Average salary: $76,697 /yearly
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- ...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...SuggestedWork at office
GRYPHON FINANCIAL PARTNERS LLC
Columbus, OH13 days ago $22 - $26 per hour
...a passion for excellence, we strive to deliver exceptional service to our clients, foster a positive impact in the communities in which we work... ...Hanover Bank is looking for a full-time Client Service Associate to join our team. The Client Service Associate enhances the...SuggestedHourly payFull timeTemporary workLocal areaHanover Community Bank
Riverhead, NY10 days ago$55k - $85k
...Job Description Job Description This position is for an client service associate/manager (series 7 licensed or unlicensed) with the potential to grow into a Financial Advisor. Compensation is commensurate with experience. We are a boutique investment firm located...SuggestedFull timeWork at officeShift workPointwealth Management
Los Angeles, CA9 days ago- ...Job Description Job Description Our client is looking for a Client Services Assistant with relevant experience to support a wealth management team in Houston, Texas. This position is ideal for someone who brings strong financial services experience, communicates confidently...SuggestedWork at office
Robert Half
Houston, TX3 days ago - ...financial advice to institutional and high net worth clients. Individuals filling this position will interface and service our clients. The individual who joins our team... ...and functions of our firm. The duties associated with this role include, but are not limited to...SuggestedFull timeWork at officeMonday to Friday
MV Financial Group, MV Capital Management Inc.
Bethesda, MD6 days ago $55k - $75k
...Job Description Job Description Client Service Associate Job Description: Dynamic financial services firm seeks self-starter to keep growing office organized. This integral position will provide exceptional customer service to clients, work directly with...SuggestedFull timeWork at officeMonday to FridayShift workThorley Wealth Management Inc
Rochester, NY7 days ago- ...Job Description Job Description Client Service Associate – Investment Management About the job Company Description Dean Licata & Associates is a professional investment management organization dedicated to delivering exceptional service and solutions...SuggestedPart timeCasual workRemote work
Dean Licata & Associates, LLC
Pittsford, NY18 days ago $60k - $80k
...Job Description Job Description Client Service Associate: High Note Wealth is an independent wealth management firm that works with a select group of successful families and business owners who recognize the value of financial planning and seek to collaborate with...SuggestedWork at officeHigh Note Wealth LLC
Wayzata, MN16 days ago- ...Job Description Job Description Client Service Associate About Us: Global Advisor Group provides comprehensive financial planning, investment, and wealth management services to clients across all 50 states and over 100 countries. Our dedicated team embodies...SuggestedWork at officeHome office
Global Advisor Group
Reston, VA18 days ago $50k
...Job Description Job Description Client Service Manager/Administrative Assistant *Candidates without prior financial services or wealth management experience are unlikely to be a fit* Dublin, OH | Full-Time (In-Office) About Us At Ameriprise Financial, we...SuggestedFull timeWork at officeHome officeAmeriprise Financial
Dublin, OH11 days ago- ...Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Client Service Associate| Multi Family Office | SF Bay Area Join a specialized family office platform serving ultra-high-net-worth...SuggestedWork at officeRemote workFlexible hours
Robert Half
San Francisco, CA3 days ago - ...Rockstar that loves going above and beyond to provide a stellar client experience. This person must have an extreme attention to... ...proven track record of success working with top performing advisory service teams. Alexander Legacy Private Wealth strives for excellence in...SuggestedLocal area
Alexander Legacy Private Wealth Management
Detroit, MI7 days ago - ...Description Job Description About the Role Stonebridge Financial Group manages over $1 billion in client assets and is growing fast. We're looking for a Client Service Associate to join our team — someone who takes pride in getting the details right, communicates clearly,...Suggested
Stonebridge Financial Group
San Rafael, CA17 days ago $80k - $105k
...established wealth management firm looking for an experienced client-centric associate to join our team in San Jose’s vibrant downtown Willow Glen... ...: Lead support to advisor team and provide service to the firms’ 170+ client households Responsible for appointment...SuggestedWork experience placementWork at officeTransitions Wealth Advisors
San Jose, CA24 days ago- ...Description Job Description Our firm is an independent, client-centered wealth management and financial planning firm committed... ...attentive, high-touch client experience. The Client Service Associate plays an essential role in shaping the client experience and...SuggestedWork at officeShift work
TalentLink Solutions
Clayton, MO2 days ago - ...Job Description Job Description We are looking for a Client Services Associate to join a Financial Services team in Santa Barbara, California on a Contract basis. In this role, you will support clients throughout their service experience by coordinating account activity...Contract workWork at office
Robert Half
Santa Barbara, CA5 days ago $50k - $75k
...Job Description Job Description Salary Range:$50,000.00 To $75,000.00 Annually JOB DESCRIPTION JOB TITLE: Sr. Client Service Associate EMPLOYER: Signature Estate and Investment Advisors Inc DEPARTMENT: Advisory Team REPORTS TO: Lead...Immediate startSEIA, LLC / Bates Wealth Advisors, LLC
Chapel Hill, NC7 days ago$50k - $68k
...Job Description Job Description Client Services Associate LHH is seeking a motivated Client Services Associate who recognizes the importance of delivering exceptional service and fostering lasting client partnerships. This position offers significant interaction...Work at officeLocal areaFlexible hoursShift workLHH US
Cambridge, MD18 days ago- ...mission to deliver top results for our clients across the state of Florida. Our results... ...competition and set new standards in the client services industry. As we embark on our newest... ...we are seeking a driven Client Services Associate to join our team. As a Client...
