Client Services Associate
Connect Search, LLC
An established, employee-owned financial services firm is seeking a Client Services Associate to join their Wealth Management team in Stuart, Florida. This is a high-touch client service and operational support role working directly with Financial Advisors and their high-net-worth individual clients. What you'd be doing: Client onboarding including new account paperwork and information gathering Account maintenance, asset movement processing (journals, wires, EFTs), and issue resolution Supporting quarterly billing, performance reporting, and tax reporting Ongoing relationship management with regular client contact Maintaining the CRM, reviewing exception reports, and handling administrative functions Trade execution and trade error resolution as needed What they're looking for: Bachelor's degree with 3+ years of relevant experience FINRA Series 7 and 66 preferred Familiarity with Schwab platform, Salesforce, MoneyGuidePro, and/or Black Diamond a plus Familiarity with estates preferred Strong communicator with excellent organizational skills who thrives in a client-facing, fast-paced environment #J-18808-Ljbffr Connect Search, LLC
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Client Services Associate in Florida, NY vacancy
- A leading financial services firm in New York seeks a Registered Client Service Associate to support financial advisors and clients. The ideal candidate must have effective communication skills and the ability to manage multiple tasks in a fast-paced environment. Responsibilities...SuggestedRemote work
BBF Wealth
Florida, NY2 days ago - A benefits solutions provider is seeking motivated individuals for a remote role focused on client interactions and personalized insurance solutions. Candidates will work virtually from any location, offering comprehensive training and opportunities for career growth....SuggestedRemote work
AO Garcia Agency
Florida, NY2 days ago - Northern Trust, a respected financial institution in New York, is seeking a team player for client servicing roles. Candidates should have 1-3 years of experience and knowledge of personal financial planning products. The position involves responding to client inquiries...SuggestedFlexible hours
- ...advisors and their prospective and existing clients and other branch staff team members.... ...years of rich history and recognition for service and excellence in the Financial Services... ...a dynamic Registered Client Service Associate who is a motivated, detail‑oriented and...SuggestedWork experience placementWork at office
- ...sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families.... ...and initiatives that facilitate the new policy and client service processes. The Client Services Associate must provide superior client service by identifying...SuggestedWork at office
- Registered Client Service Associate (Sarasota, FL) Join to apply for the Registered Client Service Associate (Sarasota, FL) role at Oppenheimer & Co. Inc. Who We Are Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker...Full timeLocal area
- A leading investment bank and broker-dealer in New York seeks a Registered Client Service Associate for their Sarasota branch. This mid-senior level role is focused on supporting Financial Advisors in managing client accounts and requires strong interpersonal skills and...Full time
$24.8 - $31 per hour
Job Summary This Client Service role supports existing Registered Investment Advisory (RIA) clients within a fast-growing area of the business... ..., and hands‑on training through shadowing experienced associates, with full ramp‑up expected within 3-4 weeks. Pay Rate Range...Hourly payContract work- A prestigious financial services firm is seeking a Bilingual Private Wealth Client Services Associate in New York. The ideal candidate will have 1+ years of experience dealing with high-net-worth individuals, along with full professional proficiency in both English and...
- ...information about HOA processes and procedures. Support Community Association Managers (CAMs) with in-office assistance and coverage... .... Perform any additional duties within the scope of the Client Services Associate and as assigned by the manager. Qualifications High...
$60k - $70k
...Overview Fellowship Financial Group empowers clients through education-driven financial... ...integrity, innovation, and exceptional service. If you’re passionate about supporting meaningful... ...Group is seeking a Client Service Associate to join our team in Maitland, FL. This...Work at office- Introduction At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re... ...of Gallagher. How you'll make an impact The Branch Client Service Associate I is accountable for delivering high quality and efficient service...Full timeLive outWork at officeLocal areaFlexible hours
$60k - $70k
Better Talent is seeking a Client Service Associate to support our financial advisors and clients in Florida. Your role will involve managing retirement planning services, account management, and ensuring seamless operations. Ideal candidates have strong organizational...- A financial services firm in New York is looking for a Client Services Associate to support the Relationship Manager by providing exceptional service to high-net-worth clients. Responsibilities include scheduling meetings and managing all client service requests, as well...Work at office
- ADP is hiring a Client Service Associate. Thanks for clicking! Let us tell you a little more... Are you a customer service superhero who gets a thrill from leaping tall client questions in a single bound? Can you focus on key priorities with your laser vision? (FYI -...
