Senior Virtual Client Service Associate — Remote Finance Support
Raymond James
Raymond James is seeking a dedicated support professional to assist financial advisors and clients across multiple platforms. You will manage account maintenance, prepare for client meetings, run reports, and address inquiries with a focus on timely, high-quality service.
The role requires strong communication, advanced Excel skills, and the ability to manage multiple tasks in a fast-paced environment. Remote work availability may be offered as part of this position.
#J-18808-Ljbffr$100k - $120k
...Senior Client Service Associate Successful, Growing $1B+ AUM Independent Wealth Management Firm Midtown... ...term client service/operations role supporting ultra-high-net-worth client... ...~ Monday–Thursday in office, Friday remote ~ Long-term client service/operations...Remote workSeniorWork at officeMonday to Friday- Looking for a remote career with real purpose? AO Globe... ...anyone who enjoys a service-focused, people-first... ...training, inbound client interest, and a dedicated... ...Responsibilities - Lead virtual Zoom consultations... ...for helping people and supporting a purpose-driven...Remote workVirtualHourly payFor contractorsImmediate startFlexible hours
$50k
...Can ExpectBe an integral part of a supportive and collaborative teamGain hands-on experience in foundational client service operationsWork in a flexible, remote environment that values work-life... ...Interview (30 Minutes): An initial virtual interview with the Hiring Manager...Remote workVirtualWork from homeHome officeFlexible hours$55k - $85k
...Registered Client Service Associate Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates... ...across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track...VirtualSeniorWork at office- ...Senior Wealth Client Service Associate Work with a Top 20 CPA and advisory firm that Accounts for Anything.... ...custodial platforms to effectively support client and advisor needs. Serve as... ...Flexible working environment including remote and hybrid options What's in it for...Remote workSeniorFull timeWork at officeLocal areaFlexible hours
- ...Our client is a growing RIA seeking a Senior Client Service Associate to play a key role in delivering a high-quality client experience... ...clients, provide proactive support to advisors, and take ownership... ...plus ~ Bachelor’s degree in finance, business, or a related field...SeniorFull timeWork at office
- ...Our client is an established wealth management firm in Midtown Manhattan seeking a Senior Client Service Associate to support advisors and deliver a high level of service to high-net-worth clients. Theyre looking for an experienced client service professional who can...Senior
- ...To support the Wound Care Central Scheduling team, the full-time Client Services Associate will manage appointment scheduling, patient registration, and front desk operations while working remotely after an initial orientation period. Key responsibilities Process claims...Remote workFull timeWork at office
- ...Advisors and provide clients with quality service. Follows established... ...Client Service Associate who is a motivated,... ...critical administrative support to Financial Advisors... ..., email, in-person, virtual), as well as the ability... ..., Bachelor’s: Finance, High School (HS) (Required...VirtualWork experience placementWork at office
- ...Client Services Associate / Travel (Remote) About the job Client Services Associate / Travel (Remote) About Us: We are a professional travel services... ...with exceptional booking experiences and personalized support. By partnering with trusted travel providers, we make...Remote workFlexible hours
$25 - $35 per hour
...PM) Work Location: Pearl River, NY, with some flexibility for remote work Job Type: Part-time/flexible, with full-time potential About the Opportunity We are seeking a Client Services Associate to support a team of Financial Advisors in Pearl River, NY. This role offers...Remote workHourly payFull timePart timeWork experience placementWork at officeLocal areaWork from homeMonday to FridayFlexible hours- Morgan Stanley in the United States seeks a Senior Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors by handling client inquiries, processing money movements, and maintaining accurate account information. The role requires exceptional...Senior
- Morgan Stanley in Miami Beach is seeking a Senior Registered Client Service Associate to provide exceptional service to clients and support Financial Advisors and Private Wealth Advisors on a daily basis. You will build trusted relationships, respond to client questions...Senior
- ...investors, private wealth clients and financial intermediaries... ...personalized, high-touch service with discretion, precision... ...deeply personalized. The Senior Client Service Associate provides a white-glove, concierge... ...and administrative support. By building trusted client...SeniorWork at officeImmediate startVisa sponsorship
