Client Services Associate

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Director of First Impressions & Client Service Associate

Kestra Financial Independent Advisor

Richmond, virginia

The Ray Olson Family Financial Planning team is expanding! We’re an independent firm specializing in evidence-based wealth management. We proudly foster a genuine, family-focused, approachable, and dedicated team environment. We seek an organized, reliable, and motivated professional with superior customer service, problem-solving skills, and attention to detail. This is a full-time position based in Richmond, Virginia.

Hybrid Role Summary

The Director of First Impressions is the firm's first face and voice, pivotal in setting the tone of professionalism and warmth with all who enter our office. This role embodies our values of kindness, trust, service, and excellence, ensuring every interaction is welcoming and reflects our commitment to client success.

The Client Service Associate routinely interacts with clients, supports our advisors, and ensures smooth office operations....

Full-time

Client Service Associate (CSA)

Bill Good Marketing

Richmond, virginia

Client Service Associate (CSA)

Are you a detail-oriented professional who thrives on providing exceptional client support in a fast-paced environment? Our Financial Advisory firm is searching for a dedicated Client Service Associate (CSA) to join our team and deliver unparalleled service to our valued clients. This is a fantastic opportunity to work with a close-knit, driven team in the wealth management industry.

Who We Are:

We prioritize our clients’ needs and well-being by delivering comprehensive financial solutions. With nearly $500 million in assets under management, we pride ourselves on maintaining high standards and long-lasting client relationships.

The Role:

As a Client Service Associate, you’ll be integral to the client experience, supporting three advisors and a small, dynamic team. This role is primarily office-based, offering limited flexibility for work-from-home exceptions. Your...

Full-time

Client Service Associate

Smoker & Company LLC

Ephrata, pennsylvania

Smoker Wealth Management LLC is seeking a dedicated and detail-oriented Client Service Associate to join our team. The Client Service Associate is responsible for providing support to our Financial Advisors and staff. Duties are varied but focus on providing our clients with a seamless and professional experience.

Responsibilities:

Build and maintain professional relationships with clients by assisting them and answering questions in person and by phone
Take initiative to handle account inquiries and escalate to financial advisors when appropriate
Process new account openings and check deposits
Maintain client records using Redtail CRM and Imaging systems
Input and maintain compliance logs
Generate appropriate forms and documents for account openings, transfers, and asset movement, as required by compliance
Assist in client appointment preparation by generating...

Full-time

Client Service Associate - Maleta Wealth Management

Kestra Financial Independent Advisor

Castle Rock, colorado

Summary

The Client Service Associate reports to all Advisors and the Chief Operating Officer and serves as the primary contact for customer relationship management and administrative account servicing. This position requires a strong understanding of the financial services industry and products and is critical in handling the day-to-day client management on behalf of the Advisors.

Essential Duties and Responsibilities

Supports the advisors of a large book of business including managing client needs regarding service, administrative tasks and insurance underwriting
Manage data and plans in financial planning software
Responsible for client meeting preparation and follow-up including assembling requisite paperwork, account reviews, report generation and meeting documentation
Identify sales and asset retention opportunities; including viable alternatives when...

Full-time

Client Service Associate

Streamline Financial Services

Warrenville, illinois

We are looking for a Client Services Associate (CSA) who would like to be an integral part of our Client Service Team and make a real impact on the clients they serve.

Streamline has been operating for 25 years and we currently manage over $350MM of clients assets. We are a team of 3 Client Service Professionals, 5 Financial Advisors, and 1 Dedicated Strengths Coach who helps you be the best version of yourself.

Our mission is to remove the worry that comes with money and investing. We do this through wise planning principles and incorporating both the emotional and spiritual part of our client's lives when planning for their future. We believe that true wealth is beyond riches.

You will work closely with the advisors and client service team.

If you think that you’d like to be a part of a close-knit team to make things better both in the office and in the lives of our clients then...Click the "Apply"...

Full-time

Client Service Associate

Bill Good Marketing

Doylestown, pennsylvania

Client Service Associate for Wealth Management Office

About Private Wealth Management
At our Private Wealth Management, our client families come first. We work with them to determine and define the true purpose of their wealth and then assist them in achieving those goals.

Many of our families fall into the ultra-high net worth category, with a different view of wealth, with unique joys and burdens. We leverage our three decades of experience to bear in this area, and we understand all the specific details, no matter how big or how small. Better yet, we can help simplify those complexities so they can be more confident in their family’s future for generations.

