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

Client Services Associate, Financial Advisory Support

Raymond James

Raymond James is seeking a dynamic Registered Client Service Associate to provide high touch administrative support to Financial Advisors, prospective and existing clients, and branch staff. You will handle inquiries, onboarding, account openings, asset transfers, and ongoing client communications while maintaining accurate records in our CRM systems. The role emphasizes teamwork, accuracy, and exceptional customer service. #J-18808-Ljbffr Raymond James

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Client Services Associate, Financial Advisory Support in Saint Louis, MO vacancy
  •  ...investment bank and full service broker-dealer. With...  ...of activities in the financial services industry,...  ...services and investment advisory and asset management...  ...firm is seeking a Client Service Associate to join our Private Client...  ...organizational support, as well as client interaction... 
    Financial
    Local area

    Oppenheimer & Co. Inc.

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

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

    RFG Advisory

    Saint Louis, MO
    4 days ago
  • 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...  ...working environment. We celebrate and support diversity and the benefits it... 
    Financial
    Private practice

    Lathrop GPM LLP

    Saint Louis, MO
    5 days ago
  • $65k - $75k

    Client Service Associate - Wealth Management (W) 1 week ago Be among the first 25 applicants This range...  ...a wealth management firm, focused on supporting clients through all stages of life....  ...organization and order. Work with financial advisors through weekly meetings to help... 
    Financial
    Full time
    Work experience placement
    Work at office

    TalentLink Solutions

    Saint Louis, MO
    5 days ago
  •  ...thinking platform that empowers financial advisors to scale their...  ...intersection of financial advisory, private equity, and technology...  ...organized, resourceful Client Service Associate with at least 3 years of experience...  ...services sector to support a Financial Advisor and the... 
    Financial
    Full time
    Work at office

    VestGen Wealth Partners

    Kirkwood, MO
    1 day ago
  •  ...Job Description Job Description We are seeking an Operations & Advisor Client Services Associate to support both our home office operations and the day-to-day needs of a financial advisor’s practice. This person will help clients and advisors navigate account opening... 
    Financial
    Work at office
    Home office

    Saxony Securities, Inc

    Saint Louis, MO
    19 days ago
  •  ...Our CompanyWe’re a diversified financial services leader with more than $1.5 trillion...  ...business and institutional clients. We are a longstanding leader in...  ...As a Registered Client Service Associate, you will provide dedicated support to a high producing advisors by... 
    Financial
    Full time
    H1b
    Work at office
    Work from home
    Home office
    Visa sponsorship
    1 day per week

    Ameriprise Financial

    Chesterfield, MO
    4 days ago
  • Position Overview The Client Service Associate supports Gatewood Wealth Solutions’ client service and operations functions by executing high-volume...  ...client service instincts, comfort handling confidential financial information, and enough exposure to banking or financial... 
    Financial
    Temporary work
    Part time
    Remote work

    Gatewood Wealth Solutions

    Brentwood, MO
    5 days ago
  •  ...alternative application process. Advisory Services Specialist Full Time Operations Support St. Louis, MO, US 2 days ago...  ...based advisory accounts, including client billing and advisor compensation...  ...: 3+ years of experience in financial services; specifically, fee-based... 
    Financial
    Full time
    Work experience placement
    Work at office
    Work from home
    Home office

    Benjamin F Edwards & Co

    Saint Louis, MO
    2 days ago
  • Ameriprise Financial is seeking a Registered Client Service Associate to support high-performing advisors by preparing portfolio materials, building financial plans, and managing client interactions to deepen relationships. You will contribute to a personalized client experience... 
    Financial
    Work at office

    Ameriprise Financial Services, LLC

    Chesterfield, MO
    2 days 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
    4 days ago
  • Schwab is seeking an Associate, Bilingual Client Services Representative to support international and domestic clients with trading and account inquiries. You will help with stock, ETF, mutual fund and options trading, and translate documents for internal partners and... 
    Flexible hours
    Afternoon shift

    Charles Schwab

    Saint Louis, MO
    1 day ago
  •  ...culture that puts its clients and associates first: a culture...  ...The Client Report Services Specialist is responsible...  ...with the day-to-day support and on-going development...  ...frontline support to Stifel Financial Advisors utilizing...  ...), account types (advisory v. brokerage), and the... 
    Financial

    Stifel Financial

    Saint Louis, MO
    3 days ago
  •  ...opportunity.Wipfli’s client accounting advisory practice is seeking...  ...nonprofits strengthen their financial operations. You’ll...  ...closely with a supportive, high‑performing...  .... 3+ years managing associates and/or teams. Professional...  ...professional services. Wipfli LLP and Wipfli... 
    Financial
    Temporary work
    Local area
    Remote work
    Flexible hours

    Wipfli

    Saint Louis, MO
    4 days ago
  •  ...wholly focused on going further for our clients. We are one firm with many solutions and we provide a full spectrum of financial advisory services, but our true purpose is centered on...  ...Description The Client Service Administrator supports client team operations by providing... 
    Financial
    Full time
    Temporary work
    Work at office

