Average salary: $76,697 /yearly
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- ...impression, helping others, and keeping an office organized? Aevitas Law is seeking a professional, dependable, and service-minded Client Services & Front Desk Associate for our Willow Street office. Aevitas Law is part of Faithward Companies, a multidisciplinary legacy...SuggestedWork at office
Aevitas Law Firm
Lancaster, PA26 days ago $90k - $120k
...Job Description Senior Client Service Associate \n Multi-Billion Independent Wealth Management Firm \n Ellicott City/Columbia area, MD (In-office) \n \n Overview \n Established and growing Multi-Billion dollar AUM Independent RIA serving high net worth...SuggestedWork at officeGemHarvest Executive Recruiting
Mundelein, IL3 days ago$23.52 - $39.17 per hour
...you need at LPL Financial to shape your success while helping clients pursue their financial goals. Job Overview: Are you passionate... ...to ensure timely resolution. Educate clients and advisors on services and technology, including eSignature and paperless options, while...SuggestedWork at officeWork from home- ...protection goals. You will work from home, meet with prospective clients through virtual appointments, and provide clear education... ...options Help clients understand coverage choices and available services Provide timely follow-up and professional support Maintain...SuggestedHourly payWeekly payFor contractorsLocal areaRemote workWork from home
$16.87 - $22.77 per hour
...the end of the day, TBK means striving for excellence, while delivering with humility. We thrive on providing exceptional customer service, and we look for friendly professionals dedicated to helping customers achieve their financial goals. Position Summary: Responsible...SuggestedHourly payWork at officeLocal areaShift work$58k - $64k
...of our team is empowered to make a tangible impact in offering clients high-quality investment strategies to meet their financial needs... ...and personally. Job Description The Fund Services team is responsible for a variety of functions including client...SuggestedPermanent employmentWork at officeImmediate startRemote workVisa sponsorshipFree visaFlexible hours- ...Position Overview AO Globe Life is seeking a Virtual Financial Services Associate to support clients as they explore insurance products designed to help protect their financial well-being. You will work remotely with individuals and families, conduct needs-based conversations...SuggestedHourly payWeekly payFor contractorsLocal areaRemote work
- ...What You’ll Do The Client Service Associate performs customer transactions for all REMPREX-supported terminals at REMPREX Headquarters, located on-site in Lisle, IL. This individual must be able to process information from multiple technology platforms and in an evolving...SuggestedTemporary workSeasonal workWork at officeLocal areaFlexible hoursShift workNight shift
- ...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 workplace humming. You are a hospitality pro, a logistics wizard...SuggestedFull timeTemporary workPart timeWork experience placementImmediate start
- ...health, and accident insurance options. You will receive structured training and ongoing support while building a career focused on client service and financial protection. Your Responsibilities Engage with prospective clients through warm, company-provided leads...SuggestedHourly payFor contractorsLocal areaRemote workWork from home
$65k - $80k
Independent financial planning and investment management firm in Tampa, FL is seeking a PERMANENTLY REMOTE full-time Client Service Associate to join our team. We're a growing fee-based firm committed to meaningful client relationships and investing in our people....SuggestedFull timeWork experience placementWork at officeRemote workWork from homeMonday to Friday- ...Position Overview AO Globe Life is hiring a Remote Financial Services Consultant to help clients explore insurance solutions that may support their financial protection needs. In this role, you will meet with individuals and families virtually, learn about their situation...SuggestedHourly payWeekly payFor contractorsLocal areaRemote work
$52.5k - $87.5k
...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Client Service Associate within PNC's Private Bank organization, you will be based in Cleveland, OH.PNC is an in-office company that fosters a...SuggestedFull timeTemporary workPart timeWork experience placementWork at office- ...partnered with a respected private wealth management firm overseeing $10 billion in assets. The team is looking to bring on a Client Service Associate with experience in equities and fixed income who will take ownership of client reporting, client service, portfolio...Suggested
Coda Search│Staffing
Mundelein, IL3 days ago - ...Job Description Position Overview \n The Client Service Associate plays a critical role in supporting the day-to-day operational functions of the wealth management business. This individual will be responsible for processing client account activity, including account...SuggestedWork at office
Ascendo Resources
Boca Raton, FL3 days ago - ...Job Description This opportunity is for one of our clients, a large financial services firm, on a hybrid schedule near North Miami, FL. \n \n Responsibilities \n \n Communicate with clients and their advisors regularly. Provide timely and thorough response...
