Average salary: $76,697 /yearly

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  • Senior Client Service Associate - Wealth Management

     ...Job Description Job Description We are a client-first financial planning and wealth management firm located in Northwest Baltimore...  ...value to every client interaction. The Senior Client Service Associate is critical to our current and future success. There are many... 
    Suggested
    Work experience placement
    Work at office

    TalentLink Solutions

    Pikesville, MD
    11 days ago

  • Senior Client Service Associate

     ...Job Description Job Description Job Description: Provide exemplary service to Gryphon Financial Partners clients.  Manage day to day aspects of the client experience.   Qualifications: Organized, detail oriented and ability to multi-task Strong verbal... 
    Suggested
    Work at office

    GRYPHON FINANCIAL PARTNERS LLC

    Columbus, OH
    15 days ago

  • Bilingual Client Services Associate (Spanish) - Hybrid

     ...A financial advisory firm is seeking a Client Services Associate in Florida. The role involves supporting Portfolio Managers and providing exceptional service to Ultra High Net Worth clients. Candidates must be detail-oriented with strong communication and organizational... 
    Suggested
    Work from home
    1 day per week

    CV Advisors LLC

    Florida, NY
    5 days ago

  • Client Service Associate - Registered

     ...Registered Client Service Associate The Registered Client Service Associate (R-CSA) plays a critical role in supporting Financial Advisors (FAs), and their teams in delivering exceptional client service. This role involves direct client interaction, administrative... 
    Suggested
    Full time
    Work at office

    Hilltop Holdings

    Houston, TX
    5 days ago

  • Client Service Associate

    $42.5k - $63.75k

     ...Client Service Associate Our Portland, OR office is looking for a Client Service Associate to serve as the liaison between the client and the Financial Advisor (FA). You will work with all aspects of the client experience, including financial paperwork and financial... 
    Suggested
    Full time
    Temporary work
    Work at office
    Monday to Friday
    Flexible hours

    Wealth Enhancement Group

    Portland, OR
    3 days ago

  • Client Services Associate

     ...OnePoint BFG Wealth Partners is seeking an organized and detail-oriented Client Service Associate (CSA) to support the onboarding and transition of advisor teams and firms. This role functions as an advisor-focused CSA , working behind the scenes to support advisors... 
    Suggested

    OnePoint BFG Wealth Partners

    Mountain Lakes, NJ
    3 days ago

  • Wealth Management Client Service Associate

    $30 - $36 per hour

     ...Wealth Management Client Service Associate Firm: Auric Capital Partners Location: Aliso Viejo, CA Full-time, in-office Compensation: $30/hr-$36/hr (This equates to $60,000$70,000 annually) + discretionary bonus About Auric Capital Partners Founded in 20... 
    Suggested
    Full time
    Work at office

    Sanctuary Wealth Group, LLC

    Aliso Viejo, CA
    2 days ago

  • Client Services Associate

    $16.54 - $22.67 per hour

     ...Client Services Associate Join TBK Bank! At TBK Bank, a subsidiary of Triumph, we're a team of passionate, driven, collaborative, solutions-minded people who want to make a difference in the lives of our customers and communities. Our mission is to do well and to do good... 
    Suggested
    Hourly pay
    Local area

    Triumph Financial

    Fairplay, CO
    20 hours ago

  • Client Services Associate

     ...information below covers the role requirements, expected candidate experience, and accompanying qualifications. We are seeking a Client Service Representative to join a dynamic custody operations team. This is an entry level opportunity working under direct supervision,... 
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    Work experience placement

    Phyton Talent Advisors

    Boston, MA
    1 day ago

  • Client Service Associate

     ...As a Client Service Associate, you will work in lock-step with our Executive Client Account Manager and Managing Partner/Wealth Advisor to deliver seamless client experiences. Your role spans client onboarding and servicing, meeting preparation and follow-up, firm financial... 
    Suggested
    Work at office

    Oggi Talent

    Minneapolis, MN
    1 day ago

  • Wholesale KYC - Client Service Associate - Payments

     ...Client Service Associate Driving seamless compliance and elevating client experiences, Client Service Associates in the Wholesale KYC Organization set the standard for trust and efficiency. With expert collaboration and a sharp eye for detail, they turn regulatory... 
    Suggested

    Chase

    Plano, TX
    1 day ago

  • Client Service Associate

     ...Position Title: Client Service Associate The Client Service Associate position is essential for delivering exceptional support to high-net-worth clients and their families. This role requires a driven individual who is organized and possesses a strong work ethic, with... 
    Suggested
    Work at office
    Remote work

    Boutique Recruiting

    Wilmington, DE
    3 days ago

  • Client Services & Case Design Associate

    $65k - $70k

     ...The Client Service & Case Design Associate plays a key role in supporting PARC Street Group’s client experience and plan administration efforts. This individual will serve as a primary point of contact for day-to-day client needs, ensuring requests are handled with accuracy... 
    Suggested
    Work at office

    Center for Wealth Preservation

    Syosset, NY
    3 days ago

  • Registered Client Service Associate- Coral Gables, FL (Bilingual Requirement)

     ...Registered Client Service Associate Celebrating more than 60 years of 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 oriented... 
    Suggested
    Work experience placement
    Work at office

    Raymond James Financial Services

    Miami, FL
    1 day ago

  • Registered Client Service Associate

     ...Registered Client Service Associate About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more... 
    Suggested
    Full time
    Part time
    Work at office
    Work from home
    Home office
    1 day per week