To that end, we are looking for someone who has worked in and around HNW and UHNW individuals and families and is experienced with the high-level touchpoints required to provide excellent service.

The Role of Our Client Service Associate
The role...

Full-time

Client Service Associate & Office Manager

Bill Good Marketing

Novi, michigan

Client Service Associate & Office Manager
The Financial Center
Novi, MI | In-person
Salary: $75,000 - $85,000

We are seeking an experienced, professional, and easy-going Client Service Associate (CSA) & Office Manager to join our growing team at The Financial Center. This is a crucial role that combines client service responsibilities with office management, ensuring smooth daily operations in our Novi office.

Who We Are:

At The Financial Center, we provide comprehensive financial services to our clients. We believe in fostering a team-oriented, fun, and professional environment where everyone enjoys what they do. If you have a positive attitude, attention to detail, and thrive in a collaborative setting, we’d love to hear from you.

What You’ll Do:

As the Client Service Associate & Office...

Full-time
Registered Client Service Associate
Bill Good Marketing
Danville, kentucky
Client Services Representative
As a Client Services Representative (CSR), you will play an integral role in client relationship management and provide critical support to our Financial Advisors. This position requires a Series 65 license. You must bring strong organizational skills, attention to detail, and the ability to work both collaboratively and independently within a team environment. The career path of this role can evolve into a service advisory role, it is important that you develop a deep understanding of the financial advisory business.
Key Responsibilities:

Client Onboarding: Facilitate the smooth onboarding of new and additional client accounts by preparing necessary documentation, explaining processes to clients, and ensuring all client information is accurate and up-to-date.

Documentation & Record Maintenance: Maintain thorough records of...

Full-time
Client Services Associate
Rockstar
Alpharetta, georgia
Rockstar is recruiting for a boutique wealth management group based in Alpharetta. The firm has been helping clients for almost two decades using their proprietary planning process. The founders of the firm have been covered extensively in both local & national media & they are now looking to grow their Alpharetta-based team.

The firm is seeking a Client Service Associate to join our team located in Alpharetta, GA. This role is integral to their team, and the successful candidate will be responsible for providing high quality service to clients and ensure client priorities are executed accurately.
Responsibilities:
• Perform operational or administrative functions for client related requests (i.e., check requests, wiring funds, address change, dividend information, etc.).
• Research client and security information through the back-office system.
• Complete and process paperwork for new and existing clients, such as (but not limited to)...

Full-time
Client Services Associate - New Grads
proSapient
Raleigh, north carolina
Everyday, somewhere in the world, important decisions are made. Whether it is a private equity company deciding to invest millions into a business or a large corporation implementing a new strategic direction, these decisions impact employees, customers, and other stakeholders.
Consulting and private equity firms come to proSapient when they need to discover knowledge to help them make great decisions and succeed in their goals. It is our mission to support them in their discovery of knowledge.
We help our clients find industry experts who can provide their knowledge via interview or survey: we curate this knowledge in a market-leading software platform; and we help clients surface knowledge they already have through expansive knowledge management.
What is an Associate?
Our clients have a need to get information that they can’t find on a simple google search, information that only exists in the minds of industry experts. Our...

Full-time
Client Services Associate
Terry Matlock School of Performing Arts, Inc.
Flint, michigan
The Associate will run the Matlock Insurance, Financial Planning Office, answering phones and scheduling clients. Will prepare for meetings by organizing files for agent review, including illustrations of policies, investments and previous client communications. Associate will fill out electronic applications for Life Insurance and Annuities and make sure they are processed on schedule. Will be in charge of all email communication with New York Life and clients and will inform agent of important information.
Requirements
~Must have experience in a Life Insurance and Finanial Services Office.
~Understanding of Microsoft Windows.
~Understanding of Microsoft Office, Outlook, Word and Excel.
~Will need to learn New York Life illustration software.
~Navigate Sales Force.
~Prepare proper form letters.
~Set up Zoom and video calls via Windows and IPad.
~Learn proper compliance and adhere to rules and...