- ...financial planning and investment advice. Role Description: The Client Service Associate is part-time role, ideally 2-3 days per week, 1-2 days in office (Tuesday/Wednesday), Monday remote.This role supports one financial advisor and two service professionals who take...Remote workPart timeWork at office2 days per week3 days per week
$45k - $85k
Registered Client Service Associate (Newport Beach, CA)Skip to main contentThis website uses cookies... ...quality/high touch critical administrative support to Financial Advisors, their... ...multiple platforms (phone, email, in-person, virtual), as well as the ability to organize,...VirtualWork experience placementWork at office- ## Registered Client Service AssociateApply: MI - Ada - 7163 Headley St... ...dynamic Registered Client Service Associate who is a motivated, detail... ...critical administrative support to Financial Advisors, their... ...platforms (phone, email, in-person, virtual), as well as the ability to...VirtualFull timeWork experience placementWork at office
- ...solutions: developing and financing impactful projects, managing... ...collaborative. THE ROLE As a Client Services Associate with Climate Impact... ...receive consistent, high-quality support at every stage after the... ...PERKS 20 days paid time off Remote Working Enhanced parental...Remote jobContract workSummer workLocal areaFlexible hoursWeekend work
$50k - $60k
...Job Description Job Description Client Service Associate Employment Type ~ Full-Time (... ..., intellectually curious, and supportive team. We strive for excellence. We believe... ...BE RIGHT FOR YOU IF: You prefer a remote work-from-home position ( this position...Remote workFull timeTemporary workWork at officeWork from homeWeekend work$64.2k - $116.4k
...changing world, our clients' needs are increasingly complex and the services we offer are rapidly evolving to support them. Our internal finance function is continuously... ...Advisor (EBA) - Senior Associate role, you will be an... ...work effectively in a virtual teaming environment...VirtualSeniorContract workWork experience placementSummer holidayWork at officeFlexible hours- ...This is a remote financial-services seat built around warm leads and a training system. If you are competitive and willing to be coached, it can... ...• Run a simple enrollment flow • Build and service a client list Provided • Pre-qualified warm leads • Step-by-step...Remote workVirtualFull timeFlexible hours
- ...Looking for motivated people who want a remote career with upside — not another dead-end job. This seat works warm leads. You talk... ...conversations — no cold lists • Explain benefit options simply • Help clients enroll when it is a fit • Keep a clean follow-up rhythm...Remote workVirtual
- ...Our mission is to support the people who care... ...highly motivated Senior Account Director to help us wow our clients and deliver top results... ...our VP of Client Services and will be... ...weekend. We run live virtual events for our clients... ...primarily work remotely. What is it like...Remote workVirtualSeniorFlexible hoursNight shiftAfternoon shift
$16 - $40.87 per hour
...POSITION SUMMARY: Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through... ...to clients. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Cultivate and enhance new and existing client relationships...Hourly payTemporary workWork at officeLocal area$33.28k - $85k
...Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted...Full timeTemporary workWork at officeLocal areaWork visa$65k - $75k
...Client Service Associate Location : Memphis, TN Industry : Wealth Management Salary : $65,000 to $75,000 base, plus performance-based... ...to individuals and families. The Client Service Associate supports all aspects of client service and wealth management operations...Full time$80k - $100k
...Client Services Associate / Specialist – Luxury Travel Industry Experience REQUIRED (ideally Private Aviation experience) Location: New York,... ...including catering, transportation, and special client requests Support administrative, analytical, and reporting tasks related to...Full timeWork at officeLocal areaMonday to Friday- ...providing comprehensive wealth management services to high-net-worth clients and institutions? Our client, a... ...PA, is recruiting a Client Service Associate to join their dynamic team. They are... ...knit team that values collaboration, support, and knowledge sharing. ·...Full time
$95k - $115k
...Client Service Associate, Wealth Management & Life Insurance Support Location: Melville, NY | In-office Schedule: Full-time | Monday to Friday, with occasional work-from-home flexibility Compensation: $95,000 to $115,000 base salary, depending on experience...Full timeSummer workCasual workWork at officeWork from homeMonday to FridayShift work- ...investment solutions, exceptional client service, and a collaborative, high-... ...of Client Services Associate , reporting to the Director... ...Client Services. This role supports the firm’s Portfolio Managers... ...undergraduate degree in business, finance, accounting, or related...Full timeWork at officeWork from home1 day per week
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