3mo
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Client Service Associate
Lake Mary, Florida, United States
OnsiteFull Time
1+ YOEHigh School diploma plus 1 year direct client service experience; proficiency in Microsoft Office and basic math; preferred associate degree or professional certification; strong client relationship management and communication skills.
1mo
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Client Service Associate
Rockford, Illinois, United States
OnsiteFull Time
1+ YOEAssociate's or Bachelor's degree, 1–2 years client service in wealth management, experience on Fidelity or Schwab platforms, strong securities knowledge, Microsoft Outlook/Word/Excel and Salesforce proficiency, excellent communication and teamwork.
Fidelity, Schwab, Microsoft Outlook, Microsoft Word, Microsoft Excel, Salesforce, Orion
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
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
1w
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Client Service Associate
Wellesley, Massachusetts, United States
$31k-$90k/yr OnsiteFull Time
Provide client service and administrative support to financial advisors, execute money movements, manage calendars, and use Microsoft Office and digital client tools.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
2mo
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Client Service Associate
Chandler, Arizona, United States
OnsiteFull Time
1+ YOEMinimum 1 year client servicing or banking/financial experience; proficient in Word and Excel.
Microsoft Word, Microsoft Excel
2mo
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Associate, Client Service
Dallas, Texas, United States
OnsiteFull Time
0+ YOEBachelor’s degree preferred; 0-3 years in financial services or client service; strong communication and data/materials preparation skills.
Microsoft Office, CRM
3mo
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Client Service Associate
Bridgeville, Pennsylvania, United States
OnsiteFull Time
0+ YOEEntry level, full-time client service role providing operational and administrative support to the Client Services department.
2mo
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Client Service Associate
Plano, Texas, United States
OnsiteFull Time
High school diploma required; finance/financial planning background preferred. Strong client service skills, MS Office and Salesforce proficiency, ability to interact with high-net-worth clients, and US work authorization required.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Salesforce
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
2w
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Client Service Associate
Manasquan, New Jersey, United States
$65k-$95k/yr OnsiteFull Time
Provide exceptional client service, manage client implementation, maintain client records, coordinate administrative tasks; high school diploma required, bachelor’s preferred, financial services or internship experience preferred.
Microsoft Office, Salesforce, Redtail, eMoney
2mo
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Client Service Associate
Bethesda, Maryland, United States
$60k-$80k/yr OnsiteFull Time
B. F. Saul Company: Develops, manages, and owns commercial real estate and hotels.
2+ YOE1-2 years client services experience; bachelor’s degree or equivalent work experience; strong communication and organizational skills.
Microsoft Office, CRM systems, Trust accounting software
4w
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Client Service Associate
Mandeville, Louisiana, United States
$54k-$65k/yr OnsiteFull Time
2+ YOE2 years relevant financial services experience preferred; bachelor’s degree preferred; strong client service, communication, critical thinking, attention to detail, and confidentiality; understanding of investments and securities.
1mo
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Client Service Associate
Norfolk, Virginia, United States
OnsiteFull Time
Providing client and advisor support by processing account openings and custodian paperwork, scheduling meetings, maintaining CRM accuracy, preparing reports, handling cash transfers/wires, and resolving client inquiries; bachelor’s in finance preferred; 2+ years in financial services preferred.
CRM
1mo
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Client Service Associate
Houston, Texas, United States
OnsiteFull Time
0+ YOEProvides high-quality client service, manages client expectations, executes transactions (money movement, beneficiary administration, security transfers), uses digital tools, and collaborates with internal partners. Bachelor\u0002s degree typically required; <1 year professional experience.
3w
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Associate, Client Service
Annapolis, Maryland, United States
$50k-$78k/yr OnsiteFull Time
Bachelor's preferred in Finance/Economics, relevant financial services experience, strong Microsoft Office and CRM skills, client service orientation, organizational ability, and willingness to build custodial platform proficiency.
Microsoft Office Suite, CRM, custodian websites
3mo
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Client Service Associate
Charlotte, North Carolina, United States
OnsiteFull Time
3+ YOEMinimum 3 years in client-facing financial services; strong relationship management; data/tech literacy; project management; excellent communication.
2mo
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Client Service Associate
Palm Beach Gardens, Florida, United States
OnsiteFull Time
1+ YOEHigh school diploma or GED; 1 year relevant experience; luxury jewelry/client service experience preferred; gemology education preferred.
4d
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Client Service Associate
Lexington, Kentucky, United States
OnsiteFull Time
1+ YOEHigh school diploma, client service experience preferred (1+ year in securities), CRM and Excel proficiency, strong communication and organizational skills.
Client Relationship Management (CRM), Microsoft Excel
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