Brokerage Operations & Client Services Associate
Key Community Bank
Key Community Bank in Minnesota is seeking an adaptable operations assistant to support Financial Representatives with onboarding and client requests. The role emphasizes strong phone and written communication, attention to detail, and the ability to complete paperwork efficiently across the client lifecycle. You will report to the Operations Manager and coordinate across trading, clearing, and custody platforms, ensuring timely, accurate processing, risk awareness, and exemplary customer #J-18808-Ljbffr Key Community Bank
- ...Description Job Description Role Summary The Client Service Associate (CSA) provides operational and client service support across Financial Planning... ...process incoming tax documents (W-2s, 1099s, K-1s, brokerage statements, etc.). Track missing tax information...OperationsFull timeLocal areaImmediate startMonday to Friday
- NewEdge Capital Group LLC is seeking a Client Service Associate in Wayzata, MN to support UHNW clients with reporting, operations, and marketing. You will prepare asset allocation reviews, investment proposals, and customized materials to aid advisors and client relationships...OperationsWork at office
$39k - $42k
...seeking a personable, detail-oriented, and enthusiastic Client Service Associate to join our growing team in Minneapolis, MN. In this role... ...Collaborate with internal teams to ensure smooth daily operations and consistent service quality. Maintain organized and...Operations- ...Job Description Job Description Title - Client Service Associate Location - Walnut Creek, CA Duration - 6+ months The Client Service... .... This role provides high-level administrative and operational support to financial advisors, coordinates client meetings...OperationsWork experience placementWork at officeFlexible hours
- ...Representatives using strong interpersonal skills to service business and retail customers and support trading and other critical operations functions.Strong phone and written skills... ...operational processes across all areas of brokerage trading, clearing, and custody platforms....OperationsWork at office
- A leading travel services organization is seeking a detail-oriented Client Services Associate to assist clients with their travel needs. This role involves responding to inquiries, guiding clients on travel options, and ensuring smooth booking processes. Strong communication...Remote workFlexible hours
$35.9 per hour
...management and investment products and services for individuals, companies, and... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision... ...enterprise strategic objectives, operational excellence goals, and client advocacy...OperationsHourly payTraineeshipWork experience placementWork at officeLocal areaImmediate startShift workDay shift- Client Services Associate (Part-Time, On-Site) As one of America’s pioneering financial services firms, HJ Sims is committed to helping individuals... ...Responsibilities Provide day-to-day administrative and operational support to Financial Advisors, including telephone...Full timePart timeWork at officeLocal area
- ...Description Provides sales, processing, operational, administrative and customer service support to Investment Relationship... ...keeping requirements, maintaining client files and supplies, answering... ..., processes and procedures of the brokerage industry, FINRA and SEC regulatory...OperationsTemporary workWork at office
$21.25 - $28.32 per hour
...Description Provides sales, processing, operational, administrative and customer service support to Investment Relationship... ...keeping requirements, maintaining client files and supplies, answering... ..., processes and procedures of the brokerage industry, FINRA and SEC regulatory...OperationsTemporary workWork at officeLocal area$33 per hour
We are partnering with a leading financial services company, a Big Four Bank, to recruit a qualified Client Relations Associates for a career-building opportunity. This is... ...experience, education. At least 1 year of Brokerage related experience Series 7 required - MUST...Remote workFlexible hours$60k - $62k
...Client Support Associate Apply: Remote Type: Hybrid Locations: Minneapolis, Minnesota; Las Vegas, Nevada; Charlotte, North Carolina... ..._3562 About Our Company We’re a diversified financial services leader with more than $1.5 trillion in assets under...Full timePart timeH1bWork at officeImmediate startRemote workWork from homeVisa sponsorship1 day per week$45k - $75k
...for this position is to provide field and client-facing customer service and support. You will assist and... ...information on business processes that the associate supports. Accurately record and escalate product, operational, or technology issues to the appropriate...OperationsFull timeFlexible hours- ...WMCA-ADP entry role to support Financial Advisors and build a client book. Trainees work toward SIE, Series 7, and Series 66 licenses... ...collaboration, training, and career growth. Role involves client service, relationship building, and joint work with FAs to deliver #J-...TraineeshipWork at office
$23 - $24 per hour
