Remote Client Services Associate - Wealth Management
Simplex Hires LLC
A registered investment advisor is seeking a Client Services Associate to provide administrative support to Wealth Advisors. This remote position requires familiarity with First Clearing or Fidelity, client services orientation, and strong organizational skills. The ideal candidate should have experience in the wealth management sector and be able to work independently. Responsibilities include opening client accounts, maintaining communication, and analyzing reports to ensure client satisfaction. #J-18808-Ljbffr
- ...This role is 100% remote and but we have a preference... ...in Virginia. Our client is a Registered Investment... ...Advisor (RIA) that manages over 3.5 Billion for high... ...looking for a Client Services Associate to provide administrative... ...support to Wealth Advisors / Partners of...Remote work
- ...Description This position is a 100% remote position ideally based in... ...Timezone. The Senior Client Service Associate will be responsible for... ...in the field of investment management with a recognized national... ...solutions and comprehensive wealth management plans for...Remote workWork at office
$80k - $100k
...Client Service Associate Alta Wealth Partners is a growing wealth management firm located in White Plains, NY. We are seeking a permanently remote Client Service Associate to join our team. If you'd like to join a full-service wealth management team that is dedicated...Remote workFull timeWork experience placementWork from homeMonday to Friday- ...We are seeking a Wealth Management Client Associate fluent in English and Spanish to join our client's team! Responsibilities Cultivate and... ...documentation remains current Identify and assist with Firm services and solutions that support clients’ needs Confirm...Suggested
$65k - $80k
...Our Philosophy We understand that our clients’ financial aspirations are unique. Our commitment is to provide sophisticated wealth management services tailored to our clients’ specific needs, always acting in a fiduciary capacity. This means we are legally and ethically...Remote workWork experience placementWork at office- ...Client Service Associate Financial Planning Are you a financial professional with a passion for providing comprehensive wealth management services to high-net-worth clients and institutions? Our client, a distinguished wealth management and registered investment advisory...
- ...Registered Client Service Associate Registered Client Service Associates provide exceptional service... ...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily... .../or other duties directed by local management Administrative Support: Answering...Work at officeLocal area
$34.32k - $90k
...Client Service Associate Client Service Associates provide exceptional service to our clients and... ...support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis.... ...in firm initiatives directed by local management Regularly seek opportunities to use...Temporary workWork at officeLocal area$100k
...Client Service Associate White Pine Wealth Management is a team of 10 professionals servicing $1B+ in assets as of March 2026. We are based in Falmouth, Maine. The Client Service Associate provides a white glove client experience by working directly with clients...Permanent employmentWork at officeLocal area$65k - $75k
...Altium Wealth Client Service Team Position Do you grow in a warm and positive environment where there is a clearly defined process and your... ...? Do you want to begin a career in the dynamic wealth management industry? Altium Wealth is looking for a strategic professional...Permanent employmentWork at officeLocal areaMonday to Friday$21.5 - $28 per hour
...Position Summary The Wealth Management Client Services Associate will enhance the client experience by servicing client needs and providing support to the Wealth Management Team. Duties & Responsibilities This position holds responsibilities in four primary...Temporary workWork at officeLocal areaFlexible hours- ...Job description: Client Service Associate (Wealth Management) North Barrington, IL Salary range: $65 to $85K DOE, bonus eligible, plus full benefits Our client is a nationally recognized financial services firm with more than 100 locations across the U.S., supporting...Work at officeFlexible hours
- ...Client Service Associate Hilltop Securities is currently looking to hire a... ...recommendations, and trust and money management services. We are looking to... ...growing and provide remote, scalable and compliant... ...Team Hilltop Securities' Wealth Management department values...Remote workCurrently hiringWork at office
- ...Client Service Associate Client Service Associates support the Wealth Advisor by attending client and prospect events and building relationships with each client to... ...Service Associate also works closely with the Wealth Manager as the primary support on the client...Work at office
