Client Service Associate

At Vectra Bank, the Rocky Mountain region is a part of who we are, and we understand why families and businesses choose to live, grow, and play here. Consistently recognized as a Top Workplace by The Denver Post , we offer our customers and employees the best of both worlds: a broad reach and depth of financial resources alongside unparalleled personal...

ISC’s team of Financial Services Recruiters has been retained by a prominent and growing global investment firm. The firm specializes in providing customized investment management and investment advisory services to their clients – Ultra-High Net Worth individuals, families, trusts, foundations, and endowments. They’re seeking a talented Client Service...

Client Service AssociateBoutique Wealth Management FirmNorwalk, CTOverviewBoutique RIA serving high net worth clientele seeks a Client Service Associate to support Clients and Advisors by taking initiative in Client Services and Operations.The Firm provides sophisticated financial advisory and investment management services to high net worth and ultra high...

Client Service AssociateSummary of ExpectationsThe Client Service Associate (Registered Client Service Associate if licensed) provides primary support to the Wealth Management Group and must possess excellent organizational skills and interpersonal capabilities to effectively interact with employees, clients, and vendors. The position will provide support to...

Our client, an independent investment advisory firm dedicated to delivering tailored financial solutions and exceptional client service, is seeking a detail-oriented and experienced Client Service Associate. This role is essential in maintaining client relationships and ensuring the seamless management of client accounts and inquiries.Responsibilities:Serve...

Job DescriptionJob Title: Client Services Associate (CSA)Location: Dallas, TXSalary: $75K + benefitsSkills: Client Service Associate / CSA / paraplannerAbout Company / Opportunity:We are a growing Registered Investment Advisor (RIA) offering financial planning and wealth management services seeking a motivated, self-starting, passionate team player to join...

TalentWealth Recruiting, a boutique recruiting firm focusing on financial services positions, is assisting an independent financial advisory practice in Charlottesville, VA in hiring a Financial Advisor Assistant.Job Overview The Client Services Associate provides exceptional client service and support to our team of financial advisors and staff. This person...

Job Title: Client Service AssociateLocation: Boston, MAJob Type: HybridCompany Overview:Join a reputable Boston-based wealth management firm dedicated to providing personalized financial planning and investment management services to high-net-worth individuals, families, and institutions. We are committed to delivering exceptional client experiences through...

Job Title: Client Services AssociateJob Description:LHH is seeking a highly organized, motivated, and professional individual to join our team as a Client Services Associate. The ideal candidate will possess excellent communication skills, a strong client service orientation, and a high standard of ethics. The successful candidate will thrive in a fast-paced...

Job Summary:Client Service Associate is responsible for enhancing the client experience by servicing clients and providing operational support to Financial Advisors and NewEdge Wealth. As a Client Service Associate, you will interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide...

POSITION OVERVIEWOur Client Service Associates (CSA) is a critical part of the Wealth Management Team, providing a broad range of technical and client management support to firm Senior Advisors, Advisors, and Kovitz clients. This role acts as a liaison between our clients, Advisors, custodians, and Operations Team. Our CSA Team manages all aspects of a...

Summary:We’ve partnered with a small but mighty award-winning wealth management firm in search of a Client Service Associate! This is an exciting opportunity to grow in the wealth management arena and into an Advisor (upon completion of Series 65 or 66). This role will operate fully onsite in Waunakee, WI Monday-Friday 8:00 a.m. – 4:30 p.m. Pay is...

Client Services AssociateRochester, NYJK Executive Strategies is partnering with a well-respected financial services firm in search of a Client Services Associate to join its team. This role offers an exciting chance to contribute to a growing team and make a significant impact on client relationships.As a Client Service Assistant, you'll play a crucial...

Job SummaryEmbracing RBC Wealth Management's core values and culture, we seek a trusted resource to serve our clients, advisors, and branch. As a Registered Client Associate, you will utilize your administrative and operational skills to support our advisors in managing and growing their business. Demonstrating a client-first approach, you will meet...

Job DescriptionAt D.A. Davidson, we are seeking a highly motivated and detail-oriented Client Associate to join our Grand Junction, CO branch. In this critical role, you will work alongside Financial Advisors to provide exceptional client service and support.This is an outstanding opportunity to advance your career in the financial services industry in an...

TalentWealth Recruiting, a boutique financial services recruiting firm, is recruiting for an exciting opportunity. Our client who is an independent wealth management firm with over $800MM AUM based in Watherford, TX is hiring for a Client Service Associate with experience in all areas of client and advisor support to join a successful and growing wealth...

Client and Operations AssociateThe Client and Ops Associate is an Assistant to the Advisor and serves as an integral part of the Operations Team that splits their time balancing between executing the plan the Advisor and the Client have agreed upon, and serving any and all Client needs. They will work closely with the Financial Advisor , the Operations Team,...

Our client, a national financial services company, is looking to hire a Client Services Associate in Irving, Texas. This position is a hybrid role.Responsibilities:Interfaces with customers to resolve 1st and 2nd tier / escalated customer service issues.Investigates, analyzes, coordinates and tracks moderately complex customer issues.Conducts research as...

Company DescriptionVWG Wealth Management implements creative, planning-driven wealth management solutions for individuals, families, and small businesses in Vienna, VA. The team at VWG is dedicated to delivering excellent service with personal integrity and a client-focused approach. The company is committed to putting clients first, thoroughly assessing...

Do you want to join a winning team? Delap LLP, one of Oregon's largest locally owned CPA firms regularly recognized as a Top Workplace, delivers innovative and proactive financial and accounting solutions to businesses and high net worth individuals. Delap Wealth Advisory is a rapidly growing fiduciary investment advisory firm delivering clarity and...