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- ...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, CA4 days ago $85k - $95k
...Senior M&A Integrations Analyst Founded in 2008, Hightower is... ...financial and retirement planning services to individuals, foundations... ...businesses and help their clients achieve their financial vision... ...experience as a Client Service Associate or similar advisor-support...SeniorPermanent employmentWork at officeLocal areaFlexible hoursHighTower Advisors
Chicago, IL3 days ago$85.5k - $146k
...perspective and meaningful partnership so our clients can feel more confident. We believe... ...the right thing for our clients and our associates is good business. With a career at the... ...channels, with a heavy focus on client service for intermediaries. This position...SeniorRemote work1 day per weekT. Rowe Price
New York, NY2 days ago- ...Client Service Senior Associate Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cash management products and services....SeniorWork experience placementWork at office
Chase
Irvine, CA4 days ago $70k - $90k
...Sr Client Service Associate Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi...SeniorFull timeTemporary workWork at officeFlexible hoursWealth Enhancement Group
Itasca, IL1 day ago- ...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
Jersey City, NJ2 days ago - A leading financial services firm is hiring Registered Client Service Associates in Richmond, Virginia, to enhance client relationships and deliver financial solutions. The role demands strong communication skills, attention to detail, and knowledge of financial products...Senior
- ...leading insurance broker is seeking an individual to support client services by coordinating employee benefits programs. The successful candidate... ...skills and proficiency in Microsoft tools are essential. An Associate or Bachelor's degree is preferred. The role involves working...Senior
- 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
- A leading financial services firm is seeking a knowledgeable Client Associate to support ultra-high-net-worth clients in Charlotte, NC. The ideal candidate will have at least three years of financial services experience, a consultative sales approach, and the ability to...Senior
- A leading financial services firm in New York seeks a Registered Client Service Associate to support financial advisors and clients. The ideal candidate must have effective communication skills and the ability to manage multiple tasks in a fast-paced environment. Responsibilities...SeniorRemote work
- A financial services firm in Scottsdale, AZ is seeking a motivated Registered Client Service Associate to provide high-quality support to Financial Advisors and clients. The ideal candidate will excel in communication and organizational skills, managing multiple tasks...Senior
- A leading wealth management firm in Seattle is seeking a Client Service Associate to join their Bellevue office. This role involves supporting UHNW clients and requires a strong understanding of custodial operations and money movement. The ideal candidate will have 5+...SeniorWork at office
- A leading financial services organization in Miami seeks a dedicated professional to support employee benefits strategy and client deliverables. Responsibilities include coordinating vendor implementation, preparing RFPs, and delivering enrollment presentations. Ideal...SeniorWork at office
- A financial services firm is seeking a Wealth Management Associate in Cincinnati, Ohio. The successful candidate will focus on building trusted client relationships and supporting Financial Advisors with outstanding service. Responsibilities include cultivating partnerships...Senior
$100k - $120k
A leading investment advisory firm in Los Angeles seeks a Senior Client Service Associate. This full-time position offers competitive compensation between $100,000-$120,000 plus a bonus, and hybrid work options. Ideal candidates will have a bachelor's degree and 4+ years...SeniorFull time- ...Client Service Senior Associate 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...SeniorTemporary work
- A financial services firm is seeking a Registered Client Service Associate to provide exceptional service and support to Financial Advisors and Private Wealth Advisors. The role involves building client relationships, managing service requests, and handling administrative...SeniorWork at office
- A leading financial institution is seeking a Client Service Senior Associate to enhance relationships and improve client satisfaction within its Commercial & Investment Bank. The role demands strong expertise in managing treasury and cash management products, alongside...Senior
- ...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
- ...Client Service Senior Associate 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...SeniorFlexible hours
$285k - $365k
Duane Morris LLP has an opening in its New York office for an associate to join its growing Private Client Services Practice Group. Ideal candidate should have at least 5-7 years of law firm experience in trust and estates and experience working with high net worth individuals...SeniorPrivate practiceWork at office$110k - $160k
...Senior Associate 17Capital is a private credit manager, specializing in NAV finance for the private equity industry. It provides non... ...00 investments and 50 exits since inception. 17Capital's Client Service team is looking to hire a Senior Associate to join their team...Senior$100k - $115k
...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, NY5 hours 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
- ...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
- 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
- ...Senior Registered Client Service Associate Senior 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...SeniorWork at officeLocal area
$90k - $110k
...meaningful difference by focusing on what truly matters to our clients. With a 25-year history of consistent growth and success... .... About the Role We are seeking an accomplished Senior Associate in Client Service to join one of our largest advisor teams. This individual...SeniorFull timeSummer workWork at office$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 area
