Job Description Summary. Job Description. Job Summary. Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Ad...
Job Description. Are you passionate about creating exceptional client experiences and ensuring that operational items are completed accurately and on time. Do you want a role that blends client interaction, administrative precision, and behind the scenes support that keeps a wealth advisory firm running smoothly. If so, we would love to meet you. We are a growing, client-centric wealth advisory firm that works closely with high-net-worth individu...
Job Title. Client Service Associate. Location. New York, NY (Hybrid). Contract Duration. Through October 15, 2026. Position Summary. The Client Service Associate supports the Global Client Group by servicing Institutional and High Net Worth clients, as well as Distributors investing in or distributing the company’s products. Under supervision, this role focuses on client onboarding, servicing ongoing account needs, coordinating reporting, and ens...
Client Service Associate. Overview. At. Sentry Point Private Wealth. we believe wealth management is about clarity, trust, and long-term relationships. A. Client Service Associate. is central to delivering that promise. They provide exceptional service to our clients and will directly support the Financial Advisor. Through consistent, thoughtful interactions, this role aids in maintaining trusted relationships and ensures every client feels value...
What if you could build a career where ambition meets innovation. At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact. If you're ready to take the next step, discover what’s possible with LPL Financial. Job Overview: Are you passionate about servin...
Job Summary. Client Service Associate is responsible for enhancing the client experience by servicing clients and providing operational support to Financial Advisors and NewEdge Wealth. As a Client Service Associate, you will interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide exceptional service. This individual will also perform administrative and operational duties to su...
Job Summary. Client Service Associate is responsible for enhancing the client experience by servicing clients and providing operational support to Financial Advisors and NewEdge Wealth. As a Client Service Associate, you will interface with clients and prospective clients, anticipate their needs, resolve their problems, and follow through to provide exceptional service. This individual will also perform administrative and operational duties to su...
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 first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES And R...
Description. HB Wealth (“HB”) is a national, independent, fee-only wealth management firm headquartered in Atlanta, GA, with additional offices in Palm Beach Gardens and Tampa, FL. Alpharetta, Augusta, and Sandy Springs, GA. Towson and Columbia, MD. Charlotte, NC. Columbia and Greenville, SC. and Nashville, TN. Founded in 1989, HB provides wealth advisory services, investment management, and family office services to primarily high-net-worth indi...
Lauterbach & Amen, LLP is a well-established CPA firm specializing in accounting, auditing actuarial/pension administration, and consulting services. The firm is a recognized leader in the accounting industry and has grown continuously over the past twenty years. With our roots in governmental clients, we have continued to develop additional specialties to meet the needs of a diverse, strong and growing client base. At Lauterbach & Amen, LLP, we ...
Position Summary. 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 first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday n...
Duration : 6 months. This is Hybrid job. Role focused on transactional and administrative workload - change requests, withdraws, do not transact status updates and some admin work. Looking through platforms and seeing if there is additional paperwork received. Not a lot of client contact – mostly internal. High attention to detail (critical), organizational skills and prioritization. Client Service Associate Job Responsibilities. Responsible for ...
