Client Service Associate
$70k - $90kVodia Ventures
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 Valley & Boise (ID), West Palm Beach (FL), Boston (MA), Holmdel & Madison (NJ), New York (NY), Portland (OR), Austin & Houston (TX), Seattle (WA), Jackson (WY), and North Barrington (IL). The firm serves the wealth management, wealth planning, and investment strategy needs of high-net-worth individuals and family offices. The firm's employees share a solid work ethic, a drive to innovate within our industry, and, above all, strive for value-creation on behalf of our clients.
Job Description
The primary role is to provide client service management support to our clients and operational support to advisor teams. The ideal candidate is able work with financial advisors and our custodians with the implementation of new client accounts, trade execution, liquidity management and ongoing maintenance of existing clients. The salary range for this position is $70,000-$90,000.
Responsibilities
- Work closely with financial advisors to support their clients
- Manage cash balances and daily asset transfers in accounts
- Plan and manage new account onboarding process including SMA and alternative investments
- Closely monitor custodian platforms for alerts and NIGOs that impact client accounts
- Develop a strong relationship with custodians to provide extraordinary client service
- Serve as a key liaison to other operational areas supporting the Business, especially marketing.
- Ensuring that all KYC standards are met and materials are organized in a consistent manner.
- Demonstrate a poised skillset in project management to ensure clear communication and task execution while pursuing the given deadlines
- Leverage your operational background and experience to contribute to a growing business
- Serve as primary liaison with Salesforce and associated CRM activities, including mail list management.
- Provide calendar management for the advisors, pre-call & post-call planning and management and collateral materials support/preparation.
Personal Qualities
- Team-oriented, respectful, high integrity, humility
- Self-starter, with ability to follow direction and offer perspective on new initiatives
- Detail focused with excellent organization skills and the ability to multi-task
- Excellent written, oral and listening communication skills
- Comfortable working in a fast-paced and deadline focused environment
Skills/Qualifications
- BA/BS degree required
- 2-3 years of relevant experience
- Strong interest in client service management
- Holds confidence in hosting conference calls, creating meeting agendas, and articulating meeting minutes with clients and business teams
- Ability to navigate online custodian platforms, such as Schwab and Fidelity
- Demonstrates a keen risk awareness and knowledge of when and how to escalate potential issues
- Familiar with industry standards and regulations to suggest new processes and controls, where needed
- Series certifications not required, but a plus
- Addepar experience, a plus
- Highly proficient with Microsoft Office
Robertson Stephens Wealth Management, LLC is an equal opportunity employer. Diversity and inclusion are essential elements of our culture. We are committed to fostering an environment where individual perspectives, backgrounds, and life experiences make the firm a great place to work, and result in a more satisfying client experience
Vodia Ventures$75k - $85k
...Reference # 338565BR Your role We’re looking for a Registered Client Associate to assist financial advisors in client conversations,... ...‑to‑date with client information. Educate clients on account services and capabilities. Help with the preparation of reports and other...SuggestedFull timeWork at office$55k - $75k
...Entry-Level Client Service Associate, Wealth Management Location: Morristown, NJ (In-office, Monday-Friday) Compensation Range: See details below. Type: Full-Time Reports To: Senior Advisor Firm: Quorum Private Wealth - East Join Our Team at Quorum Private Wealth...SuggestedFull timeWork at officeMonday to Friday$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$32.22k - $90k
...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. Through regular interactions with clients, individuals in this role build...SuggestedTemporary workWork at officeLocal area$50k - $60k
...Client Service Associate Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including...SuggestedLocal area- RBC Capital Markets, LLC in Florham Park is looking for a Registered Client Associate to support financial advisors and clients. You will use your operational skills to manage accounts and ensure compliance, while adhering to RBC’s core values. The ideal candidate possesses...
$32.2k - $90k
PowerToFly is hiring a Registered Client Service Associate in Morristown, New Jersey. This role focuses on providing exceptional client service and supporting Financial Advisors. Candidates should possess strong interpersonal skills and knowledge of financial services...- Morgan Stanley in Morristown, New Jersey is seeking a Registered Client Service Associate to provide exceptional service to clients and support Financial Advisors. The candidate will manage client accounts, assist in transactions, and build trusted relationships. Preferred...Work at office
- Oppenheimer & Co. Inc. is looking for a Registered Client Service Associate in Summit, NJ, to support daily operations of a wealth management practice. The ideal candidate will have strong interpersonal skills, attention to detail, and a willingness to maintain the highest...
- PowerToFly is looking for a Registered Client Service Associate in Morristown, NJ. This role involves providing exceptional service and support to Financial Advisors and clients, fostering relationships through effective communication and client management. The ideal candidate...