JGSM
Riverview, FL12 days ago $85k - $120k
...position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Sr. Client Services Associate based in the United States. This role sits at the heart of the client onboarding journey within a fast-growing...Remote jobFull timeHome officeFlexible hoursjobgether
United States4 days ago- ...Job Description Job Description Job Title: Client Services & Business Development Associate – IT Workforce Solutions Location: Central New Jersey (Onsite) Position Overview We are looking for a highly motivated and relationship-driven professional to join...
NavitasPartners
Jersey City, NJ9 days ago $23.51 - $39.18 per hour
...Financial to shape your success while helping clients pursue their financial goals. Job... ...Sound CU to support Financial Advisors associated with LPL Financial under our Employee... ...and transfers, and provide education on services and technology. Manage onboarding, maintain...Full timeWork at officeLocal areaWork from homeLPL Financial
Gig Harbor, WA3 days ago$45k - $55k
...transaction status, money movement, transfer of account, retirement services, disability/life/long-term care insurance, and various other... ...to run their day-to-day business. Provide outstanding client service while demonstrating empathy and problem-solving skills....Fit Recruiting
Mobile, AL1 day ago- ...generation, advisor acquisition, and strategic partnerships. Job Summary: We are seeking a highly organized, resourceful, Client Service Associate with at least 3 years of experience in the financial services sector to support a Financial Advisor and the broader...Work at office
VestGen Wealth Partners
Kirkwood, MO3 days ago $70k - $100k
...This full-time Client Services Associate opportunity is designed for someone who wants a people-facing role with structure, support, and real room to grow. First-year earning potential typically ranges from $70,000 to $100,000, with meaningful income upside over time....Full timeFor contractorsThe Dorne Region
Las Vegas, NV3 days ago- ...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 areaFlexible hours
Morgan Stanley
Sandy, UT22 hours ago $85k - $100k
...Client Service, Senior Associate Seattle, WA At Freestone, we believe in making a meaningful difference by focusing on what truly matters to our clients. With a 26-year history of consistent growth and success, we are an independent wealth and asset management firm...Full timeSummer workWork at officeFreestone Capital Management
Seattle, WA3 days ago$65k - $80k
...Brindle & Bay Financial Advisors is a growing financial planning firm in Frisco, TX and we are seeking a Client Service Associate to join our team. We are seeking a Client Service Associate to assist in providing excellent service to our clients. If you want to join a...Work at officeMonday to FridayBrindle & Bay Wealth Management
Frisco, TX2 days ago$31.53 - $38.5 per hour
...Registered Client Service Associate Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America's leader in financial planning and ranked #1 in customer dedication. As a Registered Client...Hourly payH1bWork at officeHome officeVisa sponsorshipAmeriprise Financial
Monterey, CA2 days ago$105k - $120k
...0 base salary + benefits About Our Clien t: Our client is a growing, high-touch wealth management firm that delivers a... ...on. This hire will play a central role in keeping client service, investment operations, and alternative investment workflows running...Claire Myers Consulting
El Segundo, CA22 hours ago
