Average salary: $76,697 /yearly

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  • 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... 
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    Work at office

    World Insurance Associates, LLC.

    Westborough, MA
    7 days ago

  • 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... 
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    Weekend work
    Afternoon shift

    Winged Keel Group

    Boston, MA
    1 day 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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    GRYPHON FINANCIAL PARTNERS LLC

    Columbus, OH
    23 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... 
    Suggested
    Remote work

    Simplex

    Fairfax, VA
    18 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 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

  • 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... 
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    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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    Cooperidge Consulting Firm

    Towson, MD
    18 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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    Cary Street Partners Financial LLC

    Fredericksburg, VA
    11 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... 
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    Temporary work
    Work at office
    Immediate start
    Monday to Friday

    SPS-North America

    Herndon, VA
    17 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

    $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

  • 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 / Travel (Remote)

     ...Client Services Associate / Travel (Remote) Hartford, Connecticut, United States About the Job About Us: We are a professional travel services organization dedicated to providing clients with exceptional booking experiences and personalized support. By partnering... 
    Suggested
    Remote work
    Flexible hours

    HB Travels

    United States
    3 days ago

  • Client Services Associate

    TransPerfect Is More Than Just a Job... Our greatest asset is our people, and nothing is more important to us than ensuring that everyone knows that. Each of our 100+ offices has its own individual identity, and each also has its own unique rewards.

    TransPerfect

    Corvallis, OR
    3 days ago

  • Client Service Associate

     ...Client Service Associate At the Trust Company of Tennessee, we believe everyone can live confidently and reach their financial goals. Would you like to be part of a team that works with individuals, families, businesses, and foundations to identify what success looks... 
    Work at office

    The Trust Company (TN)

    Knoxville, TN
    4 days ago

  • Client Service Associate

     ...We are seeking a highly organized and detail oriented Client Service Associate to join our team and contribute to our ongoing success as we support our clients. This position is intentionally designed for someone who enjoys working directly with clients and supporting... 
    Full time
    Work at office

    Signal Tree Financial Partners LLC

    Gates Mills, OH
    1 day ago

  • Private Wealth Management Registered Client Service Associate

    $33.28k - $85k

     ...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role... 
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    Washington DC
    13 hours ago

  • Client Services Associate

    $27 - $35 per hour

     ...Job Title: Client Services Associate Location (city, state): Elk Grove Village, IL Industry: Manufacturing Pay: $27$35/hour Benefits: This position is eligible for medical, dental, vision, and 401(k). About Our Client Addison Group is partnering... 
    Casual work
    Work at office
    Shift work

    Addison Group

    Medinah, IL
    1 day ago

  • Registered Client Service Associate

    $16 - $40.87 per hour

     ...POSITION SUMMARY 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 in this role build trusted relationships... 
    Hourly pay
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    Utica, NY
    13 hours ago

  • Client Services Associate

    $22.64 per hour

     ...Client Services Associate Seattle, Washington, United States Job Title: Client Services Associate Reports To: Client Services Leadership About the Role: As a Client Services Associate, you aren't just "handling mail"you are the engine that keeps our... 
    Temporary work
    Work experience placement
    Immediate start

    SPS North America Inc

    Seattle, WA
    13 hours ago

  • Client Service Associate

     ...Client Service Associate We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships with clients, then look no further and apply today! Join our team as... 
    Local area
    Flexible hours

    Jackson Hewitt

    Duncan, SC
    3 days ago

  • Client Service Associate (Wealth Management)

     ...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.,... 
    Work at office
    Flexible hours

    NPAworldwide

    Port Barrington, IL
    13 hours ago

  • Registered Client Service Associate

    $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 work
    Work at office
    Local area

    Morgan Stanley

    San Jose, CA
    13 hours ago

  • Full Time Client Service Associate

     ...divh2Full Time Client Service Associate/h2pAre you ready to grow your career in an environment that encourages confidence, clarity, and success? At Independent Bank, our team lives our mission every day: Inspiring financial independence today, with tomorrow in mind. We... 
    Hourly pay
    Full time
    Bank staff
    Flexible hours

    Independent Bank Opportunities

    Traverse City, MI
    13 hours ago

  • Client Services Associate

     ...Client Services Associate The Client Services Associate (CSA) is responsible for processing customer order requests, taking customer calls, maintaining company databases and is responsible for interacting with various internal departments and operations to facilitate... 
    Hourly pay
    Work at office

    Reworld

    Avon Lake, OH
    13 hours ago

  • Registered Client Service Associate - Devon, PA

     ...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 experience placement
    Work at office

    Raymond James Financial Services

    Devon, PA
    1 day ago

  • Client Service Associate

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

    Stifel Financial

    Bloomsburg, PA
    13 hours ago

  • Client Service Associate

     ...Client Service Associate Location: Richmond, VA Department: Retail Sales Davenport is seeking a hard-working, detail-oriented, and business-minded professional to join its Retail Sales team. This full-time, hourly position will either: support a dedicated team of... 
    Hourly pay
    Full time
    Local area

    Davenport

    Richmond, VA
    1 day ago