Senior Regional Client Service Associate
BBF Wealth
A leading financial services firm in New York seeks a Registered Client Service Associate to support financial advisors and clients. The ideal candidate must have effective communication skills and the ability to manage multiple tasks in a fast-paced environment. Responsibilities include onboarding clients, managing inquiries, and ensuring compliance with industry regulations. Required qualifications include a high school diploma, five years of industry experience, and necessary certifications like Series 7. This position offers a remote work option and a collaborative team environment. #J-18808-Ljbffr BBF Wealth
- A leading financial services firm in New York seeks a Registered Client Service Associate to support financial advisors and clients. The ideal candidate must have effective communication skills and the ability to manage multiple tasks in a fast-paced environment. Responsibilities...SeniorRemote work
- ...advisors and their prospective and existing clients and other branch staff team members.... ...years of rich history and recognition for service and excellence in the Financial Services... ...a dynamic Registered Client Service Associate who is a motivated, detail oriented and...SeniorWork experience placementWork at office
- ...advisors and their prospective and existing clients and other branch staff team members.... ...years of rich history and recognition for service and excellence in the Financial Services... ...a dynamic Registered Client Service Associate who is a motivated, detail oriented and...SeniorWork experience placementWork at office
$60k - $85k
...large employers. Since 1993 we have connected employees of our clients to over $4.5 billion of income protection. We have also assisted... ...clients and top law firms, providing administration and client service support for their individual disability insurance benefits....SeniorFull timeRemote workWorldwideMonday to Friday3 days per week- ...management and insurance services to high-net-worth... ...facilitate the new policy and client service processes. The Client Services Associate must provide superior... ...by department(s) and Regional Manager Partners with... ...Mastering this Role: Senior Client Service Associate...SuggestedWork at office
$39.8k - $59.5k
...Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome... ...What You'll Be Doing Under immediate supervision, client services associate (NR) assists one or more financial advisor(s) (FA...Work at officeImmediate startFlexible hours- A benefits solutions provider is seeking motivated individuals for a remote role focused on client interactions and personalized insurance solutions. Candidates will work virtually from any location, offering comprehensive training and opportunities for career growth....Remote job
- A leading investment bank and broker-dealer in New York seeks a Registered Client Service Associate for their Sarasota branch. This mid-senior level role is focused on supporting Financial Advisors in managing client accounts and requires strong interpersonal skills and...Full time
- ...information about HOA processes and procedures. Support Community Association Managers (CAMs) with in-office assistance and coverage... .... Perform any additional duties within the scope of the Client Services Associate and as assigned by the manager. Qualifications High...
- ...goals. In 2020, we transitioned to 100% virtual. Through providing personalized benefits solutions, you’ll be the architect of your client’s security tomorrow. In this role, you can expect to: Converse virtually with clients, weaving financial strategies that empower....Weekly payRemote workWork from home
- A prestigious financial services firm is seeking a Bilingual Private Wealth Client Services Associate in New York. The ideal candidate will have 1+ years of experience dealing with high-net-worth individuals, along with full professional proficiency in both English and...
