Client Service Associate Jobs in United States

PF Wealth Partners is a growing financial planning firm located in Winter Park, Florida. We are seeking a Client Service Associate to join our team. The CSA will assist in providing excellent service to our clients. We believe that financial advice should begin with understanding the person first, c

Patton Albertson Miller Group LLC is a fee-only wealth management firm. Our most important core value is always putting our client’s interest first. We offer full benefits including a 401k plan match and are a family-like atmosphere. We have an opportunity in our Macon, Georgia office for a full-tim

Job Title: Client Service Associate (CSA) Job Description Summary/Objective: Provide excellent service to our clients and advisors courteously and efficiently, ensuring that the highest standards of confidentiality and integrity are always met. The Client Service Associate (CSA) is critical in worki

EXPERIENCE OUR CULTURE! JOIN OUR TEAM! Recognized as a "Best Place to Work" for the 9th year in a row! Trust Point Inc. is looking to hire a full-time Client Service Associate in our Wealth Management department. We are currently seeking a polished and professional candidate to provide full-time sup

Join a team where you'll work directly with bankers, support high-net-worth client relationships, and gain exposure to a broad range of banking and investment activities. This is an opportunity to develop your career in a fast-paced environment where collaboration, ownership, and client service exce

Who We Are General Catalyst is a global investment and transformation company that partners with the world’s most ambitious entrepreneurs to drive resilience and applied AI. We support founders with a long-term view who challenge the status quo, partnering with them from seed to growth stage and bey

Since 2004, BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts and foundations. We are headquartered in San Francisco with offices in New York, Dalla

Company: Simon Quick AdvisorsPosition: Client Service AssociateLocation: Denver, COCompensation: Starting at $70,000 Company DescriptionSimon Quick Advisors is an independent, employee-owned RIA that offers holistic financial planning solutions for affluent families, business owners and executives.

Capital Asset Management is a wealth management firm in Columbus, OH and we are seeking a Client Service Associate to join our team. We are seeking a Client Service Associate to assist in providing excellent service to our clients. If you want to join a Financial Planning Team that is dedicated to t

Since 2004, BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts and foundations. We are headquartered in San Francisco with offices in New York, Dalla

626 Financial is a growing wealth management firm located in Portage, MI. We are seeking a Client Service Associate to join our team and assist in providing excellent service to our clients. If you want to join a team that is dedicated to their clients & staff and has created a culture of success, t

Since 2004, BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts and foundations. We are headquartered in San Francisco with offices in New York, Dalla

ASL Financial, LLC is a boutique financial planning, tax, and investment advisory practice serving individuals, families, business owners, ERISA plans, divorce clients, and high-net-worth clients with complex planning needs. The firm is intentionally small, highly relationship-driven, and built almo

ASL Financial, LLC is a boutique financial planning, tax, and investment advisory practice serving individuals, families, business owners, ERISA plans, divorce clients, and high-net-worth clients with complex planning needs. The firm is intentionally small, highly relationship-driven, and built almo

Client Service Associate Summary The Client Service Associate reports to the Senior Client Service Associate 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 cl

Mission Financial Planners, LLC is seeking a Senior Client Service Associate who will play a pivotal role in driving the firm’s growth and operational efficiency. This individual will focus on optimizing internal workflows, identifying opportunities to delegate or outsource tasks, and ensuring that

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 standards. Y

Vise is hiring a Senior Client Success Associate to join our Account Management Team. You'll be a go-to resource for our financial advisor clients and a key part of Vise's operational core — working directly with custodians and acting as the liaison between clients and our Engagement Managers, Tradi

The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors’ time. This position requires excellent customer service skills, problem solving, attention to detail, multi-tasking, and time management skills. This position is full-time a

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