Senior Client Service Associate - Financial Advisory Support
raymondjames
Raymond James is seeking a Registered Client Service Associate to support Financial Advisors, prospective and existing clients, and branch staff. The role emphasizes high-touch administrative support, effective cross-channel communication, and meticulous task management in a fast-paced environment. The ideal candidate will handle onboarding, client account setup, trade processing, and reporting while maintaining regulatory compliance and delivering exceptional service to clients and advisors #J-18808-Ljbffr raymondjames
- ...Senior Client Service Associate Lead with purpose. Partner with impact. The Senior Client Service... ...required. Min 5 years of experience. Financial advisory industry experience required. Min 5... ...approved by EVP. Benefits to support you: ~ Competitive pay and benefits...FinancialSenior
$75k - $95k
...where you will act as a true financial partner to a diverse portfolio of clients - not just a preparer. If you thrive on advisory work, cloud technology,... ...to expand the scope of services where clients have unmet... ...reimbursement and study support packages.Clear pathways for...FinancialSeniorFull timeWork at officeRemote workFlexible hours- ...Registered Client Service Associate Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates... .... Ability to obtain additional securities and advisory state registrations if required by state. Travel:...FinancialSeniorWork at office
- ...Senior Associate At Bennett Thrasher, we offer... ...meaningful work with clients in a variety of... ...The Transaction Advisory team at Bennett Thrasher... ...provide quality service to clients... ...concepts in the financial due diligence work... ...Contributes and supports new ideas on internal...FinancialSeniorLocal areaImmediate start
- Job Description Summary Supports Financial advisors and their prospective and existing clients and other branch staff team members.... ...rich history and recognition for service and excellence in the... ...dynamic Registered Client Service Associate who is a motivated, detail oriented...FinancialSeniorWork at office
$140k
Job DescriptionClient Service Associate, Investment... ...is recruiting for a Client Service Associate for... ...specialist investment advisory firm with an established... ...client experience, supporting senior Business Development... ...years of experience in financial services, client...FinancialPermanent employmentInternshipWork at officeRemote work$77k - $202k
...Markets and Accounting Advisory Services)Management... ...Advisory Services - Senior Associate, you will provide strategic... ...technical accounting, financial reporting,... ...topics. You will advise clients on complex accounting... ...policies and models to support client needs and business...FinancialSeniorFull timeH1b- ...solve problems for our clients. We are a leading global financial services firm providing investment... ...’re looking for an Associate to be part of our best-... ...various members of the advisory firms. You will help drive... ...satisfaction, and support new products and services...FinancialWork experience placement
- ...Client Service Associate At Prairie Capital, we are committed to helping clients... ...complexities of significant financial resources while achieving... ...Associate to join our collaborative advisory team. This individual will play a key role in supporting advisors and serving...FinancialWork at officeRemote work
- ...'re a purpose-driven, client-focused team committed... ...member of the Client Service team, you will work closely... ...oversight and support the Lead Advisors on strategic... ...current Assist advisory team members coming out... ..., experience in the financial services industry is preferred...FinancialHourly payFull timeSummer workWork at officeLocal areaImmediate startMonday to FridayFlexible hours
- Transaction Advisory Services Senior Associate Weaver is a full-service national accounting,... ...people. It’s why we commit to supporting our people not just in their... ...individual will assist with financial due diligence projects for our clients. A Senior Associate takes ownership...FinancialSeniorFlexible hours
- ...Client Service Associate Our client is a boutique wealth management firm serving high-net-worth families with complex financial lives. We're hiring a Client Service Associate to be the operational... ..., or similar client-facing support role within wealth management, private...FinancialWork at office
$179k - $262k
Overview Baker Tilly Advisory Group, LP and... ...providing clients with a global... ...international financial centers. Baker... ...advisory services and is a member... ...learning programs. Support growth and... ...philosophy, helping associates achieve... ...interacting with senior‑level client...FinancialSeniorLocal areaShift work- The Sr Client Executive is responsible for the management and service of complex accounts and functions at... ...understanding client's financial situations and personal... ...clients’ service and support and their own expertise... ...years of demonstrated advisory, client management and...FinancialSeniorFull timeContract workRemote work
