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

Client Service Associate for Financial Advisors

raymondjames

Raymond James is seeking a Registered Client Service Associate to provide high-touch administrative support to Financial Advisors and clients. The role requires handling inquiries, opening client accounts, and maintaining accurate documentation while ensuring regulatory compliance. You will use CRM systems, Excel, and various communication channels to deliver exceptional service, organize tasks, and assist with meetings and client events. #J-18808-Ljbffr raymondjames

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Client Service Associate for Financial Advisors in Saint Louis, MO vacancy
  • Lathrop GPM is actively seeking an associate to join our Private Client Services practice group in St. Louis ....  ...in all aspects of clients’ family, financial, business and tax matters, including...  ...families, and their professional advisors across the United States to accomplish... 
    Suggested
    Private practice

    Lathrop GPM LLP

    Saint Louis, MO
    4 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...  ...administrative support to Financial Advisors, their prospective and existing... 
    Suggested
    Work experience placement
    Work at office

    100 Raymond James & Associates, Inc.

    Saint Louis, MO
    3 days ago
  •  ...Garcia Agency is seeking dedicated individuals for a remote financial services position focused on protecting families. This opportunity allows...  ...integrity, strong communication, and teamwork to support clients' financial futures. #J-18808-Ljbffr AO Garcia Agency
    Suggested
    Remote job
    Work from home
    Flexible hours

    AO Garcia Agency

    Saint Louis, MO
    1 day ago
  • $65k - $75k

    Client Service Associate - Wealth Management (W) 1 week ago Be among the first 25 applicants This range...  ...firm is a person who supports the advisors, the firm’s overall operational...  ...for organization and order. Work with financial advisors through weekly meetings to help... 
    Suggested
    Full time
    Work experience placement
    Work at office

    TalentLink Solutions

    Saint Louis, MO
    4 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...  ...administrative support to Financial Advisors, their prospective and existing... 
    Suggested
    Work experience placement
    Work at office

    raymondjames

    Saint Louis, MO
    4 days ago
  • $65k - $73k

     ...values ownership, consistency, and continuous learning? The Client Service Associate role at RFG Advisory may be a fit for your next career...  ...to providing comprehensive support to our independent financial advisors, enabling them to create a refined client experience and... 
    Full time
    Casual work
    Work at office
    Home office
    Monday to Friday
    Afternoon shift

    RFG Advisory

    Saint Louis, MO
    3 days ago
  •  ...industry by building a forward‑thinking platform that empowers financial advisors to scale their practices, achieve long‑term success, and...  ...Summary We are seeking a highly organized, resourceful Client Service Associate with at least 3 years of experience in the financial... 
    Full time
    Work at office

    VestGen Wealth Partners

    Kirkwood, MO
    5 days ago
  • $18 per hour

     ...You’ll Love this Guest Experience Associate Job!     Deliver First-Class Service in a Luxury Hospitality...  ...meaningful relationships with our clients by going that extra mile in the form...  ...programs, and maternity resources Financial protection and support , including... 
    Local area
    Shift work

    Go Rentals

    Saint Louis, MO
    20 days ago
  • $54k - $65k

     ...Job Description At Edelman Financial Engines (EFE), our purpose is...  ...invested has a job to do for our clients. That's why we are committed...  ...As a member on the Client Services team, you'll play a pivotal role...  ...(Registered Investment Advisor or Broker/Dealer) is preferred... 

    Edelman Financial Engines, LLC

    Saint Louis, MO
    1 day ago
  • $50k - $55k

     ...: Chesterfield, MO Job Title : Client Service and Operations Associate Type of Position: Full-time...  ...help clients understand their current financial picture considering their future financial...  ...clients and supports the financial advisor to ensure that their focus remains... 
    Full time
    Temporary work
    Home office

    Northwestern Mutual - Clayton

    Chesterfield, MO
    a month ago
  • CliftonLarsonAllen in the St. Louis area seeks an Accounting Associate to join the CAAS Healthcare team. You will support client service by handling daily transactions, coordinating payroll, and assisting with month-end close for multiple healthcare clients. Bachelor's... 

    CliftonLarsonAllen

    Saint Louis, MO
    3 days ago
  • Edward Jones seeks a Client Relations Financial Representative to provide advisory and service support when the Financial Advisor is unavailable. You will assist clients with urgent financial needs, resolve disputes, and support cases involving compliance or fraud, while... 

    Edward Jones

    Saint Louis, MO
    2 days ago
  •  ...the volume of applicants. Join a financial services firm where your contributions are...  ...come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re...  ...of our partnership. Edward Jones associates are seen, heard, respected, and supported... 
    Temporary work
    Work at office
    Home office
    Flexible hours

    Edward Jones

    Saint Louis, MO
    5 days ago
  •  ...At Synergy Wealth Solutions, we help advisors grow more than a book of business—we help...  ...protection strategies, and exceptional client service with a culture that values ambition,...  ...Role: We are seeking an Experienced Financial Advisor with a track record of building... 

