Senior Client Service Associate: Wealth Management Support
$85k - $115kRight Executive Search, LLC
Right Executive Search, LLC is helping a Wayne, PA wealth management firm find a Senior Client Service Associate. The role supports advisors serving high-net-worth clients, handling onboarding, account administration, and client service workflows. The position offers a hybrid schedule (3 days in office) with a compensation range of $85,000–$115,000 DOE plus bonus and a strong benefits package. You will contribute to service delivery and collaboration across the team. #J-18808-Ljbffr Right Executive Search, LLC
$75k - $115k
Job Description Senior Client Service Associate - Wayne, PA Hybrid (3 days in office) Wealth Management Base salary range: $75,000 - $115,000 DOE plus bonus About the Role Our... ...skilled Senior Client Service Associate to support advisors serving high-net-worth individuals...SeniorWork at office$85k - $115k
Wayne, PA | Hybrid (3 Days in Office) Wealth Management / RIA Compensation Requirements: $... ...bonus About the Opportunity Our client is a growing wealth management firm seeking an experienced Senior Client Service Associate to support a team of advisors serving high-net...SeniorFull timeWork at office- ...Client Service & Operations Associate Location: Radnor, PA (In-office) Compensation... ...Team at Eclipse Private Wealth Management - Managing meaningful... ...behind-the-scenes support. This role is ideal for... ...with the advisory team and senior client service professionals...SuggestedFull timeWork at office
$70k - $85k
...Senior Client Service Associate The Senior Client Service Associate plays a critical role in providing high-level support to both clients and advisors. This position manages complex client interactions, processes detailed account tasks, and handles escalated issues...SeniorLocal areaFlexible hours- State Street is seeking an AVP, Client Service and Operations Support for the Managed Account Servicing group in Berwyn, PA. This role supports outsourced servicing for institutional asset and wealth managers, focusing on growth, scale, and efficiency in the US market....Senior
- ...diversified financial services leader with more... ...in assets under management, administration and... ...and institutional clients. We are a... ...Registered Client Service Associate, you will provide dedicated support to high producing... ...planning, advice and wealth management....Full timePart timeHome office
- Morgan Stanley seeks a Registered Client Service Associate to support Financial Advisors and teams, building trusted client relationships and handling routine account tasks. You will assist with onboarding, digital tool enrollment, and client inquiries in a fast-paced environment...Work at office
- ...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... ...with FAs / PWAs / teams as needed)Managing the calendar including...Work at officeLocal area
- ...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... ...or other duties directed by local management ADMINISTRATIVE SUPPORT: •...Work at officeLocal area
$75k - $115k
NPAworldwide is seeking a Senior Client Service Associate for our Wayne, PA location in a hybrid role (3 days in office). You will support advisors serving high-net-worth individuals and businesses with onboarding, account administration, and financial planning tasks....SeniorWork at office- Waldron Private Wealth (Waldron) is looking for a Client Service Associate to provide operational and administrative assistance... ..., etc. Provide administrative support to CS department for various... ...client transactions (e.g. cash management, insurance, tax payments, real estate...
