Client Service Associate Jobs in United States

Location: Wilmington, DE (in-office T,W,TH) Type: Full-Time At RiversEdge Advisors, we believe clarity and confidence are the foundation of every sound financial decision. As a fee-based financial planning, wealth management, tax, and business advisory firm, we’re passionate about helping clients re

Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. With over 200 employees and 40+ locations acros

Responsibilities Support bankers and investors in performing various aspects of the relationship management initiative with their respective client base. Research follow-up and resolve client inquiries and problems through effective interaction with clients, bankers, investors, product specialist an

Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. With over 200 employees and 40+ locations acros

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

Company Overview: Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families, and institutions. Located just outside of Washington D.C., the firm specializes in unique thematic investment research

Vise is looking for a Client Service Associate to join the Account Management Team. You'll be an indispensable resource for our financial advisor clients and play a critical role in the operational center of Vise; working directly with custodians, acting as the liaison between Account Managers, Inve

Ready to make a meaningful impact? At Brighton Jones, we’re a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community—recognized with 15 consecutive “Bes

Start Dates Available: Immediate Start, January & Summer 2026 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. About AlphaSights We bring

About Us Itaú Unibanco is the largest bank in Latin America, operating in 18 countries and celebrating 100 years of history in 2024. Alongside its scale and stability, Itaú is undergoing an enterprise‑wide transformation, embedding AI, advanced analytics, and digital platforms into core business dec

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

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 matc

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

Ready to make a meaningful impact? At Brighton Jones, we’re a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community—recognized with 15 consecutive “Bes

Job Title: Client Services Associate Reports To : Client Services Leadership About the Role As a Client Services Associate, you aren’t just "handling mail"—you are the engine that keeps our workplace humming. You are a hospitality pro, a logistics wizard, and the face of our professional stan

Position Summary Focus Partners Wealth is seeking a Client Service Associate to join our team! The Client Service Associate is an integral member of the Wealth Management team, helping to advance our commitment to providing an exceptional experience for every client. The Client Service Associat

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

We are seeking a reliable and detail-oriented Client Service Associate to join our team. The ideal candidate will be responsible for mailroom tasks, print production, restocking and maintaining inventory for office and pantry supplies, while providing support to ensure smooth office operation

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

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