Client Service Associate — Finance Admin & Compliance
$25.85 - $43.08 per hourLPL Financial LLC
LPL Financial LLC is seeking a Registered Client Service Associate to provide comprehensive administrative and operational support. You will enhance client experience, ensure seamless account management, and uphold compliance standards. The ideal candidate will have active Series 7 or Series 66 licenses, strong organizational skills, and a background in financial services. The role includes managing client accounts and assisting with onboarding, while benefiting from a competitive pay range of $25.85 to $43.08 per hour. #J-18808-Ljbffr LPL Financial LLC
$48.5k - $60.6k
...Team You’ll Join The Service team at Envestnet plays... ...delivering an exceptional client experience, serving as... ...for a Client Service Associate to provide technical... ...of Envestnet legal, compliance, risk, business continuity... ...s degree in business, finance or related field of...SuggestedRemote work$25.85 - $43.08 per hour
Job Overview As a Registered Client Service Associate, you will provide comprehensive administrative... ...account management, and upholding compliance standards. The ideal candidate is dedicated... ...environment. Bachelor’s degree in finance, business or accounting (preferred)....SuggestedHourly payWork at officeWork from home- ...Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve... ...while ensuring documentation and record keeping adheres to compliance standards Successfully partner with Broker Dealer for new...SuggestedWork at office
- ...and outbound phone calls daily Own the client experience in all interactions including... ...detailed follow through Train and support Associates on partner teams on client facing... ...deposit, and treasury management products and services Research and learn about your client’s industry...SuggestedWork at office
- Wyrick Robbins Yates & Ponton LLP is seeking a full-time Office Services Assistant to support attorneys and staff. This role includes... ...conference operations. The ideal candidate will have a strong client service mentality, excellent interpersonal skills, and experience...SuggestedFull timeWork at office
$40.64k - $50.8k
The Client Services Representative is responsible for responding to and resolving a wide range of client inquiries and requests as well as acting as a liaison between departments within FMI, and between FMI and its partners, customers and the patient. The incumbent operates...Work at office- ...customer-focused professional for a full-time teller/service role. You will handle a variety of transactions, educate clients on self-service banking, and support outbound... ...emphasizes accuracy, service quality, and compliance in a Retail Banking setting. The role requires...Full timeWeekend work
$100k
...success through helping clients enjoy their own. You don't need prior finance experience to join our... ...and wealth management services to help them realize their... ..., and regulatory compliance Uncapped earning potential... ...opportunities) Job Requirements: Associate's degree in business or...Permanent employmentWork at officeLocal area- ...specialized fund administration services for Managers and General... .... Job Description This is a client-facing role where you will perform... .... Prepare quarterly LOC compliance certificates, ensuring all covenant... ...’s Degree in Accounting or Finance related field 1-2 years of...Full timeWork at office
- Bank of America Merrill Wealth Management is seeking a Client Service/Associate to educate clients on services, ensure timely materials, and support Financial Advisors. This on-site role emphasizes client-centric service and risk-conscious action. You will work in a collaborative...
$15 - $28 per hour
..., Closing Location Wal-Mart #1751 6600 GLENWOOD AVE, RALEIGH, NC, 27612, US Job Overview Front End Service associates are focused on compliance and customer service. They smile, greet and thank customers, process returns / refunds, and carry out financial...Hourly payMinimum wageFull timeTemporary workPart timeShift work- ...customers post-loan closing, handling inquiries, and ensuring compliance with SBA requirements. Responsibilities include managing accounts... ..., with preferred knowledge in SBA processes. A comprehensive benefits program is offered to support associates. #J-18808-Ljbffr...Remote work
$140k - $166k
...nonimmigrant and immigrant petitions, and ensure high-quality client service delivery.You will serve as a trusted advisor, guiding clients... ...to monitor case progress, inform legal strategy, and ensure compliance with firm standards.Stay current on U.S. immigration developments...Permanent employmentFull timeH1bRemote work$100.4k - $197.9k
...Actuarial Consultant and help clients address complex challenges... ...skills in a fast-paced, client-service environment, this role offers... ...underwriting, or health care finance 1 year of experience with health... ...geographic differential associated with the location at which the...Work at officeLocal areaVisa sponsorship- ...Client Support Associate, Employee Health & Benefits Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t... ...offices across North America, we combine the personalized service model of a local consultant with the global resources of the...Permanent employmentWork experience placementWork at officeLocal areaFlexible hoursNight shift
- The Sendea Institute for Energy and Management (SIEM) is seeking an Assistant Finance Officer to support daily financial operations. Reporting to the Finance Manager, the role focuses on accurate record-keeping, timely financial reporting, and adherence to regulatory requirements...Contract work
- ...This position supports Bank products or services within SBA Lending, in the execution of... ...documentation provided and confirming compliance with SBA requirements prior to loan disbursements... ...responsible to manage all ticklers associated with loans in their portfolio,...Remote work
- Senior Financial Services Representative at SmartBank. Benefits Medical, dental, vision, life, and disability insurance 401(k) plan with... ...Providing excellent customer service and meeting client needs efficiently and friendly Enhancing SmartBank’s image through...Local area
- ...managers, negotiators, and paralegals while ensuring strong client service and case results. Key Responsibilities Manage a high-volume personal... ...legal support staff. Oversee department workflow, quality, compliance, and efficiency. Coordinate settlements, liens, subrogation,...
