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 6 days ago
Similar jobs that could be interesting for youBased on the Client Services Associate in Florida, NY vacancy
$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...SuggestedWork at officeBetter Talent by Laveer & Co.
Florida, NY4 days ago- ...selling spaces by building an ecosystem of products, places, services and spaces that elevates and establishes the RH brand as a... ...concerned with what's right, rather than who's right. Client Services Associates play an integral role in providing luxury service and assessing...SuggestedWork at office
RH-USA Inc
Florida, NY1 day ago - ...Our Company We’re a diversified financial services leader with more than $1.5 trillion in... ...individual, small business and institutional clients. We are a longstanding leader in... ...loyalty. As a Registered Client Service Associate, you will provide dedicated support to a...SuggestedFull timePart timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week
- POSITION SUMMARYRegistered 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...SuggestedWork at officeLocal area
- Our client in Weston is seeking a Client Services Associate to support their advisory team. The primary responsibility is post-meeting follow-through. The Client Services Associate will also serve as backup phone coverage and help prepare for upcoming client meetings. This...SuggestedWork at office
- Seasonal Client Support Associate We are looking for someone who thrives in a welcoming, customer service‑oriented environment with excellent communication skills . If you enjoy building strong relationships with clients, then join our team as a friendly face for all those...Full timePart timeSeasonal workLocal areaRelocation packageFlexible hoursShift work
- ...RBC Wealth Management is seeking a Client Associate/Registered Client Associate in Palm Beach Gardens, FL. You will support financial advisors by handling client inquiries, onboarding new accounts, and maintaining account records in a fast-paced, compliant environment...
RBC
Florida, NY3 days ago $90k - $115k
...join an established and growing financial services firm with significant operations in... ...group’s various applications. Respond to client questions regarding accounts, policies,... ...of relevant experience. Seniority level Associate Employment type Full-time Job function Finance...Full timeLeeds Professional Resources
Florida, NY4 days ago$20 - $21 per hour
...attention to detail? Our firm is looking for a full-time Client Relationship Associate to support general administrative processes and procedures... ...Relationship Associate Duties and Responsibilities Complete client service tasks as assigned and train to be competent in all areas...Hourly payFull timeWork at office- ...integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to... ...communication, people, organizational, and client service skills Attention to detail coupled with the mindset of how...Full timeFlexible hours
- ...opportunity to contribute to the company’s success. As a Client Experience Associate within PNC's Retail Banking organization, you will be based... ...outbound interactions with a defined sales process including, service to sales, teller interactions, and effective lobby...Full timeTemporary workPart timeWork experience placementWork at office
- ...Possibilities. Key Responsibilities Always provide SMART customer service through the daily execution of Lowe’s customer service... ...level of communication and partnership with MSM and red vest associates. Identify and communicate issues with quality, quantity, and additional...Local area
Lowe's
Florida, NY2 days ago - ...Professional, experienced Service Advisor needed to join our team at Infiniti of Sarasota , a proud member of the Sunset Automotive Group... ...of vehicle issues and needs between our valued service clients and the service team. A great service advisor will do the following...Temporary workLocal areaAfternoon shift
Sunset Auto Group
Florida, NY22 hours ago - ...issues, damages, and case exposure. Communicate effectively with clients, insurance carriers, opposing counsel, experts, and other... ...sound legal judgment while maintaining high standards of client service and advocacy. Qualifications 2+ years of civil litigation experience...Remote work
Orion Placement
Florida, NY3 hours ago - ...estate planning and probate matters while working directly with clients. Build long-term client relationships and become a trusted... ...guardianships, and related matters, with a strong emphasis on personalized service and compassionate legal guidance. We value professionalism,...Full time
Orion Placement
Florida, NY2 days ago $60k - $120k
...- $120,000.00 per year Why This Is a Great Opportunity Join a client-focused immigration practice where your work directly impacts individuals... ..., strong advocacy, collaboration, and attentive client service. Confidential Employer. Job Description Advise clients on...Permanent employmentFull timePart timeWork at officeRemote workOrion Placement
Florida, NY10 hours ago- The Patient Services Associate I answers incoming calls to schedule Radiology appointments and makes outgoing calls to patients and physicians. The majority of time will be spent handling scheduling and pre-registration calls based on business needs. Follows standardized...Work at office
- ...Your Impact at Lowe's As a Lowe's Merchandising Services Associate, you are a key connection point between Merchandising and Store Operations, allowing us to deliver a great shopping experience in every Lowe's store. If you want to build eye-catching displays and implement...Full timePart timeLocal areaFlexible hoursShift workWeekend workWeekday work
Lowe's
Warwick, NY3 days ago - ...insurance Overview Join our dynamic automotive team as an Automotive Service Advisor, where your enthusiasm and mechanical knowledge will... ...and repair services. Your energetic approach will help guide clients through service options, estimate costs accurately, and ensure...
