1803
client services associate jobs
Edwards Asset Management —Naples, FL
Assist in the implementation of client investment strategies. Handle client inquiries and resolve issues promptly.
$70,000 - $105,000 a year
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Streamline Family Office Inc. —Medfield, MA
Download transactions from bank/credit cards and categorize. _*Streamline curates integrated infrastructure for ultra-wealthy families to maximize strategic…
$65,000 - $80,000 a year
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Wymer Brownlee Tax & Financial Management —Oklahoma City, OK
Bachelor's degree in Business Administration, Finance, or a related field. This position works in-office coordinating client relationships and work in progress…
$35,276.80 - $42,483.89 a year
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Condor Capital Wealth Management —Martinsville, NJ
Assist with answering the phones and responding to emails. Strong knowledge of Microsoft Office and related business productivity tools.
$55,000 - $65,000 a year
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9d
Layman Lewis Financial Geoup —Loveland, CO
The purpose of this position is to prepare onboarding paperwork and transfers for new client acquisition, service the existing client base with all service…
$45,000 - $55,000 a year
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11d
BMW OF LOUISVILLE —Louisville, KY
Knows and understands the federal, state, and local laws which govern retail auto sales. Establishes personal income goals that are consistent with dealership…
$10 - $12 an hour
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Tonka Financial Services —Hopkins, MN
Assist with answering phone calls or delegating faxes to appropriate staff member. ▪ Handle phone calls, faxes, and e-mails from clients and take action needed…
$46,693 - $48,954 a year
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Aspire Wealth Partners —Tucson, AZ
Provide support for our Administrative team, answering calls, filling in when necessary, and covering lunches. Monitor trade orders including sell-stop orders.
$50,000 - $60,000 a year
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GemHarvest —Houston, TX
Bachelor’s degree in Business, Finance, or a related field. Participate in the growth of a fast growing, independent RIA by servicing client needs, and…
$90,000 - $105,000 a year
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4h
NECS® —Jasper, IN
Perform data entry and maintain accurate client records. Proficient in using Microsoft Word, data entry and client records management, experience with Excel…
$15 - $16 an hour
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3d
Weiss, Hale & Zahansky Strategic Wealth Advisors —Tolland, CT
Ability to use and learn multiple technology platforms such as Customer Relationship Manager tools, workflow tools, Microsoft Suite, etc.
$50,000 - $60,000 a year
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Jacobson & Schmitt Advisors, LLC —Middleton, WI
Answer and triage incoming calls. Be the first friendly face our guests see when entering our office. Establish and maintain a positive and professional…
$35,000 - $51,500 a year
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TSW Wealth Management —Framingham, MA
Please no phone calls or walk-ins. Communicate daily directly with clients over the phone, via email, and in person to help with service requests, answer…
$75,000 - $90,000 a year
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Helmstar Wealth Management —Boise, ID
Provide support to the Client Services team with answering phones, scheduling meetings, and managing calendars. Customer service: 5 years (Required).
From $60,000 a year
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5d
Regal Holdings, LLC —Kentwood, MI
A Series 6, 7, 65 or 66 license is preferred but not required. However, if no licensing is currently held there will be a requirement to sit for the SIE test…
$40,000 - $50,000 a year
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Compound —Massachusetts
A self-solving mindset, meaning that you work through problems to find a solution on your own first using prior experience, resources, and context before asking…
$55,000 - $65,000 a year
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Shaker —United States
We develop customized strategies and plans, and we analyze results. The position encompasses data entry, administration, order tracking and billing related…
Estimated: $46.9K - $59.3K a year
3d
Fairfax Cryobank —Remote
Must be able to handle many inbound and outbound calls to and from clients, listen to our clients’ needs and provide helpful solutions to their concerns.
$20 an hour
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2d
RIA Recruiting —Remote
Act as our “Director of First Impressions” by greeting clients by phone in a warm, friendly, and welcoming manner. 2+ years of financial services experience.
$55,000 - $70,000 a year
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AnywhereWorks —Remote
You will be taking customer calls, capturing incoming leads, taking orders, and scheduling appointments, while working from the comfort of your own home.
$15 an hour
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