Average salary: $76,697 /yearly
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- ...accuracy will play a vital role in maintaining the firm’s financial stability and continued growth. We are currently seeking a Client Service Associate - Financial Services in the St. Louis , MO area to support the client service operations of an Advisor’s practice. This is...SuggestedWork experience placementWork at office
Larson Financial Group, LLC
Saint Louis, MO3 days ago $85k - $125k
...Job Title: Client Service Associate Increase your chances of reaching the interview stage by reading the complete job description and applying promptly. About Us We are a dynamic and highly regarded multi-family office headquartered in San Francisco,...SuggestedFull timeWork at officeRemote workWork from homeMonday to ThursdayFlexible hoursSYON CAPITAL
San Francisco, CA3 days ago$50k - $60k
...Client Service Associate Beloform is seeking a detail-oriented and dependable Client Service Associate to join our dynamic team. In this role, you will serve as a primary point of contact for our clients, providing consistent support, resolving issues efficiently,...SuggestedWork at officeAlphabe Insight
Santa Ana, CA2 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...SuggestedHourly payFull timeH1bWork at officeHome officeVisa sponsorshipAmeriprise Financial
Monterey, CA1 day ago$34.32k - $90k
...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and supports Financial Advisor(s) (FAs) teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...SuggestedTemporary workPart timeWork at officeLocal areaFlexible hoursMorgan Stanley
Santa Monica, CA17 hours ago$60k - $85k
...wealth management consulting and search firm. This role is for a client based in Midtown Manhattan but open to a hybrid schedule.... ...schedule client meetings in accordance with the firm segmentation and service model Prepare and review client meeting materials to ensure...SuggestedFull timeWork experience placementWork at officeLead Advisor
Long Island City, NY13 hours agonew- ...we operate: the unwavering commitment to our clients and their investments. Our strategic array of financial services provides a wide spectrum of investment solutions... ...invest in someone for the long term. The new Associate would work in Schwab Advisor Center, Tamarac,...SuggestedWork at office
Evergreen Gavekal
San Francisco, CA1 hour agonew - ...OnePoint BFG Wealth Partners is seeking an organized and detail-oriented Client Service Associate (CSA) to support the onboarding and transition of advisor teams and firms. This role functions as an advisor-focused CSA , working behind the scenes to support advisors...Suggested
OnePoint BFG Wealth Partners
Denville, NJ13 hours agonew - ...Career Opportunity At Gallagher, we help clients face risk with confidence because we... ...for the unexpected? At Gallagher, we are service-minded individuals coming together to... ...ll Make An Impact As a client service associate I, you'll play a vital role in delivering...SuggestedFull timeLive outWork at officeLocal areaFlexible hours3 days per week
Arthur J. Gallagher & Co.
Glendale, CA17 hours ago $18 per hour
...Client Service Associate If you're a people-focused, detail-oriented professional who enjoys keeping an office running smoothly, this role is for you. We're seeking a Client Services Associate to support daily operations, deliver exceptional service, and create a welcoming...SuggestedWork at officeImmediate startSPS North America Inc
New York, NY2 days ago$15.5 - $17 per hour
...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...SuggestedHourly payLocal areaFlexible hoursJackson Hewitt
Hazlet, NJ3 days ago$30 - $33.7 per hour
...Client Services Associate II, Chelmsford, MA, Full-Time, Hybrid Job Category: Digital Investment Services Requisition Number: CLIEN006164 Posted: March 10, 2026 Full-Time Hybrid Chelmsford, MA 01824, USA Job Details Description Schedule: M-F,...SuggestedFull timeWork experience placementDCU Opportunities
Chelmsford, MA2 days ago- ...Monroe Street, Chicago, Illinois. Responsible for the general servicing and support of the Financial Advisors. This includes administrative... ...assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable....SuggestedFull timePart timeWork at office
Truist Inc
Chicago, IL3 days ago - ...Client Service Associate Waverly Advisors' primary goal is to serve our clients, one another, and our communities. We aren't your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients...SuggestedWork at officeLocal area
Waverly Advisors LLC
Boston, MA4 days ago - ...information below covers the role requirements, expected candidate experience, and accompanying qualifications. We are seeking a Client Service Representative to join a dynamic custody operations team. This is an entry level opportunity working under direct supervision,...SuggestedWork experience placement