- ...Client Service Associate Financial Planning Our client, a respected wealth management firm known for delivering exceptional service to every client relationship, is seeking a polished and detail-oriented Client Service Associate who will ensure all client account activity...Work at office
- ...Client Service Associate Client Service Associates provide exceptional service to our clients and... ...support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis.... ...and/or other duties directed by local management Administrative Support: Answering...Work at officeLocal area
- ...and has over $1.5 billion in client assets as of March 2026.... ...provides financial planning and wealth management services to corporate executives,... ...for a Client Service Associate to join our team. You will... ...experience What We Offer ~ Remote work options ~ Coverage on...Remote workPermanent employmentLocal area
- ...retirement plan consulting and wealth management. Our mission is helping... ...creating strategies to help our clients grow, protect, and transfer... ...highly responsive care. Service: We regularly and generously... ...Overview The Client Service Associate (CSA) plays a critical role...Work at officeWork from homeFlexible hours
- ...unwavering commitment to our clients have made us a trusted partner for private wealth, endowment & foundation, and investment management clients. Our people... ...for occasional remote days (Pittsburgh, PA).... ...Partner with Office Services and order supplies. Coordinate...Remote workWork experience placementWork at office
$70k - $90k
.... We provide disciplined investment management grounded in evidence-based principles alongside comprehensive wealth planning, including tax, estate, cash... ...Financial is seeking a Fully Remote Operations / Client Service Associate to join our team. As a small, entrepreneurial...Remote workFull timeWork at officeWork from home- ...Position Overview The Office Coordinator / Client Service Associate provides administrative, operational, and client service support within a professional wealth management environment. This role serves as a key point of contact for clients while supporting financial...Work experience placementWork at office
$60k - $72k
Who We Are Wealthspire is a leading wealth management, retirement advisory, and business... ..., and retirement plan advisory services - empowering clients to navigate complexity with clarity... ...advisers. Summary The Client Service Associate supports advisor teams and clients...Work at office$55k - $70k
...financial planning firm in Richmond, Virginia is seeking a Client Service Associate to support advisors and ensure outstanding client experiences... ...range of $55,000-$70,000 and benefits including 401(k) and health insurance. #J-18808-Ljbffr Bluespring Wealth Partners, LLC$80k - $110k
A leading financial services firm in New York seeks a motivated individual for a client service role in private wealth management. Responsibilities include establishing accounts, handling client inquiries, and executing equity trades. Candidates should hold a Bachelor's...$40k - $50k
Overview Kinetic Wealth is a growing wealth management firm dedicated to helping individuals and families... ...on delivering a high level of service and building long-term client relationships. Position... ...client-focused Client Service Associate to support our advisors and help...Work at office$68.2k
Laird Norton Wetherby in San Francisco is seeking a full-time Client Associate to assist in wealth management and client services. The ideal candidate will work closely with advisory teams to provide exceptional service, manage client inquiries, and execute operational...Full timeFlexible hours$37.2k - $61.2k
...is seeking a Sales Assistant to support client relationships in wealth management. This in-office role includes managing sales and service activities, acting as a point of contact... ...candidates will have 3+ years experience and an Associates degree. PNC offers a competitive salary...Work at office$65k - $90k
Wealth Management Careers Connect in Portland, Oregon, seeks a Client Services Associate to facilitate onboarding of investment clients and manage various administrative tasks. The ideal candidate has at least 3 years of relevant experience in wealth management, strong...- A financial services firm is seeking a professional for wealth management support. Responsibilities include servicing client inquiries, processing account requests, and maintaining accurate CRM records. Ideal candidates have a bachelor’s degree and a minimum of 3 years...
- A global wealth management and investment banking firm is seeking a Client Services Associate to assist Financial Advisors with client accounts, providing essential administrative support while ensuring exceptional client service. The role requires a High School Diploma...Work at office
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