$60k - $65k
...Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company... .... Job Description Oppenheimer & Co is seeking a Registered Client Service Associate to join the Summit, NJ team. The primary responsibility of...$50k - $53k
Northeast Private Client Group is a distinguished boutique financial advisory firm, driven by a profound commitment to our guiding... ...equilibrium. About Opportunity NEPCG is seeking a Client Service Associate to support the onboarding of new clients and the servicing operations...Full time- ...tier financial advice and investment strategies. Our commitment to our clients is matched only by our dedication to our team members. We are seeking an experienced, proactive Client Service Associate to join Advisor John Voigt’s team. In this role, you will take...Work at office
- Hennion & Walsh is seeking a motivated Registered Client Service Associate to join our financial services team in Parsippany, NJ. You will work closely with Financial Advisors to provide high‑level service, handle account inquiries, and support daily operations with a...
$50k - $70k
Hennion & Walsh is seeking motivated and detail‑oriented Registered Client Service Associates to join our growing financial services team. This role is ideal for individuals who currently hold their FINRA Series 7 and Series 63 licenses and are looking to build a long‑term...Work at office$31.2k - $90k
...Senior Registered Service Associates perform operational support and oversight on behalf of the Complex as well as general management support... ...) • Identify Firm services and solutions that support clients’ needs including secure, digital offerings like Morgan Stanley...Full timeTemporary workWork at officeLocal areaRemote workHome officeNight shift$80k - $110k
This position will be responsible for client, consultant, and prospective client reports, preparing questionnaires and RFPs, updating... ...seeking an energetic, dynamic individual to work in our Client Service and Business Development Group. This professional will prepare...Work at office$105k - $135k
...professionals who take pride in operational excellence, proactive client service, and seamless behind-the-scenes support. Position Overview... ...Private Wealth - East is seeking an Registered Senior Client Associate to act as a trusted partner to advisors and a central point...Full timeWork at officeMonday to Friday$44k - $66k
Registered Client Associate/Client Associate Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our... ...and/or the Branch Director. Such responsibilities may include servicing clients, researching problems, processing account forms and...Full timeFlexible hours- ...providing top-tier financial advice and investment strategies. Our commitment to our clients is matched only by our dedication to our team members. We are seeking a dynamic Client Service Associate to join Advisors, Mark Feldman and Michael Klein’s team and support our...Contract workWork at office
$45k - $60k
...Job Description Job Description Position Overview Hennion & Walsh is seeking a motivated and detail-oriented Client Service Associate to join our growing financial services team. This role is ideal for someone looking to build a long-term career in wealth management...$25 - $45 per hour
...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...Hourly payFull timeSeasonal workWork at officeWork from homeShift workDay shift- ...of comprehensive wealth management and investment products and services for individuals, companies, and institutions. It specializes in... ...education, legacy, and other life goals through investment advice and client guidance. Job Description This position provides client service...Seasonal workWork from homeShift workDay shift
- ...Morristown, NJ 07960, USA Job Description Posted Tuesday, June 9, 2026 at 8:00 AM Lead with Purpose. Partner with Impact. The Client Services & Operations Manager oversees high-level administrative and business operations for the advisory team. This position exercises...Summer internshipWork at office
$21.75 - $44.5 per hour
...our 80-year history, delivering excellent service through innovation has been a core part... ...industry. Job Description: The Client Engagement Specialist (CES) plays a pivotal... ...the applicable geographic differential associated with the location at which the position...Hourly payContract workWork at officeLocal areaRemote workWorldwideShift work- The Bank of America is seeking a client service specialist in New York to support Financial Advisors. The role involves delivering excellent client service, ensuring operational excellence, and customizing solutions based on client needs. Candidates should possess FINRA...
- Insperity in Florham Park, NJ seeks an HR specialist partner to assist the Human Resource Specialist in delivering compliant HR services to clients. Using extensive HR knowledge and federal/state employment rules, you promote consistent processes and help mitigate...
$65k - $85k
...Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Registered Client Associate to: • keep management systems up-to-date with client information • educate clients on account services and capabilities • help...Full timeFlexible hours$25 - $44 per hour
...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...Hourly paySeasonal workWork at officeWork from homeShift workDay shift$31.2k - $90k
POSITION SUMMARY Registered Service Associates perform operational support and oversight on behalf of the market as well as general management... ...support) Identify Firm services and solutions that support clients’ needs including secure, digital offerings like Morgan...Temporary workWork at officeLocal areaRemote workHome officeNight shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Service Associate. Be the first to apply!
- service consultant Madison, NJ
- service delivery associate Madison, NJ
- public service officer Madison, NJ
- service worker Madison, NJ
- food service officer Madison, NJ
- services specialist Madison, NJ
- honda service advisor Madison, NJ
- car service advisor Madison, NJ
- toyota service advisor Madison, NJ
- guest services associate Madison, NJ