    Ameriprise Financial

    Houston, TX
    4 days ago

  • Client Services Associate

     ...Job Title: Client Services Associate Reports to: Senior Manager, Client Services Location: New York City Corporate Office Work Setting: Full Time, On Site Brand Summary Established over 30 years ago, MARIA TASH has defined luxury piercing with innovative... 
    Permanent employment
    Full time
    Contract work
    Temporary work
    Work at office
    Shift work

    Maria Tash Inc

    Long Island City, NY
    2 days ago

  • Work From Home - Client Services Associate

     ...Flexible Career Opportunity In Client Service Leadership Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities? Look no further! With the option to work from home and enjoy a flexible schedule, you can balance your... 
    Remote work
    Work from home
    Flexible hours

    Global Elite

    United States
    2 days ago

  • Private Wealth Management Registered Client Service Associate

     ...Registered Client Service Associate 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... 
    Work at office
    Local area

    Morgan Stanley

    West Palm Beach, FL
    1 day ago

  • Client Service Associate

    $55k - $60k

     ...Focus Partners Wealth is seeking a Client Service Associate. The Client Service Associate (CSA) is responsible for assisting with client service tasks in conjunction with and as assigned by Client Service Specialists. The Client Service Associate provides active assistance... 
    Work at office
    Local area
    Remote work
    2 days per week

    Focus Financial Partners Inc.

    Scottsdale, AZ
    4 days ago

  • Client Services Associate

     ...Esssential Wealth Management | On-Site | Hauppauge, NY Our client is a highly respected, fast-growing wealth management firm with a strong reputation for delivering exceptional client service and meaningful financial outcomes. They are seeking a Relationship... 
    Full time
    Flexible hours

    Radium Search

    Commack, NY
    2 days ago

  • Wealth Client Services Associate (Hybrid)

    $60k - $70k

     ...A financial planning firm in Boston seeks a Client Service Associate. This role involves supporting Wealth Advisors and being the main point of contact for client needs. Key responsibilities include managing multiple requests, ensuring accurate processing, and maintaining... 
    Work at office

    Focus Partners LLC

    Boston, MA
    9 hours ago

  • Client Services Associate II, Chelmsford, MA, Full-Time, Hybrid

    $30 - $33.7 per hour

     ...Client Services Associate II, Chelmsford, MA, Full-Time, Hybrid Job Category: Digital Investment Services Requisition Number: CLIEN006164 Schedule - M-F, 8am-5pm (40 hours) What You'll Do: Functions as a part of a larger team dedicated to helping members pursue... 
    Full time
    Work experience placement

    DCU Opportunities

    Chelmsford, MA
    5 days ago

  • Wealth Client Service Associate - Hybrid

    $55k - $60k

     ...A leading financial services firm is seeking a Client Service Associate to assist in client service tasks and support wealth advisors. The role involves managing client information, facilitating smooth accomplishment of tasks, and ensuring compliance with operational procedures... 
    Work at office
    Remote work

    Focus Financial Partners Inc.

    Scottsdale, AZ
    2 days ago

  • Client Service Associate

    $100k

     ...Client Service Associate to $100K - Hybrid Opportunity! Our client, a boutique financial services organization, is hiring a Client Service Associate to support client accounts and ensure daily activity is executed accurately and on time. In this role, you will manage... 

    Beacon Hill

    Waltham, MA
    3 days ago

  • Client Service Associate

     ...The Client Service Associate provides primary support to the Wealth Management Group and must possess excellent organizational skills and interpersonal capabilities to effectively interact with employees, clients, and vendors. The position will provide support to Financial... 
    Work at office

    Cary Street Partners

    Cedar Knolls, NJ
    2 days ago

  • Client Services Associate

    $80k - $95k

     ...Client Services Associate Job Location(s): US-NY-New York | US-CA-Los Angeles Position Summary The Client Services Associate is responsible for providing exceptional support to clients and their consultants invested in TCW's alternative investment products. This role involves... 
    Work at office
    Remote work

    The TCW Group

    Los Angeles, CA
    4 days ago

  • Client Services Associate (Lake Mary)

    $20 - $25 per hour

     ...Hi, Akkodis is seeking Client Services Admin – Level II and Level III for our Contract- To-Hire positions with a direct client. It...  ..., depending on experience. Level II – Client Services Associate Ideal for candidates with strong customer service or client... 
    Full time
    Contract work
    Temporary work
    Part time
    Local area

    Akkodis

    Lake Mary, FL
    2 days ago

  • Client Service Associate (Morristown)

     ...The Client Service Associate provides primary support to the Wealth Management Group and must possess excellent organizational skills and interpersonal capabilities to effectively interact with employees, clients, and vendors. The position will provide support to Financial... 
    Part time
    Work at office

    Cary Street Partners

    Morristown, NJ
    2 days ago

  • Client Service Associate (San Jose)

     ...we operate: the unwavering commitment to our clients and their investments. Our strategic array of financial services provides a wide spectrum of investment solutions...  ...invest in someone for the long term. The new Associate would work in Schwab Advisor Center, Tamarac,... 
    Part time
    Work at office

    Evergreen Gavekal

    San Jose, CA
    2 days ago

  • Client Services Associate (Charlotte)

    $65k

     ...Client Services Associate (Financial Services) Financial planning firm located in North Charlotte is expanding its operations team and is seeking a detail-oriented Client Services Associate to support its financial advisors. This is a great opportunity to join a collaborative... 
    Part time

    TRC Talent Solutions

    Charlotte, NC
    3 hours ago