Wealth Client Services Associate
2 weeks ago
A leading financial services firm is seeking Client Service Associates in California to provide exceptional support to Financial Advisors and Wealth Advisor teams. The role involves managing client relationships, assisting with transactions, and providing administrative support. The ideal candidate will have strong communication skills, knowledge of financial products, and a focus on client service. Candidates must hold a High School Diploma, with a college degree preferred. This role offers a competitive salary ranging from $50,000 to $85,000 annually, with additional opportunities for bonuses.
#J-18808-Ljbffr
-
Client Service
6 days ago
Roseville, CA, United States Kestra Holdings Full timeBluespring Wealth Partners (Bluespring) is part of Kestra Holdings, an industry-leading wealth management platform for independent financial professionals nationwide. Bluespring acquires successful, growing wealth management businesses from inside and outside of the Kestra Holdings ecosystem, promoting advisor autonomy and entrepreneurship while providing...
-
Client Service
1 week ago
Roseville, CA, United States Kestra Holdings Full timeBluespring Wealth Partners (Bluespring) is part of Kestra Holdings, an industry-leading wealth management platform for independent financial professionals nationwide. Bluespring acquires successful, growing wealth management businesses from inside and outside of the Kestra Holdings ecosystem, promoting advisor autonomy and entrepreneurship while providing...
-
Client Service
3 hours ago
Roseville, CA, United States Kestra Holdings Full timeBluespring Wealth Partners (Bluespring) is part of Kestra Holdings, an industry-leading wealth management platform for independent financial professionals nationwide. Bluespring acquires successful, growing wealth management businesses from inside and outside of the Kestra Holdings ecosystem, promoting advisor autonomy and entrepreneurship while providing...
-
Client Specialist
1 week ago
Roseville, CA, United States Baird Full timeAbout the Role: As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your...
-
Client Specialist
2 weeks ago
Roseville, CA, United States Baird Full timeAbout the Role: As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your...
-
Client Specialist
2 weeks ago
Roseville, CA, United States Baird Full timeAbout the Role: As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your...
-
Client Specialist
1 week ago
Roseville, CA, United States Baird Full timeAbout the Role: As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your...
-
Client Specialist
22 hours ago
Roseville, CA, United States Baird Full timeAbout the Role: As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your...
-
Client Specialist
2 weeks ago
Roseville, CA, United States Robert W. Baird & Co. Full timeAbout the Role: As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your...
-
Client Specialist
1 week ago
Roseville, CA, United States Robert W. Baird & Co. Full timeAbout the Role: As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your...
