4d
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Client Services - Associate Business Manager, ADR
Birmingham, Alabama, United States
HybridFull Time
5+ YOEPeople leadership and operational management experience in ADR, legal operations, or professional services; strong client relationship, problem-solving, and communication skills; proficiency with Microsoft Office.
Microsoft Office
1mo
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Client Associate
Little Rock, Arkansas, United States
HybridFull Time
1+ YOEHigh school diploma/equivalent plus 1 year relevant experience; proficiency with Microsoft Office and basic math; strong organization, written/verbal communication, and client-service skills; preferred associate degree or professional certification.
Microsoft Office
1mo
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Client Associate
Buffalo, New York, United States
$55k-$60k/yr OnsiteFull Time
Provide administrative support to financial advisors, maintain client records, prepare reports, educate clients on account services; ideally 3-5 years client service experience in finance, bachelor’s in finance/banking preferred, proficient in Microsoft Office.
Microsoft Office Suite
4d
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Client Associate
Las Vegas, Nevada, United States
OnsiteFull Time
Provide client service and operational support to financial advisors, maintain client records, prepare reports, organize team logistics, and use financial planning tools.
1d
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Client Associate
Boston, Massachusetts, United States
$45k-$90k/yr OnsiteFull Time
0+ YOE0-2 years client service experience preferred, Series 7 & 66 strongly preferred or willing to obtain, BA/BS degree, strong client-facing, organizational, and technical skills.
Microsoft PowerPoint
1mo
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Client Associate
Coeur d'Alene, Idaho, United States
OnsiteFull Time
1+ YOE1+ year brokerage or client service support experience; strong client service and administrative skills; intermediate Microsoft Office; must pass FINRA background screening and comply with regulatory requirements.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
2w
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Client Associate/Registered Client Associate
Reno, Nevada, United States
$40k-$70k/yr OnsiteFull Time
Bachelor's degree or job-related experience, Series 7 and 66 (or 63/65) registrations, strong communication, attention to detail, client service and organizational skills.
Word Processing Software, Desktop Tools
2w
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Client Associate
Sacramento, California, United States
$55k-$75k/yr OnsiteFull Time
1+ YOE1-3 years client service experience (finance preferred), bachelor's degree preferred, strong communication, detail orientation, and proficiency with Microsoft Office.
Microsoft Office
2w
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Client Associate
San Diego, California, United States
$55k-$75k/yr OnsiteFull Time
2+ YOE2 years client service experience in finance preferred; Series 7 and 66 preferred; strong communication, attention to detail, and Microsoft Office proficiency.
Microsoft Office
1d
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Client Associate
Chicago, Illinois, United States
HybridFull Time
1+ YOE1+ years sales-related experience preferred, client-facing in-person sales, networking and presentation skills, bachelor's degree preferred, strong work ethic and drive.
2w
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Client Associate
Alexandria, Virginia, United States
HybridFull Time
1+ YOEBachelor's degree,1–3 years experience in agency or consultancy,excellent writing,media and digital skills,MS Office proficiency,and strong organization and client service abilities.
Microsoft Office
2d
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Client Associate
Cincinnati, Ohio, United States
OnsiteFull Time
1+ YOEBachelor's degree or equivalent, 1+ year experience, strong communication and organizational skills, client service orientation, proficient with Microsoft Office and CRM, ability to travel to other offices.
Microsoft Office, CRM
1mo
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Client Associate
New York, New York, United States
$80k-$100k/yr OnsiteFull Time
2+ YOEBachelor's degree, 2+ years experience, SIE/Series 7 & 66 (or ability to obtain), authorized to work without sponsorship, proficient in Microsoft Word/Excel/PowerPoint, client service and trading backup experience.
Charles River, Alladin, eClient, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
1mo
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Client Associate
New York City, New York, United States
$80k-$100k/yr OnsiteFull Time
2+ YOEBachelor's degree, 2+ years experience, SIE/Series 7/66 required or obtainable, proficient in Microsoft Word/Excel/PowerPoint, client service skills, trade execution experience with Charles River/Alladin preferred.
Charles River, Alladin, eClient, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
1w
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Client Associate
Pendleton, Oregon, United States
OnsitePart Time
High school diploma or equivalent; strong Microsoft Word/Excel/Outlook skills; client-service orientation, attention to detail, ability to handle multiple priorities; opportunity to pursue SIE and Series 7/66 (or 63/65).
Microsoft Word, Microsoft Excel, Microsoft Outlook
1mo
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Client Associate
New York, New York, United States
$80k-$100k/yr OnsiteFull Time
2+ YOEBachelor's degree, 2+ years' experience; SIE, Series 7 & 66 required or obtainable; client-facing onboarding/account maintenance, KYC, transfers, reporting; backup equity trading using Charles River and Aladdin; Microsoft Office proficiency.
Charles River, Aladdin, eClient, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
1mo
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Client Service Associate
Kansas City, Missouri, United States
HybridFull Time
Client-focused associate to handle client inquiries, process transactions, coordinate account transfers, maintain CRM records, and obtain Series 65 within 12 months; bachelor’s degree preferred and proficiency with Microsoft Office and CRM tools.
Microsoft Office, CRM systems, Zoom, Microsoft Teams
5d
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Remote Client Associate
United States
RemoteFull Time
Serve as first contact for prospective clients, assess goals, recommend financial solutions, guide onboarding; strong communication, organization, and remote work ability. Experience in client service or sales is a plus.
1mo
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Client Service Associate
Lexington, South Carolina, United States
OnsiteFull Time
3+ YOEAssociate degree, 3+ years client service experience in financial services; strong analytical, organizational, communication, and computer skills; ability to manage multiple priorities and work independently.
3mo
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Client Service Associate
Charlotte, North Carolina, United States
OnsiteFull Time
5+ YOESupports Wealth Management Group; requires SIE/Series 7 with 66 preferred; 5 years in financial services; bachelor's or associate degree; experience with client relationship management systems.
Salentica, Microsoft Office, Schwab, First Clearing, custodian systems
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