1809
client services associate jobs
Bank of America —Greenwich, CT
Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while…
Estimated: $63.7K - $80.6K a year
Boutique Recruiting —Vancouver, WA
Provide excellent client service by handling client phone calls and emails. This role primarily supports two wealth advisors by facilitating client fund…
$25 - $32 an hour
Boutique Recruiting —Everett, WA
This role primarily supports one wealth advisor in managing 100 households by facilitating client fund transfers, processing transactions, providing…
$52,000 - $75,000 a year
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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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
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
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
Knipper HEALTH —Somerset, NJ
Support the coordination of 3rd party field audits for sales representative, and issue program instructions to external PDMA auditors in adherence with client…
Estimated: $32.9K - $41.6K a year
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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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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TSW Wealth Management —Framingham, MA
Communicate daily directly with clients over the phone, via email, and in person to help with service requests, answer questions, and problem-solve across a…
$75,000 - $90,000 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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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
Vestwell —Remote
Successful candidates will be responsible for answering incoming client emails and calls, utilizing company policies to solve client issues, and escalating…
$55,000 - $60,000 a year
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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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Mingle Health —Remote
Serve as the primary point of contact for a subset of MIPS (Merit based Inventive Payment System) customers, including answering phones, monitoring Live Chat,…
$18 - $21 an hour
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Dye Creek Capital —Raleigh, NC
Make use of exceptional communication skills to take client calls and reroute them to other associates when necessary. We are professional and collaborative.
$70,000 - $80,000 a year
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Ullmann Wealth Partners —Jacksonville Beach, FL
This includes authenticating incoming and outgoing client calls. We are required to perform authentication callbacks for high-risk transactions, such as third…
$65,000 - $75,000 a year
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Priority Financial Group —Remote
Examples of day-to-day responsibilities include: servicing phone calls from advisors and custodians, coordinating projects, prioritizing advisor tasks and…
$55,000 - $65,000 a year
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Lighthouse Document Technologies Inc —Remote
Project management experience or PMP certification a plus. Duties require the ability to use a computer, communicate over the telephone, and read printed…
$68,000 - $80,000 a year
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