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

Client Service Associate for Financial Advisors

Raymond James Financial, Inc.

Raymond James Financial, Inc. in Columbus, Ohio is seeking a Registered Client Service Associate to provide crucial support to financial advisors. The role involves managing daily customer interactions, onboarding clients, and preparing financial reports. The ideal candidate should have a high school diploma and experience in the securities industry. Strong communication skills and the ability to handle multiple tasks in a fast-paced environment are essential. This position provides an opportunity to grow within a reputable company in the financial services sector. #J-18808-Ljbffr Raymond James Financial, Inc.

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Client Service Associate for Financial Advisors in Columbus, OH vacancy
  •  ...Job Description Job Description Job Description: Provide exemplary service to Gryphon Financial Partners clients.  Manage day to day aspects of the client experience.   Qualifications: Organized, detail oriented and ability to multi-task Strong verbal... 
    Suggested
    Work at office

    GRYPHON FINANCIAL PARTNERS LLC

    Columbus, OH
    27 days ago
  •  ...someone who thrives in a welcoming, customer service-oriented environment with excellent...  ...enjoy building strong relationships with clients, then look no further and apply today! Join our team as a Client Service Associate and be the friendly face for all those who... 
    Suggested
    Hourly pay
    Flexible hours

    Jackson Hewitt - 1766

    Columbus, OH
    2 days ago
  • Corient Private Wealth LLC. is seeking a Client Service Specialist I in Columbus, OH, to support advisory teams by managing client data and executing fund transfers. The candidate will maintain CRM systems and interact with various departments to ensure seamless operations... 
    Suggested
    Full time

    Corient Private Wealth LLC.

    Columbus, OH
    2 days ago
  •  ...rich history and recognition for service and excellence in the Financial Services industry, Raymond James...  ...is seeking a dynamic Registered Client Service Associate who is a motivated, detail...  ...administrative support to Financial Advisors, their prospective and existing... 
    Suggested
    Work experience placement
    Work at office

    Raymond James Financial, Inc.

    Columbus, OH
    5 days ago
  •  ...seeks a dedicated individual to support advisory teams by managing client data and facilitating account transfers. The role entails excellent communication skills, a BA/BS degree, and a customer service background. You will work collaboratively in a fast-paced environment... 
    Suggested
    Hourly pay

    Corient

    Columbus, OH
    4 days ago
  • JPMorganChase is seeking a Private Client Investment Associate in Westerville, Ohio. This role involves...  ...division. You will collaborate with Advisors to manage client accounts, ensure compliance...  ...ideal candidate must hold various financial licenses and demonstrate strong... 

    JPMorganChase

    Westerville, OH
    3 days ago
  • $25 - $38.46 per hour

    Location: 175 S 3rd Street, Columbus Ohio Job Summary The Client Service Associate supports the Key Private Bank (KPB) sales team by completing...  ...(required) Tactical Skills General knowledge of financial products and services, including banking, trust and investments... 
    Hourly pay
    Full time
    Work experience placement
    Bank staff
    Work at office
    Flexible hours

    KeyBank

    Columbus, OH
    1 day ago
  •  ...Internal Client Advisor Associate JPMorgan Asset Management helps institutional and individual...  ...clients from all over the globe meet their financial goals by providing industry leading...  ...Provide superior client service by being responsive, thoughtful and making... 

    Chase

    Columbus, OH
    9 hours ago
  • Compass Financial Group, Inc. is seeking a Senior Registered Client Associate in Dublin, Ohio, to support advisors and enhance the client experience. Applicants should have over three years of experience in financial services and proficiency with Microsoft Office. This... 
    Work at office

    Compass Financial Group, Inc.

    Dublin, OH
    4 days ago
  •  ...Client Account Manager Join JP Morgan Asset Management, where...  ...cornerstone of delivering unparalleled service to our esteemed institutional...  ...clients, supporting a client advisor and client account manager(s)...  ..., one of the oldest financial institutions, offers innovative... 
    Flexible hours

    Chase

    Columbus, OH
    2 days ago
  •  ...investment and wealth management. Its clients include institutions, high-...  ...retirement products and services, brokerage and banking...  ...relationship. Partners with Client Advisor to ensure a collaborative and...  ...and skills 2+ years of financial sales experience Proven track... 

    JPMorganChase

    Columbus, OH
    4 days ago
  • $20 - $27.8 per hour

     ...love to multi-task? Then youll thrive as a professional Customer Service Representative at Spectrum. Customer Service Representatives...  ...services running smoothly. Be prepared to manage tough feedback from clients and convey a strong understanding of Spectrum services. If youd... 
    Local area
    Visa sponsorship
    Shift work
    Night shift

    Spectrum

    Columbus, OH
    4 days ago
  • $19 per hour

     ...Financial Customer Service Representative Russell Tobin/Pride Global is hiring several professional and motivated Financial Customer Service Representative to join our client's team at a leading financial institution in Columbus, OH. In this role, you will support clients... 
    Hourly pay
    Permanent employment
    Contract work
    Local area
    Monday to Friday

    Pride Global

    Columbus, OH
    3 days ago
  • $19.17 per hour

    Job title: Financial Customer Support/Account Rep Location: Columbus, OH Duration: 6months...  ...Work Flexibility: After 6 months of service, enjoy a hybrid schedule that balances in...  ...Experience. Position Description Join our Client as a Customer Support Representative... 
    Work at office
    Local area
    Remote work

    Russell Tobin

    Columbus, OH
    4 days ago
  •  ...in Columbus, Ohio, seeks dedicated individuals who excel in client service and have a growth mentality. Ideal candidates are excited to...  ...build long-term careers, working diligently to support clients' financial goals. The role focuses on delivering personalized financial... 

