklyn, NY
    2 days ago
  •  ...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 time
    Remote work

    Hello Sunshine Travels

    Jersey City, NJ
    3 days ago
  •  ...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 office
    Remote work

    NomadesDigitais

    Brooklyn, NY
    1 day ago
  • $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 placement
    Work at office

    Raymond James Financial Services

    Brooklyn, NY
    1 day ago
  •  ...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 home
    Flexible hours

    Global Elite

    Bayonne, NJ
    1 day ago
  •  ...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.... 

    JPMorgan Chase

    Brooklyn, NY
    4 days ago
  •  ...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 work
    Work from home

    AOGarcia

    Bayonne, NJ
    4 days ago
  • 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

    NomadesDigitais

    Brooklyn, NY
    3 days ago
  • 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 time
    Flexible hours

    SLT (Strengthen - Lengthen - Tone)

    Hoboken, NJ
    4 days ago
  • ## 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 placement
    Work at office

    Raymond James Financial, Inc.

    Brooklyn, NY
    3 days ago
  • 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... 

    Third Bridge

    Brooklyn, NY
    1 day ago
  •  ...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... 

    Us Bank

    Brooklyn, NY
    4 days ago
  • 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... 

    HighTower Advisors, LLC

    Brooklyn, NY
    1 day ago
  • $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 pay
    Full time
    Work at office
    Worldwide
    Monday to Friday

    BillionToOne Inc.

    Brooklyn, NY
    3 days ago
  • $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 job
    Home office

    Alpaca

    Brooklyn, NY
    5 days ago
  • 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 job
    Work from home
    Home office

    AO Garcia Agency

    Bayonne, NJ
    4 days ago
  • 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 work
    Shift work

    Alpaca

    Brooklyn, NY
    5 days ago
  • 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... 

    6AM City, LLC

    Brooklyn, NY
    3 days ago
  • 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 time
    Temporary work
    Part time
    Work at office

    SPS North America Inc.

    Brooklyn, NY
    2 days ago
  •  ...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 placement
    Work at office

    Raymond James Financial, Inc.

    Brooklyn, NY
    2 days ago
  • $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 pay
    Local area

    TBK Bank, SSB

    Brooklyn, NY
    4 days ago
  •  ...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... 

    Social Leverage

    Brooklyn, NY
    5 days ago
  • $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 pay
    Part time
    Local area
    Shift work

    TBK Bank, SSB

    Brooklyn, NY
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Executive Client Services Associate - Financial Planning. Be the first to apply!