$39.8k - $59.5k
...Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome... ...What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA...Work at officeImmediate startFlexible hours$60k - $85k
...large employers. Since 1993 we have connected employees of our clients to over $4.5 billion of income protection. We have also assisted... ...clients and top law firms, providing administration and client service support for their individual disability insurance benefits....Full timeRemote workWorldwideMonday to Friday3 days per week$60k - $85k
...organization and is responsible for managing relationships with corporate clients and overseeing internal operations among different functional... ...clients and top law firms providing administration and client service support for their individual disability insurance benefits....Full timeRemote workMonday to Friday3 days per week- Exceptional Career Opportunity: Bilingual Private Wealth Client Services Associate Ascendo is excited to present this opportunity in the financial services industry. We are partnering with a prestigious multi-family office that is currently experiencing an amazing period...Work at office
- ADP, Inc. is seeking a Client Service Associate to build relationships and provide solutions to client challenges in a fast-paced environment. The ideal candidate will have experience in customer service and be a relationship builder who thrives in collaborative situations...
- ...Identification 210746081 Job Category Banking Associates Business Unit Consumer & Community... ..., we have an enthusiasm for helping our clients, taking care of our employees, building... ..., and delivering extraordinary customer service while maintaining a strong commitment to...Full time
- A global wealth management firm seeks a Client Service Associate to enhance client experiences and elevate the brand. The ideal candidate will have a Bachelor's degree and 2+ years in client services within financial services. You will manage workflows, maintain CRM accuracy...Full time
- BNY Mellon is looking for an Associate to join the Hedge Fund Accounting team in Lake Mary, Florida. This role involves assisting with accounting services for clients and funds, conducting reconciliations, and preparing client reports. The ideal candidate will hold a Bachelor...Afternoon shift
- BNY Mellon is seeking an experienced accounting professional to join their team in Lake Mary, Florida. The role involves reviewing accounting data, supporting a team, and ensuring efficient processes for complex funds. Candidates should hold a Bachelor’s degree in accounting...Work at office
- BNY Mellon is looking for an Associate to join the Hedge Fund Accounting team in Lake Mary, Florida. In this role, you will lead day-to-... ...support team, oversee NAV production, and assist in maintaining client relationships. Candidates should have a Bachelor's degree in...
- ...Reservations Support Specialist – Remote Location: Remote (United States) About Us As a coordination-focused services company dedicated to supporting clients with scheduling, reservations, and service-related needs. We emphasize organization, clear communication, and...Remote workFlexible hours
Careers In Travel | Destination Planners
Florida, NY2 days ago $16 per hour
...from home, an office, or Anywhere, we offer products and services designed to help people work and learn together, whether they... ...efficiently, we ask that you apply to only one Client Experience Associate role at a time. If you are Bilingual (English/Spanish), one...Work at officeRemote workWork from homeShift workAnywhereWorks Ltd.
Florida, NY2 days ago$16 per hour
...A remote work solutions provider is looking for a Client Experience Associate to manage customer calls, leads, and appointments from home. Candidates... ...in English and Spanish and passionate about customer service, with excellent communication skills. The role offers a starting...Full timeRemote workAnywhereWorks Ltd.
Florida, NY2 days ago$16 per hour
Anywhereworks is seeking a Client Experience Associate to provide outstanding customer service from the comfort of your home. This role involves handling customer calls, capturing leads, and scheduling appointments. Ideal candidates are excellent communicators with a passion...Remote job- BNY is seeking an Associate, Client Processing Representative I for their Global Clearing Ops. This role involves supporting internal and external clients with a focus on quality service and operational execution. The ideal candidate should have 5-7 years of experience...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Services Associate. Be the first to apply!
Related searches
- client solutions associate Florida, NY
- client relationship associate Florida, NY
- client success associate Florida, NY
- client services associate Florida, NY
- client account associate Florida, NY
- patient service associate Florida, NY
- patient service specialist Florida, NY
- health services administrator Florida, NY
- part time service advisor Florida, NY
- service delivery associate Florida, NY