Client Services Associate - Wealth Team Support
$34.32k - $90k711 MS Smith Barney, LLC
711 MS Smith Barney, LLC is seeking a Client Service Associate to provide exceptional service and support to Financial Advisors and clients. The successful candidate will build trusted relationships and possess strong interpersonal and organizational skills. This role requires a high school diploma, proficiency in Microsoft Office, and a willingness to obtain industry licenses. Compensation ranges from $34,320 to $90,000 per year, along with additional benefits. #J-18808-Ljbffr 711 MS Smith Barney, LLC
$34.32k - $90k
Job Description 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 trusted...SuggestedTemporary workWork at officeLocal area$34.32k - $90k
Job Description 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 trusted relationships...SuggestedTemporary workWork at officeLocal area$32 - $44.71 per hour
Citizens Financial Group is looking for a Private Wealth Non Registered Client Associate in San Francisco, CA. The position involves supporting wealth managers, addressing client inquiries, and assisting with onboarding processes. Candidates should possess strong communication...SuggestedHourly payFull timeWork at office- Morgan-Stanley is seeking Client Service Associates to provide exceptional service and support to Financial Advisors, enhancing client relationships through daily interactions. The ideal candidate should possess strong interpersonal skills and a willingness to adapt in...Suggested
$34.32k - $90k
A leading financial services firm is looking for a Client Service Associate in San Francisco. This role focuses on providing exceptional service to clients, supporting Financial Advisors by managing client accounts, processing requests, and maintaining relationships. The...Suggested$34.32k - $90k
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 trusted relationships. Leading...Temporary workWork at officeLocal area$34.32k - $90k
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 trusted relationships. Leading...Temporary workWork at officeLocal area- PowerToFly is seeking a Registered Client Service Associate to provide exceptional support for Financial Advisors and clients. The successful candidate will build trusted relationships while assisting clients with services, executing transactions, and managing various administrative...Work at office
- A leading financial services company in San Francisco is seeking a Registered Client Service Associate. This role is pivotal in providing exceptional service to clients and supporting Financial Advisors in their daily operations. The ideal candidate will possess strong...
- ...questions regarding this listing. Client Service Associate| Multi Family Office | SF Bay Area... ...highly tailored solutions across wealth strategy, portfolio management, and... ...unlimited PTO . Responsibilities Support senior team members on client service and...Work at officeRemote workFlexible hours
- Bank of America is seeking a dedicated professional to provide client service support to Financial Advisors in Mill Valley, California. The role emphasizes customer-centric service and requires FINRA licenses to ensure compliance. The ideal candidate will possess strong...Hourly pay
$20 - $22 per hour
...Client Service Associate (Mail and Office) San Francisco, California, United States Reports To:... ...As a Client Services Associate, you'll support daily office operations through mail handling... ...the office runs efficiently and teams have what they need to stay productive...Temporary workWork at officeImmediate start$27.38 - $39.12 per hour
...Client Services Associate II Brisbane, California About this opportunity: As a Client Services... ...within our Customer Experience team, you will be at the forefront of shaping... ...set service levels. Provide ordering support and perform outreach to customers regarding...Hourly payLocal areaRemote workMonday to Friday$80k - $104k
Your Team Responsibilities The Client Service Associate provides product support to clients and prospects. Through hands‑on training and exposure to MSCI’s Private Assets solutions, this individual will gain valuable product and investment knowledge, while building client...Flexible hoursShift work$25 - $44 per hour
About Merrill Wealth Management Merrill Wealth Management is a... ...and investment products and services for individuals, companies,... ...Overview This role provides client service support to multiple Financial Advisors... ...to FAs. Support day-to-day team activities and needs, covering...Hourly paySeasonal workWork from homeShift workDay shift- ...leader in the language services and technology industry... ...everything from business support services such as... ...services. All services and client partnerships are aided... ...of the Client Services Associate is responsible for serving... ...of the production team to assess the scope of...Permanent employmentFull timeInternshipLocal areaWorldwide
$160k - $200k
...salary + benefits About Our Client: Our client is a growing, high-touch wealth management firm that delivers a highly... ...operational infrastructure to support that expansion. This hire... ...a central role in keeping client service, investment operations, and alternative...Flexible hours$20 - $22 per hour
...Description Job Description Reports To: Client Services Supervisor, Client Services Manager,... ...is for you. As a Client Services Associate , you'll support daily office operations through mail... ...the office runs efficiently and teams have what they need to stay...Temporary workWork at officeImmediate startMonday to Friday$45k - $90k
RBC Capital Markets, LLC in San Francisco is hiring a Client Associate/Registered Client Associate. This role involves building client relationships, facilitating transactions, and ensuring compliance with standards. Ideal candidates will have a Bachelor's degree or equivalent...$32 - $43 per hour
...Bank and be part of a team dedicated to helping clients build stronger... ...investments, insurance, and wealth planning, the First... ...(WCS) role supports Fiduciary Officers within... ...responsibility for all service‑related activities... ...meet the needs of our associates. More information...Hourly payWork at office$25 - $44 per hour
Bank of America is looking for a Client Service Support Specialist within Merrill Wealth Management in San Francisco. This role provides essential support to Financial Advisors, focusing on client service excellence and operational objectives. The ideal candidate is a motivated...- Citizens is seeking a Private Wealth Non-Registered Client Associate in San Francisco, California. In this role, you will support wealth managers and clients through administrative... ...transactions, and maintaining exceptional service quality. The ideal candidate will...
$25 - $44 per hour
Job Overview Provides client service support to multiple Financial Advisors, acting as the primary contact within Merrill for client service needs... ...while communicating outcomes to the FA. Supports day‑to‑day team activities, covering roles during absences or seasonal...Hourly paySeasonal workWork from homeShift workDay shift- ...Job Description We are looking for a detail-oriented Client Accounting Services Associate to support day-to-day financial operations for client accounts in... ...collaborate effectively with both clients and internal teams Keep client records well-organized; coordinate with...Immediate start
- ...account administration services for self-directed retirement... ..., Entrust assists clients in purchasing alternative... ...The Client Services Associate is the outward face of... ...company to new clients, support our current clients and... ...as well as internal team members. Excellent customer...
- ...Product Specialist The Client Specialist is a sophisticated wealth expert that focuses on... ...appropriate JPMorgan Chase wealth services to best meet the... ...and Ultra High Net Worth team members and institutions.... ...reimbursement, mental health support, financial coaching and...
$80k - $100k
Neuberger, based in San Francisco, is seeking a Client Associate / Senior Client Associate to deliver top-notch operational support and client service. This role involves liaising with wealth advisors and assisting with a high-net-worth client portfolio, ensuring comprehensive...$32 - $44.71 per hour
As a Private Wealth Non-Registered Client Associate, you will play a pivotal role as a trusted... ...will include day-to-day support to enhance the... ...ensuring exceptional client service. In this position, you will... ...managers, and wealth management team members. Oversee the execution...Hourly payWork experience placementWork at officeLocal areaMonday to FridayFlexible hours$32 - $44.71 per hour
Description As a Private Wealth Non-Registered Client Associate, you will play a pivotal role... ...will include day-to-day support to enhance the effectiveness... ...exceptional client service, attending to client inquiries... ...managers, and wealth management team members. Oversee the...Hourly payWork experience placementWork at officeLocal areaMonday to FridayFlexible hours$34.32k - $90k
PowerToFly is seeking a Client Service Associate in San Francisco to provide exceptional service to clients and support Financial Advisors. This role involves building trusted relationships and executing transactions while handling client inquiries effectively. The successful...
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