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- ...Insurance portfolios. Position Summary: Winged Keel Group’s Client Services department focuses on delivering best in class service to... ...in a timely fashion. The successful Client Services Senior Associate will use his or her knowledge of life insurance and client...SeniorWeekend workAfternoon shift
Winged Keel Group
Boston, MA1 day ago - ...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...SeniorWork at office
GRYPHON FINANCIAL PARTNERS LLC
Columbus, OH23 days ago - 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
BBF Wealth
Florida, NY1 day 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...SeniorFull timeWork at officeThe Mather Group
Wood Dale, IL18 hours ago- ...: Houston, TX Industry: Financial Services / Wealth Management Compensation:... ...incentives About the Role: Our client, a top producer in the financial... ...industry, is seeking a highly skilled Senior Client Service Associate to oversee daily operations and enhance...Senior
Claire Myers Consulting
Houston, TX2 days ago - ...Senior Client Service Associate Omaha, NE · Full-time · On-site We're looking for a Senior Client Service Associate to join a fast-growing, high-performing wealth management advisory team in Omaha, Nebraska. This is a full-time, on-site opportunity for someone ready...SeniorFull timeWork at office
The Well
Omaha, NE1 day ago - ...Location: Woodland Hills, CA (On-Site) Position Overview We are seeking a Senior Client Service Associate (Senior CSA) to join our growing wealth management firm. In this role, you will serve as a senior point of contact for clients, managing more complex service...SeniorImmediate start
SteelPeak Wealth
Los Angeles, CA3 days ago $80k - $95k
...Registered Client Service Associate Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical...SeniorWork at officeRaymond James Financial Services
New York, NY2 days ago- ...As we grow our national Client Service team, we are looking for professionals with 3-5 years of experience to join our team. The ideal... ...analogous experience to the work described below. The Senior Associate will be part of a team or teams dedicated to delivering on-...SeniorWork experience placementWork at officeRemote workWork from homeHome officeFlexible hours
Business Talent Group
Rosemont, IL18 hours ago - ...Branch Client Service Associate II At Gallagher Benefit Services, you're a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive...SeniorLive outWork at officeLocal areaFlexible hours
Arthur J. Gallagher & Co.
Kansas City, MO1 day ago $90k - $120k
...Senior Client Service Associate Robertson Stephens Wealth Management ("Robertson Stephens") is a privately held national wealth management firm with roots in one of the country's most legendary tech-focused investment banks. In the 1990s, the original Robertson Stephens...SeniorTemporary workWork at officeFlexible hoursVodia Ventures
Bellevue, WA3 days ago$65k - $90k
...Registered Client Service Associate Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical...SeniorWork experience placementWork at officeRaymond James Financial Services
Rochester, NY1 day ago- ...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...SeniorWork at officeLocal area
Morgan Stanley
Atlanta, GA18 hours ago - ...Sr. Client Service Associate J.P. Morgan Advisors, the ultra-high net worth division of J. P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of...SeniorWork at office
Chase
Dallas, TX2 hours agonew $68k - $120k
Morgan Stanley is seeking a Wealth Management Associate in New York, NY. The ideal candidate will provide exceptional client service, support financial advisors in business development, and possess a strong background in financial services. Applicants should have over...Senior- 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
- ...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
Houston, TX1 day ago $25 - $32 per hour
A financial services firm in Washington is looking for a Client Service Associate to provide key administrative support to its Financial Services department. This role includes managing communications, preparing client deliverables, and ensuring compliance with company...SeniorHourly pay- ...Wednesday and usually one other day per week where you might be in-office to participate in occasional in-person / client meetings. The Senior Client Service Associate will be responsible for providing operational and service support to our client base. A successful...SeniorWork at office1 day per week
Simplex
Rochester, NY24 days ago - A leading investment advisory firm in Seattle is seeking two Client Service Associates, one entry-level and one mid to senior level. These roles provide essential support to advisory teams while offering opportunities for growth in the financial industry. Ideal candidates...SeniorFull time
- 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 financial institution in Bloomfield Hills, MI is seeking a Registered Client Service Associate / Securities Senior Sales Assistant. This role involves operational and sales support for Financial Consultants, requiring excellent customer service and teamwork skills. Candidates...SeniorWork at office
$125k - $150k
Job Overview - Senior Client Service Associate (Private Wealth) Compensation: $125,000 - $150,000/year + bonus Location: Boston, MA Schedule: Monday to Friday (In-Office) Atlantic Group is hiring a Senior Client Service Associate (Private Wealth) in Boston, MA for our...SeniorWork at officeMonday to Friday- Posted Tuesday, March 3, 2026 at 8:00 AM Lead with Purpose. Partner with Impact. The Senior Client Service Associate reports to the Operations Manager. Your role will be critical in leveraging the Operations Manager’s time as efficiently as possible. You will use your...Senior
$90k - $110k
...Recruiting Executive Search Consultant | Delivering Gems of Talent to RIA's, Single Family & Multi-Family Offices Nationwide Senior Client Service Associate Overview Established and growing Multi-Billion dollar AUM Independent RIA serving high net worth and ultra high net...SeniorFull timeTemporary workSeasonal workWork at office- The senior client service associate is a critical part of the Mariner team, responsible for delivering extraordinary client service, care and leadership. As one of the first associates a client connects with, the senior client service associate is instrumental in making...Senior
- 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
- World Insurance Associates, LLC. is seeking a skilled individual for a role that supports service and Client Advisors by maintaining account details and processing insurance documents. Candidates should have a HS diploma, a Property & Casualty insurance license, and preferably...Senior
$100k - $115k
Senior Client Service Associate- LCK Wealth Management 300 Madison Ave, New York, NY 10017, USA Job Description Posted Tuesday, May 12, 2026 at 5:00 AM Your Future Team LCK Wealth is a growing wealth management practice providing complex solutions to Ultra High Net Worth...SeniorPermanent employmentWork at officeLocal area$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...SeniorImmediate startSEIA, LLC / Bates Wealth Advisors, LLC
Chapel Hill, NC17 days ago