- 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
$84k - $92k
...UHNW Client Relationship Manager In this role, you will: # Serve as the initial... ...high-quality, efficient service while anticipating client needs... ...and team feedback to support continuous service improvement... ...onboarding to Vanguard's Advice & Wealth Management business and...SeniorHourly payWork experience placement- ...Client Service Associate We are looking for a Client Service Associate to join... ...Use CRM platform to manage and document all workflows... ...practice plans Provide support for advisors by answering phones... ...insurance Hightower is a wealth management firm that provides...Permanent employmentLocal area
- BNY Mellon is seeking a Senior Specialist, Client Operations to join our Client Service team in Berwyn, Pennsylvania. The role focuses on resolving complex client... ...knowledge of BNY Mellon products and services to support and resolve operational and technical requests, contributing...Senior
- Client Services Associate BAYADA Home Health Care has an immediate opening for a Client Services Associate... ...eager to grow within a dynamic and supportive environment. Through hands‑on... ...services, scheduling, staffing, and team management—preparing them for future growth...Work at officeLocal areaImmediate startMonday to Friday
- Client Services Associates play an integral role in providing luxury service and assessing the needs... ...an elevated level of client services support to Gallery Partners to resolve client... ...priorities Strong organizational and time management skills Strong verbal and written...Work at office
$80k
...At Girard , a Univest Wealth Division , we’re... ...leader to join us as our Manager of Wealth Services Relationship Management... ...wealth advisors and associates, help shape future... ...drive a high standard of client service across the... ...with other teams to support business growth, strengthen...Temporary work- BAYADA Home Health Care is seeking a motivated Client Services Associate for its Newtown Square, PA office. This full-time role involves coordinating client services and supporting field staff in delivering quality care. Ideal candidates are driven professionals with customer...Full timeWork at office
$52k - $94.12k
...Senior AssociateA leader within the... ...Real Assets Fund Services business unit of... ...administrative support to premier real estate fund clients. Join this... ...customers.As a Senior Associate you will be... ...reconciliationsPreparing management, annual and... ...needs. And our wealth of development...SeniorFlexible hours- Waldron Private Wealth is seeking a Client Service Associate to provide operational and administrative support to the Client Services department. The role includes processing custodian forms, onboarding new clients, and producing reports from custodian and data platforms...
$140k - $160k
Sr. Manager, Client Service Overview Sr. Manager, Client Service Location -... ...Retirement Plan Services, Wealth Services, and Human Capital... ...partnerships, shared expertise, and supporting one another. Build your... ...long-term success. As a Senior Manager, Client Service ,...SeniorWork at officeLocal areaRemote work- ...insurance, financial services, and protection industries... ...futures of their clients. Overview As a global... ...to building a supportive and inclusive environment... ...Executive operates as a senior enterprise seller... ...advanced knowledge of the wealth management industry, including...Work at officeRemote workFlexible hours
- BNY is seeking a proactive Client Service professional to support complex client interactions and build trusted relationships with external clients. Based in Berwyn, PA, you will work within the Managed Account Solutions team to deliver exceptional service to sophisticated...Senior
- Alera Group is hiring a Senior Manager, Client Service to lead Commercial Lines client service teams and deliver proactive guidance that protects client assets and supports long-term success. In this hybrid role, you will coach Account Managers and Service Coordinators...SeniorRemote job
- ...list - is looking for a Senior Account Executive to... ...drive media relations and client communication - a large... ...will be the ability to manage media relations for... ...experience in the financial services industry is a plus.... ...advance of appearance. Support VP in onboarding new...SeniorTemporary workWork at office
$19.5 - $21.5 per hour
...Job Description Job Description Reports To: Client Services Supervisor, Client Services Manager, or equivalent leadership Schedule: Monday–... ..., this role is for you. As a Client Services Associate , you'll support daily office operations through mail handling,...Full timeTemporary workPart timeWork at officeImmediate startMonday to Friday- ...Registered Client Service Associate Registered Client Service Associates (CSAs) help shape the... ...DUTIES AND RESPONSIBILITIES: CLIENT SUPPORT Cultivate and enhance new and existing... ...firm initiatives directed by local management Regularly seek opportunities to...Work at officeLocal area
- ...Recruiting & Staffing seeks an organised operations leader to oversee a fiduciary financial advisory firm's Client Services team. You will manage onboarding, advisor support, compliance coordination, and retirement plan service delivery to build scalable systems that empower...
- Alera Group, Inc. in Berwyn, PA seeks a Senior Manager, Client Service to lead Commercial Lines client service teams, foster trusted relationships... ...guidance in a evolving risk landscape. This hybrid role supports collaboration with producers, claims resources, and internal...SeniorRemote work
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