Average salary: $76,697 /yearly
More statsGet new jobs by email
$75k - $90k
...Client Service Associate The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. Responsibilities include assisting with account openings, processing paperwork, scheduling...SuggestedLocal areaFlexible hoursCerity Partners
San Francisco, CA3 days ago$34.32k - $90k
...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...SuggestedTemporary workWork at officeLocal areaMorgan Stanley
Newport Coast, CA2 days ago$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...SuggestedWork experience placementWork at officeRaymond James
Pasadena, CA2 days ago- ...The Recovery Services Client Care Program allows the Red Cross to rapidly meet disaster-caused needs by enabling clients to apply and receive... ...and/or community resources. The Client Care Program Service Associate supports the recovery of disaster affected individuals,...Suggested
American Red Cross
Thomasville, GA1 day ago $39 - $42 per hour
...dental coverage, pet insurance, paid time off, a generous 401k plan and more! The Opportunity Our service professionals play a vital role in supporting our clients with day-to-day account management, claims management, and underwriting services that ensure they have...SuggestedHourly payLocal areaImmediate startHUB International
Encino, CA2 days ago$70k - $75k
...Registered Client Service Associate (R-CSA) HilltopSecurities is looking to hire a Registered Client Service Associate (R-CSA). The Registered Client Service Associate (R-CSA) plays a critical role in supporting Financial Advisors (FAs), and their teams in delivering...SuggestedWork at officeHilltop Holdings
Roseville, CA1 hour agonew- ...As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person. assist customers with finding products. provide quotes and take orders. troubleshoot and...Suggested
TradeJobsWorkForce
San Diego, CA4 days ago $70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun...SuggestedWork at officeVodia Ventures
Santa Rosa, CA17 hours ago$60k - $75k
...Client Service And Operations Associate Natoma Wealth is a fast-paced financial advisory practice based in Folsom, CA. We are a client-centric team that provides a holistic approach to wealth management. We're searching for a Client Service And Operations Associate...SuggestedPermanent employmentWork at officeLocal areaFlexible hoursHighTower Advisors
Sacramento, CA1 hour agonew- ...Cash Management Client Service - Associate Responsible for addressing client inquiries and actively support cross-selling efforts by identifying client needs and suggesting solutions through introductions. Performs a variety of client service functions associated with...SuggestedWork at officeLocal areaRemote workWork from home
Smbc Global Foundation Inc
New York, NY1 hour agonew $32.21 - $44.27 per hour
...firm? Ameriprise Financial is America's leader in financial planning and ranked #1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings,...SuggestedHourly payFull timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per weekAmeriprise Financial
San Jose, CA1 hour agonew$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...SuggestedWork at officeRaymond James Financial Services
Beverly Hills, CA1 day ago- ...Sr. Client Service Associate One and done interview. Five (5) main objectives: New Client Onboarding Client Relationship Management Client Review Prep and Follow Up Industry / Product / Company Knowledge Team and Corporate Support Reception /...SuggestedWork at office
TalentBridge
Oakland, CA1 day ago - Job Title Interested in building your career at The Trade Desk? Get future opportunities sent straight to your email. Job Description The Trade Desk is subject to Executive Order 11246, which requires government contractors to ensure nondiscrimination and take...SuggestedFor contractors
The Trade Desk
Los Angeles, CA3 days ago - ...Client Service Associate Our Irvine, CA office is looking for a Client Service Associate to serve as the liaison between the client and the Financial Advisor (FA) and provide general office support. You will work with all aspects of the client experience, including...SuggestedFull timeTemporary workWork at officeFlexible hours
Wealth Enhancement Group
Irvine, CA1 hour agonew $54k - $71k
...Client Service Associate At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to...Edelman Financial Engines
San Diego, CA17 hours ago$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 202...Full timeWork at officeSanctuary Wealth Group, LLC
Aliso Viejo, CA4 days ago$28.85 - $40.87 per hour
...Client Services Associate - Financial Services Dunham & Associates Investment Counsel, Inc. ("Dunham") is a thought leader in the financial services industry. The way we work is a direct reflection of our company culture; we believe in accountability, putting our clients...Hourly payFull timeTemporary workWork at officeVisa sponsorshipFlexible hoursDunham & Associates Investment Counsel
San Diego, CA1 day ago- ...Client Service Associate The Client Service Associate is dedicated to ensuring exceptional communication and service delivery to clients. This role involves comprehensive engagement with clients through various forms of interaction, such as scheduling reviews, addressing...Temporary workWork at office
Chandler Asset Management
San Diego, CA1 day ago $18 - $19 per hour
...Client Services Associate The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. The Client Services Associate provides exceptional office and mail services, delivering operational functions...Work experience placementSPS North America Inc
Culver City, CA4 days ago$34.32k - $90k
...Client Service Associate Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing...Temporary workWork at officeLocal areaMorgan Stanley
San Francisco, CA2 days ago$23.51 - $39.18 per hour
...we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you... ...multiple internal departments at a growing company. As a Client Service Associate, you will provide comprehensive administrative and...Work at officeWork from homeLPL Financial LLC
San Diego, CA1 day ago- ...Broker-Dealers and ensure proper set up for AML processes Create PMA and Prime Broker approval packets for circulation to committee Provide Client Service to correspondents on account related inq Client Service, Processing, Associate, Account, Service, Retail, Broker...
Wedbush Securities
Los Angeles, CA4 days ago - ...Client Service Senior Associate Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cash management products and services....Work experience placementWork at office
Chase
Irvine, CA1 day ago $61.28k - $109.28k
...Registered Client Service Associate Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community...Full timeCiti
San Francisco, CA2 days ago$76k - $81k
...Abacus Client Service Associate Abacus is a progressive financial planning firm devoted to helping people expand what's possible with money. We treat each other with the same level of care and respect we treat our clients it's why we offer unlimited vacation, flexible...Work at officeFlexible hoursAbacus
Santa Monica, CA1 day ago- ...Client Service Associate I At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate. Here, you're not just improving clients' risk profiles, you're building trust. You'll...Full timeWork at officeLocal areaFlexible hours3 days per week
Arthur J. Gallagher & Co.
Glendale, CA17 hours ago - ...Senior Registered Client Service Associates Senior Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Senior Registered CSA assists with the development and growth...Work at officeLocal area
Morgan Stanley
El Segundo, CA1 day ago $65k - $75k
...Client Service Associate At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate. You'll be backed by our digital ecosystem: a client-centric suite of consulting tools making...Live outWork at officeLocal areaFlexible hoursArthur J. Gallagher & Co.
San Diego, CA3 days ago- ...Registered Client Service Associate Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community...
Citigroup Inc
San Francisco, CA1 day ago
