Wealth Management: Senior Client Service Associate (Hybrid)
$75k - $90kRight Executive Search, LLC
Our client, a Wayne, PA wealth management firm, is seeking a Senior Client Service Associate to support advisors serving high-net-worth clients. The role spans onboarding, account administration, and financial planning support, with a focus on client experience and operational efficiency. The position requires 3+ years in wealth management support, Salesforce/eMoney familiarity, and a strong payoff with a hybrid model (3 days in office). Base salary is $75,000–$90,000 DOE plus bonus potential. #J-18808-Ljbffr Right Executive Search, LLC
- ...our Powhatan office with a hybrid work model. About Envestnet... ...redefining the future of wealth management by helping advisors meet the... ...You will join the MoneyGuide Client Services team at Envestnet, a group... ...The Client Service Associate - MoneyGuide provides support...SuggestedWork at office
- ...Registered Client Service Associate Registered Client Service Associates provide exceptional service... ...support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis.... ...and/or other duties directed by local management Administrative Support: Answering inbound...SuggestedWork at officeLocal area
$28 - $30 per hour
...currently supporting a client in the King of Prussia... ...for a Sr. Client Services Associate. Successful candidates... ...administration issues. Help manage client expectations to... ...accounts or wealth management Problem... ...Additional Details ~ Hybrid work environment- 4 days...SeniorContract workTemporary workRemote workMonday to Friday- A financial services firm based in Wayne, Pennsylvania is seeking a Client Service Associate to support its Client Services department. The... ...client transactions, and managing client onboarding. Candidates... ...excellent client service. #J-18808-Ljbffr Waldron Private WealthSuggested
$75k - $115k
Jobot is seeking a Client Service Associate (CSA) to support teams in Newtown Square. This role involves delivering exceptional client service... ...experience and strong problem-solving skills. The position is hybrid, offering competitive compensation between $75,000 and $115...SuggestedFlexible hours- Hightower Advisors is seeking a Client Service Associate in Wayne, PA, to join their dynamic financial advisory team. You will manage client transactions, maintain accounts, and support advisors while enhancing client relationships. The ideal candidate will have a bachelor...Immediate start
- ...Client Service & Operations Associate Location: Radnor, PA (In-office) Compensation... ...Flexibility: Potential for hybrid flexibility following initial... ...Team at Eclipse Private Wealth Management - Managing meaningful... ...with the advisory team and senior client service...Full timeWork at office
- ...Wealth Management Client Associate Exton, Pennsylvania To proceed with your application, you must be at least 18 years of age. Acknowledge... ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill...Seasonal workWork at officeWork from homeShift workDay shift
$60k
...Client Service & Operations Associate Location: Radnor, PA Salary: Starting at $60,000/year + Bonus Potential... ...with TPAs and recordkeepers, managing projects, and preparing paperwork to... ...Eager to grow in the retirement plan or wealth management industry Key...Work at office$55k - $65k
...We are an independent wealth management firm that has been helping people... ...discuss and that the choices our clients have to make about it can be... ...to exceptional client service. Every team member goes above... ...service minded Client Service Associate. This position plays a vital...Work experience placementWork at office- ...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they...Seasonal workWork at officeWork from homeShift workDay shift
- ...investigates and responds to client requests by email and written... ...communicated within defined service levels. Ensures all communications... .... May present findings to management. Develops and maintains... ...Vanguard has implemented a hybrid working model for the majority...SeniorWork experience placementVisa sponsorship
- ...We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement... ...small business and institutional clients. We are a longstanding leader... ...a Registered Client Service Associate, you will provide dedicated support...Full timeHome office
$75k - $115k
...Hybrid / Newtown Square / established and growing RIA... ...seasoned, detail oriented, client facing CSA to join our... ...team is composed of a senior advisor, an analyst,... ...delivering white glove service to client and acts with... ...over time grow into a CSA management position. If you are...Local areaFlexible hours- ...CompanyWe’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement... ...business and institutional clients. We are a longstanding leader... ...a Registered Client Service Associate, you will provide dedicated...Full timeHome office
- ...Insurance Operations Associate role is an individual... ...interface well with all clients and colleagues. This individual... ..., including case management for new business... ...closely with all C 3 Wealth Management operations... ...office and policy holder service teams at Northwestern...Work at officeHome officeFlexible hours
- ...Overview Waldron Private Wealth (Waldron) is looking for a Client Service Associate to provide operational and administrative assistance to the Client Services... ...requested. Assist with client transactions (e.g., cash management, insurance, tax payments, real estate transactions...