    Moneta

    Saint Louis, MO
    4 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... 
    Financial

    Edward Jones

    Saint Louis, MO
    2 days ago
  • Edward Jones in the United States is seeking a Branch Office Administrator to provide seamless support to clients, manage accounts, and help advisors grow their business. You will play a key role in facilitating communication and delivering an exceptional client experience... 
    Financial
    Work at office
    Home office

    Edward Jones

    Saint Louis, MO
    4 days ago
  •  ...national professional services firm where our...  ...day, for our clients, our people, and...  ...industry-focused wealth advisory, digital, audit,...  ...an Accounting Associate to join our CAAS...  ...Processing : Completes financial statements....  ...previously set up and supported by Senior... 
    Financial
    Work at office

    CliftonLarsonAllen

    Saint Louis, MO
    3 days ago
  •  .... Louis, Missouri that is looking to add a Client Advisory Services (CAS) Manager to their team in an onsite leadership...  ...client deliverables including bookkeeping, financial reporting, payroll processing, and controller-level support Serving as a senior point of contact for... 
    Financial

    Workforce Solutions, LLC

    Saint Louis, MO
    a month ago
  • $65k - $73k

    A financial advisory firm in St. Louis is seeking a disciplined Client Service Associate to support advisor operations and improve client service. This full-time position offers competitive salary ranging from $65,000 to $73,000 DOE and includes generous benefits. Responsibilities... 
    Financial
    Full time
    Work at office

    RFG Advisory

    Saint Louis, MO
    1 day ago
  • $45k

    Help Advisors Focus on Clients While You Drive Exceptional Service Stonebridge Financial Group is a growing independent Registered...  ...(CSA) & Executive Assistant supporting two financial advisors. This...  ...Account Administration Open new advisory and brokerage accounts... 
    Financial
    Work at office

    Stonebridge Financial Group

    Saint Louis, MO
    4 days ago
  • Edward Jones is hiring a Client Relations Financial Representative to provide timely advice and support to clients when their Financial Advisor is unavailable, especially...  ...your knowledge of investments and client service best practices. #J-18808-Ljbffr Edward Jones
    Financial

    Edward Jones

    Saint Louis, MO
    2 days ago
  • $20k

     ...Associate Strategic Development Manager (SDM) As...  ...Business Development Support: Support in the...  ...enterprise business to sell Service Titan's product and...  ...: Identify client needs and collect appropriate...  ...insurance, legal advisory services, financial planning tools, and... 
    Financial
    Hourly pay
    Minimum wage
    Work at office
    Local area
    Flexible hours
    2 days per week
    1 day per week

    ServiceTitan

    Saint Louis, MO
    5 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... 
    Financial

    100 Raymond James & Associates, Inc.

    Saint Louis, MO
    4 days ago
  • $37 per hour

    Senior Customer Service Specialist (Contract) Location: Des Peres, MO — onsite...  ...3 openings About the Role Our client, a major financial services firm, is rolling out a...  ...Customer Service Specialists to support internal branch associates through the transition. This is a... 
    Financial
    Contract work
    Temporary work
    Remote work
    Monday to Friday
    Flexible hours

    Stockell Consulting, LLC.

    Saint Louis, MO
    3 days ago
  • What You'll Be Doing The Cash Products and Banking Services Specialist supports cash-related products and services within Stifel. They...  ...will provide tier‑two support to Stifel's financial advisors and client services teams as a subject‑matter expert on cash products... 
    Financial

    Stifel Financial Corp.

    Saint Louis, MO
    1 day ago
  •  ...Job Description Job Description As a Client Associate, you will be the Driver of the Process and Keeper of the objectives. You would...  ...~ Bachelor's degree required. ~1+ years’ experience in financial services or related field. ~ Valid & Active Series 65 or 66... 
    Financial

    Precision Wealth Strategies LLC

    Saint Louis, MO
    15 days ago
  •  ...Assistant Manager of Sales and Service role You will support the management team in...  ...as a role model for sales associates in sales generation and...  ...Ensure timely resolution of client service issues including delivery...  ...supports your physical, financial and emotional health Paid... 
    Financial
    Full time
    Part time
    H1b
    Local area
    Home office
    Relocation package
    Monday to Friday
    Flexible hours
    Shift work
    Weekend work

    Pottery Barn

    Saint Louis, MO
    5 days ago
  •  ...the volume of applicants. Join a financial services firm where your contributions...  ...come first. With over 9 million clients and 20,000 financial advisors...  ...our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes... 
    Financial
    Temporary work
    Work experience placement
    Work at office
    Home office
    Flexible hours

    Edward Jones

    Saint Louis, MO
    1 day ago
  • Oppenheimer & Co. Inc. in St. Louis, MO seeks a Client Service Associate for its Private Client Division. You will...  ...while maintaining confidentiality and supporting executive staff. The role requires 1-2 years in financial services, familiarity with MS Office, and willingness... 
    Financial

    Oppenheimer & Co. Inc.

    Saint Louis, MO
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Services Associate, Financial Advisory Support. Be the first to apply!