Client Service Associate Jobs

Overview: Guidepoint’s Client Service team connects leading investment firms, consultancies, and corporations with the subject-matter experts they need to make informed business and investment decisions. By understanding each client’s specific research needs and delivering targeted expert matches, o

Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Client Services Associate provides exceptional office and mail services, delivering operational functions in the following areas

Overview: The Strategic Research team is the backbone of Guidepoint’s success. The team is responsible for efficiently delivering Guidepoint’s services tclients across the globe. We work to understand each client’s unique business questions and help them gain critical insights to stay informed

Who We Are: Alpaca is a US-headquartered self-clearing broker-dealer and brokerage infrastructure for stocks, ETFs, options, crypto, fixed income, 24/5 trading, and more. Our recent Series D funding round brought our total investment to over $320 million, fueling our ambitious vision. Amongst

OVERVIEW: The Strategic Research team is the backbone of Guidepoint’s success. The team is responsible for efficiently delivering Guidepoint’s services to our clients in APAC. We work to understand each client’s unique business questions and help them gain critical insights to stay informed an

Who We Are: Alpaca is a US-headquartered, global leader in agent-first brokerage infrastructure for stocks, ETFs, options, crypto, fixed income, 24/5 trading, and more. Amongst our subsidiaries, Alpaca is a licensed financial services company, serving hundreds of financial institutions across

Overview: The Strategic Research team is the backbone of Guidepoint’s success. The team is responsible for efficiently delivering Guidepoint’s services to our clients across the globe. We work to understand each client’s unique business questions and help them gain critical insights to stay in

Position Summary Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning, delivering personalized advice aligned with each client’s

Position Summary Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning, delivering personalized advice aligned with each client’s

Looking to start your career in a fast-paced commercial role? Seeking to have immediate personal impact with a clear career path ahead of you? If so, our Associate Program is the right choice for you. Springboard your career with us if: You thrive in a fast-paced, results-oriented environment

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client fir

CentiMark Corporation is seeking a highly motivated, fast-paced, and results-driven, full-time National Account Client Service Associate to join our National Accounts Customer Service team. In this pivotal role, you will serve as the primary liaison for one of our largest national service accounts,

As a member of the Mailroom team, you will be responsible for a variety of essential Mail Center activities, including sorting, metering, and delivery of mail. Your role will encompass both inbound and outbound delivery tasks. Ability to lift items weighing up to 55 lbs, including boxes, paper, and

Position Summary Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning, delivering personalized advice aligned with each client’s

Registered Client Service Associates provide exceptional service to our clients and supports Financial Advisor(s) (FAs) teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate

Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver t

Client Services Associate Location: Westlake, TX 76262 Schedule: 8:00 am - 4:30 pm Employment Type: Full-time | Onsite We’re hiring! If you’re a people‑focused, detail‑oriented professional who enjoys keeping an office running smoothly, this role is for you. We’re seeking a Client Services As

Position Summary At Prairie Capital, we are committed to helping clients navigate the complexities of significant financial resources while achieving their long-term goals. Our culture is rooted in respect, collaboration, and accountability, with a strong emphasis on curiosity and continuous improve

Reports To: Client Services Supervisor, Client Services Manager, or equivalent leadership Schedule: Monday–Friday | 8:00 AM – 5:00 PM Keep Operations Running Smoothly Behind the Scenes If you’re hands-on, organized, and thrive in a fast-paced environment, this role is for you. As a Client Services A

Reports To: Client Services Supervisor, Client Services Manager, or equivalent leadership Schedule: Monday–Friday | 8:00 AM – 5:00 PM Keep Operations Running Smoothly Behind the Scenes If you’re hands-on, organized, and thrive in a fast-paced environment, this role is for you. As a Client Services A