Client Service Associate for Financial Advisors
100 Raymond James & Associates, Inc.
Raymond James is seeking a Registered Client Service Associate to provide high-touch administrative support to Financial Advisors, prospective and existing clients, and branch staff in a fast-paced, client-centric environment. The role requires effective communication across multiple platforms, organizational skills, and the ability to manage and track multiple tasks with deadlines, while delivering exceptional service. #J-18808-Ljbffr 100 Raymond James & Associates, Inc.
- ...rich history and recognition for service and excellence in the Financial Services industry, Raymond James... ...is seeking a dynamic Registered Client Service Associate who is a motivated, detail... ...administrative support to Financial Advisors, their prospective and existing...SuggestedWork experience placementWork at office
$78.32k - $109.28k
...The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and area integrate with others in accomplishing...SuggestedFull time$31.2k - $90k
...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role build...SuggestedTemporary workWork at officeLocal area$18.5 per hour
...Job Description Job Description We are seeking a reliable and detail-oriented Client Service Associate to join our team. The ideal candidate will be responsible for mailroom tasks, print production, restocking and maintaining inventory for office and pantry supplies...SuggestedFull timeTemporary workPart timeWork at officeImmediate startShift work$80k - $90k
...Sr Client Service Associate Wealth Enhancement is an independent wealth management firm with an... ...to perfect our craft of personalized financial planning with our team-based Roundtable... ...between the client and the Financial Advisor (FA) as part of our High-Net-Worth...SuggestedFull timeTemporary workWork at officeMonday to FridayFlexible hours- Citi is seeking a Licensed Client Service Associate in East Meadow, New York. In this full-time role, you will deliver wealth management services... ...as well as paid time off. Join Citi to contribute to the financial success of our clients while ensuring compliance with...Full time
- Citigroup Inc. is seeking a Licensed Client Service Associate in East Meadow, NY. This role involves delivering wealth management services and assessing risks to safeguard the interests of clients and the firm. The ideal candidate will have 2-5 years of relevant experience...
- ...for a luxury brand? Well... we're searching for a part time client advisor like you to join our team at Americana Manhasset, inside London... ...needs and provide an extraordinarily one of a kind, customer service experience. Essentially, you'll be helping us build strong...Part timeLocal areaFlexible hoursRotating shift2 days per week
$25 per hour
...Job Description Job Description Client Experience Associate Appliance World · Huntington, NY Full-time (Non-Exempt) On-site $25/... ...As an employee-owner, you share directly in the company's financial success. This isn't a bonus program. It's actual ownership...Hourly payFull timeWork at officeWeekend work1 day per week- ...enthusiasm for helping our clients, taking care of our... ...extraordinary customer service while maintaining a strong... ...to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management... ...to Private Client Advisors within Wealth Management...
$50k - $80k
...a State Farm Agent Team Member. This full-time role focuses on establishing customer relationships, marketing insurance and financial services, and providing exceptional customer service. Ideal candidates are outgoing, detail-oriented, and possess strong communication...Full time$25 - $28 per hour
...Job Description Description We're looking for a reliable, organized, and customer-focused Delivery Coordinator & Customer Service Representative to help ensure smooth daily operations and exceptional customer experiences. Responsibilities Coordinate and...Casual workWork at officeDay shift$50k - $80k
...independent insurance agency in Town of Hempstead is seeking a motivated Agent Team Member to establish customer relationships, educate clients about insurance options, and develop leads. The role offers a competitive salary of $50,000 to $80,000 annually, flexible hours,...Flexible hours$90k - $120k
...We are committed to helping our clients meet their goals, and exceptional client service is a top priority for us. We are... ...assist with building and amending financial plans for our clients. If you... ...checklists and briefing materials for advisors Update financial plans as...Full timeWork at officeMonday to Friday- ...a career need to offer you? Financial growth? Personal satisfaction... ...everyone, but the best Financial Service Professionals and Managers in... ...else like it. Successful Advisors at New York Life come from many... ...and financial needs of your clients A clearly defined career path...Fixed term contract
$90k - $130k