$15.5 per hour
...to be! Aqua Tots is looking for a Front Desk Associate. Must be friendly, able to multitask, work with... ...Ability to effectively sell our swim program to clients Maintain a clean, organized, and safe work area Customer service Ability to build professional relationships...Hourly payWeekly payPart timeSeasonal workImmediate startFlexible hoursShift workNight shift- ...delivering extraordinary results for our clients while maintaining an authentic, high-... ...culture. We believe in exceptional client service, preparing every case for trial, and that... ...our clients. We’re now hiring our next associate attorney — someone who believes in plaintiff...Work at officeImmediate startRemote workMonday to Friday
Chubb Law Accident & Injury Attorneys
Florida, NY4 days ago $90k - $145k
...dedicated to delivering exceptional legal representation through practical, innovative, and client‑focused solutions. Our attorneys work collaboratively to provide outstanding service while maintaining the highest standards of professionalism, integrity, and advocacy. We...Work at officeLocal areaImmediate startOrionplacement
Florida, NY4 days ago$10k - $30k
...Client Service Representative Located in sunny Hollywood, Florida, Emerald Hills Animal Hospital is a full-service animal hospital dedicated to serving Broward County since 1988. Essential Functions and Responsibilities: Deliver exceptional customer service to pet owners...Temporary workWork at officeFlexible hoursAnimal Clinic Downtown
Florida, NY2 days ago- ...The Funeral Director manages all phases of the funeral arrangement, from setting up funeral services to final disposition. Overview and Responsibilities Presents every client family with all service and merchandise options -- Every Family, Every Option, Every Time Contributes...Temporary workWork at officeLocal area
Financial Partners Group Inc
Florida, NY3 days ago $135k - $160k
...practice where experienced attorneys are trusted with autonomy, client relationships, and meaningful responsibility. Expand your... ...that values professionalism, sound judgment, excellent client service, and high-quality legal work. Receive a competitive compensation...Full timeOrion Placement
Florida, NY10 hours ago- ...Truist is seeking a customer-focused professional in the United States (New York area) to provide industry-leading client service in person and by phone while expanding client relationships. The role involves cross-training to perform teller duties and contributing to...
Truist Inc
Florida, NY3 hours ago - ...product delivery Work as liaison between the client, management and internal production... ...with Account Executive, Client Service Teammates, and clients about job statuses... ...High School degree or equivalent required; Associate Degree or certificate in business or related...Full timeShift work
- Thrive Pet Healthcare’s Veterinary Specialty Hospital of Palm Beach Gardens is seeking a Veterinary Client Service Representative to join our Emergency/Specialty hospital in Palm Beach Gardens, FL. Be the face of our practice, delivering compassionate service to clients...
- Consultwithtray is seeking a Client Experience Coordinator to oversee client communications, coordinating travel service details and ensuring a high-quality experience throughout the planning and booking process. This fully remote position is ideal for an organized, dependable...Remote job
$15 per hour
...to our remarkable people, who bring cutting‑edge products and services to life for millions of customers every day. If you share in our... ...your career at Comcast. Job Summary The Retail Service Associate supports the store team in delivering a best-in-class customer...Work experience placement
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Services Associate. Be the first to apply!
Related searches
- client account associate Florida, NY
- card services specialist Florida, NY
- entry level service advisor Florida, NY
- environmental service aide Florida, NY
- full time service advisor Florida, NY
- salesforce service cloud consultant Florida, NY
- community services specialist Florida, NY
- staff services manager Florida, NY
- site services specialist Florida, NY
- information technology and services consultant Florida, NY