- ...Registered 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... ...other duties directed by local management ADMINISTRATIVE SUPPORT...Work at officeLocal area
$75k - $115k
...looking for a seasoned, detail oriented, client facing Client Service Associate (CSA) to join our team. You will be... ...three; each team is composed of a senior advisor, an analyst, and a junior... ...Strong PTO schedule with flexible hours, hybrid work environment, and a culture that...Local areaFlexible hours- ...Pathstone is a growing wealth management firm serving ultra-... ...purpose: to help clients pursue their Preferred... ...and well-being. Our services include investment... ...position operates within a hybrid work arrangement.... ...resource to Associates and Senior Associates on matters...SeniorWork at officeFlexible hours
$50k
...typically under a long‑term bundled service and rental subscription agreement.... ...Position Overview We are seeking a HYBRID Senior Customer Care Account Manager. The Senior Account Manager is responsible... ...customers. Experience delivering client‑focused solutions based on customer...SeniorFull timeWork at officeLocal areaRemote workWork from home2 days per week3 days per week1 day per week- Pathstone is looking for a key member of the Client Advisory Team in Newtown Square, PA, to deliver comprehensive wealth management services to ultra-high-net-worth clients.... ...experience in wealth management. This is a hybrid position, blending in-office and remote work...SeniorWork at officeRemote work
- ...Corporation in King of Prussia is seeking a Manager of Wealth Services Relationship Management to lead a team... ...while ensuring high standards of client service and business growth. The ideal... ...pay, robust benefits, and a hybrid work model. #J-18808-Ljbffr Univest Financial...
- Kreischer Miller, located in Horsham, PA, is seeking a Senior Tax Accountant to join our dynamic Tax Strategies team. This... ...clientele and requires a commitment to excellence and client service. With a flexible hybrid work model, employees can enjoy a balance between...SeniorFlexible hours
- Modera Wealth Management is seeking a Senior Planning Associate in Wayne, PA. This hybrid role requires 3 days in the office, focusing on supporting client relationships through comprehensive financial planning and investment strategies. The ideal candidate will have a...SeniorWork at office
- ...Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth... ...and investment products and services for individuals, companies, and institutions... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they...Seasonal workWork at officeWork from homeShift workDay shift
- ...Job Opportunity At Merrill Wealth ManagementMerrill Wealth Management is a leading provider of comprehensive... ...management and investment products and services for individuals, companies, and... ...Advisors and Wealth Management Client Associates help clients pursue the life they...Seasonal workWork at officeWork from homeShift workDay shift
- ...Client Services Associate BAYADA Home Health Care has an immediate opening for a Client Services Associate in our Newtown Square, PA office.... ...operations, client services, scheduling, staffing, and team management—preparing them for future growth opportunities within the...Work at officeLocal areaImmediate startMonday to Friday
$25 - $29 per hour
...RH Client Services Associate RH at its core is about taste, and we believe the idea of scaling taste is large and far reaching. The RH... ...to multiple priorities Strong organizational and time management skills Strong verbal and written communication skills...Hourly payFull timeWork at officeLocal area$75k - $85k
A personal care manufacturing company located in Pennsylvania is seeking a Sales Representative to manage key client accounts and drive growth. This hybrid role requires a Bachelor's degree and 5-7 years of experience in account management. The ideal candidate will excel...Senior
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