client service associate

Client Service Associate 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 in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have...

Client Service AssociateReports To: Practice LeadershipJob Purpose: The Client Service Associate (CSA) position is a significant role within our company. The position involves a multitude of client service processes, collaboration with other staff members, providing support for the Financial Advisor/Firm Principal, client interaction and detailed portfolio...

Position SummaryThe Client Services Associate is responsible for delivering exceptional customer service and day-to-day support to clients, employees, and visitors. This role serves as a key representative of SPS, ensuring requests are handled promptly, workplace services are delivered consistently, and the client environment remains professional and well...

Our client is an independent RIA in Greenwich, CT serving high-net-worth individuals and families. They are hiring a Client Service Associate to support the advisory team on account operations and day-to-day client requests. This is an operations-heavy seat with direct client contact. Responsibilities Open, title, and maintain accounts with custodians;...

Crossmark, located in Houston, Texas, serves as a trusted investment management partner to financial intermediaries and the clients they serve. Rooted in faith, Crossmark provides a full suite of investment strategies, including mutual funds, SMAs, and ETFs. We are especially known for helping investors align their portfolios with their values through...

Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs,...

POSITION SUMMARYClient Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of firm...

Client Service Associate Recognized as a "Best Place to Work" for the 8th year in a row! Trust Point Inc. is looking to hire a full-time Client Service Associate in our Wealth Management department. We are currently seeking a polished and professional candidate to provide full-time support to our Wealth Management Team. We offer a complete line of benefits...

Client Service Associate Boston, Massachusetts, United States About the Job An established regional wealth management and investment services firm is looking to bring on a CSA to their team. Ideal candidates will have 1+ years experience in wealth management or client support roles. This role sits in the downtown Boston office and will have a hybrid...

**Essential Duties and Responsibilities**+ Service daily client inquiries over the phone, online, and in-person, including scheduling meetings, managing calendars, and greeting clients+ Work both independently and within a team environment to provide administrative support to the financial advisors and branch office+ Open new client accounts, process money...

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, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong...

Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun Valley & Boise (ID), West Palm Beach (FL), Boston (MA), Holmdel & Madison (NJ), New York (NY),...

**Job Summary**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 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...

Our client, a growing RIA serving high-net-worth individuals and families, is seeking a Client Service Associate to support and manage relationships across an existing book of HNW investment clients.ResponsibilitiesServe as a primary point of contact for an existing book of high-net-worth investment clients.Manage day-to-day client service needs, including...

Job Description If you’re looking to grow your career in financial services and make a meaningful impact through exceptional client service, Coldstream has a fantastic opportunity to join one of our largest wealth management teams. As a Client Service Associate, you’ll work alongside experienced professionals, build on your existing skills and expertise,...

Benefits: Training & development Company parties Employee discounts We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships with clients, then look no further and Join our team as a Client Service Associate and be the friendly face for all...

Client Service Associate to $80KJoin a Stable and Relationship-Driven Financial Services Team!Our client, a well-established financial services firm, is seeking a Client Service Associate to provide outstanding support to clients and contribute to the success of a collaborative advisory team. This role combines client service, operational coordination, event...

Client Service Associate - Wealth Management Salary: $70,000 - $75,000 + 15 - 20% Bonus Location: Bethesda, MD Office Situation: Hybrid - 4 days onsite / 1 day remote; candidates open to 5 days onsite are welcome Why This Opportunity Stands Out If you're looking to build a career in wealth management, ...

Description For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn.Location: Walnut Creek, CASalary: $85,000 - $100,000Schedule: Onsite | Monday-Friday | 8:00 AM - 5:00 PMWe are partnering with a well-established boutique Wealth Management firm in Walnut Creek managing approximately...

Client Service Associate Arlington, Virginia, United States Job Title: Client Services Associate Reports To: Client Services Leadership About the Role As a Client Services Associate, you aren't just "handling mail"—you are the engine that keeps our workplace humming. You are a hospitality pro, a logistics wizard, and the face of our professional standards....