Remote Wealth Management Client Service Associate
Shepherd Financial, LLC
Carmel, IN
- Remote job
Shepherd Financial seeks a Client Service Associate to deliver high‑touch client experiences, supporting onboarding, ongoing relationship management, and account administration. The role partners with Wealth Advisors and requires attention to detail, responsiveness, and initiative in a collaborative team environment. The CSA will manage onboarding workflows, client communications, and account maintenance with a focus on proactive service and efficient processes within a wealth management setting. #J-18808-Ljbffr Shepherd Financial, LLC
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Remote Wealth Management Client Service Associate in Carmel, IN vacancy
$20 - $25 per hour
...Position Summary The Wealth Management Client Services Associate will enhance the client experience by servicing client needs and providing support to... ...Busey offers diverse employment opportunities - both remote and onsite in Arizona, Colorado, Florida, Illinois, Indiana...Remote workTemporary workWork at officeLocal areaFlexible hoursBusey Bank
Virginia, MN4 days ago$90k - $122k
Threadline Wealth is an independent SEC-registered... ...wealth management and investment solutions... ...personalized client experience. We are... ...operations, and client service teams. Role... ...Senior Client Service Associate is an experienced... ...-3 days per week. Remote work flexibility is...Remote workWork at office3 days per week1 day per week$63k - $86k
Threadline Wealth is an independent SEC-registered... ...wealth management and investment solutions... ...personalized client experience. We are... ...operations, and client service teams. Role... ...The Client Service Associate partners with Wealth... ...-3 days per week. Remote work flexibility is...Remote workWork at office3 days per week1 day per week$100k - $115k
Your Future TeamLCK Wealth is a growing wealth management practice providing complex solutions... ...to Ultra High Net Worth clients.This Barron’s and Forbes... ...team provides financial services primarily to high-net-... ...high-energy client service associate who thrives in an...SuggestedPermanent employmentWork at officeLocal area$25.85 - $43.08 per hour
...success while helping clients pursue their... ...Overview: The Client Service Associate provides administrative... ...client relationship management, account administration... ...teams. #LI - Remote Pay Range: $25... ...the fastest growing wealth management firms in the...Remote workWork at officeWork from homeHome officeLPL Financial Holdings, Inc.
United States3 days ago$35.15k - $90k
...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... ...initiatives directed by local management Regularly seek opportunities...Temporary workWork at officeLocal areaMorgan Stanley
Menlo Park, CA3 hours ago$60k - $70k
...Financial Group empowers clients through education-... ...innovation, and exceptional service. If you're passionate... ...a Client Service Associate to join our team in Maitland... ...services, account management, and daily operations.... ...~1+ years minimum in wealth management, financial...Work at officeBetter Talent
Maitland, FL4 hours ago- Focus Partners Wealth seeks a Client Service Associate to support Wealth Advisors and strengthen client relationships. You will own requests from start... ...role offers a hybrid schedule with in-office and remote work options and a #J-18808-Ljbffr Focus Financial PartnersRemote workWork at office
- ...TalentWealth is seeking an experienced Client Services Associate for a premier independent wealth management firm in Owensboro, KY. Under general supervision, you will support financial advisors, handle client inquiries, process documentation, and assist with data entry...
TalentWealth
Owensboro, KY23 hours ago $65k - $70k
Focus Partners Wealth is seeking a Client Service Associate to join our growing team in Needham, MA. You will support Wealth Advisors, serving as the primary... ...role requires 3 days in office per week with up to 2 remote days. Base annual pay ranges from $65,000 to $70,000,...Remote workWork at office3 days per week- ...retirement plan consulting and wealth management. Our mission is helping... ...creating strategies to help our clients grow, protect, and transfer... ...highly responsive care. Service: We regularly and generously... ...Overview The Client Service Associate (CSA) plays a critical role...Work at officeWork from homeFlexible hours
$34.32k - $90k
...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.... ...and/or other duties directed by local management Administrative Support: Answer...Temporary workWork at officeLocal area$68k - $90k
...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.... ...and/or other duties directed by local management Administrative Support: Answering...Temporary workWork at officeLocal area- ...Client Service Associate Financial Planning Are you a financial professional with a passion for providing comprehensive wealth management services to high-net-worth clients and institutions? Our client, a distinguished wealth management and registered investment advisory...