Full-time
Client Service Associate
Bill Good Marketing
Doylestown, pennsylvania
Client Service Associate for Wealth Management Office
About Private Wealth Management
At our Private Wealth Management, our client families come first. We work with them to determine and define the true purpose of their wealth and then assist them in achieving those goals.
Many of our families fall into the ultra-high net worth category, with a different view of wealth, with unique joys and burdens. We leverage our three decades of experience to bear in this area, and we understand all the specific details, no matter how big or how small. Better yet, we can help simplify those complexities so they can be more confident in their family’s future for generations.
To that end, we are looking for someone who has worked in and around HNW and UHNW individuals and families and is experienced with the high-level touchpoints required to provide excellent service.
The Role of Our Client Service Associate
The role...

Full-time
Client Service Associate
Boulay
Eden Prairie, minnesota
We are currently seeking a talented, enthusiastic individual to join our Wealth Management team as a Client Service Associate. The Client Service Associate (CSA) is a critical part of the Boulay Wealth Management team, responsible for delivering extraordinary client service and care. This individual will lead the coordination and processing of new accounts, provide general account maintenance, and assist with cash movement.
We want to help you build a career fit to your life.
If you are looking for a unique opportunity to continue advancing professionally, bring a fresh perspective, or ensure a balance between personal and professional ambitions, Boulay may be the right fit for you.
Responsibilities:

Responsible for accurately handling all aspects of client account opening and maintenance

Work directly with custodians to resolve client account issues

Utilize CRM system for daily tasks, tracking...

Not Specified
Client Service Associate - Kings Park, NY
Kestra Financial Independent Advisor
Kings Park, new york
Summary
The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors’ time. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner.
Essential Duties and Responsibilities

Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation

Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards

Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance

Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures...

Full-time
Client Service Associate
Proxymity
New York, new york
Proxymity does not discriminate on the basis of race, colour, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual’s status in any group or class protected by applicable federal, state or local law. Proxymity encourages application from minorities, women, the disabled, protected veterans and all other qualified applicants.

About Proxymity

Proxymity is a market leading digital investor communications platform focused on providing regulatory compliant products focused initially on Proxy Voting and Shareholder Disclosure services. Founded in London and spun out of Citi, from the very beginning our mission focused on benefitting the whole capital markets ecosystem, rather than just one part or one player within it. This ethos is endorsed by investment from global consortium of some the industry’s most influential...

Full-time
Client Service Associate
Dougherty Law Offices
Southampton Township, new jersey
Dougherty Law Offices, a leading law firm specializing in corporate law and estate planning, is seeking a dedicated and personable Client Service Associate to join our team. As a Client Service Associate, you will play a crucial role in maintaining strong client relationships and ensuring excellent service delivery.
In this role, you will be responsible for providing exceptional customer service to our esteemed clients, managing their inquiries and requests, and assisting them throughout the legal process. You will collaborate closely with our team of attorneys and support staff to ensure timely and accurate completion of all client-related tasks.
Job Type: Full Time and Salary: $30-45 /hour
Responsibilities

Build and nurture strong relationships with clients, ensuring their satisfaction with our services.

Respond promptly and...

Full-time
Client Service Associate (Investor Services) - Wichita, KS
Emprise Bank
Wichita, kansas
At Emprise Bank, everything we do is focused on empowering people to thrive. We proudly work to provide an extraordinary customer experience to help our customers achieve their goals.
We are looking for a Client Service Associate to join our Investor Services Team in Wichita, Kansas. The Client Service Associate is responsible for providing support to the Financial Advisor through administrative tasks and client relationships.
A successful candidate will have:

Excellent organizational and time-management skills

Excellent communication skills both written & oral

Ability to work well under pressure, adapt to unexpected events, prioritize and multi-task in a deadline driven environment

Must have excellent judgment, be an independent thinker and resourceful

Strong proficiency in Microsoft Word, Excel, PowerPoint, and Outlook

Be a team player with a positive...

Full-time
Client Services Associate - New Graduates
proSapient
Raleigh, north carolina
Everyday, somewhere in the world, important decisions are made. Whether it is a private equity company deciding to invest millions into a business or a large corporation implementing a new strategic direction, these decisions impact employees, customers, and other stakeholders.
Consulting and private equity firms come to proSapient when they need to discover knowledge to help them make great decisions and succeed in their goals. It is our mission to support them in their discovery of knowledge.
We help our clients find industry experts who can provide their knowledge via interview or survey: we curate this knowledge in a market-leading software platform; and we help clients surface knowledge they already have through expansive knowledge management.
What is an Associate?
Our clients have a need to get information that they can’t find on a simple google search, information that only exists in the minds of industry experts. Our...

