Client Service Associate
Oppenheimer & Co.
Oppenheimer & Co Inc in California is seeking a Registered Client Service Associate to support Financial Advisors in Newport Beach or Los Angeles. The RCSA will assist in sales, marketing and day-to-day operations to help grow a wealth management practice and ensure service excellence. The role requires strong interpersonal skills, multitasking ability, integrity and confidentiality, with FINRA Series 7 and 63/65 (or 66) registrations preferred within six months. #J-18808-Ljbffr
- ...Bachelors Degree and Min 2 years + experience! Assist Financial Advisors by providing day to day client support and operational service on all Investment Advisory Program and client-directed accounts, to affluent individuals and their families within the Bank's Personal...Suggested
$70k - $80k
...Your role Are you truly service oriented? Do you know how to take care of people? Were looking for a Client Associate to: keep management systems up-to-date with client information educate clients on account services and capabilities help with the preparation of reports...SuggestedFull timeWork at officeFlexible hours- ...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)...SuggestedWork at office
- ...Job Summary We are seeking a detail-oriented and proactive Client Services Associate to join our team. This role focuses on supporting our clients by managing accounts receivable and ensuring timely follow-up on outstanding paperwork. Overview The ideal candidate will...Suggested
- ...Youll play a key role in supporting our clients and ensuring their needs are met. From helping with renewals to processing certificates... ...keep our operations running smoothly. Youll also collaborate wi Client Service, Associate, Client Relations, Service, Benefits, Retail...Suggested
$55k - $75k
...Management, Capital Markets, Futures and Advanced Clearing & Prime Services divisions. Headquartered in Los Angeles, California with... ...Services Division has an immediate need for a Client Service Associate. This position will be responsible for opening accounts for...Immediate start$80k - $100k
...Client Services Associate Job Location(s) US-NY-New York | US-CA-Los Angeles Job ID 2026-2237 Category Client & Product Services Department Client Services Type Regular Full-Time Position Summary The Client...Full timeWork at officeRemote work$34.32k - $90k
...Job DescriptionClient 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 with clients, individuals in this role build trusted relationships...Temporary workWork at officeLocal area$35.15k - $90k
...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and supports Financial Advisor(s) (FAs) teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...Temporary workWork at officeLocal area$20 - $27 per hour
...Senior Premier Client Services Associate We are currently seeking a Senior Premier Client Services Associate. The Client Services Associate will under supervision, provide service and portfolio support to Relationship Managers and Portfolio Managers managing and supporting...Work at office$90k
...serve over 1,000 investment firms, offering clients 24/7 coverage through our team of 1,300+... ...seamlessly and quickly. The Survey Associate position is a key enabler in the development... ...-driven, process-oriented, client-servicing environment Superior writing, logic and...Flexible hours$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...Work at office- ...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...
- ...Client Service Associate At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate. You'll be backed by our digital ecosystem: a client-centric suite of consulting tools making...Work experience placementLive outWork at officeLocal areaFlexible hoursShift work
$50k - $55k
...Client Service Associate At Sonar Spark, we empower organizations to amplify their influence, elevate their performance, and build future-ready teams. Known for our forward-thinking culture and commitment to excellence, we combine strategic insight with human-centered...Full timeWork at office- ...Client Service Leadership Opportunity Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities? Look no further! With the option to work from home and enjoy a flexible schedule, you can balance your personal and professional...Work from homeFlexible hours
$35.15k - $90k
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor teams on a daily basis. Through regular interactions with clients, the role builds trusted relationships. The candidate will have strong interpersonal skills to...Temporary workWork at officeLocal area- About The Role We’re hiring a Client Services Associate to support and strengthen relationships with our clients while ensuring a smooth, positive customer experience. This role is ideal for someone who enjoys working with people, staying organized, and helping accounts...Full time
- Client Services Associate, Surveys (2026 Start Dates) Third Bridge is a market‑leading investment research firm that provides integrated solutions for the world’s top investors and business leaders. We combine human insights and unique investor‑led content into a global...Full timeWorldwideFlexible hours
$55k - $85k
...Job Description Job Description This position is for an client service associate/manager (series 7 licensed or unlicensed) with the potential to grow into a Financial Advisor. Compensation is commensurate with experience. We are a boutique investment firm located...Full timeWork at officeShift work- ...financial planning, and fiduciary advisory services. It is part of one of the larger... ...serving both private HNW and institutional clients. The firm has approximately $15B in AUM... ...POSITON OVERVIEW : This CSA/Trading Associate is responsible for extensive client contact...Work at officeWork from home
$100k - $120k
...investment, financial planning, and retirement solutions to individuals, families, foundations, and corporations is seeking a Sr. Client Service Associate to join their team. Their teams also support institutional consulting, cash management, and a broad suite of advisory...Permanent employmentWork at officeLocal areaWork from home$18 - $23 per hour
...application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Client Services Associate - Flex Support Support Glendale, AZ, US 8 days ago Requisition ID: 2439 Salary Range: $18.00 To $23.00 Hourly $500 SIGN-ON...Hourly payFull timeWork at officeRelocation packageMonday to ThursdayFlexible hours$80.1k - $128.16k
...better outcomes and a stronger community of associates united by our mission. At Capital, we... ...our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking... ...“I can succeed as a Private Client Services GIC Associate.” As a Global Investment...Full timeTemporary workLocal areaFlexible hours$55k - $65k
...leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881... ...Oppenheimer & Co. Inc.’s Private Client Division is currently seeking a Registered Client Service Associate for their Newport Beach or Los Angeles branch...Local area$65k - $70k
2026 Client Services Associate The Trade Desk is changing the way global brands and their agencies advertise to audiences around the world. How? With a media buying platform that helps brands deliver a more insightful and relevant ad experience for consumers – and sets...Full timeTemporary workJanuary startLocal areaWork visa$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 with clients, individuals in this role build trusted relationships. Leading...Full timeTemporary workWork at officeLocal area$265k - $320k
...Job Description Job Description Direct Counsel is seeking a Private Client Services Associate to join a premier Private Client Services practice in Los Angeles. This is an exceptional opportunity for an attorney interested in sophisticated estate planning, wealth...Full timeTemporary workPrivate practiceWork at officeRemote workFlexible hours$65k - $75k
...UBS is seeking a Registered Client Associate in Los Angeles to support client services. Responsibilities include keeping client information updated, educating clients about account services, and preparing materials for meetings. The ideal candidate must possess Series...$25 - $44 per hour
...Job Overview: This role provides client service support to multiple Financial Advisors, serving as the primary point of contact for client service needs and supporting enterprise strategic objectives, operational excellence, and client advocacy. Responsibilities Provides...Hourly paySeasonal workWork from homeShift workDay shift
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