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$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- ...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
$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- ...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
$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$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- ...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
- ...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
$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- ...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
- ...Client Service Associate Shepherd Financial is an independent firm, utilizing a thorough and highly efficient team approach to retirement plan consulting and wealth management. Our mission is helping people and companies thrive through empowered financial solutions...Work at officeWork from home
$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- ...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
- ...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
$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- A leading global wealth manager is seeking a Full-Time Client Associate in Troy, MI to maintain client information and assist with account services. Candidates should ideally have 1 year of client service experience within the finance sector, strong interpersonal skills...Full timeWork at office
$100k - $115k
Senior Client Service Associate- LCK Wealth Management 300 Madison Ave, New York, NY 10017, USA Job Description Posted Tuesday, May 12, 2026 at 5:00 AM Your Future Team LCK Wealth is a growing wealth management practice providing complex solutions to Ultra High Net Worth...Permanent employmentWork at officeLocal area- Ascendo Resources is seeking a polished and client-focused professional in Boca Raton, Florida, to support advisors... ...candidate will have over 2 years of experience in wealth management or financial advisory services, comfortable working with high-net-worth clients. The...Work at office
$68k - $120k
Morgan Stanley is seeking a Wealth Management Associate in New York, NY. The ideal candidate will provide exceptional client service, support financial advisors in business development, and possess a strong background in financial services. Applicants should have over...- A leading global wealth manager is seeking a Client Associate in Albuquerque. This role involves servicing clients and providing operational and administrative support to Financial Advisors. Responsibilities include educating clients on account services, assisting in report...Full timeWork at officeFlexible hours
$65k - $75k
Client Service Associate - Wealth Management (W) 1 week ago Be among the first 25 applicants This range is provided by TalentLink Solutions. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $65,000.00/...Full timeWork experience placementWork at office$70k - $76k
Your role Are you truly service oriented? Do you know how to take... ...people? We’re looking for a Client Associate who can provide operational... ...advisors. You’ll: keep management systems up to date with client... ...working as part of Private Wealth Management Americas. We help...Full timeWork at officeFlexible hours
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