FinTech Brokerage Client Success Associate
Alpaca
Alpaca is a US-headquartered fintech firm offering broker-dealer infrastructure and API-driven workflows. This role focuses on client and broker support, processing operations, and ensuring accurate paperwork in a fast-paced environment. The candidate should have 1–2 years in the securities industry, a FINRA Series 7 license, and strong written and verbal communication skills, with familiarity with FINRA, Federal, and SEC regulations. Remote collaboration is common within a global team. #J-18808-Ljbffr Alpaca
- ...role:Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as... ...Qualifications:1+ years of Brokerage and Client Services support experience... ...military experience, educationUS only: Successfully completed Financial Industry Regulatory...SuggestedOngoing contractFull timeWork experience placementWork at officeImmediate start
$500 per month
...global leader in agent-first brokerage infrastructure for stocks, ETFs... ...is an opportunity to join a Fintech firm specializing in many... ...Things You Get To Do: Assist clients and broker partners by being... ...team, solutions team, customer success team, engineering, and...SuggestedRemote workHome office$56k - $75k
...Stifel strives for a culture that puts its clients and associates first: a culture where everyone... ...welcome, and everyone contributes to the success of our clients, their careers, and the... ...understanding of the investment brokerage industry and securities regulations with...SuggestedWork at officeImmediate startFlexible hours- ...environments and engaging confidently with clients? If so, the Commercial Term Lending team... ...'s #1 multifamily lender as a Client Associate on our multifamily lending sales team, where... ...Development skills is the key to success and advancement.Job responsibilitiesDevelop...SuggestedWork at office
- Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management... ...experience Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start dateProven ability to be a...SuggestedLocal area
$25 - $44 per hour
...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal... ...contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits...Hourly paySeasonal workWork at officeWork from homeShift workDay shift- ...Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities...Flexible hours
$65k - $85k
...Do you know how to take care of people? We’re looking for a Client Associate to: Keep management systems up-to-date with client information... ...diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting...Full timeWork at officeFlexible hours- ...also has its own unique rewards.OverviewWe’re looking for a Client Services Associate to join our team! In this role, you’ll be the main point... ...team and by anticipating pitfalls or potential roadblocks to successful completionEnsure that any pitfalls are addressed and...Full time
- ...Management firm in San Francisco to identify an experienced Client Service Associate (Operations Manager) to lead a team. This is an... ...team performance.Working knowledge of investment operations, brokerage products, and regulatory requirements.Proficiency with Microsoft...Work at office
$25 per hour
...Animal And Client Care Associate Animal and Client Care Associates (ACCA) are responsible for facilitating the animal adoption process by... ...as needed Commitment to the mission, values, goals, and success of the San Francisco SPCA Be highly motivated, flexible,...Hourly payTemporary workPart timeSeasonal workImmediate startFlexible hoursShift workWeekend workAfternoon shift$115k - $147.5k
...Relationship Manager, Aladdin Associate Aladdin is an operating... ...community of over 200 institutional clients around the world, including... ...and is tracked through successful development and deployment.... ...~ Strong understanding of FinTech and the investment lifecycle...ApprenticeshipWork experience placementWork at officeLocal areaWork from homeFlexible hours1 day per week$90k - $105k
...supported by their team. Who are you You are a motivated, client-focused individual with a strong interest in wealth management... ...diverse backgrounds and perspectives as essential to innovation and success. We welcome candidates who bring their authentic selves and...Full timeWork at office- We are seeking a motivated and detail-oriented Client Solutions Associate to join our team in a dynamic role supporting both Research & Development... ...Ability to work on-site from our San Francisco office. Successful completion of a background check and pre-employment drug...InternshipWork at office
- Responsibilities Identify and match experts to clients for interview-based research needs Manage clients’ research projects, from understanding... ...at a startup Bonus Experience: Prior experience in a customer success role Bonus Experience: Strong understanding of various...Work experience placement
$25 - $44 per hour
...Wealth Management Client Associate Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products... ...of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible...Hourly paySeasonal workWork at officeWork from homeShift workDay shift$72k - $88k
...Airbnb, Affirm. About the Role Our Client Solutions team is the front line for... ...for our clients. As a Client Solutions Associate, you will be directly responsible for growing... ...candidates that are excited to face the successes and challenges of growing a business and...Full timeWork experience placementWork at officeRemote workFlexible hours- ...developments and workforce housing. CDB's clients include for-profit and not-for-profit... ...organizations. As a Community Development Banking Associate within our Commercial Real Estate team,... ...workforce are directly linked to our success. We are an equal opportunity employer...Permanent employment
- ...Description Job Description We are seeking a licensed Client Service & Operations Associate who is organized, proactive, and enjoys building long-... ...• Positive attitude and strong work ethic. What Success Looks Like • Clients receive exceptional, responsive...Work at officeRemote work
$35.15k - $90k
...Client Service AssociateClient Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams... .... Leading with a client first mindset, a successful candidate for this role will have strong interpersonal...Temporary workWork at officeLocal area$90k - $120k
...Client Service Associate The Client Service Associate provides operational support to our Wealth Advisors and/or Partners, providing services... ...$ 90,000-120,000 Why Cerity Partners: Our people drive our success by working together to deliver exceptional service to our clients...Local areaFlexible hours$35.12k - $90k
...POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private... ...relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills...Temporary workWork at officeLocal area- ..., we have an enthusiasm for helping our clients, taking care of our employees, building... ...financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you... ...workforce are directly linked to our success. We are an equal opportunity employer...
$70k
...Client Service Associate (Class of 2027) San Francisco, California, United States Guidepoint's Client Service team connects leading investment... ...employment-based visa sponsorship for this role Successful Associates: Are ambitious and thrive in competitive and...Temporary workSummer workCasual workInternshipWork at officeWorldwideFlexible hours$130k - $175k
...product capability to these firms and their clients as well as providing ongoing education,... ...prior endeavors. The Investor Services Associate should exhibit strong technical and... ...dynamic environment. In addition, the successful candidate must meet the following qualifications...Local area- ...projects from kickoff through scheduling. This role emphasizes client relationships and meticulous coordination. You will monitor feedback... ...engineering teams to improve interview outcomes. Startup mindset and customer success exposure are a bonus. #J-18808-Ljbffr Jobtailor
- PowerToFly is seeking a Registered Client Service Associate to provide exceptional support for Financial Advisors and clients. The successful candidate will build trusted relationships while assisting clients with services, executing transactions, and managing various...Work at office
$98.96k - $148.44k
...: 97781864528Posted: 2026-07-14Location: San Francisco, California, United StatesSalary: $98 960,00 - $148 440,00Category: Private Client Coverage, WealthCompany: CitiThis is a seasoned professional role responsible for applying in-depth disciplinary knowledge to improve...Full time- ...LIHTC) developments and bond purchases. Clients include for-profit and not-for-profit developers... .... As a Community Development Banking Associate within our Commercial Real Estate team,... ...workforce are directly linked to our success. We are an equal opportunity employer...Permanent employmentLocal areaNight shift
$25 - $44 per hour
...Job Overview Provides client service support to multiple Financial Advisors, acting as the primary contact within Merrill for client service needs. Supports enterprise strategic objectives, operational excellence goals, and client advocacy, customizing solutions for different...Hourly paySeasonal workWork from homeShift workDay shift
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