- ...DescriptionAre you driven by strengthening finance and risk functions that enable... ...and controlling conceptsRegulatory and compliance initiativesFinancial planning, cost optimization... ...delivery, you will:Build trusted senior client relationshipsContribute to business development...Temporary work
- Job Summary: Represent institutional mortgage lenders and servicers in bankruptcy matters with a focus on protecting and enforcing... ...and loss‑mitigation oversight, and post‑petition compliance. Advise clients on complex bankruptcy, servicing, and investor‑guideline issues...Work at officeLocal area
- Client Services Manager (Operations and Client Support Associate) Chapel Hill, NC We are currently seeking a talented and dedicated Client Services Manager (Operations... ...7+ years of experience in a similar role in finance, education, healthcare, legal, or similar industry...Work at officeFlexible hours
- ...Dorton Dean Dorton is a leading professional services firm spanning certified public... ...domestic and international. We help our clients strategize, adapt, and change in every stage... ...and credentialing, strategic planning, compliance, and performance improvement. By combining...Work at officeFlexible hours
$110.7k - $218.3k
...Summary Financial Services Senior Consultant -... ...& Forensic team helps client leaders translate multifaceted... ...' regulatory and compliance needs, balancing risk... ...Bachelor’s degree in Finance, Economics, Business,... ...plus strong grasp of associated models, data, processes...Work at officeVisa sponsorship$60k - $65k
...Remote Who we are CAI is a global services firm with over 9,000 associates worldwide and a yearly revenue of $... ...to power the possible for our clients, colleagues, and communities. As a... ...technical and business processes for compliance with security policies and...Full timeContract workApprenticeshipWork at officeLocal areaRemote workWorldwide$150.4k - $343.6k
...transformation agendas, Global Business Services (GBS) has become a strategic... ...team partners with global clients to assess, design, deliver... ...operating models across finance, HR, supply chain, procurement... ...services. Health & Life Sciences: Compliance-driven GBS models, R&D...Work experience placementSummer holidayFlexible hours- LPL Financial in Raleigh, NC, is seeking a Registered Client Service Associate to provide comprehensive support within financial advisors’ practices... ...experience through effective account management and compliance adherence. The ideal candidate should possess strong...
$70k - $75k
...Fortune Best Workplaces in Financial Services & Insurance Attorney Auditor ** This... ...innovative customer-facing solutions to clients who represent virtually every industry and... ...communicate with law firms to discuss compliance with client’s billing requirements. Effectively...Local areaRemote workWork from homeFlexible hours- ...Consultant – FEMA in our Government Services Practice . This role is... ...complex programs in a compliance- or finance-related role. Candidates must... ...Responsible For: Support clients in maintaining compliance with... ...Emergency Manager (CEM), Associate Emergency Manager (AEM),...Work at officeLocal area
$60k - $80k
...Blue Compass RV as we are looking for a Service Advisor to join our team! THE ROLE: The... ...care we take with both our customers and associates. You are not just an employee — you are... ...Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at . How do I...Contract workFor contractorsFor subcontractorWork at office
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