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$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$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...SuggestedFull timeWork at officeMonday to Friday$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...SuggestedWork 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$60k - $65k
...Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company... ...Description Oppenheimer & Co is seeking a Registered Client Service Associate to join the Summit NJ team. The primary responsibility of...$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...- ...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
$50k - $70k
...Description Job Description Position Overview 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...- ...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
$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$44k - $66k
...integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to... ...the Branch Director. Such responsibilities may include servicing clients, researching problems, processing account forms...Full timeFlexible hours$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$45k - $110k
...leading independent financial advisory services firm. Originally founded in 1882 as the... ...London. The Firm oversees $221 billion in client assets as of May 31, 2026. Position... ...growing practice as a Client Operations Associate. In this role, you'll work closely with...Work at officeLocal area- ...mail, document scanning, reception, and related office support services for Fortune 500 companies, professional service firms, and... ...rather than just a job. With a team of over 1,500 nationwide associates, TMG is seeking an individual who can uniquely contribute to our...Hourly payFull timeWork at officeRelocation
- ...Key Responsibilities Customer Service Provides SMART customer service at all times through the daily execution of Lowe’s customer service policies, procedures and programs Builds relationships with vendors by providing direction and checking to ensure merchandise resets...Seasonal workLocal areaWeekend work
$45k - $110k
...Client Operations Associate Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra...Work at officeLocal area- ...Veritas Veterinary Partners in Florham Park, NJ, is seeking a Veterinary Client Service Representative to join the outpatient surgery team. Candidates should have at least 1 year of client service experience, effective multitasking skills, and the ability to communicate...Full timeWeekday work
- ...Dormont Manufacturing Co is seeking a Client Service Support role in Florham Park, NJ. This position focuses on facilitating client requests related to banking and investment products while adhering to regulatory requirements. The ideal candidate will have at least 1...
$70k - $90k
...Responsibilities Serve as central point of contact for ingesting client requests Coordinate between client, advisor, and additional... ...Suite (competency or ability to learn quickly) Customer service background preferred Excellent verbal, written, analytical,...Permanent employmentTemporary workWork at officeFlexible hours$95k - $120.65k
...experts - driving real, measurable results for clients. At Zelis, AI is woven into the fabric of how we work. Every associate is expected - and empowered - to partner with... ...client issues and deliver high-quality service, reinforcing a positive client experience....Full timeContract workWork at officeLocal areaVisa sponsorshipFlexible hours- ...insurance Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development Clinical Service Specialist Out of the Box Physical Therapy | Cedar Knolls, NJ Are you the type of person who can strike up a conversation...Full timePart timeWork at officeFlexible hours
- ...Collaboration Service Delivery Operations Manager Onsite East Hanover, NJ Role Overview The Collaboration Service Delivery Operations... ...events collaboration services. Partnering with regional teams, client teams, vendors, and platform owners, this role ensures...
$89.5k - $166.9k
...Private Client Advisor Our not-so-secret sauce. Award-winning, inclusive, top workplace culture doesn't happen overnight. It's... ...With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world...Local areaNight shift$89.5k - $166.9k
...Private Client Advisor Our not-so-secret sauce. Award-winning, inclusive, top workplace culture doesn't happen overnight. It's... ...With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world...Minimum wageLocal areaNight shift- ...Veterinary Client Service Representative - Morristown, NJ World Class Medicine. Purpose-Driven Partnership. Veritas Veterinary Partners offer exciting career opportunities in state-of-the-art facilities across the U.S. Our hospitals, open 24/7/365 and staffed by...Full timeLocal areaRelocation packageShift workWeekday work
$20.78 - $25.78 per hour
...or GED preferred. Responsibilities: Resolve customers service or billing complaints by performing activities such as exchanging... ...time. Ability to accurately document and record customer/client information. Previous experience with computer applications,...$26 - $27.61 per hour
...Customer Services Representative 2 Location: New Providence, NJ Duration: Contract Pay Rate: $26.00$27.61 per hour Work Schedule: Monday Friday, 10:00 AM 7:00 PM (EST) Summary The Customer Services Representative is responsible for interacting with customers...Hourly payContract workWork at officeMonday to Friday
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

