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- ...A financial services firm is seeking a Senior Registered Client Service Associate to provide exceptional service to clients and support Financial Advisors daily. The role requires strong interpersonal skills and the ability to assist clients with their needs, including...Senior
PowerToFly
San Francisco, CA2 days ago - ...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 Client Service Associate who is a motivated, detail oriented and creative problem...SeniorWork experience placementWork at office
Raymond James Financial Services
The Villages, FL2 days ago - ...Senior Registered Client Service Associates Senior Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Senior Registered CSA assists with the development and growth...SeniorWork at officeLocal area
Morgan Stanley
El Segundo, CA11 hours ago - ...Client Services Associate Jennifer Fukumae with Robert Half's Finance and Accounting is partnering with a boutique wealth management firm specializing in ultra-high-net-worth families and private foundations. The firm manages approximately $700M in AUM, with an average...SeniorWork at office
California Staffing Corporation
Mill Valley, CA2 days ago $35k - $75k
...Senior Registered Client Service Associate Senior Registered Client Service Associates provide exceptional service to our clients and support Financial Advisors (FAs) on a daily basis. Through regular interactions with clients, individuals in this role build trusted...SeniorTemporary workWork at officeLocal areaMorgan Stanley
Greenwood Village, CO4 days ago- A leading financial services firm is seeking an Institutional Consulting Associate to join the Graystone Team. This role demands a strong focus on client service, with responsibilities including relationship building, client support, and business development assistance....Senior
$55k - $68k
...Client Service Associate (CSA) As a Client Service Associate (CSA), you'll play a key role in supporting high-net-worth client portfolios by... ...and quarterly meeting materials. You'll work closely with Senior Relationship Managers and their clients to deliver the highest...SeniorWork at officeRemote workShift workCIBC
Birmingham, MI3 days ago- ...Client Service Associate The Client Service Associate is the primary point of contact for all deposit account service-related needs of a J.P. Morgan Advisor's client. This role is responsible for establishing, maintaining, and building client relationships. The Client...SeniorWork at office
Dallas Staffing
Dallas, TX4 days ago - A global financial services firm in Chicago is seeking a Client Service Senior Associate to manage and enhance relationships with clients. This role requires expertise in treasury and cash management products, along with strong skills in project management and continuous...Senior
- An established industry player is seeking a Senior Associate for Client Services to enhance client interactions and drive satisfaction. In this dynamic role, you will be responsible for delivering exceptional service while balancing risk and compliance. Your ability to...SeniorRemote jobWork from home
$85k - $105k
A global consulting firm seeks a Senior Associate in West Palm Beach to provide comprehensive accounting and administrative support to high-net-worth clients. This role involves managing financial transactions, preparing reports, and assisting in tax preparation. Ideal...SeniorWork at office- ...Senior Client Service Associate As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for maintaining, deepening and enriching client relationships. You will serve as the primary point of contact for all service...SeniorWork at office
Chase
Miami, FL3 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...SeniorWork at office
$90k - $100k
...Client Service, Senior Associate 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 with over $...SeniorFull timeSummer workWork at office$110k - $160k
...over 100 investments and 50 exits since inception. For more information, please visit Overview 17Capital’s Client Service team is looking to hire a Senior Associate to join their team in New York to continue to drive the rapid growth of this area and the firm. The Client...Senior$65k - $85k
...passion for enriching the lives of our clients. We continually seek to perfect our... ...financial plans and investment management services to over 80,000 households from our... ...California is looking to add a Client Service Associate or Senior Client Service Associate. This is...SeniorFull timeTemporary workWork at officeFlexible hoursWealth Enhancement Group
Oakland, CA2 days ago- Step into the role of a Client Service Senior Associate within our Commercial & Investment Bank (CIB) and become an integral part of our clients' success stories. As the primary point of contact, you'll build strong relationships with high-level executives, delivering tailored...SeniorTemporary work
$34.32k - $90k
...Senior Registered Client Service Associate Senior Registered 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...SeniorTemporary workWork at officeLocal area- ...PWM Senior Registered Client Service Associate PWM Senior Registered 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...SeniorWork at officeLocal area
- Established, stable, and growing company in search of a rock star Senior Client Service Associate with a can-do and “sky’s the limit” attitude. Our ideal candidate knows how to keep things moving by keeping the client’s and FA’s ideals in the forefront of their mind. You...SeniorWork at office
- ...prepared to work hard to achieve our goals and the goals of our clients. Browse our current opportunities and discover the benefits of working at Generational Group below. The Senior Client Services Associate is a critical member of the Generational Wealth Advisors...SeniorFull timeWork at office
$75k - $95k
...Senior Client Service Associate As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for maintaining, deepening and enriching client relationships. You will serve as the primary point of contact for all service...SeniorWork at officeHouston Staffing
Houston, TX11 hours ago$47k - $78k
...is a privately held national financial services firm equipped with the experience to meet... ...spent creating unified wealth plans with clients. By opening more windows of wealth, we... ...learning opportunities through client service associate meetings and internal resources made...SeniorFull timeInternship- ...advisors and their prospective and existing clients and other branch staff team members.... ...years of rich history and recognition for service and excellence in the Financial Services... ...a dynamic Registered Client Service Associate who is a motivated, detail oriented and...SeniorWork experience placementWork at office
$95k - $110k
A financial services company in New York is seeking a Senior Client Services Associate to support Financial Advisors and provide exceptional client service. With a focus on developing relationships and delivering portfolio analysis, the ideal candidate will have over 3...Senior$85k - $95k
Senior Client Service Associate - M&A Integrations 200 W Madison St, Chicago, IL 60606, USA Job Description Posted Tuesday, February 3, 2026 at 6:00 AM Our Story Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning...SeniorPermanent employmentWork at officeLocal areaFlexible hours$35k - $75k
POSITION SUMMARY Senior Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with...SeniorTemporary workWork at officeLocal area- ...Introduction At Gallagher Benefit Services, you’re a trusted partner to... ...important people decisions. We help clients build better workplaces, where people... ...a future defined by excellence. As a Senior Client Associate, you’ll play a key role in delivering...SeniorFull timePart timeLive outWork at officeLocal areaFlexible hours
Gallagher Benefit Service
Baton Rouge, LA16 hours ago - ...Senior Client Service Associate If you are a collaborative team member, solutions orientated and delivers premier client service, JP Morgan is the place for you! As a Senior Client Service Associate within the Latin America Private Bank at JP Morgan you will play...SeniorWork at office
$100k - $110k
...as an advisory practice within Hightower Advisors, a financial services company. Established in 1988, Treasury Partners provides investment... ...professionals located in New York City and services over 500 clients with over $22 billion in client assets as of January 2026. As a...SeniorPermanent employmentLocal areaHighTower Advisors
New York, NY19 hours ago
