Client Service Associate
Capitol Family Office
A boutique financial advisory firm is seeking an experienced Client Service Associate to support firm partners in a fast-paced, remote environment. The role involves coordinating client service requests, maintaining digital files, and executing administrative tasks while leveraging technology for efficiency. Ideal candidates will have 3+ years in a financial advisory firm and possess strong organizational and communication skills. This role offers flexible hours with competitive compensation. #J-18808-Ljbffr
- Description: Larson Wealth Partners is a diversified financial services firm that provides a comprehensive array of financial... ...future. We are seeking a talented and resourceful Client Services Associate . The ideal candidate should be able to operate independently...SuggestedTemporary workWork experience placementLocal area
$22 - $25 per hour
...Client Service Associate Location: New York, NY Pay Rate: $22-$25 per hour + performance-based bonuses Type: Full-Time | Onsite Industry: Financial Services (Wealth Management & Private Equity) Position Overview A well-established financial services...SuggestedHourly payPermanent employmentFull timeTemporary workWork at office- ...We are seeking a detail-oriented and client-focused Client Service Associate to deliver comprehensive wealth management services to UHNW families. DUTIES & RESPONSIBILITIES Organize and prepare materials for regular client meetings Attend and participate in...SuggestedWork at office
$20 per hour
...Client Services Associate The Village is one of the region's leading non-profit human service organizations. We provide behavioral health and other community services across North Dakota and Minnesota. It's a place where you can build a career and help people at the...SuggestedHourly payTemporary workWork at officeFlexible hours$50k - $60k
...Job Title Client Service Associate Salary Range $50,000 USD - $60,000 USD Specific compensation will be based on candidate's experience, skills, qualifications, commercial considerations, and other job-related factors permitted by law. At Russell Investments...Suggested- ...Client Service Associate - Wealth Management Are you someone who takes pride in delivering an exceptional client experience? Do you enjoy building relationships, solving problems, and being part of a collaborative team that genuinely cares about its clients and each...Work at office
$65k - $80k
...Capital Asset Management is a wealth management firm in Columbus, OH and we are seeking a Client Service Associate to join our team. We are seeking a Client Service Associate to assist in providing excellent service to our clients. If you want to join a Financial Planning...Work at officeMonday to Friday$70k - $90k
...Client Services Associate Investortools has been a leader in fixed-income technology for over four decades, supporting institutional investors with portfolio management and credit analysis software systems. Our platform is trusted by hundreds of financial institutions...Temporary workVisa sponsorship$23.52 - $39.17 per hour
...you'll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals. Job Overview: The Client Service Associate plays a crucial role in supporting financial advisors and ensuring an exceptional client experience...Part timeWork at officeWork from home- ...Client Service Associate Client Service Associates support the Wealth Advisor by attending client and prospect events and building relationships with each client to deliver a Raving Fan experience. The Client Service Associate also works closely with the Wealth Manager...Work at office
$40k - $45k
...Client Service Associate At Catch Vibe Voice, we believe exceptional events are built through thoughtful planning, strong communication, and attention to every detail. We are a dynamic and growing company focused on creating memorable experiences while maintaining...$44k - $65.8k
...Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome... ...You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA...Work at officeImmediate startFlexible hours- ...Partner with Impact. At KDI Wealth Management | Financial Planners we are seeking a personable and detail-oriented Client Service Associate to join our team. This role is essential in creating a positive first impression for our clients and providing operational...Work at office
$60k
...Overview: Guidepoint's Client Service team connects leading consultancies with the subject-matter experts they need to make informed... ...in providing a fast, high-quality client experience. As an Associate on the Client Service team, you will play a central role in...Temporary workSummer workCasual workInternshipWork at officeFlexible hours$40k - $45k
...experiences through creativity, professionalism, and strong client relationships. We believe that every interaction matters, and... ...partners, and colleagues. Job Description As a Client Service Associate, you will serve as an important point of contact between Elevare...Full time$54k - $65k
...aspirations, and every dollar invested has a job to do for our clients. That’s why we are committed to managing our clients’ investments... ...to explore a career with us. As a member on the Client Services team, you’ll play a pivotal role by partnering with the Financial...- ...Client Services Associate Kissimmee, Florida, United States About the Job Hello Sunshine Travels is a growing travel business dedicated to helping individuals turn their passion for travel into income. We specialize in providing the tools, training, and support...Full timeRemote work
- TransPerfect Is More Than Just a Job Our greatest asset is our people, and nothing is more important to us than ensuring that everyone knows that. Each of our 100+ offices has its own individual identity, and each also has its own unique rewards.
- ...Raymond James Client Service Associate Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and...Work experience placementWork at office
- ...Dental insurance Health insurance Paid time off Vision insurance Job Description: Provide exemplary service to Gryphon Financial Partners clients. Manage day to day aspects of the client experience. Qualifications: Organized, detail oriented and...Work at office
$50k - $56k
...personal and professional advancement. Job Description Job Description We are seeking a polished and motivated Client Service Associate to join our expanding team in Madison, WI. In this role, you will serve as a key point of contact for clients, ensuring...Full timeWork at office$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun Valley...Work at office- ...Client Services Associate (Remote) Phoenix, Arizona, United States Or refer someone Job Openings Client Services Associate (Remote) About the Job TravelingMedic is a growing remote services company dedicated to helping clients plan and book exceptional travel...Remote workFlexible hours
- ...Registered Client Service Associate We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million...Full timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week
$66.12k
...Client Services Associate I, Prenatal Join a team of brilliant, passionate innovators determined to transform healthcare. At BillionToOne, we've built a category-defining, publicly traded company on Nasdaq where transparency fuels trust, collaboration drives breakthroughs...Hourly payFull timeWork at officeWorldwide- ...Jackson Hewitt - JobID: 100-171541325 [Customer Service Representative] As a Client Service Associate at Jackson Hewitt, you'll: Greet all potential clients with a friendly and professional demeanor; Engage in conversation with potential clients to share information about...Immediate start
$55k
...Client Service Associate Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including...- ...As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person. assist customers with finding products. provide quotes and take orders. troubleshoot and...
- ...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...Work at officeLocal area
- ...Client Services Associate We're looking for a Client Services Associate to join our team! In this role, you'll be the main point of contact for clients, working closely with our Production team to make sure projects run smoothly from start to finish. You'll help coordinate...
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