Leeds Professional Resources
Hollywood, FL14 days ago $28.75 - $40 per hour
...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...Hourly payTemporary workSeasonal workWork at officeWork from homeFlexible hoursShift workDay shift- ...work remotely with individuals, families, and eligible member groups seeking information about insurance coverage. You will guide clients through a professional needs-based process and help them understand life, supplemental health, and accident insurance options. This...Hourly payWeekly payFor contractorsLocal areaRemote work
- ...suited to new or upcoming graduates in business, marketing, or communications—or anyone who enjoys a service-focused, people-first role. Backed by full training, inbound client interest, and a dedicated mentorship program, you can build a lasting career anywhere in the U.S....Hourly payFor contractorsImmediate startRemote workFlexible hours
$35.36k - $90k
...Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities...Temporary workWork at officeLocal areaWork visa$20 - $22 per hour
...Reports To: Client Services Supervisor, Client Services Manager, or equivalent leadership Typical Work Schedule: Monday–Friday | 8:0... ...operations moving, this role is for you. As a Client Services Associate , you’ll support document preparation, scanning, indexing,...Full timeTemporary workPart timeWork at officeImmediate startMonday to Friday$55 - $80 per hour
...for a warm, friendly, detail-oriented, self-starter and “go-getter” to join our rapidly growing team. We’re hiring a Client Service Associate to support an advisor and their clients. This role is focused on communication, coordination, and follow-through , making...Full timePrescient Financial Solutions
Brookfield, WI3 days ago- ...Client Service Associate Career path: CSA I -- CSA II -- CSA III -- Lead CSA About Us We are a growing, relationship-driven wealth management firm helping successful individuals, families, professionals, and business owners make confident financial decisions through...Full time
Financial Planner Recruiting, LLC
Bay County, FL4 days ago $95 - $115 per hour
...Portfolio Associate/Client Service Associate NYC-Midtown-Hybrid Series 7/63 Minimum 1 year of Experience with High Net Worth Clients $95-115 Base + Bonus/Great Benefits Qualifications: The ideal candidate will have 1-2 years of relevant Client Services...AscendHire
New York, NY22 hours ago$80k - $100k
...Client Services & Operations Associate – ***Private Aviation Industry operations experience HIGHLY PREFERRED*** Location: Boca Raton, Florida (local candidates only please) On-site position (100%); Monday through Friday 9:00am to 5:00pm in office with ability to be...Full timeWork at officeLocal areaMonday to FridayBlue Coral Staffing Corp.
Boca Raton, FL15 hours agonew- ...Overview: Our client, a growing RIA, is looking for a Client Services Associate to support advisors and the broader client service team. The ideal candidate will have 5+ years of experience in wealth management or financial services, experience working with HNW clients...
JCW Group
Tampa, FL2 days ago $50k - $55k
...Client Service Associate On‑site | Eagle, Idaho About Us We are a boutique, relationship‑driven wealth management firm dedicated to delivering thoughtful financial planning and exceptional client service. Our team values professionalism, collaboration, and a warm...Work at officeOnePoint BFG Wealth Partners
Eagle, ID1 day ago- ...confidence. Through a comprehensive and coordinated approach, we help clients align their wealth with what matters most. Position... ...We are seeking a highly motivated, detail-oriented Client Service Associate who shares our commitment to professionalism and excellence,...Full timeWork at office
Summit Financial
Cincinnati, OH22 hours ago - ...Senior Client Service Associate A growing, independent wealth management firm is seeking a Senior Client Service Associate to support high-net-worth and ultra-high-net-worth clients while partnering closely with senior advisors. Responsibilities: Serve as a...Full timeWork at office
The Quest Organization
Washington DC22 hours ago $120k - $180k
...Client Service Associate Premier Asset Management firm is looking to hire an Associate to help the Client Service Department achieve their mission by ensuring clients receive exceptional service and that your team is achieving its strategic goals. You will help set...CitiStaffing
Fairfield County, CT3 days ago