Phyton Talent Advisors
Boston, MA3 days ago $55k - $65k
...Business Specialist At CMG we build lasting relationships with our clients to create a course of action helping them meet their financial... ...are an experienced group of professionals providing financial services to our clients since 1992. Through our commitment to growth and...Permanent employmentLocal area3 days per weekHighTower Advisors
Pearl River, NY2 days ago- ...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...Work experience placementWork at office
Raymond James Financial Services
Miami, FL3 days ago $65k - $70k
...The Client Service & Case Design Associate plays a key role in supporting PARC Street Group’s client experience and plan administration efforts. This individual will serve as a primary point of contact for day-to-day client needs, ensuring requests are handled with accuracy...Work at officeCenter for Wealth Preservation
Syosset, NY1 hour agonew- ...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...Work at officeLocal area
Morgan Stanley
Dallas, TX4 days ago - ...Client Service Associate Excellent opportunity in a professional business environment within the financial services industry. We are seeking a Client Service Associate who consistently provides exceptional client services to all of firm's clients and demonstrates...Full timeWork at officeRemote workShift work
SFMG Wealth Advisors
Plano, TX4 days ago $17.71 - $24.28 per hour
...Client Service Associate Mass General Brigham relies on a wide range of professionals, including doctors, nurses, business people, tech experts, researchers, and systems analysts to advance our mission. As a not-for-profit, we support patient care, research, teaching...Hourly payWork at officeRemote workShift workMassachusetts General Hospital
Newton Center, MA4 days ago- ...A well-established, Chicago-based investment and wealth management firm is seeking a Client Services Associate to support senior advisors serving sophisticated, ultra-high-net-worth families. This role is ideal for a detail-oriented professional who enjoys client interaction...Temporary workWork at officeLocal areaVisa sponsorshipFlexible hours
Connect Search
Chicago, IL3 days ago $75k - $85k
...Senior Client Associate The Mather Group (TMG) is seeking a highly motivated and detail-oriented Senior Client Services Associate to join our dynamic client services team. This individual will be responsible for providing support to advisors and clients while collaborating...Full timeWork at officeThe Mather Group
Chicago, IL3 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, CA17 hours 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 (NR) assists one or more Financial Advisor(s) (FA...Work at officeImmediate start
Stifel Financial
Chapel Hill, NC4 days ago - ...Client Services Associate Monet Bank is pioneering the future of banking and money movement faster, more efficient, and built for the modern financial ecosystem. As a profitable, well-capitalized Texas state-chartered bank and FDIC-insured institution backed by the...Local areaRemote workRelocation
Beal Bank
Plano, TX4 days ago - ...Client Service Associate (CSA) Boston, MA | Full-Time A well-established, Boston-based Registered Investment Advisor (RIA) is seeking a Client Service Associate (CSA) to join its growing team. This is an excellent opportunity for an organized and client-focused...Full timeWork at office
Masis Professional Group
Boston, MA3 days ago $85k - $95k
...investment, financial and retirement planning services to individuals, foundations and family... ...to grow their businesses and help their clients achieve their financial vision. Based in... ...hands-on experience as a Client Service Associate or similar advisor-support role within a...Permanent employmentWork at officeLocal areaFlexible hoursHighTower Advisors
Chicago, IL10 days ago- ...Client Service Associate Support bankers and investors in performing various aspects of the relationship management initiative with their respective client base. Research follow-up and resolve client inquiries and problems through effective interaction with clients...
Itau
Miami, FL3 days ago $64.5k
...Client Service Associate Business Talent Group (BTG) is the leading talent marketplace that connects independent management consultants, subject matter experts, project managers, and interim executives with the world's best companies. BTG provides just the right on...Full timePart timeWork experience placementInterim roleSummer workInternshipWork at officeImmediate startRemote workWork from homeHome officeFlexible hoursBusiness Talent Group
Chicago, IL2 days ago
