20 Best Investment Associate jobs (Hiring Now!)

Financial Services Client Service Associate
Gottshall Capital Partners —Manitowoc, WI
Handle all incoming calls and greet all incoming clients/prospects. Cultivates ideas to develop or help improve office systems and protocol.
$35,000 - $40,000 a year
Quick Apply
3d
Credit Analyst or Credit Associate -Japanese Bilingual -54948
Pasona N A, Inc. —Dallas, TX
Assist with amendments, dividend transactions, loan closings and funding, and other credit events that may impact the borrower.
$57,000 a year
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Associate, Distribution
Fiera Capital —Boston, MA
Work closely with the marketing team to prepare presentation materials for meetings and conference calls; The Business Development Associate will play a key…
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Associate Financial Analyst
Michael Aaron Staffing —Boca Raton, FL
Bachelor's degree in Finance, Accounting, Economics, or related field. Assist in the preparation of annual budget and internal cash planning forecasts.
$60,000 - $75,000 a year
Quick Apply
6d
Investment Banking - Mid Cap Investment Banking, Healthcare - Associate
JPMorgan Chase & Co —New York, NY
You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who is capable of…
$175,000 - $225,000 a year
1d
Associate, National Video Investment
iProspect —New York, NY
Applicants with disabilities may be entitled to reasonable accommodation under the terms of the Americans with Disabilities Act and/or certain state or local…
$39,000 - $62,962 a year
Quick Apply
2d
Actuarial Associate
Medical Air Services Association, Inc —Plantation, FL
Either a bachelor’s degree in a quantitative discipline like Mathematics, Statistics, or Economics), or 7+ years of insurance product or pricing analysis work…
Estimated: $88.8K - $112K a year
Quick Apply
Client Services Associate -- Wealth Management
TPM Placement —Plymouth, MA
Proofreading (or quality assurance) skills to ensure that own work is in accordance with advisor or broker/dealer (Commonwealth Financial Network) criteria.
$60,000 - $70,000 a year
Quick Apply
Underwriting Associate (Commercial Construction)
CNA Insurance —San Francisco, CA
Keeps current on line of business strategy, state/territory issues, regulations and trends. Assist in marketing products and services through external partners…
$44,000 - $74,000 a year
Client Service Associate
Clark Guilliam Bertsch Wealth Management, Independent Wealth Management Practice —Akron, OH
Assist Financial Advisor(s) with providing service to clients via telephone, direct interaction and/or written correspondence. Series 7, 63, 65, or 66 licenses.
Estimated: $49.8K - $63.1K a year
Quick Apply
Central Investor Services Support Associate
INSPYR Solutions —Milwaukee, WI
Bachelor's degree in accounting, finance or related field, or equivalent experience. General knowledge and understanding of the private funds (private equity,…
$31 - $35 an hour
Quick Apply
9d
Client Service Associate
Level Wealth Management —North Carolina
A professional demeanor and advanced communication skills, including strong phone and email etiquette. Support the onboarding of new clients, including setting…
$48,000 - $60,000 a year
Quick Apply
1d
Associate Supervision Principal & Relationship Manager
J.W. Cole Financial, Inc. —Tampa, FL
The successful candidate will help to reasonably ensure Financial Professionals remain compliant with applicable federal and state rules, regulations, and best…
$60,000 - $70,000 a year
Quick Apply
Associate Advisor/Relationship Manager
ARS Investment Advisors —Kaysville, UT
Series 65 professional license or willingness to obtain upon enployment. Through a defined series of meetings and strategy sessions, we get to know our clients…
$25 - $30 an hour
Quick Apply
7d
Client Services Associate
Sugarloaf Wealth Management —Duluth, GA
O Scheduling client meetings – confirming meetings, follow-up calls. Lead by example to foster a collaborative environment consistent with the firm’s values and…
$60,000 - $75,000 a year
Quick Apply
8d
Associate, Private Equity, Special Opportunities Group (Summer 2025 Start - New York)
GIC Investment —New York, NY
Research and develop investment themes and strategy. Due diligence will involve evaluating key risk/return drivers, market dynamics, historical and projected…
$121,000 - $161,100 a year
Retail Sales Associate
Batteries Plus - M & L Investment, LLC —Anchorage, AK
Knowledge of and ability to use common hand and power tools for auto battery installs. You'll be constantly buzzing around the store, from cash register sales…
$17 an hour
Quick Apply
Wealth Management Plan Design Associate
Legacy Capital Group —Los Gatos, CA
Organize and analyze the information provided, using eMoney and/or Excel and other tools to develop and implement customized financial plans for clients,…
$4,500 - $5,800 a month
Quick Apply
7d
Registration Associate - Compliance
DFP Partners —New York, NY
Processing Uniform Forms U-4 and U-5, Form BD, Form BR, Form ADV and various state forms. Assist with monitoring licensing examination, continuing education,…
$55,000 - $65,000 a year
Quick Apply
1h
Lead Advisor/ Associate Wealth Management Advisor
Radden Private Wealth Management —Phoenix, AZ
Arizona Life, Health, VA and LTC license. This role requires a strong ability to foster relationships and drive growth through the strategic sales of insurance,…
$95,000 - $152,000 a year
Quick Apply

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Financial Services Client Service Associate

Gottshall Capital Partners Manitowoc, WI

Quick Apply

Job Details

Full-time $35,000 - $40,000 a year 3 days ago

Benefits

Continuing education credits
Disability insurance
Health insurance
Dental insurance
Paid time off
Vision insurance
Employee discount
Professional development assistance
Flexible schedule
Life insurance

Qualifications

Microsoft Word
Microsoft Excel
Management
Series 66
Administrative experience
High school diploma or GED
Series 7
Business development
Organizational skills
Communication skills

Full Job Description

Job Title: Client Service Associate

Reports To: Paul Gottshall – President

Job Purpose:

The Client Service Associate position is a significant role within our company. You will perform a varying multitude of client service and provide internal office support. The Client Service Associate reports directly to the President and will serve not only as a key member of our team, but also the initial point of contact for the clients of Gottshall Capital Partners.

