Private Wealth Client Services Associate — Hybrid (Remote Day)
Masis Professional Group
- Remote job
Masis Professional Group, a growing full-service investment firm in Boston, seeks a Registered Client Service Associate. This role supports Financial Advisors and maintains client accounts while ensuring accuracy and timeliness. The ideal candidate has over a year of experience in client service within investment management and strong attention to detail. Benefits include health, dental, vision, and a competitive compensation package. The position offers four days in-office and one remote day per week. #J-18808-Ljbffr Masis Professional Group
$105k
...Job Description Job Description Client Service Associate (CSA) to $105K - Hybrid 2-3 Days Remote A growing wealth management firm is seeking a Client Service Associate to join its operations team in a hybrid role based in Boca Raton, Florida , with 2–3 days...Remote jobWork at office2 days per week3 days per week- Focus Partners Wealth, located in Needham, seeks a Client Service Specialist to provide exceptional service and support for advisors... ...skills. This position offers a hybrid work model: 3 days in the office and 2 days remote. A strong candidate will demonstrate initiative...Remote workWork at office
- Bank of America is seeking a dedicated individual to join Merrill Wealth Management in Boston, MA. This position focuses on providing exceptional client service while ensuring timeliness and completeness of client materials. Candidates must hold FINRA licenses and have...Remote jobHourly payFlexible hours
- Ritholtz Wealth Management is looking for a Client Service Associate in Chicago to enhance client relationships through excellent service and support. The role... ...management firm and strong communication skills. This hybrid position includes client onboarding tasks and...Suggested
$75k - $90k
Right Executive Search, LLC in Wayne, PA is seeking a Senior Client Service Associate for a wealth management firm. This hybrid role offers a salary of $75,000 to $90,000 DOE plus a performance-based bonus. The position is ideal for a proactive professional who will assist...Suggested$60k - $90k
Ritholtz Wealth Management LLC in Chicago is seeking a Client Service Associate to enhance client relationships and support onboarding processes. This is a hybrid position requiring regular in-person collaboration. The ideal candidate has at least one year of experience...Work at office$24 per hour
Fairygodboss is hiring an Associate Account Manager based in Tempe, AZ. This non-sales role offers a hybrid work model, allowing for 3 days in the office and 2 days remote after training. The role involves solving client challenges as ADP's front-line, managing client...Remote workHourly payWork at office$26 - $30 per hour
HUB International is seeking a Wealth Advisor Services Associate in Austin, TX. This role is crucial to ensure a seamless client and advisor experience, requiring strong multi-tasking... ...a 6% yearly discretionary bonus, with a hybrid work model and various benefits. #J-1880...Hourly pay$60k - $90k
...Client Service Associate Ritholtz Wealth Management is a fast-growing wealth management firm... ...Festival. This position is Hybrid with regular travel to our... ..., and credentials. A day in the life of a Client... ...diversity and inclusion ~ Remote/Work from home ~ Comprehensive...Remote workWork at officeWork from homeRelocationFlexible hours- ...is to serve our clients, one another,... ...t your typical wealth management firm... ...to work every day. In this role,... ...experienced Client Service Associate to the team in... ...will initially be remote but will transition to hybrid as we gain... ...Coordinates with Private Fund team on any...Remote workFull timeWork at officeLocal area
$34.32k - $90k
...Job Description 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... ...guide the decisions we make every day to do what’s best for our clients,...Temporary workWork at officeLocal area$68k - $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... ...guide the decisions we make every day to do what's best for our clients,...Temporary workWork at officeLocal area$55k - $60k
...Our partner, BrightLife Wealth, is seeking a polished, professional, and enthusiastic Client Service Associate to join their growing team! More than just an administrative... ...office position with the potential for hybrid work up to two days per week based on the needs of the firm...Full timeWork at office2 days per week- M&T Bank Corporation is seeking a Wealth Senior Client Associate in New York, NY, to support high net worth clients through exceptional service and relationship management. This hybrid position requires a Bachelor's degree and a minimum of 2 years’ experience in financial...
