Client Services Associate - Hybrid Growth in Finance
Signature Estate & Investment Advisors, LLC
A leading financial advisory firm is seeking a Client Service Associate (CSA) to act as a liaison between clients and advisors. The role involves managing account operations, providing exceptional service, and supporting multiple advisory teams. Applicants should have customer service skills and be organized, with the flexibility to handle a hybrid work model after training. This position offers comprehensive benefits, including medical, dental, and a 401k plan. #J-18808-Ljbffr Signature Estate & Investment Advisors, LLC
- A leading investment research firm in Los Angeles is looking for a Client Services Associate for their Surveys team. This role involves executing surveys, providing client feedback, and managing expert panels. The ideal candidate will have strong communication skills, a...SuggestedRemote job
- ...Sr Client Service Associate Our Los Angeles, California office has an exciting opportunity... ...advisory practice. This is a Hybrid position supporting a high-growth team. In the spirit of pay... ...experience) in business, finance, or a related field Minimum of...SuggestedFull timeTemporary workWork at officeFlexible hoursNight shift
$85.1k - $161.7k
...provider of professional services to the middle... ...change, empowering our clients and people to... ...currently seeking a Senior Associate to join our Accounting and Finance Consulting practice... ...in a high growth and fast paced setting... ...Equity, Debt, and hybrid instruments as they...SuggestedFull timeWork experience placementInternshipWork at officeLocal area$80k
...We are a dynamic, entrepreneurial, and client-focused firm committed to delivering an... ...and exceptionally detail-oriented Client Services Associate to join our growing team. This is an... ...creating opportunities for meaningful career growth. We foster a collaborative,...SuggestedWork at officeMonday to Friday- ...Client Service AssociateAt Gallagher, we help clients face risk with confidence because we believe... ..., we're looking for a Client Service Associate to join our Commercial team. In this... ...part of a team that values collaboration, growth, and service excellence.You'll play a...SuggestedWork experience placementLocal areaShift work
$18 - $19 per hour
...Client Services AssociateCulver City, California, United StatesJob Overview: Provides office, mail, and customer service support. Handles... ...existing vacancy.Pay Range$18 - $19 USDWhat We Offer:Career Growth: An opportunity to enter a job that allows you to learn new skills...Full timeTemporary workPart timeImmediate start$50k - $55k
...Client Service Associate At Sonar Spark, we empower organizations to amplify their influence, elevate their performance, and build future-ready... ..., we combine strategic insight with human-centered growth solutions. Our mission is simple: to help individuals and companies...Full timeWork at office- ...more than a role - we’re offering a career launchpad . As a Client Services Associate, you’ll develop the commercial awareness and business... ...promotion possible within 2 years Annual Personal Development Allowance to invest in your growth #J-18808-Ljbffr Third Bridge
$55k - $75k
Client Service Associate, Account Processing Wedbush Securities is one of the largest securities firms andinvestment banks in the nation. We provide... ...,customized service is the foundation of our consistent growth. Our Correspondent Services Division has an immediate need...Work at officeImmediate start$87.03k - $138.97k
...Client Service Associate Senior - Us Private Trading Office The Senior Client Service Associate is responsible for executing day-to-day operations... ...processes, enhance efficiency, and support business growth initiatives. Maintain expertise in regulatory requirements...Work at officeShift work- We are seeking a Client Service Associate (CSA) to join our growing wealth management firm. As a CSA, you will... ...and experience to support continued growth within the firm Qualifications Required Bachelor’s degree in finance, business, or a related field (or equivalent...
- ...Description We are seeking a dedicated and detail-oriented Client Service Associate to join our dynamic team. This role is integral to maintaining... ...Competitive salary package Opportunities for professional growth and career advancement Collaborative and supportive work...Work at office
$90k
...0 investment firms, offering clients 24/7 coverage through our team... ...and quickly. The Survey Associate position is a key enabler in... ...driven, process-oriented, client-servicing environment Superior writing... ...negotiation. Fast-track your growth: there is clear career...Flexible hours- SUMMARY: Become a Client Service Associate (CSA) with SEIA! The CSA serves as a key liaison between clients, advisors, financial custodians, and... ...full-time in-office. Position will be eligible for hybrid structure (office 4 / remote 1) after training has been completed...Full timeWork at officeImmediate startRemote work
- ...where to compete, how to communicate value, and how to keep growth priorities visible across the organization. About the Role We are seeking a personable and service-driven Client Service Associate to help create positive client experiences and strengthen customer...
$30.98 - $40 per hour
...high-touch customer service, problem-solving,... ...attorneys, billing teams, finance professionals, and external clients to research complex... ..., and emerging growth enterprises... ...offers a flexible hybrid work model across key... ...Diploma or GED required. Associate's or Bachelor's...Work experience placementWork at officeWorldwideFlexible hours$101k - $203k
...provider of professional services to the middle... ..., empowering our clients and people to... ...Supervisor, Strategic Finance supports clients by... ...performance, growth opportunities, and... ...equity, debt, and hybrid instruments in support... ...as an experienced associate.RSM will consider...Full timeWork experience placementInternshipLocal area$35.15k - $90k
...Registered Client Service AssociateRegistered 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 areaWork visa$20 - $27 per hour
...Premier Client Services Manager We are currently seeking a Premier Client Services Manager. The Premier Client Services Manager will under... ...training with three years of customer service experience. Or Associate's degree in related field with two years of customer service...Work at office$70k - $75k
United Talent Agency is looking for an Associate in Client Accounting to manage booking information and ensure timely client payments in Los... ...between $70,000 to $75,000, along with a diverse work culture and opportunities for growth. #J-18808-Ljbffr United Talent Agency- Morgan Stanley in Los Angeles is seeking a Registered Client Service Associate to support Financial Advisors and private wealth teams. You will help cultivate client relationships, handle money movements, and assist with account documentation and digital tools. Ideal candidates...Full time
$20 - $30 per hour
...Senior Client Services Associate East West Bank is currently seeking Senior Client Services Associate who will be responsible for supporting the Private Bankers and Private Client Advisors within the Private Banking Department to achieve sales, service, and operational...Flexible hours- 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...
- 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
- AscendHire is seeking candidates for a client service position located in Los Angeles, California. The role involves assisting financial advisors by providing day-to-day operational support for Investment Advisory Program accounts and brokerage accounts. Qualified candidates...
$55k - $85k
...Registered Client Service Associate Supports Financial Advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the...Work at office- Morgan Stanley is seeking a Registered Client Service Associate to provide exceptional client service and support for Financial Advisors and Private Wealth Advisors. The role emphasizes building trusted relationships with clients, handling routine inquiries, and processing...
- Morgan Stanley in the United States seeks a Senior Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors by handling client inquiries, processing money movements, and maintaining accurate account information. The role requires exceptional...
$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- Third Bridge is hiring an Associate, Client Services for a July 2027 start. You will find, call, and engage industry experts to deliver the insights our clients need, often under tight deadlines. You’ll build commercial awareness and business acumen, with fast progression...Remote job
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