    Peak Retirement Planning, Inc.

    Columbus, OH
    3 days ago
  • Senior Registered Client Associate - Flexible FTE Flexible Full-Time Employment...  ...independent Registered Investment Advisor (RIA) looking for a Senior Client Service & Operations Associate to...  ...to helping clients live better financial lives. What You’ll Do Support... 
    Full time
    Work at office
    Flexible hours

    Compass Financial Group, Inc.

    Dublin, OH
    3 days ago
  • $19 per hour

     ...Financial Customer Service Representative Russell Tobin/Pride Global is hiring several professional and motivated Financial Customer Service Representative to join our client's team at a leading financial institution in Columbus, OH. In this role, you will support clients... 
    Hourly pay
    Permanent employment
    Contract work
    Local area
    Monday to Friday

    Pride Global

    Columbus, OH
    5 days ago
  • A leading financial services firm is seeking a Relationship Banker in Columbus, Ohio. The role involves delivering exceptional customer service, managing customer relationships, and providing tailored financial solutions. Candidates should have at least one year of retail... 

    JPMorgan Chase & Co.

    Columbus, OH
    2 days ago
  • Client Central - Product, Senior Associate Columbus, OH, United States Job Information Job Identification 210741432 Job Category Product Management...  ...collaborating across one of the world’s most innovative financial organizations. As a SeniorProduct Associate within... 
    Full time
    Shift work

    JPMorgan Chase & Co.

    Columbus, OH
    1 day ago
  • $45k - $65k

     ...obtained through experience and training to assist Financial Advisors and provide clients with quality service. Follows established procedures to perform routine...  ...Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative... 
    Work experience placement
    Work at office

    Raymond James

    Dublin, OH
    more than 2 months ago
  • $60k

    A leading global wealth management firm is seeking a Client Service Associate to join its centralized team in Wilmington, Delaware. This role...  ...Business concentration preferred ~4–5 years of experience in financial services, client support, or operations ~ Attention to... 
    Permanent employment
    Temporary work
    Work experience placement
    Shift work
    Delaware, OH
    2 days ago
  •  ...Office division of Sequoia Financial Group, is excited to...  ...for Financial Advisors and Asset Management professionals...  ...offering a holistic service experience, combining...  ...experience with a client-first approach that fosters...  ...Client Service Associate, you will serve as a primary... 
    Work at office

    Sequoia Financial Group Llc

    Dublin, OH
    22 days ago
  •  ...Chief Financial Officer (CFO) Advisor About the Company Pioneering robotics & software startup Industry Consumer Services Type Privately Held About the Role The Company is in search of a CFO Advisor to provide high-level strategic financial... 
    Part time
    Remote work
    Flexible hours

    Confidential

    Worthington, OH
    4 days ago
  •  ...Financial Customer Service Representative Immediate need for a talented Financial Customer Service Representative with experience in the Insurance...  ..., IRS determination reporting, employee communications and client administrative guide, census and plan information on system... 
    Contract work
    Work experience placement
    Work at office
    Immediate start

    Pyramid Consulting

    Columbus, OH
    2 days ago
  • $100k - $125k

     ...Golden Reserve is looking for an experienced paraplanner and client services team manager to lead our paraplanner team across the country...  ...insurance firm, that built our company trying to not just change the financial industry for the retirees we serve but for the team of... 
    Full time
    Work at office
    Local area

    Golden Reserve LLC

    Lewis Center, OH
    4 days ago
  •  ...Summary Be a problem solver, trusted advisor, and partner to the people and...  ...communities. As a Teller, you provide excellent client service by welcoming both new and existing...  ...conversations with clients, listen to uncover financial needs and transition clients to a... 
    Part time
    Day shift

    KeyCorp

    Columbus, OH
    9 hours ago
  • Client Engagement Senior Associate, Tax Operations At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work...  ...leadership. Over our 80‑year history, delivering excellent service through innovation has been a core part of our DNA... 
    Contract work
    Work at office
    Local area
    Shift work

    Crowe

    Columbus, OH
    3 days ago
  •  ...basics of what it takes to deliver Operational Excellence. As a Client Success Associate, you will be responsible for the daily operations of...  ...navigate issues that occur to provide best-in-class customer service Determine how to maximize profitability with the freight that... 
    Work experience placement
    Casual work
    Local area
    Relocation
    Relocation package
    Monday to Friday

    Rival

    Columbus, OH
    1 day ago
  • $18.75 - $25 per hour

     ...Job Summary Be a problem solver, trusted advisor, and partner to the people and...  ...resource in identifying and resolving client servicing issues, serve as the primary troubleshooter...  ...questions and listen to clients to uncover financial needs and transition clients to a banker... 
    Hourly pay
    Work experience placement
    Shift work
    Day shift

    KeyCorp

    Columbus, OH
    16 hours ago
  •  ...Client Associate TravisMathew is a premium apparel brand that exists because we seized an opportunityand we're inviting you to take yours...  ...is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store... 
    Part time
    Seasonal work
    Weekend work
    Afternoon shift

    TravisMathew

    Columbus, OH
    9 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Service Associate for Financial Advisors. Be the first to apply!