Hybrid Client Services Associate - Financial Planning
Kestra Financial
Christopher Street Financial in New York, NY seeks a Client Service Associate to support end-to-end client onboarding, account setup, and ongoing service. The role collaborates with advisors and the broader CSF team in a fast-paced environment. You bring a business degree or equivalent, experience in financial services, CRM familiarity, and strong organizational skills. Hybrid schedule—in-office Tue, Wed, Thu—offers a blend of teamwork and focus. #J-18808-Ljbffr Kestra Financial
- Christopher Street Financial (CSF) is a growing financial planning and wealth management firm based in New York City, serving clients nationwide. The Client Service Associate role supports all stages of client... .... The role features a Hybrid work schedule with in-office...SuggestedWork at office
- ...contact between Wealth Management, Trust, Banking, or Investment clients and the bank. You will handle client calls and transactions,... ...resolve issues and maximize client satisfaction. The role offers a hybrid/flexible schedule with in-office presence required three or...SuggestedWork at officeFlexible hours3 days per week
$67k - $92.1k
...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... ...As a Registered Client Service Associate, you will provide dedicated support...SuggestedFull timePart timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week- Invesco’s Americas Client Service team seeks a qualified Client Service Associate to support our growing Separately Managed Accounts business from the Seattle office. The role emphasizes collaborative work with portfolio management, operations, trading and distribution...Suggested
$60k - $70k
...investor. We combine modern planning tools, progressive marketing tactics, and a client-first service model that helps advisors spend... ...-only fiduciary that brings financial planning, investment management... ...’re hiring a Client Service Associate to serve as a primary...SuggestedRemote job$60k - $70k
Sr Client Service Associate### Sr Client Service AssociateApply: Parsippany, NJ: Full time: Posted Yesterday: R-102842**About Wealth Enhancement... ...continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that...Full timeTemporary workWork at officeMonday to FridayFlexible hours$90k - $110k
...Client Service Associate Robertson Stephens Wealth Management (RSWM) is a national wealth management firm with locations in San Francisco... ...WY), and now North Barrington (IL). The firm serves the financial planning and investment strategy needs of high-net-worth...Work at office$42.95k - $68.67k
...Client Services Associate Lenox Advisors is a premier MassMutual agency supporting a network of financial professionals who provide insurance, investment, and financial planning solutions to clients nationwide. As part of NFP, an Aon company, we offer the resources...Work at office$75k - $100k
...Client Service Associate WHO WE ARE Procyon is a vibrant and growing wealth management platform... ...QUALIFICATIONS ~3-5 years’ experience in financial services-wealth management; RIA... ...place to work. We currently follow a hybrid work schedule, allowing employees to work...Full timePart timeWork at officeRemote workWork from homeMonday to Friday$80k - $105k
...is a top-tier global financial group. Headquartered in... ...diverse range of financial services, including banking,... ..., and municipal clients. It connects a diverse... ...client service functions associated with supporting the strategic... ...participate in a Hybrid workforce model that...Work at officeLocal areaRemote workWork from homeWorldwide$80k - $90k
...Partners is searching for a Client Service Associate to serve as a vital member... ...partner, and dependents. 401K plan, Life insurance, and short... ...with company tenure. Hybrid remote work environment, “Work... ...Investment Management and Financial Services Referrals increase...Full timeTemporary workWork experience placementCasual workWork at officeRemote workFlexible hours$27.41 - $29.41 per hour
...Client Service AssociateOur client, a large financial services company, is seeking a Client Service Associate for a 12 month contract assignment in New York, New York. This is a hybrid role, working 3 days onsite (5 days onsite is preferred during the initial training...Contract work$80k - $85k
...possibilities for our clients. By delivering the... ...paid time off Hybrid work schedule 401(... ...Employee stock purchase plan Job Description... ...): The Client Service team partners with... ...next Client Service Associate to support our... ...environment for a financial services/RIA/Broker...Full timePart timeWork experience placementWork at officeFlexible hours$100k - $120k
...Client Services Associate MerQube is a technology-driven index provider specializing in the design... ...indices used across a range of financial products and investment strategies. As... ...: flexible arrangements, including hybrid options A team that feels like home...Contract workWork at officeFlexible hours$25.63 - $34.18 per hour
...make better and smarter financial decisions and enabling... ...Universal Assistant is a service and support... ...Banking, or Investment clients and U.S. Bank. Working... ...Location The role offers a hybrid/flexible schedule, which... ...employer-funded retirement plan Paid vacation (from two...Temporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week$70k
