Average salary: $76,697 /yearly

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  • Client Services Senior Associate

     ...Insurance portfolios. Position Summary: Winged Keel Group’s Client Services department focuses on delivering best in class service to our...  ...a timely fashion. The successful Client Services Senior Associate will use his or her knowledge of life insurance and client... 
    Suggested
    Weekend work
    Afternoon shift

    Winged Keel Group

    Boston, MA
    1 day ago

  • Client Services Associate

    $80k

     ...Description About Us We are a growing, client-focused wealth management firm committed to delivering exceptional service and personalized financial guidance. We value...  ...oriented and highly organized Client Services Associate to support our financial advisors with... 
    Suggested
    Work at office

    World Insurance Associates, LLC.

    Westborough, MA
    7 days ago

  • Client Service Associate

     ...Each and every person on our team works in pursuit of a singular goal: to take care of our clients’ precious moments as if they were our own. This dynamic, creative client service position is responsible for providing excellent service to our customers on a variety of... 
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    Temporary work
    Worldwide

    Winston Flowers

    Boston, MA
    16 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... 
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    Work at office

    GRYPHON FINANCIAL PARTNERS LLC

    Columbus, OH
    23 days ago

  • Client Service Associate (Mailroom)

     ...Job Description Job Description Job Title: Client Services Associate Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Typical Work Schedule: Mondays to Fridays; 8... 
    Suggested
    Temporary work
    Work at office
    Immediate start
    Monday to Friday

    SPS-North America

    Herndon, VA
    17 days ago

  • Client Service Associate

     ...Job Description Job Description Description: 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... 
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    Work at office

    Cary Street Partners Financial LLC

    Fredericksburg, VA
    11 days ago

  • Client Service Associate

     ...Job Description Benefits: ~401(k) matching ~ Health insurance ~ Profit sharing ~ Training & development Client Service Associate About Us: Global Advisor Group provides comprehensive financial planning, investment, and wealth management services... 
    Suggested
    Work at office
    Home office

    Global Advisor Group

    Reston, VA
    27 days ago

  • Client Service Associate

     ...Job Description Job Description Cooperidge Consulting Firm is seeking a Client Service Associate for a top Boutique RIA (Registered Investment Advisor) in Towson, MD. This critical operational role manages the full client lifecycle, from sophisticated onboarding... 
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    Work at office

    Cooperidge Consulting Firm

    Towson, MD
    18 days ago

  • Client Service Associate

     ...asset management. Chevy Chase Trust offers clients direct access to decision-makers and is...  ...to inventive thinking and client service.   Our global, macroeconomic outlook...  ...motivated and detail-oriented Client Services Associate to join our team. This role is essential... 
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    Work experience placement
    Work at office

    B.F. Saul Company

    Bethesda, MD
    27 days ago

  • WIC - Client Service Associate

     ...Job Description Job Description POSITION SUMMARY: The Client Services Associate (CSA) assists with the delivery of WIC services over the phone at a CCI site, to assure the provision of high-quality, cost-efficient, culturally sensitive services that comply with... 
    Suggested
    Work at office
    Local area
    Immediate start
    Monday to Friday

    Community Clinic Inc.

    Silver Spring, MD
    27 days ago

  • Client Services Associate

    $5,000 per month

     ...Description Job Description We’re looking for an ambitious candidate to work in DSPolitical’s Client Services team for the 2026 Election Cycle!!  As a Client Services Associate, you are responsible for maintaining strong relationships with clients, providing... 
    Suggested
    Work at office
    Remote work
    Work from home
    Monday to Friday
    Afternoon shift

    DSPolitical

    Washington DC
    15 days ago

  • Client Service Associate - DC

     ...meaningful impact?   At Brighton Jones, we’re a purpose-driven, client-focused team committed to helping individuals live richer lives...  ...to join our #OneTeam.    As a critical member of the Client Service team, you will work closely with lead advisors to ensure... 
    Suggested
    Hourly pay
    Full time
    Summer work
    Work at office
    Local area
    Immediate start
    Monday to Friday
    Flexible hours

    Brighton Jones

    Washington DC
    24 days ago

  • Client Services Associate - Wealth Management (First Clearing / WF)

     ...since you will be supporting a team based in Virginia. Our client is a Registered Investment Advisor (RIA) that manages over 3....  ...individuals, and family clients and is looking for a Client Services Associate to provide administrative and operational support to Wealth Advisors... 
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    Remote work

    Simplex

    Fairfax, VA
    18 days ago

  • Client Service Associate - DC Metro Area

     ...Job Description Job Description Client Service Associate — Washington, DC (Hybrid: Two Days in Office) ISC’s team of Financial Services Recruiters is partnering with a  leading Wealth Advisory firm in DC . This is an established, independent firm serving high... 
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    International Search Consultants