Full-time
Client Service Associate
Law Office of David P. Shapiro
San Diego, california
The primary role of the Client Service Associate (CSA) is to provide administrative support to an advisor or team of advisors, including all daily, monthly, and annual tasks. The CSA helps the advisor maintain his or her practice and deliver positive results for the advisor’s clients. The ideal candidate will have a strong attention to detail, excellent customer services skills (both verbal and written), and a proven ability to adapt to a changing work environment.
Job Type: working hour is flexible and Salary: $27-39 /hour
Responsibilities:
• Inbound client calls, schedule appointments, and prepare materials for client meetings
• Maintain CRM/Salesforce with up-to-date with client information
• Assist with various documentation requirements for new business
• Manage account activities that are operational in nature – new...

Not Specified
Senior Associate, Client Services
Bully Pulpit International
Washington, district of columbia
Location: D.C., New York, Chicago, Denver (Hybrid), Remote considered based on experience
Bully Pulpit International is an outcomes agency made up of strategists, data scientists, and artists. We come from politics, brands, and government, communicate without barriers, and measure what matters. We have over 250 team members in six countries and ten offices — Berlin, Brussels, Chicago, D.C., Düsseldorf, London, New York, Oslo, San Francisco, and Zürich. We apply our unique expertise in strategic communications, public affairs, research, and digital marketing to create sophisticated and customized strategies that make change possible for American and European clients.
We are seeking a Full-Time Senior Associate with a digital advertising background. In this position, you will work closely with 1. clients to identify their needs or challenges and 2. our internal teams to recommend and execute marketing and communications...

Full-time
Tax Associate - Private Client Services
Boulay
Eden Prairie, minnesota
We are currently seeking a talented and enthusiastic individual to join our Private Client Services Department. Our Private Client Services team focuses on individual, estate/trust and closely held business clients. Because our clients have the need for sound advice across numerous financial disciplines, we believe a team-based and collaborative approach brings together our collective wisdom and innovates the way they experience wealth.
As a graduate, you will have hands-on client responsibility from the start. You will be given the support you need to develop a breadth of skills and experiences that will enable you to achieve your goals. We offer you the opportunity to grow professionally with diverse projects, in-house training programs, professional seminars, direct Partner mentorship and career advancement.
We want to help you build a career fit for your life.
If you are looking for a unique opportunity to continue advancing professionally,...

Full-time
Client Service Associate - Bergenn Financial Group
Kestra Financial Independent Advisor
Hartford, connecticut
Summary
The Client Service Associate reports to the Senior Client Service Associate, Lead Advisor, or Principal Advisor and is critical to appropriately leveraging Advisors’ time. This position utilizes excellent customer service and problem solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner.
Essential Duties and Responsibilities

Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation.

Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards.

Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance.

Process, submit, and service all...

Full-time
Client Services Associate
proSapient
Raleigh, north carolina
Everyday, somewhere in the world, important decisions are made. Whether it is a private equity company deciding to invest millions into a business or a large corporation implementing a new strategic direction, these decisions impact employees, customers, and other stakeholders.
Consulting and private equity firms come to proSapient when they need to discover knowledge to help them make great decisions and succeed in their goals. It is our mission to support them in their discovery of knowledge.
We help our clients find industry experts who can provide their knowledge via interview or survey: we curate this knowledge in a market-leading software platform; and we help clients surface knowledge they already have through expansive knowledge management.
What is an Associate?
Our clients have a need to get information that they can’t find on a simple google search, information that only exists in the minds of industry experts. Our...

Full-time
Tax Senior Associate | Private Client Services
Boulay
Eden Prairie, minnesota
We are currently seeking a talented and driven professional to join our Private Client Services team!
Our Private Client Services team focuses on individual, estate/trust and closely held business clients. Work with this group to provide clients with tax compliance and consulting services to minimize tax and maximize growth.
With offices in Minnesota (Eden Prairie, Minneapolis, Mankato) and Florida (Naples) and a remote workforce in 20+ different states, Boulay offers a diverse work environment that empowers you to work where you want and how you want. Together, we strive to help you achieve your professional goals while allowing you the flexibility to reach your personal milestones.
We want to help you build a career fit for your life.
If you are looking for a unique opportunity to continue advancing professionally, bring fresh perspective, and ensure a balance between personal and professional ambitions, Boulay may be...