    Synergy Wealth Solutions

    Chesterfield, MO
    4 days ago
  •  ...Raymond James in St. Louis seeks a Registered Client Service Associate to provide high-touch administrative support to Financial Advisors, clients, and staff. You will handle inquiries, schedule meetings, onboard new clients, and maintain accurate client records. The role... 

    100 Raymond James & Associates, Inc.

    Saint Louis, MO
    1 day ago
  •  ...Relationship Banker (I-III)Provides superior client service and maintains high relationship selling results through finding information and solutions in a timely, friendly and accurate manner, offering new and current products to clients and prospects, while opening new... 

    Royal Banks of Missouri

    Saint Louis, MO
    5 days ago
  •  ...comprehensive wealth management and investment products and services for individuals, companies, and institutions....  ...through investment advice and guidance.Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Saint Louis, MO
    2 days ago
  •  ...comprehensive wealth management and investment products and services for individuals, companies, and institutions....  ...investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Saint Louis, MO
    3 days ago
  •  ...Wealth Management Client Associate Clayton, Missouri To proceed with your application...  ...management and investment products and services for individuals, companies, and...  ...investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Saint Louis, MO
    3 days ago
  • Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships...  ...and guidance Product and Service Consultation: Discuss financial products... 
    Work experience placement
    Work at office
    Local area
    Flexible hours

    Equitable Advisors

    Saint Louis, MO
    4 days ago
  •  ...Missouri-Saint Louis is seeking a Student Support Specialist II in Financial Aid to assist students with accounts, FAFSA guidance, and...  ...will ensure accurate data handling and deliver excellent customer service while guiding students and families through campus procedures.... 

    University of Missouri-Saint Louis

    Saint Louis, MO
    1 day ago
  •  ...the volume of applicants. Join a financial services firm where your contributions are...  ...come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re...  ...of our partnership. Edward Jones associates are seen, heard, respected, and supported... 
    Full time
    Temporary work
    Flexible hours

    Edward Jones

    Chesterfield, MO
    4 days ago
  •  ...Financial Service Representative Branch Network Department; Affton Branch Banking Full-Time Branch Network Scott Credit Union is hiring a Financial Service Representative in Affton, MO to help support our members and strengthen our connection with the community.... 
    Full time
    Temporary work
    Work at office

    Scott Credit Union

    Saint Louis, MO
    22 hours ago
  • $15 per hour

     ...Client Associate TravisMathew is a premium apparel brand that exists because we seized an opportunityand we're inviting you to take yours...  ...is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store... 
    Weekend work
    Afternoon shift

    TravisMathew

    Saint Louis, MO
    5 days ago
  •  ...strives for a culture that puts its clients and associates first: a culture where everyone belongs...  ...DoingThe Cash Products and Banking Services Specialist supports cash-related...  ...provide tier-two support to Stifel's financial advisors and client services teams as a subject... 

    Stifel Financial

    Saint Louis, MO
    1 day ago
  • Fidelity Investments in St. Louis seeks a Financial Consultant to engage face-to-face with clients, provide mentorship and personalized planning, and help expand the firm’s brand. You’ll join an established client base supported by strong resources and an open-architecture... 

    Soteria Reinsurance Ltd.

    Saint Louis, MO
    4 days ago
  • Opportunity Overview The Client Relations Financial Representative (CRFR) is responsible...  ...the FA to provide advice, service, and support for our client...  ...needs when their Financial Advisor is unavailable. CRFRs play...  ...partnership. Edward Jones associates are seen, heard, respected,... 
    Temporary work
    Work at office
    Work from home
    Home office
    Flexible hours
    3 days per week

    Edward Jones

    Saint Louis, MO
    2 days ago
  •  ...Hydration Spa is seeking an outgoing, dependable Front Desk / Client Experience Associate to join our team. You’ll greet clients, schedule...  ...communication, initiative, and comfort discussing wellness services. You’ll support membership enrollment, answer questions, and... 
    Part time

    Integrity Wellness LLC

    Saint Louis, MO
    2 days ago
  • Job Overview A law firm seeks an associate attorney to join its Private Client practice group in St. Louis, Missouri. The ideal candidate will have a keen...  ...communication skills. Commitment to exceptional client service. Ability to organize workload and manage deadlines.... 
    Private practice

    BCG Attorney Search

    Saint Louis, MO
    1 day ago
  • Royal Banks of Missouri is seeking a frontline Banking Associate to greet clients, process transactions, and provide prompt, courteous service. You will learn basic banking products and support digital banking usage while maintaining high security standards. The role emphasizes... 

    Royal Banks of Missouri

    Saint Louis, MO
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Service Associate for Financial Advisors. Be the first to apply!