Brokerage Trading & Client Services Associate
$55.3k - $76.08kHispanic Alliance for Career Enhancement
The Hispanic Alliance for Career Enhancement is seeking a client trading support representative who will act as the primary contact for various financial securities in an inbound call center setting. The ideal candidate should have a Bachelor's degree and at least 2+ years of financial customer service experience. We offer a competitive salary ranging from $55,300.00 to $76,075.00, along with benefits like 401(k) matching, tuition reimbursement, and generous paid time off. Join us in our commitment to diversity and excellence. #J-18808-Ljbffr Hispanic Alliance for Career Enhancement
$75k - $95k
Sales Associate / Client Service Associate - Wealth Management Overview The Sales Associate / Client... ...operational coordination, and select trading support to a Wealth Management team... ...years of relevant wealth management, brokerage, financial services, client service,...SuggestedFull timePart timeWork at officeLocal area- Framework Ventures is seeking a skilled professional to assist clients and broker partners with service requests in a fast-paced environment. The role requires 1-2 years of experience in the securities industry and a FINRA Series 7 license. Candidates should possess strong...SuggestedHome office
$41.2k - $76.8k
...Client Service Associate, Business Insurance Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight... ...& Casualty Insurance experience, preferably within a brokerage environment Very effective oral and written...SuggestedMinimum wageWork at officeLocal areaNight shift$55k - $65k
Registered Client Service Associate (Midtown East, New York) Join to apply for the Registered Client Service Associate (Midtown... ...services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance...SuggestedFull timeLocal area- ...for a culture that puts its clients and associates first: a culture where... ...immediate supervision, Client Services Associate (NR) assists one... ...support to clients, may enter trades as directed by the FA(s).... ...understanding of the investment brokerage industry and securities...SuggestedWork at officeImmediate start
- ...Client Services Associate Titan is an award-winning wealth manager with a mission to increase our generation's compound growth rate. We plan... ...as a primary point of contact for clients completing brokerage and retirement account transfers (ACATs, 401K rollovers)...Work at office
- ...Client Service Associate, Customer Service (Long-Term Care) ECLARO is looking for a Client Service Associate, Customer Service (Long-term... ...York, NY. ECLARO's client is one of the largest Insurance Brokerage and Consulting Firms in the United States. If you're up to...Work at office
$55k
...Client Service Associate Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service... ...services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance...$50k - $55k
A boutique personal insurance brokerage is seeking an Entry-Level Clerical Associate to provide essential administrative and customer support. The role involves assisting senior team members, managing client files, and responding to customer inquiries. Ideal candidates...- ...Job Description Job Description Job Title: Client Services & Business Development Associate – IT Workforce Solutions Location: Central New Jersey (Onsite) Position Overview We are looking for a highly motivated and relationship-driven professional to join...
$80k - $100k
...Client Services Specialist – ***Private Aviation Industry experience ideal*** Location: New York, NY On-site position (100%); Monday through Friday 9:00am to 5:00pm in office with ability to be reached / on call after hours as neede d with this 24/7 company operation...Work at officeMonday to Friday$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County... ...custodians with the implementation of new client accounts, trade execution, liquidity management and ongoing maintenance of...Work at office$23 per hour
...Client Services Associates / Collectors Concierges We're looking for Client Services Associates / Collectors Concierges to join our Customer... ...Care emails and general inquiries during down time Attend trade shows as company representative to assist in order processing...Hourly payFull timeWork at officeFlexible hoursShift work- ...Client Services Team Member Proxymity is a pioneering investor communications platform. Our unique, cutting-edge solutions connect global listed companies with their shareholders, via their intermediaries, in real time. This creates a more efficient, accurate and transparent...
$80k - $105k
...Cash Management Client Service - Associate Job Level: Associate Job Function: Client Service Location: New York, NY, US, 10172 Charlotte, NC,... ...of the three largest banking groups in Japan. SMFG's shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges...Full timeWork at officeLocal areaRemote workWork from homeWorldwide$43 - $45 per hour
...Client Service Associate Our client, a leading independent investment management firm, is seeking an experienced Client Service Associate for... ...partners with the portfolio management team, operations, trading and distribution to provide a best-in-class service experience...Hourly payContract workWork experience placementWork at office$34.32k - $90k
...Registered Client Service Associate Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through...Temporary workWork at officeLocal area$18 per hour
...Client Service Associate New York, New York, United States Location: New York, NY 10020 Schedule: Mon - Fri 8:00 am - 4:30 pm Employment Type: Full-time | Onsite We're hiring! If you're a people-focused, detail-oriented professional who enjoys keeping an office...Full timeTemporary workWork at officeImmediate start- An established industry player is seeking a Customer Service Representative to join their dynamic team. This role focuses on building... ...satisfaction, you'll utilize your communication skills to educate clients about various products and services. The position offers a...Flexible hours
$35k - $85k
Join to apply for the Registered Client Service Associate role at Morgan Stanley 1 day ago Be among the first 25 applicants Join to apply for the Registered Client Service Associate role at Morgan Stanley Position Summary Registered Client Service Associates provide exceptional...Full timeTemporary workWork at officeLocal area- ...home and enjoy a flexible schedule, you can balance your personal and professional life seamlessly while advancing your career in client service leadership. Perks Include: Work-Life Balance: Embrace the freedom to work from home and tailor your schedule to fit your...Work from homeFlexible hours
$100k - $115k
Senior Client Service Associate- LCK Wealth Management 300 Madison Ave, New York, NY 10017, USA Job Description Posted Tuesday, May 12, 2026 at 5:00 AM Your Future Team LCK Wealth is a growing wealth management practice providing complex solutions to Ultra High Net Worth...Permanent employmentWork at officeLocal area- ...anywhere while creating unforgettable travel experiences for clients. Whether booking your own vacations or helping others plan... ...Role Description This is a full-time remote role for a Client Services Associate. The Client Services Associate will be responsible for...Full timeRemote work
- ...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...Hourly payFlexible hours
$51k - $60k
Client Service Associate, Billing (Hybrid NYC) Job Category: Client Service Requisition Number: SPECI015326 Posted: May 26, 2026 Full-Time Hybrid Locations NYC - Wall Street New York, NY 10005, USA Description Who We Are: NFP, an Aon company, is a multiple Best...Full timeRemote workMonday to Friday3 days per week- J.P. Morgan is seeking a Client Account Manager in New York to deliver exceptional service to our esteemed institutional clients within the Asset Management division. The successful candidate will manage day-to-day client relationships, ensuring effective communication...
$23.52 - $39.17 per hour
Job Overview Senior Client Service Associate - In‑office role located in Wantagh, NY. Supports financial advisors under LPL’s Employee Advisor Model, enhancing client relationships, ensuring regulatory compliance, and helping to grow the firm. Responsibilities Serve as...Hourly payWork at office$80k - $100k
A wealth management firm in New York is seeking a Client Service Associate to provide quality service, facilitate operational tasks, and assist with client onboarding. The ideal candidate has strong interpersonal skills, experience in customer service, and a problem-solving...$74.39k - $103.81k
Citi is looking for a Registered Client Service Associate in Bethesda, Maryland. This role integrates specialty knowledge in delivering wealth management services to clients while upholding compliance standards, risk assessment, and communication responsibilities. The...- ...projects and partner with senior leaders to solve critical business challenges in Asset Management. As a Management Associate supporting the Head of Client Service Asset Management - Americas, you will work with senior leaders and internal business managers to execute key...Immediate start
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