Hybrid Client Service Associate - Investments & Accounts
Comerica Bank
Comerica Bank seeks a Registered Client Service Associate to provide operational and sales support to Financial Consultants across client accounts. You will help with account openings, paperwork, and client communications while maintaining regulatory compliance and data accuracy. The role emphasizes teamwork and client service excellence, with standard hours and a balanced in-office/remote schedule, and opportunities to grow within a nationally recognized financial services firm. #J-18808-Ljbffr Comerica Bank
- ...As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer... ...concerns. document customer interactions and update accounts. proactively generate new sales leads. learn full suite of...Accounts
$55.3k - $74k
...for a culture that puts its clients and associates first: a culture where... ...immediate supervision, Client Services Associate (Registered) assists... ...and maintenance of client accounts and records, performs a... ...may not discuss products or investments beyond a point that the discussion...AccountsWork at officeImmediate startFlexible hours$22 - $24 per hour
...retail and wholesale channels. Category Client Services Description Are you a people person who... ...? We’re looking for a Client Services Associate to join our growing team and be the friendly... ...), providing clear, friendly help with account and order related inquiries, and...AccountsFull timeWork at officeFlexible hours$16.5 - $43.27 per hour
...Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/... ...client and/or FA/PWA/teamAnswering general non-investment related questions concerning client accounts, including relaying stock positions, and providing...AccountsHourly payTemporary workWork at officeLocal area$65k - $85k
...is an award-winning financial services firm providing a broad scope of... ...small businesses, and corporate clients. These services include financial planning, investment strategy, risk management, and... ...objectives. We hold each other accountable for goals and support each other...AccountsFull timeInternshipMonday to FridayFlexible hours$33.28k - $85k
...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients... ...client and/or FA/PWA/team Answering general non-investment related questions concerning client accounts, including relaying stock positions, and...AccountsTemporary workWork at officeLocal area- Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors and teams in Newport Beach, delivering exceptional client service and managing day-to-day account needs. Responsibilities include processing money movements, handling client inquiries...Accounts
- LPL Financial is seeking a Registered Client Service Associate to provide comprehensive administrative and operational support within the financial... .... You will help enhance the client experience, manage accounts, and ensure regulatory compliance while delivering timely service...Accounts
$50k - $60k
...Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing... ...The firm is seeking a Client Service Associate to join our Private Client Division... ...to service the needs of various accounts in order to answer day-to-day questions...AccountsLocal area$25.99 - $47 per hour
Registered Client Service Associate The Securities Senior Sales Assistant (SSA) role provides operational... ..., high‑net‑worth, or institutional accounts, and assists with office initiatives.... .... Two years of experience in the investments/brokerage industry and securities...AccountsHourly payWork at officeRemote workMonday to Friday- ...Client Service Associate Advise clients about a range of banking products (including savings products... ...expense reports. Opens new client accounts and researches client and security... ...practices, procedures, and methods. Investment concepts, practices and procedures...AccountsPart timeWork experience placementWork at office
$45k - $85k
Registered Client Service Associate (Newport Beach, CA)Skip to main contentThis website uses cookies... ...new clients, opens new client accounts and researches client and security information... ....* Monitors available cash awaiting investment, including running weekly cash and...AccountsWork experience placementWork at office$25 - $45 per hour
...comprehensive wealth management and investment products and services for individuals, companies, and... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they... ...communication skills. Skills Account Management Client Management Customer...AccountsHourly paySeasonal workWork at officeWork from homeShift workDay shift- ...Wealth Management Client Associate Irvine, California To proceed with your application... ...wealth management and investment products and services for individuals, companies, and institutions... ...communication skills Skills: Account Management Client Management...AccountsSeasonal workWork at officeWork from homeShift workDay shift
$16.5 - $43.27 per hour
...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients... ...client and/or FA/PWA/team Answer general non-investment related questions concerning client accounts, including relaying stock positions, and providing...AccountsHourly payTemporary workWork at officeLocal area$28.47 - $47.44 per hour
...your success while helping clients pursue their financial goals... ...Overview:As a Registered Client Service Associate, you will provide... ...experience, ensuring seamless account management, and upholding compliance... ...execute trades and discuss investment recommendations within...AccountsWork at officeWork from homeMonday to Friday- Purpose The purpose of the Sr. Client Service Associate role is to provide exceptional client service... ...through client service coordination, account administration, operational support,... ...for preparing financial plans or investment recommendations A passive administrative...AccountsWork at office
- LPL Financial is seeking a Registered Client Service Associate in Newport Beach, CA. The role provides primary client contact and comprehensive... ...support within a financial advisor’s practice, ensuring accurate account setup and regulatory compliance. The ideal candidate has 3+...Accounts
- ...trusted advisor to our Commercial Bank clients. Manage multiple relationships... ...and cash management products and services. As a Client Service Senior Associate in the Commercial Bank, you will... ...and today we are a leader in investment banking, consumer and small business...Work experience placementWork at office
$22.07 per hour
...Maintenance Inspector Department Police Department Division Support Services Salary $22.07/hr (approx) – $45,897/year Closing Date Until... .... Education High School diploma or equivalent required. Associate’s degree in a related field preferred. Drug Screening and Background...Full timeWork at officeNight shift$65k - $90k
...West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth... ...collaboration, performance and accountability, family orientation and long-term... ...Position Summary The Client Advisory Associate supports Client Advisors with...AccountsFull timeWork at officeLocal area- Fwainvest in Newport Beach, CA is seeking a Registered Client Service Associate to provide high-quality support to Financial Advisors and clients. The ideal candidate will have strong communication skills and the ability to handle multiple tasks in a fast-paced environment...
$50k - $60k
Oppenheimer & Co. Inc. in Newport Beach, CA is seeking a Client Service Associate to provide exceptional service to clients and financial advisors. Responsibilities include answering inquiries, producing analytical reports, and managing client relationships. The ideal...$22 per hour
...Client Services Associates / Collectors Concierges Collectors is the leading creator of innovative technology that provides value-added services... .... We never ask for personal information such as your bank account, Social Security numbers or National IDs, nor do we send...AccountsHourly payFull timeWork at officeWorldwideFlexible hoursShift work- Stack's Bowers Galleries is hiring a Client Services Associate in Costa Mesa, CA, to be the friendly voice of the company and ensure client satisfaction. This on-site role requires excellent communication, organization, and a problem-solving mindset as you handle calls,...
- ...Global Capital Markets trust administration for high net-worth clients. The role involves overseeing client relationships, assisting in... ..., and fostering connections with internal and external service partners. The ideal candidate will have a minimum of 4 years’ combined...Work experience placement
$60k - $77k
UBS in Newport Beach is seeking an organized individual for a full-time role focused on client service within the finance sector. Responsibilities include cash management, client interaction, and partnership building with financial advisors. The ideal candidate has a Bachelor...Full time- ...an enthusiasm for helping our clients, taking care of our employees... ...extraordinary customer service while maintaining a strong commitment... ...and inclusion. Using a broad investment product and thought... ...operational requests such as account opening, money movement and investment...Accounts
$105k - $115k
...across public and private markets. We invest our clients' capital across a range of fixed... ...our clients. Position Description The Account Associate Group serves a unique and dynamic role... ...based around the core responsibility of servicing PIMCO's institutional clients. The...AccountsFlexible hoursShift work$50k - $60k
...Client Service Associate Beloform is seeking a detail-oriented and dependable Client Service Associate to join our dynamic team. In this role, you will serve as a primary point of contact for our clients, providing consistent support, resolving issues efficiently,...Work at office
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