...customer experience? We're seeking a Customer Operations Specialist to support a high-impact... ...2+ years of experience in customer service, account support, customer operations, or... ...corporate talent solutions to thousands of clients across the globe. Specialized in accounting...OperationsContract workTemporary work- ...an Administrative Assistant to join our growing wealth management team in Plymouth, MN. This part-time role supports client service and daily operations, with potential to expand to full-time as the practice grows. The successful candidate will handle client communications...OperationsFull timePart time
- ...Client Services Sales Representative HealthPartners is hiring for a Client Services Sales... ...documentation, required forms, plan documents and operational systems are accurate and completed in... ..., the CSR serves as a back up to the Associate Account Managers during Leaves of...OperationsWork at office
$26.15 - $35.96 per hour
# Service Operations SpecialistAmeriprise FinancialMinneapolis, MNOct 08, 2026Finance## Job Description... ..., small business and institutional clients. We are a longstanding leader in... ...Deliver guidance, coaching, and feedback to associates to improve the accuracy, efficiency,...OperationsHourly payFull timePart timeFor contractorsWork experience placementH1bWork at officeWork from homeVisa sponsorship1 day per week$26.15 - $35.96 per hour
...We’re a diversified financial services leader with more than $1.5... ...small business and institutional clients. We are a longstanding leader... ...Qualifications E-ducation: Associate degree or equivalent. Experience... ...of experience in service or operations. Post-secondary education and...OperationsHourly payFull timePart timeWork experience placementH1bWork at officeWork from homeVisa sponsorship1 day per week- ...most experienced food and retail service company in the United States. We help our clients take the best breaks possible... ...Management Vendor Relations / Operations Information Technology... ...to treating all Applicants and Associates fairly based on their abilities...OperationsWork at officeLocal areaRemote workFlexible hours
- ...place to work. \n \n Job Overview \n \n As an At Your Service Center Colleague, you are at the heart of delivering a... ...you’re helping a customer find the perfect gift, streamlining operations in one of our distribution centers, enhancing our online shopping...OperationsFull timePart timeSeasonal workAll shiftsFlexible hoursShift workNight shiftAfternoon shift
$55k - $75k
educate clients on account services and capabilities help deliver and execute strategic initiatives to better service the clients help with the... ...future and the many other priorities in your life. As a Client Associate, you’ll play an important role in partnering with the team...Full timeContract workWork at officeFlexible hours- UBS in Wayzata, MN, is seeking a Client Associate to join the Wealth Management Americas - Bull-Wiebler Group. You will educate clients on account services, help deliver strategic initiatives, and prepare materials for client meetings while collecting documentation for...
$22 - $23 per hour
...Account Associate Location: Minneapolis, MN Duration: 12-Month Contract Schedule... ...team supporting critical business operations and client accounts. This role offers an... ...teams to ensure a high level of client service. If you're detail-oriented, thrive...OperationsFull timeContract workTemporary work- ...the company's mission, vision, and values. OUR MISSION: To be the leader in the automotive tire and service aftermarket industry in every market that we operate in providing premier service to our guests. POSITION TITLE: Retail Sales Manager CLASSIFICATION:...OperationsLocal area
- ...Consultant - FEMA in our Government Services Practice . This role is... ...Responsible For: * Support clients in maintaining compliance... ...including time and cost unit operations, and cost tracking and... ...Certified Emergency Manager (CEM), Associate Emergency Manager (AEM), Program...OperationsWork at officeLocal areaRemote work
- ...Livingston is seeking a Client Import Analyst to act as the primary contact for client service and operations teams, handling release, tariff management, and compliance activities in a fully remote, day-shift role. You will guide entries, auditing, and SOP adherence while...OperationsRemote workDay shift
$20 per hour
...Solutions is the largest tech-enabled managed services organization serving leading law firms, financial... ...firms. At Opensity, we provide integrated operational platforms, automation and advisory services that enable clients to modernize operating models, reduce cost and...OperationsHourly payWork at officeFlexible hours$72.76k - $124.73k
...Transform the everyday with us! Electrical Service Specialists perform complex startup,... ...jobs and service agreements. Tasks are associated with maintenance and testing of... ...systems. Perform onsite technical and operational support in the design, development, installation...OperationsPermanent employmentWork at officeLocal areaImmediate start- ...Customer Service Representative The Client is looking for Customer Service Representatives for its nationwide payment and transaction processing... ...complex payment processing programs according to detailed operation scripts, reviews results of executed programs for...OperationsRemote workAll shifts
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