    Washington DC
    18 days ago

  • Client Services Associate / Travel

     ...Client Services Associate / Travel Georgetown, Delaware, United States About the Job We are a professional travel services organization dedicated to providing clients with exceptional booking experiences and personalized support. By partnering with trusted travel... 
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    Remote work
    Flexible hours

    HB Travels

    Georgetown, DE
    2 days ago

  • Client Service Associate

     ...Jackson Hewitt - JobID: 100-171541591 [Customer Service Representative] As a Client Service Associate at Jackson Hewitt, you'll: Greet all potential clients with a friendly and professional demeanor; Engage in conversation with potential clients to share information about... 
    Immediate start

    Jackson Hewitt

    Camden, SC
    2 days ago

  • Client Service Associate (Ft. Myers, FL)

     ...Client Service Associate Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including... 

    Oppenheimer & Co.

    Fort Myers, FL
    3 days ago

  • Registered Client Service Associate (Seattle or Bellevue)

    $60k - $70k

     ...Registered Client Service Associate Oppenheimer & Co. Inc.'s Private Client Division is currently seeking a Registered Client Service Associate for their Seattle or Bellevue branch office in Washington. The RCSA's primary responsibility is to support Financial Advisors... 
    Local area

    Oppenheimer & Co.

    Seattle, WA
    2 days ago

  • Client Service Associate

     ...Client Service Associate Reports to: SVP of Custodial Operations Status: Exempt Hybrid We are seeking a dedicated and proactive Client Service Associate to join our Client Service Operations Department and our esteemed wealth management team. The ideal candidate... 

    Apollon Wealth Management, LLC

    South Carolina
    16 hours ago

  • Sr. Registered Client Service Associate-Beverly Hills, CA

    $55k - $85k

     ...Registered Client Service Associate Supports Financial Advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the... 
    Work at office

    Raymond James Financial Services

    Beverly Hills, CA
    16 hours ago

  • Client Service Associate

    $50k - $65k

     ...Client Service Associate Location: Avon, Ohio Type: Full-Time Industry: Wealth Management / Financial Services Salary: Based on experience ($50,000 - $65,000) Be the First Impression. And the Lasting One. A growing wealth management firm in Avon is seeking... 
    Full time
    Work at office
    Local area

    H Cap Connect, LLC.

    Avon, OH
    16 hours ago

  • Client Services Associate

     ...divh2Client Services Associate/h2pIV Nutrition Scottsdale is searching for a motivated and enthusiastic Client Services Associate to join our team! In this role, youll play a vital role in ensuring our clients have a positive and informative experience at our Scottsdale... 
    Full time
    Part time

    IV Nutrition

    Scottsdale, AZ
    16 hours ago

  • Client Beneficiary Services Associate

     ...Beneficiary Services Representative The Beneficiary Services Representative position...  ...process will include accurately advising clients of their case requirements, responding timely...  ...seeking someone to join our team as an Associate Professional, P2 in the Client Service &... 
    Local area
    Flexible hours

    Morgan Stanley

    Sandy, UT
    16 hours ago

  • Client Services Associate

    $18 - $19 per hour

     ...Client Services Associate Lone Tree, Colorado, United States Job Title: Client Services Associate Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The... 
    Temporary work
    Work experience placement

    SPS North America Inc

    Lone Tree, Douglas County, CO
    16 hours ago

  • Client Service Associate - NR

     ...Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome...  ...What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA... 
    Work at office
    Immediate start

    Stifel Financial

    Canfield, OH
    2 days ago

  • Senior Client Services Associate

    $75k - $85k

     ...Senior Client Associate The Mather Group (TMG) is seeking a highly motivated and detail-oriented Senior Client Services Associate to join our dynamic client services team. This individual will be responsible for providing support to advisors and clients while collaborating... 
    Full time
    Work at office

    The Mather Group

    Stone Park, IL
    16 hours ago

  • Client Service Associate Wealth Management

     ...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... 

    Genesis Management Consulting Global

    Wexford, PA
    24 days ago

  • Registered Client Service Associate - Rockville, MD

    $45k - $80k

     ...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... 
    Work experience placement
    Work at office

    Raymond James Financial Services

    Gaithersburg, MD
    4 days ago

  • Client Service Associate

    $14 per hour

     ...Client Service Associate We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills to work at our Georgetown Walmart location. If you enjoy building strong relationships with clients, then look... 
    Hourly pay
    Local area
    Flexible hours

    Jackson Hewitt

    Georgetown, SC
    1 day ago

  • Remote Client Services Associate - Growth & Mentorship

     ...A forward-thinking organization is seeking passionate individuals for client service leadership roles that offer flexible work arrangements and opportunities for growth. You will have the chance to work from home, develop your skills through mentorship, and lead teams... 
    Remote work
    Work from home
    Flexible hours

    Medium

    Winchester, MO
    1 day ago