Full-time
Associate Director, Client Services - Digital
Bully Pulpit International
San Francisco, california
Location: San Francisco (Hybrid)
Bully Pulpit International is an outcomes agency made up of strategists, data scientists, and artists. We come from politics, brands, and government, communicate without barriers, and measure what matters. We have over 250 team members in six countries and eleven offices — Berlin, Brussels, Cologne, Chicago, D.C., Geneva, London, New York, Oslo, San Francisco, and Zürich. We apply our unique expertise in strategic communications, public affairs, research, and digital marketing to create sophisticated and customized strategies that make change possible for American and European clients.
We are seeking a Full-Time Associate Director with a digital advertising background. In this position, you will work closely with 1. clients to identify their needs or challenges and 2. our internal teams to recommend and execute marketing and communications strategies across paid and owned media (social...

Full-time
Senior Associate - Client Advisory Services
Rea & Associates
New Philadelphia, ohio
Rea & Associates is a growing Top 100 Accounting Firm providing our clients services in tax, accounting, and business consulting. Here at Rea, we have a 'People First' culture and we focus on our employees' well-being and professional development. With over 400 professionals and offices throughout Ohio, our firm has a culture that respects a work-life balance. We also provide competitive compensation and a robust benefits plan.
Due to continued growth, we are looking to add a Senior Associate to our team in New Philadelphia, Ohio. The Senior Associate performs routine accounting activities such as general ledger posting, preparation of various accounting statements and financial reports, and accounts payable and receivable functions. The Senior Associate performs work at a higher level of complexity for higher level clients. This position has a high level of...

Full-time
Client Service Associate
Streamline Financial Services
Warrenville, illinois
We are looking for a Client Services Associate (CSA) who would like to be an integral part of our Client Service Team and make a real impact on the clients they serve.
Streamline has been operating for 25 years and we currently manage over $350MM of clients assets. We are a team of 3 Client Service Professionals, 5 Financial Advisors, and 1 Dedicated Strengths Coach who helps you be the best version of yourself.
Our mission is to remove the worry that comes with money and investing. We do this through wise planning principles and incorporating both the emotional and spiritual part of our client's lives when planning for their future. We believe that true wealth is beyond riches.
You will work closely with the advisors and client service team.
If you think that you’d like to be a part of a close-knit team to make things better both in the office and in the lives of our clients then...Click the "Apply"...

Full-time
Client Service Associate - Wealth Management
Wescott Financial Advisory Group LLC
Harleysville, pennsylvania
Wescott Financial Advisory Group LLC, a Philadelphia-based Independent Registered Investment Advisor ("RIA"), is excited to welcome a Client Service Associate to join our Harleysville, Pennsylvania office workforce.
The Client Service Associate (“CSA”) is responsible for supporting the firm’s Wealth Advisors and Clients directly by delivering high-touch service and ensuring transaction/money movement requests are processed promptly and accurately. The CSA will partner with Operations team members to manage the needs of our Clients and play an active role in future projects as the firm continues to grow.
Key Responsibilities:

Manage the client onboarding and account opening processes.

Process and track client paperwork, including withdrawals, transfers, and contributions.

Maintain accurate and up-to-date client information in our CRM system.

Prepare and distribute client reports and documents.
...

Full-time
Associate, Client Services - Digital
Bully Pulpit International
San Francisco, california
Location | San Francisco - Hybrid
Bully Pulpit International is an outcomes agency made up of strategists, data scientists, and artists. We come from politics, brands, and government, communicate without barriers, and measure what matters. We have over 250 team members in six countries and ten offices — Berlin, Brussels, Chicago, D.C., Düsseldorf, London, New York, Oslo, San Francisco, and Zürich. We apply our unique expertise in strategic communications, public affairs, research, and digital marketing to create sophisticated and customized strategies that make change possible for American and European clients.
The Impact You Will Make
You understand the big picture and can effectively communicate how it impacts varying audiences in both written and oral form. Learn how an agency works and thrive in an environment with lots of moving pieces. You will have a part of multiple projects across different initiatives. You will be...

Full-time
Client Service Associate - Kindred Wealth Partners
Kestra Financial Independent Advisor
Columbus, ohio
The Client Service Coordinator reports to the Operations Director and is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills.

Essential Duties and Responsibilities:

Supports Financial Advisor/Operations Director of a large book of business including handling all administrative functions for Financial Advisors and the firm

Regular client interaction including appointment scheduling and correspondence; answer all incoming calls and direct/take messages appropriately and according to firm guidelines

Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation

Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available

Deposit...

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