...LLC, we help people accomplish their most important financial goals by implementing a customer-centric approach... ...and Property & Casualty* Planning. As a Financial Services Representative, you will work closely with clients to understand their financial goals, assess their...Full timeContract workFor contractorsWork at officeLocal areaWork visaFlexible hours$55k - $90k
...Join a Forbes Best-in-State advisor team in Jericho, NY, as a Senior Registered Client Associate and become an integral part of... ...ready to deliver exceptional service in a fast-paced, collaborative... ...customer needs and escalate to financial advisors when appropriate....Full timeFlexible hours- ...Wealth Management Client Associate Garden City, New York To proceed with your application... ...and investment products and services for individuals, companies, and institutions... ...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates...Seasonal workWork at officeWork from homeShift workDay shift
$26.5 - $42 per hour
...Wealth Management Client Associate Merrill Wealth Management is a leading provider of comprehensive... ...and investment products and services for individuals, companies, and... ...investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client...Hourly paySeasonal workWork at officeWork from homeShift workDay shift- Diamond Bank is seeking a self-motivated, energetic team member to provide outstanding service to customers in person and over the phone. The role emphasizes confidentiality and accurate cash handling. Based in Wisconsin, the position requires a High School Diploma and...
- ...leverage—not limitations. CWP delivers white-glove client service through a boutique model built for advisors who want authority, flexibility, and real support.... ...in months, not years Unmatched Support– Financial planning with expert case design from our attorney...Full timeShift work
$44.19k - $51.99k
...Member Service Representative / Personal Banker Join our team and begin writing your next success story with us. If you're looking... ...is what it feels like to be part of Jovia. We are Jovia Financial Credit Union . Our name evokes joy, a feeling of optimism, trust...Full timeFor contractorsFlexible hours- Teachers Federal Credit Union, located in East Meadow, NY, is seeking a Financial Services Representative II to build and deepen member relationships. In this role, you will provide tailored financial solutions, process transactions, and educate members on efficient banking...Hourly pay
- TravisMathew TravisMathew is a premium apparel brand that exists because we seized an opportunityand we're inviting you to take yours. Back in 2007, we saw there weren't many companies whose clothing bridged the gap between performance and lifestyle, so we created our...Part time
- ...Center for Wealth Preservation (CWP) is seeking 1–2 Junior Financial Advisors to join our growing wealth management team. This role is... ...-term career in investments, financial planning, and client advisory services while working alongside experienced advisors and investment...Full timeLocal area
- Citigroup Inc. in Hicksville, New York is seeking an entry-level Teller to assist with branch activities and deliver client-facing services. You will process transactions, manage cash, and educate clients on digital banking options. The role emphasizes high-quality customer...Part time
- ...a Teller to support branch activities, deliver high-quality client service, and process transactions. The role focuses on accurate banking... ...opportunities to offer Citi products aligned with clients’ financial goals. The position emphasizes customer service, teamwork and...Part time
$28.85 - $33.65 per hour
...guided by a common purpose to help make financial lives better through the power of every... ...Responsible Growth and delivering for our clients, teammates, communities and shareholders... ...paths - whether shaped by military service, community college education, or a wide...Hourly payFull timeTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift- ...metropolitan area is seeking a Banking Center Manager to lead daily sales, service, and operations. You will cover the branch in the Manager's absence and guide staff to deliver exceptional client experiences. You will build relationships with clients and prospects,...
- Member Service Representative / Personal Banker In this role, you will deliver exceptional service and support to members while promoting... ...payouts Discounts on employee loans to help you create financial success Supplemental benefits such as pet insurance, a legal plan...Full timeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Service Associate for Financial Advisors. Be the first to apply!
- community services specialist Locust Valley, NY
- toyota service advisor Locust Valley, NY
- environmental services attendant Locust Valley, NY
- service administrator Locust Valley, NY
- health services administrator Locust Valley, NY
- car service advisor Locust Valley, NY
- facility service associate Locust Valley, NY
- nutrition services aide Locust Valley, NY
- service worker Locust Valley, NY
- information technology and services consultant Locust Valley, NY