- Riveron clients are subject to a wide... ...and financial reporting requirements... ...’s Accounting Advisory team partners... ...or compilation services; allowing us to... ...includes active senior level... ...finance challenges associated with a variety... ...with clients to support their needs and...FinancialSeniorFull timeContract workWork at office
$35k - $85k
...Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...FinancialTemporary workWork at officeLocal area- ...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role...FinancialWork at officeLocal area
- ...global wealth management firm is seeking a Client Service Associate to join its centralized team in Dallas, TX. This role supports Ultra High Net Worth (UHNW) clients on the... ...concentration ~4–5 years of experience in financial services, client support, or operations...FinancialPermanent employmentTemporary workWork experience placementShift work
$70k
Position Title : Client Services Associate Salary Range: $70,000 base + $10,000 annual bonus potential... ...detail-oriented with experience supporting clients in wealth management, private... ...to contribute Familiarity with LPL Financial systems, financial account types, and...FinancialWork at office- ...for all departments. Supports the Federal Home Loan... ...knowledge of Bank products, financial markets and essential... ...Bank’s products and services in a manner that... ...letters of credit and associated confirmations, processing... ...elevate for troubleshooting Client Services issues in a...FinancialWork experience placementWork at officeFlexible hoursWeekend workAfternoon shift
- ...delivering the best to our clients, we must have a diverse and... ...team of caring bankers who support the growth of businesses, families... ...join our team as a Client Service Associate (Teller) at our Richardson,... ...helping others reach their financial goals, we encourage you to apply...FinancialFull timeFlexible hours
- ...leading provider of advisory, valuation, field... ..., and real estate services. With more than 50... ...with leading financial institutions and corporations... ...to solving our clients’ most critical... ...be deployed as a Senior Manager/Director or... ...leadership transitions, supporting a newly acquired...FinancialSeniorInterim roleWork at officeLocal areaRemote work
- ...Senior Client Executive The Senior Client Executive is... ...for the management and service of complex accounts and... ...client's financial situations and personal... ...clients' service and support and their own expertise... ...years of demonstrated advisory, client management and...FinancialSeniorContract workRemote work
- Aprio, a Top 20 CPA and advisory firm with 40 U.S. offices, is seeking a Senior Accounting Associate for the Real Estate Client Accounting Services team. You will work with clients to ensure... ...are met and provide proactive financial support to help clients maximize opportunities...FinancialSenior
- ...Responsibilities Prime Services delivers financing... .... Analysts and Associates serve as the... ...professionals at these clients, managing client... ...to progress into senior client‑facing roles... ...Coverage & Execution Support day‑to‑day... ...relevant experience (financial services, operations...Financial
- ...Responsibilities Prime Services delivers financing... .... Analysts and Associates serve as the... ...professionals at these clients managing client... ...to progress into senior client‑facing roles... ...operations. Job Function Support day‑to‑day... ...relevant experience (financial services,...FinancialFull timeTemporary workWork at office
$70k - $85k
...Areas of Interest: Client Relationship Support; Wealth Management Pay... ...Deadline: 09/20/2026 BOK Financial Corporation Group includes... ...From traditional banking services to specialized offerings like... ...up skills. Investment advisory firm, brokerage firm or...FinancialSeniorWork at officeWorldwide- ...positive impact for our clients and communities. At... ...strategic, operational, financial and capital needs by... ...markets that serve it. Our services are designed to create... ...range of real estate advisory services including... ...committed to investing and supporting you in your...FinancialSeniorFull timeWork experience placementWork at officeVisa sponsorshipWork visaFlexible hours
- ...is seeking a Senior Consultant - FEMA... ...Government Services Practice. This... ...track record of supporting complex... ...For:· Support clients in maintaining... ...Support client financial management and... ...Manager (CEM), Associate Emergency Manager... ...provides assurance, advisory and...FinancialSeniorFull timeWork at officeLocal area
- ...EisnerAmper is seeking a Senior Consultant - Grants... ...Management in our Government Services practice. This role will focus on supporting clients with monitoring state... ...accounting and advisory firms in the industryYou... ...as sophisticated financial institutions and start...FinancialSeniorFull timeWork at officeLocal area2 days per week
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