Client Services Specialist for Financial Advisors
Raymond James Financial, Inc.
Raymond James Financial, Inc. in Shreveport, LA is seeking a Registered Client Service Associate to support financial advisors and clients. You will onboard clients, open accounts, process transfers, monitor cash, and prepare materials for client meetings. The role requires a High School Diploma and securities licenses (SIE, Series 7; Series 63/65/66 as needed). Excellent communication and CRM proficiency are essential for this fast-paced environment. #J-18808-Ljbffr Raymond James Financial, Inc.
$16.5 - $21 per hour
Relationship Banker / Client Relationship Specialist - Ellisville, MO #3512 About this Role The Relationship... ...client relationships, identifying financial needs, recommending banking... ...supporting branch growth through proactive service and sales activities. This role...SuggestedHourly payFor contractorsWork at officeRemote workFlexible hours- ...Raymond James Financial, Inc. in Naples, FL is seeking a Registered Client Service Associate to support Financial Advisors and clients with high-quality administrative service. You will manage inquiries, schedule meetings, assist with onboarding, and help maintain client...Suggested
- ...close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones... ...company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately...SuggestedFull timeTemporary workFlexible hours
$100k - $250k
...and committed to delivering outstanding client service? If you thrive in a fast‑paced... ...relationships, and want to provide meaningful financial leadership, we want to hear from you. Our... ...Alpharetta. We\'re seeking a Financial Advisor to help lead the growth of this new...SuggestedWork at officeLocal area- The Client Service Associate (CSA) will provide administrative and operational support to the lead advisor and company founder that would touch many disciplines including brokerage,... ...professional support role. What You’ll Do Financial Planning Support Learn about our...SuggestedWork at office
- Raymond James Financial, Inc. is seeking a Service Advisor to support independent registered investment advisors and introducing broker dealers on custodial and clearing services platforms. The role handles inquiries via phone and email, researches issues, and ensures...Work from homeHome office
- ...across multiple business units, ensuring smooth operations and timely client servicing. The role emphasizes use of Peoplesoft and Microsoft Office, with opportunities to expand knowledge across financial services processes. The candidate will work onsite in Las Vegas,...Work at office
- Leavitt Group is seeking a Commercial Lines Customer Service Agent to work with the Account Manager in providing timely and professional service to clients. The role requires developing knowledge of assigned accounts and upholding the department's standards of excellence...
- ...In this entry level role Financial Aid Advisor will have the opportunity to make a difference by uploading and scanning student documents and... ...financial aid eligibility, while providing quality customer service. A Financial Aid Advisor performs at a entry level in all core...Work at officeLocal areaFlexible hoursAfternoon shift
- ...Raymond James is seeking a Client Administrative Support Associate in Saint Petersburg, FL to support the RIA & Custody Services division. The role focuses on onboarding/offboarding, client data maintenance, billing support, and reporting, with emphasis on accuracy, compliance...
- ...A global financial services firm in Brooklyn is seeking a Private Client Advisor to provide comprehensive financial planning and advice. The role involves supporting clients with personalized investment solutions and fostering client relationships. Candidates should have...
$128.1k - $239.6k
...devices and connecting our people and our clients, to enabling hundreds of internal tools... ...solutions are integrated in the client services we deliver and is key to us being more innovative... ...when needed to support your physical, financial, and emotional well-being.Are you ready...Summer holidayLocal areaRemote workFlexible hoursNight shiftWeekend work$18 - $23.08 per hour
...Summary** Be a problem solver, trusted advisor, and partner to the people and businesses... .... As a Teller, you provide excellent client service in-person by welcoming both new and existing... ...with clients, listen to uncover financial needs and transition clients to a banker...Hourly payFull timeWork experience placementShift workDay shift- ...Branch in Queens, NY. This entry-level role supports day-to-day client services and transaction processing, helping deliver a positive,... ...clients on digital options, and identify opportunities to refer suitable products aligned with their financial goals. #J-18808-Ljbffr...Part time
- ...full range of banking products. You will deliver exceptional client service, play a key role in community activities, and support the teller... ...or GED (Associate degree preferred) and 3–5 years in a financial services role. Join a team that values growth, compliance, and...