Company Culture:

Gottshall Capital Partners is a company whose culture is defined by the character of its team members. As a result, each team member must possess an unyielding desire to exceed client expectations. We serve our clients the way we want to be served. Being entrusted with our clients’ livelihood and their life’s work means that every activity and interaction requires the highest degree of ethics and professionalism. Our continued success depends on a diverse array of professionals working together towards common goals and each of us promoting a shared culture of excellence and mutual accountability.

Gottshall Capital Partners is also a unique work environment that values teamwork and strategic cooperation among its advisors and its team. Each team member brings a unique skill set and experience to the organization, and we value and respect everyone’s unique talents. We expect all team members to be respectful of each other and strive to make collaboration and cooperation among members of the firm a cornerstone of our culture and success.

Accountability is also a key element of success. We are committed to a proactive culture so that each of us is accountable for the very best service for our clients in a prompt manner.

Principal Accountabilities:

· Handle all incoming calls and greet all incoming clients/prospects.

· Manage office mail, fax, internal files, office supplies, etc.

· Coordinate and schedule client/prospect appointments and reminders.

· Prepare and coordinate all paperwork regarding meeting preparation and account servicing.

· Educate clients on the on-line tools and resources available to them.

· Assist in all administrative client tasks. This include account maintenance, money transfers, and account opening.

· Attend client/prospect events and seminars.

· Anticipates client needs, solves problems and follows through with exceptional service.

· Follow up on all service items.

· Documents all relevant action items and tasks being tracked in CRM.

· Assist in maintaining compliance records.

· Cultivates ideas to develop or help improve office systems and protocol.

· Assist with Branch Audit documentation requirements.

· Assist will other team member and functions as needed. As a small business, we all help each other.

Knowledge/Experience/Skills:

Administrative experience desired
High School diploma required; college degree preferred
Possesses a Series 7 & Series 66 licenses or the ability to obtain

· Microsoft Outlook, Excel, Word, Adobe PDF

· CRM Database experience and task management preferred

· Ability to improvise and proactively assist in client requests or firm tasks

· Professional communication skills (written and oral)

· Excellent organizational skills

· Ability to take detailed notes and follow instructions with little guidance

· Background Check Required

Attributes and Behaviors:

· An eagerness to help others

· Works well in a team environment

· Have a professional attitude

· Arrives to work each morning on time

· Actively shares ideas and information on firm roles, responsibilities and systems

· Admits to mistakes immediately and works quickly to resolve the issues

· Maintains a high customer service ethic and is passionate about meeting and assisting clients

· Takes pride in the achievement of team objectives

· Keeps pace with changes and acquires knowledge/skills necessary for business development

· Maintain strict confidentiality

Working Conditions:

· Tasks closely governed by policies and procedures

· Flexibility in working hours to attend client events, networking or meeting outside normal business hours

· Professional to Business Casual Dress Code

· Occasional optional travel

· Continuing education

· Participate in the community

Benefits:

At our firm, we understand that our employees work hard, so we offer a benefit program to help you achieve a successful work-life balance. Our continued success depends on a diverse array of professionals working together toward common goals while striving for independence, innovation, intelligence and integrity. It’s a rewarding foundation where unique individuals are given the tools to excel through their own hard work and determination. We foster a friendly work environment where all associates are considered family.

Additional benefits include:

· Periodic bonus plan

· Group Disability & Term Life insurance Plan

· Paid Time Off

· Paid Holidays

· Continuing Education Reimbursement Plan

· A complete list of benefits can be found in the Employee Handbook

Salary Range: TBD – based on education, licenses & experience

Job Type: Full-time

Pay: $35,000.00 - $40,000.00 per year

Benefits:

Dental insurance
Employee discount
Flexible schedule
Health insurance
Life insurance
Paid time off
Professional development assistance
Vision insurance

Education:

High school or equivalent (Preferred)

Location:

Manitowoc, WI 54220 (Required)

Shift availability:

Day Shift (Preferred)

Ability to Relocate:

Manitowoc, WI 54220: Relocate before starting work (Required)

Work Location: In person

Quick Apply

Investment Associate jobs

Financial Services Client Service Associate

Credit Analyst or Credit Associate -Japanese Bilingual -54948

Associate, Distribution

Associate Financial Analyst

Investment Banking - Mid Cap Investment Banking, Healthcare - Associate

Associate, National Video Investment

Actuarial Associate

Client Services Associate -- Wealth Management

Underwriting Associate (Commercial Construction)

Client Service Associate

Central Investor Services Support Associate

Client Service Associate

Associate Supervision Principal & Relationship Manager

Associate Advisor/Relationship Manager

Client Services Associate

Associate, Private Equity, Special Opportunities Group (Summer 2025 Start - New York)

Retail Sales Associate

Wealth Management Plan Design Associate

Registration Associate - Compliance

Lead Advisor/ Associate Wealth Management Advisor

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