$85k - $100k
...Client Service Associate Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations...Work experience placementWork at officeLocal areaFlexible hours- ...Client Services Associate I UW Credit Union is hiring a Client Services Associate I to join our Wealth Management team in Madison! Do you have a passion for providing exceptional customer service and delivering quality? Do you have strong organizational, verbal, and...Work experience placementSeasonal workH1bWork at office
- Bank of America is seeking a dedicated professional for client service support at Merrill Wealth Management. This role emphasizes customizing solutions to meet the needs of Financial Advisors and their clients while ensuring operational excellence and relationship building...Work at office
- Bank of America is seeking a dedicated client service support individual for its Merrill Wealth Management sector in Portage, Michigan. This position involves assisting Financial Advisors by delivering exceptional service to clients and ensuring a deep understanding of...
- 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 Answering...Work at officeLocal area
- Retirement Planners of America (RPOA) is a Dallas-based wealth management firm seeking a Client Service Associate to be the primary contact for client service inquiries and account management. The role demands high-quality service in a fast-paced environment and entails...Work at office
- Bank of America Merrill Wealth Management is seeking a client service professional to support Financial Advisors and Client Associates. You will address service needs, coordinate with advisors, and advocate for clients while tailoring solutions to their financial goals...
- 6AM City, LLC in Kentucky seeks a Client Service Associate to deliver exceptional service, support advisors, and help run a smooth wealth management operation. You will prepare for meetings, process paperwork, and coordinate client communications while ensuring accuracy...
- Kestra Financial, Inc. in Lincolnshire, IL, seeks a Client Relations Associate to deliver exceptional client service, support advisors, and ensure smooth daily... ...accounts, and support advisors with performance reports and #J-18808-Ljbffr Bluespring Wealth Partners, LLC
- Morgan Stanley in Florida seeks a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors by cultivating client relationships, processing transactions, and handling account inquiries. The role emphasizes accuracy, strong interpersonal...
- Overview 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... ...other duties directed by local management ADMINISTRATIVE SUPPORT...Work at officeLocal area
- UBS is seeking a Client Associate in Beverly Hills, CA to support the Wealth Management Americas team. The role focuses on client service, documentation, and meeting preparation within a high-net-worth environment. Ideal candidates hold Series 7/66 licenses (for CSAs),...Work at office
- Ascendo Resources is seeking a polished and client-focused professional in Boca Raton, Florida, to support advisors... ...candidate will have over 2 years of experience in wealth management or financial advisory services, comfortable working with high-net-worth clients. The...Work at office
$25.64 - $33.33 per hour
...show up for each other and for the clients we serve. We help individuals, families... ...of insurance, retirement, and wealth management products and services. HUB is one of the world's largest... ...an opportunity for a Client Service Associate to join our Retirement and Private...Hourly payInternshipWork at officeLocal areaFlexible hours- J.P. Morgan Chase is seeking a Private Client Investment Associate within Wealth Management to deliver exceptional client service, support private client advisors, and handle operational requests including account openings, money movements, and trades. You will assist...
$65k - $95k
Garry Executive Search is seeking a Wealth Management Associate for a wealth management firm in Milwaukee... ...managing a portfolio of 150 to 200 clients, ensuring communication across the... ...have 3+ years of experience in client service, possess a Series 7 certification, and...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Remote Wealth Management Client Service Associate. Be the first to apply!
Related searches
- veterans service officer Carmel, IN
- public service officer Carmel, IN
- service consultant Carmel, IN
- service advisors Carmel, IN
- information technology and services consultant Carmel, IN
- car service advisor Carmel, IN
- member services specialist Carmel, IN
- facility service associate Carmel, IN
- service worker Carmel, IN
- environmental service aide Carmel, IN