Wealth Management Client Services Associate
Sanctuary Wealth Group LLC
NBC Capital Advisors, based in Beaverton, Oregon, is hiring a Client Associate for full-time, in-office work. The successful candidate will provide exceptional client service, manage office communication, and support retirement plan administration. The role requires strong customer service and organizational skills, proficiency in Microsoft Outlook and Excel, and a professional demeanor. Join a dedicated team in a growing independent wealth management firm with nearly $1 billion in assets under management. #J-18808-Ljbffr
- ...A leading financial services firm based in Lake Oswego, Oregon, is seeking a Registered Client Service Associate to enhance client relationships and support Financial Advisors.... ...include assisting clients with their needs, managing account information, and providing...Suggested
$70k - $80k
...Description Providing exceptional service to our clients starts with investing in exceptional... ...to join one of our growing wealth management teams! You will learn the Registered... ...other. The Senior Client Service Associate Role The Client Service Associate...SuggestedTemporary workWork at officeWork from homeMonday to Friday$30 - $45 per hour
...Client Service Associate (Remote) Capitol Family Office is a fully remote boutique financial advisory... ...'ll work especially closely with our Managing Partner, acting as her right hand.... ...experience in a financial advisory, RIA, or wealth management firm • Know the lingo,...SuggestedFor contractorsWork at officeRemote workMonday to Friday$70k - $80k
...Job Summary Take the next step in your wealth management career as our client’s next Senior Client Service Associate. In this role, you will be highly detail-oriented as you prepare and process documentation related to client onboarding and maintenance, perform client...SuggestedTemporary work$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...SuggestedWork at office$65k - $82k
...Position : Client Associate (Wealth Management) Location : Beaverton, Oregon Work Model : Full-Time | In-Office Monday-Friday Firm : NBC Capital Advisors... ...) + Comprehensive Benefits We are seeking a motivated, service-oriented Administrative Assistant to join our close-knit...Full timeWork at officeMonday to Friday- The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the... ...relationships, connecting with clients, managing a diversity of tasks, have a strong attention to...Internship
- ...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. Through regular... ...other duties directed by local management ADMINISTRATIVE SUPPORT Answering...Work at officeLocal area
$60k - $70k
...Job Description If you're interested in starting a career in financial services, Coldstream has a fantastic opportunity to join one of our wealth management teams! As a Client Service Associate with a supportive team, you will learn the Registered Investment Advisor...Temporary workWork at office- ...operational, administrative and customer service support to Financial Advisors of U.S.... ...record-keeping requirements, maintaining client files and supplies, answering phones, opening... ...necessary for day to day relationship management with both internal and external clients...Temporary workWork at office
- ...Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they...Seasonal workWork at officeWork from homeShift workDay shift
$70k - $85k
...Client Service Associate The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative... ...strong and effective communication, organizational and time management skills. Ability to work in a team based/collaborative...Local areaFlexible hours- ...Position Summary Registered Service Associates perform operational support and oversight on behalf of the market as well as general management support functions and special projects. The... ...services and solutions that support clients’ needs including secure, digital offerings...Work at officeRemote workHome officeNight shift
$21.25 - $28.32 per hour
...operational, administrative and customer service support to Financial Advisors of U.S.... ...record-keeping requirements, maintaining client files and supplies, answering phones, opening... ...necessary for day to day relationship management with both internal and external clients...Temporary workWork at office- ...individuals to join a team in a financial services position aimed at protecting families.... ...work, ensuring that every interaction with clients is based on honesty, transparency, and... ...and children in need! #J-18808-Ljbffr npm, Inc. (Node package manager JavaScript)Remote workWork from home
- ...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... ...other duties directed by local management ADMINISTRATIVE SUPPORT:...Part timeWork at officeLocal area
- POSITION SUMMARY Registered Service Associates perform operational support and oversight on behalf of the market as well as general management support functions and special projects. The... ...services and solutions that support clients’ needs including secure, digital offerings...Full timeWork at officeRemote workHome officeNight shift
$38k - $60k
...What is the opportunity? Embrace RBC Wealth Management’s core values and inclusive culture... ...serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become... ...Such responsibilities may include servicing clients, researching problems,...Flexible hours- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our... ...and delivering extraordinary customer service while maintaining a strong commitment to... .... As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial...
- ...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... .... As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial...
- ...Jackson Hewitt - JobID: 100-168290572 [Customer Service Representative] As a Client Support Associate at Jackson Hewitt, you'll: Be the friendly face for all those who visit the offices, ensuring exceptional client experiences and providing essential support; Actively...Immediate start
$162.7k - $180k
...better world by combining world class services, advisory and technology for our clients. We are committed to hiring the... ...that require the ability to manage complex, matrixed operations at scale... ...the Account, ensure that all associates have identified career paths that...Daily paidContract workLocal area- ...Customer Service Associate We're seeking a Customer Service Associate to join our team and deliver... ...with questions and recommendations Manage sales transactions while working... ...variety of rewards to support your health, wealth, and mental well-being. In addition to...Contract workPart timeLocal area
$70k - $80k
...75, Ferguson Wellman Capital Management is a privately owned registered... ...over $10.6 billion for 1000 clients, including individuals and... ...Position The Client Relationship Associate (CRA) position is a full-time... ...providing a positive client service experience while developing...Full timeWork at officeRemote work$33 - $37 per hour
...estate platform offering expertise in property management, investment management, development, and construction services in institutional-quality rental housing. Headquartered... ...order to effectively interact with residents, clients, team members, and other business contacts,...Hourly payFull timeFor contractorsWork at officeLocal areaImmediate startFlexible hoursWeekend workAfternoon shift- ...personalized investment solutions to your clients by relying on leadership and... ...with a consistent focus on relationship management, not portfolio management Demonstrate a... ...Financial Advisor role or equivalent financial services experience Demonstrated success in client...
$25 - $30 per hour
...Account Management Specialist LHH Recruitment Solutions is hiring... ...Management Specialist for our client located in Northeast Portland... ...that are utilizing our client's services with any account questions,... ...offerings available for our associates include medical, dental, vision...Hourly payFull timeContract workTemporary workWork at officeLocal area$40k - $60k
...is the opportunity? Embrace RBC Wealth Management’s core values and inclusive culture... ...serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become... ...people, organizational, and client service skills Attention to detail coupled...Full timeFlexible hours$89.09k
...Job Description: Join GardaWorld as a Security Client Services Manager – Where Service Excellence Meets Impact! As a Security Client... ...skilled and dedicated professionals across the globe, offering a wealth of opportunities to individuals looking to gain experience...Full timeContract workWork experience placementLocal areaMonday to FridayWeekend work- ...sMacro is a recognised global specialist in facilities management, providing cutting‑edge services to prominent brands. We offer workplace design,... ...Responsibilities Supplier Onboarding (as requested by the client): Initial identification of suitable suppliers, seeking...Contract workInterim roleFlexible hours
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