- Registered Client Service Associate (Sarasota, FL) Join to apply for the Registered Client Service Associate (Sarasota, FL) role at Oppenheimer... ...tasks to completion with little or no supervision Seniority level Mid-Senior level Employment type Full-time Job function...Full timeLocal area
- ...advisors and their prospective and existing clients and other branch staff team members.... ...years of rich history and recognition for service and excellence in the Financial Services... ...a dynamic Registered Client Service Associate who is a motivated, detail‑oriented and...Work experience placementWork at office
- Itau US is seeking a Client Service Associate who is fluent in Spanish for a full-time hybrid position. The role involves supporting banking relationships and resolving client inquiries while ensuring compliance with regulatory standards. Ideal candidates will possess...Full time
- Client Service Associate - RJB page is loaded## Client Service Associate - RJBlocations: Saint Petersburg, Florida - United Statestime type: Full timeposted on: Posted Todayjob requisition id: R-0010481**Job Description Summary**Under general supervision, uses skills obtained...Work experience placementWork at officeHome office
- Client Service Associate (Spanish Speaker) Job Category : Associate Requisition Number : CLIEN001962 Posted: April 28, 2026 Full-Time Hybrid Locations Showing 1 location Florida 200 South Biscayne Boulevard 22nd Floor Miami, FL 33131, USA Itaú Unibanco is the largest...Full time
- Position Summary Fellowship Financial Group is seeking a Client Service Associate to join our team in Maitland, FL. This role is essential in supporting our advisors and clients through seamless coordination of retirement planning services, account management, and daily...Work at office
- Introduction At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re... ...of Gallagher. How you'll make an impact The Branch Client Service Associate I is accountable for delivering high quality and efficient service...Full timeLive outWork at officeLocal areaFlexible hours
- ...advisors and their prospective and existing clients and other branch staff team members.... ...years of rich history and recognition for service and excellence in the Financial Services... ...a dynamic Registered Client Service Associate who is a motivated, detail oriented and...Work experience placementWork at office
- ADP is hiring a Client Service Associate. Thanks for clicking! Let us tell you a little more... Are you a customer service superhero who gets a thrill from leaping tall client questions in a single bound? Can you focus on key priorities with your laser vision? (FYI -...
- A leading financial services firm is looking for a Client Service Associate in Town of Florida, New York. This position involves providing operational support to clients, resolving issues, and preparing communications. Candidates should have knowledge of customer operations...
- A leading financial services firm is seeking a Client Service Associate in New York. You will support financial advising activities and ensure excellent service delivery for clients. Responsibilities include managing retirement distributions, overseeing annuity applications...Work at office
- A financial services firm based in New York seeks a Registered Client Service Associate to join their team. The ideal candidate will have effective communication skills and be detail-oriented, providing vital administrative support to financial advisors and clients. Responsibilities...
- Fwainvest is looking for a motivated Registered Client Service Associate to provide high-quality administrative support to Financial Advisors and clients. The role requires effective communication across multiple platforms, organizational skills, and the ability to manage...
- Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart... ...exceptional wealth management services to ultra-high net worth clients. Join our... ...the firm. Proactively supports firm and regional initiatives and remediations, and actively...SeniorLocal area
- JPMorgan Chase & Co. is seeking a Client Associate in Florida to deliver exceptional wealth management services to ultra-high net worth clients. You will assist Financial Advisors in client onboarding and account maintenance, ensuring a smooth wealth management experience...Senior
- ADP, Inc. is seeking a Client Service Associate to build relationships and provide solutions to client challenges in a fast-paced environment. The ideal candidate will have experience in customer service and be a relationship builder who thrives in collaborative situations...
- Exceptional Career Opportunity: Bilingual Private Wealth Client Services Associate Ascendo is excited to present this opportunity in the financial services industry. We are partnering with a prestigious multi-family office that is currently experiencing an amazing period...Work at office
$6,000 per month
A leading spa and wellness center in New York is seeking a dynamic Regional Sales Manager to drive revenue growth and lead the sales team. This role involves mentoring sales personnel, conducting training sessions, and keeping up with industry trends. The ideal candidate...SeniorFull timeWeekend work- ...Civix software solutions to new and existing clients. This role focuses on GoElect, GoRegister... ...driving revenue growth in the Western Region of the US. This includes state-level... ...with lobbying, campaign finance, business services, and election systems. Experience with MEDDPICC...SeniorContract workLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Regional Client Service Associate. Be the first to apply!
- client account associate Florida, NY
- client solutions associate Florida, NY
- registered client associate Florida, NY
- client services associate Florida, NY
- client relationship associate Florida, NY
- client success associate Florida, NY
- service consultant Florida, NY
- card services specialist Florida, NY
- environmental services attendant Florida, NY
- office service associate Florida, NY