...Client Service Healthcare Associate (December 2026 Graduates) New York, New York, United States Guidepoint's Client Service team connects leading... ...nature of the Client Service team, the work schedule is hybrid with three days in the office required. High-...Temporary workSummer workCasual workInternshipWork at officeFlexible hours$90k - $130k
...Client Services Associate (Fintech) NPAworldwide Recruitment Network Location: New York, New York... ...Occupational Categories: Accounting/Financial Services/Investing Industries:... ...Associate (Fintech) New York, NY (Hybrid, minimum of 3 days per week in the local...Full timeContract workWork at officeLocal areaRemote workShift work3 days per week$41.2k - $76.8k
...Client Service Associate, Business Insurance Award-winning, inclusive, Top Workplace culture doesn... ...communication materials used in strategic planning, renewal and/or quarterly reviews,... ...professional development opportunities Hybrid work Charitable contribution match...Minimum wageWork at officeLocal areaNight shift$20 per hour
...0 / Hour Employee Type FT Non-Exempt Required Degree High school Manage Others No Description Job Title: Client Services Associate Location: Remote/Hybrid - USA Reports to: Key Account Manager Department Name: Account Management Job Type: Full Time, Non-Exempt...Full timeWork at officeImmediate startRemote workWork from homeHome officeWeekend workAfternoon shift$85.1k - $161.7k
...provider of professional services to the middle market... ..., empowering our clients and people to realize... ...currently seeking a Senior Associate to join our... ...clients on strategic planning, financial planning and analysis... ...modeling Equity, Debt, and hybrid instruments as they...Full timeWork experience placementInternshipWork at officeLocal area- ...Client Service Associate Immediate need for a talented Client Service Associate... ...in New York City, NY (Hybrid). Please review the job description... ..., dental, vision), 401(k) plan, and paid sick leave (... ...communication skills. Experience in financial services, banking, asset...Contract workLocal areaImmediate start
$385k
Private Client Services Associate or Counsel AttorneyLocation: New York, NYHYBRID work environment availableOur... ...law firm experience in estate and tax planning for high-net-worth individuals.... ...and client service excellence. With a hybrid work schedule, attorneys enjoy...Private practiceWork at office$385k
...Private Client Services Associate or Counsel Attorney Location: New York, NY HYBRID work environment available Our client, a prominent AmLaw 100 firm, is seeking... ...substantive law firm experience in estate and tax planning for high-net-worth individuals. ~...Private practiceWork at office$67k - $80k
...Christopher Street Financial (CSF) is a unique,... ...growing financial planning and wealth... ...New York City, with clients nationwide. We offer... ...advice and investment services to the LGBTQ+... ...a Client Service Associate (CSA) at Christopher... ...position offers a Hybrid (subject to change...Work experience placementWork at office$82.5k
...to grow the next generation of analytics services professionals through our Analytics Development... ...brands. Consult Directly with Clients: Serve as a strategic advisor to media agencies... ...-60 minute commute of our NYC office (or plan to be by your start date) and look...Full timeWork experience placementH1bWork at officeLocal areaImmediate start$65k - $75k
...a regulatory compliance software company focused on creating better work environments, for everyone. We are looking for a Client Services Associate to work with our clients and business partners. The ideal candidate should have 3-5 years client service experience and be...Local areaFlexible hours- ...Dogpound Client Services AssociateThe face and frontline of Dogpound: the ultimate Dogpound Brand Ambassador, you are the first client experience and point of contact for Dogpound. Energetic, charismatic, authentic, thrives on a community, and works well in a team / family...Hourly payFull timeWeekend workAfternoon shiftEarly shift
$35.36k - $90k
...Registered Client Service Associates (CSAs)Registered Client Service Associates (CSAs) help shape the... ...orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment... ...of Financial AdvisorsPrepare financial plans, client reports, and other materials for...Temporary workWork at officeLocal areaWork visa$91.5k - $125k
...Full-Time, Permanent Our client, a rapidly growing... ...network and professional services firm, is looking to... ...multiple Client Services Associates in New York, NY. The... ...to build a career in financial services, client services... ...insurance. 401(k) plan with a guaranteed 3% company...Permanent employmentFull timeInternshipWork at officeLocal areaRelocation package- ...College Degree or 5+ years of Industry Knowledge Knowledge/Skills: Financial industry and Physical Certificate product knowledge Knowledge/... ...to interact and communicate effectively with colleagues and clients Knowledge/Skills: Excellent written and verbal communication skills...
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