$18.75 - $25 per hour
...Summary** Be a problem solver, trusted advisor, and partner to the people and businesses... ...resource in identifying and resolving client servicing issues, serve as the primary... ...questions and listen to clients to uncover financial needs and transition clients to a banker...Hourly payWork experience placementShift workDay shift$275k
...Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology... ...We provide global support for corporate and institutional clients, delivering tailored services, products and solutions...Hourly payFull timeContract workWork experience placementWork at officeShift work$18 - $23.08 per hour
...Summary** Be a problem solver, trusted advisor, and partner to the people and businesses... .... As a Teller, you provide excellent client service in-person by welcoming both new and existing... ...with clients, listen to uncover financial needs and transition clients to a banker...Hourly payWork experience placementFlexible hoursShift workDay shift- ...delivering innovative solutions for alternative asset clients. Our Alternative Fund Services business is recognized for its scale, expertise, and commitment... ...and records, compute Net Asset Valuations, prepare financial statements, assist with capital events, and coordinate...Work at office
$60k - $114k
...Husch Blackwell LLP is a full-service litigation and business law... ...across the United States, serving clients with domestic and... ...locations. The Senior Client Account Specialist ensures that the firm receives... ...clients, helping maintain financial stability. Essential job functions...Full timeTemporary workWork experience placementWork at officeRemote workFlexible hoursShift work$24 - $26 per hour
The Client Reporting Specialist is responsible for gathering, compiling, and transforming data from custody operations and fund accounting services to create reports showing finalized or predicted Client... ...Banking Operations Financial Reporting Basic Accounts Receivable...Hourly payPermanent employmentTemporary workWork experience placementShift work- ...We are seeking a Onsite Training Specialist with hands-on athenaOne experience to... ...scheduling, check-in/check-out, and point-of-service collections. Educate teams on revenue... ...not guarantee job spots or engage in any financial transactions related to employment. If you...Temporary workWork at officeLocal areaImmediate start
- ...people who are interested in starting a career within the financial service industry as a financial advisor.New York Life will invest in you from the start,... ...positive impact of your work for years tocome. You will grow personally and professionally along with your clients....Live inWork at officeLocal area
$21 - $28 per hour
...Client Success Specialist The Client Success Specialist is a pivotal role that is responsible for... ...ensuring an exceptional after-sales service experience, upholding the unparalleled... ...support mental, emotional, physical, and financial well-being. We also offer competitive...Full timeWork at officeRemote work$19.71 - $32.21 per hour
...Client Service Specialist, Small Business Unit Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves...Work at officeLocal area- University of Georgia is seeking a Large Animal Client Services Coordinator to provide professional client service and administrative support... ...for a seamless experience. Responsibilities include handling financial transactions, managing records, coordinating with referral...
- Harbor is seeking a Client Registration/Intake Specialist to join the Toledo team! This position is responsible for a welcoming and thorough client registration... .... Prior experience strongly preferred in customer service and behavioral health setting. Must have strong...Full timeWork at office
- ...phonecallsandworking directly with clients.This vital role involves... ...controls. The Intake Specialist also schedules energy audits... ...years of experience in client services, case management, or a related... ...Good Vision: To read and review financial documents, reports, and spreadsheets...Work at officeLocal area
- ...Worth, seeks a courteous Teller to perform cash handling, balance cash drawer, and process customer transactions. You will assist clients with account inquiries, explain bank products, and help maintain compliance with policies and security procedures. This role requires...
$65.6k - $92.68k
## Wealth Advisor (Wealth Management - Premier/Brokerage) -... ...the idea that transforming financial lives starts by giving our... ...essential member of a dedicated client practice team servicing Empower clients. In... ...and the Client Experience Specialist, it will help deliver a high...Remote job16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaWork from homeWork visaFlexible hours
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