$25 - $44 per hour
Company Overview Merrill Wealth Management is a leading provider... ...is responsible for providing client service support to multiple Financial... ...integration of banking into day‑to‑day practices. Support day... ...equivalent Eligibility for Remote Work Internal employees who are...Remote workHourly paySeasonal workWork from homeShift workDay shift- A growing full-service Investment firm is seeking a Registered Client Service Associate to join their team. This role is ideal for a highly... .... Key Responsibilities Provide day-to-day support to a team of... ...Four days in-office, with one remote day per week. #J-18808-Ljbffr...Remote workWork at office1 day per week
- LHH is seeking a Trust & Estate Associate for a prestigious AmLaw NYC firm. This role involves advising ultra-... ...environment that values attorney development and offers a hybrid work setup—three days in-office and flexible remote days. The ideal candidate will have current...Remote workWork at officeFlexible hours
$28.6 - $47.66 per hour
...team at the center of client onboarding within Wealth Management. In this... ...interest in financial services, and a desire to build... ...for a career in Private Banking, Wealth Management... ...correctly from day one. Education and Experience... ...Locations This is a hybrid role requiring four...Hourly payWork experience placementWork at officeLocal areaMonday to Friday- ...chain firm in Phoenix is looking for a skilled Customer Service & Logistics Support Representative. In this full-time... ...to detail. The position offers a blend of office and remote flexibility after the first 90 days. Comprehensive benefits include medical coverage and a...Remote workFull timeWork at officeWork from home
- Registered Client Service Associate -Miami, FL Registered Client Service... ...is built around wealth creation guided by risk... ...and used throughout the day. Why this opportunity... ...outcomes. Workplace: Hybrid in Brickell, FL. Expect... ...up to 2 days/week remote based on business needs...Remote workWork at office2 days per week
$32.22k - $90k
...Registered Client Service Associate Registered Client Service Associates provide exceptional service... ...support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily... ...guide the decisions we make every day to do what's best for our clients, communities...Temporary workWork at officeLocal area$68k - $90k
...Client Service Associate 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... ...the decisions we make every day to do what's best for our...Temporary workWork at officeLocal area$50k - $65k
...Client Service Associate Our Sandy Springs, GA office is seeking a Client Service Associate... ...to build a long-term career in wealth management, this is a fantastic... ...team. This is a hybrid position, typically requiring 34 days per week in the office. In the...Full timeTemporary workWork at officeFlexible hours$32.22k - $90k
Registered Client Service Associate Registered Client Service Associates provide exceptional service... ...support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis... ...guide the decisions we make every day to do what’s best for our clients,...Temporary workWork at officeLocal area- Raymond James is seeking a Registered Client Service Associate in Boca Raton, Florida. This role involves providing high-quality administrative... ...Benefits include medical, dental, vision insurance, and a hybrid work style with minimal travel. #J-18808-Ljbffr Raymond James
$34.65k - $85k
Position Summary Registered 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.... ...Vision Health Savings Account Dependent Day Care Savings Account Life Insurance...Temporary workWork at officeLocal area$75k - $90k
Senior Client Service Associate Wayne, PA - Hybrid (3 days in office) Salary: $75,000 to $90,000 DOE plus bonus. About the Role Our client is a growing wealth management firm based in Wayne, PA seeking a skilled Senior Client Service Associate to support advisors serving...Work at officeFlexible hours$75k - $90k
Wayne, PA | Hybrid (3 Days in Office) Wealth Management / RIA Compensation Requirements: $75,000 to $90,000 DOE plus bonus Our client is a growing wealth management firm seeking a skilled Senior Client Service Associate to support a team of advisors serving high-net-worth...Work at office- Perigon Wealth Management is seeking a Senior Customer Service Associate for a full-time hybrid position based in Edison, NJ. The role involves responding to client inquiries, managing account questions, and ensuring a high level of client satisfaction. The ideal candidate...Full timeWork at office
$74.39k - $103.81k
Citibank (Switzerland) AG is looking for a Registered Client Service Associate in Bethesda, Maryland. The role involves delivering wealth management services to clients and ensuring compliance with relevant laws and regulations. Candidates should have 2-5 years of relevant...Full time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Wealth Client Services Associate — Hybrid (Remote Day). Be the first to apply!
- client solutions associate Boston, MA
- client account associate Boston, MA
- client engagement associate Boston, MA
- client success associate Boston, MA
- registered client associate Boston, MA
- client services associate Boston, MA
- client relationship associate Boston, MA
- environmental services attendant Boston, MA
- entry level service advisor Boston, MA
- service lot attendant Boston, MA

