- Jamie Grayem (Providence, RI)
- Wealth Management Client Associate / Financial Advisor Support Providence, RI, US $30.00 - $42.00 /hr. + Team Performance Bonus + Full Benefits MUST HAVE ... 7/66 (63/65) This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include… more
- Raymond James Financial, Inc. (Duluth, MN)
- …the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... assesses and responds to all corporate action items and client account alerts. Prepares financial reports, spreadsheets and other materials for client … more
- Atrium: Staffing (Parsippany, NJ)
- …providing personalized financial planning services. They are looking to add a Client Service Associate to their team. The firm offers a close-knit, ... Position Overview: Our client is seeking a Client Services Associate to support their Wealth...as a daily point of contact for clients regarding financial planning matters. Support account setup, trade processing, and… more
- Wealth Enhancement Group (Akron, OH)
- …looking for a Client Service Associate to serve as the liaison between the client and the Financial Advisor (FA). You will work with all aspects of the ... client experience, including financial paperwork and ...salary grade for those who are classified at the associate level is $42,500.00 to $63,750.00. However, the base… more
- Morgan Stanley (Alpharetta, GA)
- …existing clients and Financial Advisor teams. Position Overview : The Client Service Associate is responsible for understanding firm policies, procedures, ... Virtual Client Solutions team is seeking a Client Service Associate to help provide exceptional...Associate : Develop a robust understanding of the financial services industry and gain insight into one of… more
- NFP (New York, NY)
- …Page at https://careers.nfp.com and search for roles NOT labeled (future). The Client Service Associate supports the Relationship Manager by scheduling and ... initiatives that facilitate the new policy and client service processes. The Client Services Associate must provide superior client service by… more
- Raymond James Financial, Inc. (Memphis, TN)
- …advisors and branch office. With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office ... Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated,...client -specific reporting as needed for review by the financial advisor. Creates and maintains records and files utilizing… more
- Wealth Enhancement Group (Naples, FL)
- …please visit www.wealthenhancement.com. Our Naples, FL office is looking for a part-time Client Service Associate to develop and manage the new client ... ensure the Reception Area is proper for client visits) Client Service Duties Support financial advisors and their clients by leading and implementing the … more
- Cerity Partners (Chicago, IL)
- The Client Service Associate role focuses on...preparation and follow-up for client meetings. Prepare client forms and financial reports in advance ... requests. Responsibilities include assisting with account openings, processing paperwork, scheduling client meetings, and preparing basic reports. The Associate … more
- HarbourVest Partners, LLC (Boston, MA)
- …is an equal opportunity employer. HarbourVest is seeking a proactive and relationship-focused Client Service Associate to join our Client Experience team. ... accounting, treasury, tax, legal, compliance, and marketing. Along with Account Managers, the Client Service Associate will be the face of HarbourVest to clients… more
- Raymond James Financial, Inc. (San Francisco, CA)
- …the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... and maintenance. *May participate in live meetings with the Financial Advisor and their respective client (s). *Manages...with the Financial Advisor and their respective client (s). *Manages budgeting and tracking of Financial … more
- Raymond James Financial, Inc. (Hanover, NH)
- …the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... assesses and responds to all corporate action items and client account alerts. *Prepares financial reports, spreadsheets and other materials for client … more
- Advisor Employee Services (Gastonia, NC)
- Client Services Associate Our Retirement Planning firm, Wilson Financial Group in (Gastonia, NC) is seeking a highly organized and detail-oriented Client ... Employee Services Thank you for your interest in the Client Services Associate role. Advisor Employee Services,...located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring… more
- Elevance Health (Woodland Hills, CA)
- Anticipated End Date: 2025-07-28 Position Title: Client Services Associate I (California) Job Description: Title: Client Services Associate I Virtual: ... integration, and ensures essential face-to-face onboarding and skill development. The Client Services Associate I is responsible for performing customer… more
- NFP (West Hartford, CT)
- …support our wealth management division (not our insurance or retirement divisions). As a Client Service Associate , your primary responsibility is to forge and ... to clients that pairs tailored portfolios with a personalized financial plan and service team. With the ultimate goal...This dynamic role places you at the forefront of client interaction, addressing a variety of requests such as… more
- Morgan Stanley (Jacksonville, FL)
- Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams ... with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong… more
- Truist (Charlottesville, VA)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. JOB SUMMARY ... assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is...effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following… more
- Morgan Stanley (El Segundo, CA)
- …discuss reinvestment options and corporate actions with clients at the direction of Financial Advisor(s) Prepare financial plans, client reports and other ... client meetings Review and take appropriate action on client account alerts OTHER Partner with Financial ...on client account alerts OTHER Partner with Financial Advisor(s) in developing a business plan and delivering… more
- NFP (Royal Oak, MI)
- …our current openings via our Careers Pager at https://careers.nfp.com. We're looking for a Client Service Associate to join our team. Ideal candidates will be ... Experience High School Diploma Required; College Degree Preferred 1-3 years client service experience, preferably within financial services Previous experience… more
- Morgan Stanley (Torrance, CA)
- POSITION SUMMARY: POSITION SUMMARY: Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ ... with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong… more