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, OH14 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, NY11 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, CA25 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.
Washington DC7 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, MI8 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, CA18 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, CA4 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, VA19 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, MN17 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, NY19 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, OH12 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, TX4 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, NY8 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, CA10 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, MO3 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, FL13 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, NC8 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, CA6 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, MD19 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
North Brunswick, NJ10 days ago $34.32k - $90k
...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 workWork at officeLocal areaMorgan Stanley
Santa Barbara, CA4 days ago- ...independent wealth management practice is seeking a polished and client-focused professional to support advisors with client... ...administrative and operational functions to ensure a high level of service and efficiency across the practice. The ideal candidate will have...Work at office
Ascendo Resources
Boca Raton, FL1 day ago $80k - $100k
...Client Services Specialist – ***Private Aviation Industry experience ideal*** Location: New York, NY On-site position (100%); Monday through Friday 9:00am to 5:00pm in office with ability to be reached / on call after hours as neede d with this 24/7 company operation...Work at officeMonday to FridayBlue Coral Staffing Corp.
New York, NY1 day 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 Jose, CA1 day ago- ...divh2Full Time Floating 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...Hourly payFull timeBank staffFlexible hours
Independent Bank Opportunities
Saranac, MI1 day ago - ...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 areaFlexible hours
Jackson Hewitt
Duncan, SC5 days ago - ...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...
TradeJobsWorkforce
Sacramento, CA1 day ago - ...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 (Registered) assists one or more Financial Advisor...Work at officeImmediate start
Stifel Financial
Pensacola, FL4 days ago - ...Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company... ...services. Job Description The firm is seeking a Client Service Associate to join our Private Client Division in our Bethlehem, PA...
Oppenheimer & Co.
Freemansburg, PA3 days ago
