Top 50126 Client Account Associate Jobs

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- $80,000 - $105,000 a year
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Quick Apply
7d
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Attorney / Lawyer
Stange Law Firm, PC —Springfield, MO
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Animal Blessings Pet Hospital (Missoula, MT) - Associate Veterinarian
Animal Blessings Pet Hospital —Missoula, MT
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Commercial Lines Account Manager
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Client Support Associate (Wealth Management) 3 years experience
R. M. Davis, Inc. —Portland, ME
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Hybrid Board Certified Behavior Analyst/ BCBA/ BCaBA
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Elm Point Animal Hospital —Saint Charles, MO
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Attorney-Class Action
Franklin D. Azar & Associates, PC —Aurora, CO
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ER / ICU Overnight - Certified Veterinary Technician
University of Minnesota Veterinary Medical Center —Saint Paul, MN
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6 Month Follow-Up Care Coordinator- Bilingual, Spanish
Senior Services Associates, Inc —Aurora, IL
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Senior Audit Manager - Public Accounting
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Veterinary Clinic Manager
LA Quality Pet Care —Lawndale, CA
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Remote Client Service Associate - Wealth Management (RIA/Broker-Dealer)

Reshape Wealth
Remote

Quick Apply

Job Details

Full-time
$80,000 - $105,000 a year
7 days ago

Benefits

Paid holidays
Health insurance
401(k)
Paid time off
Flexible schedule

Qualifications

Financial services customer support
Schedule management
Managing clients in a finance role
Client services experience
Process management

Full Job Description

Client Service Associate (CSA) – Remote & to $105K - Growing Wealth Management Firm

We’re looking for a dependable and proactive Client Service Associate (CSA) to support a high-performing financial services firm with client service and internal process management. This is a fully remote opportunity that offers structure, autonomy, and the chance to contribute to a growing business that values precision and trust.

****Must have 2+ years of RIA (Registered Investment Advisor) or Broker/Dealer experience as a Client Service Associate or in Operations experience to apply.****

You'll work behind the scenes to keep things running smoothly—handling account openings, supporting day-to-day operations, and serving as a reliable point of contact for both clients and internal team members. Your responsibilities will include assisting with documentation and custodial forms, managing schedules, updating systems, tracking workflows, maintaining CRM accuracy, and ensuring timely follow-ups—all while contributing to a seamless and professional client experience.

Highlights:

· Up to $105,000 base salary (based on experience)

· Work from anywhere in the US

· Full benefits, 401(k), and remote tech setup

· Paid time off, market holidays, and flexibility

· Long-term role with advancement potential

This is a great opportunity for someone ready to take ownership of their role, grow with a forward-thinking firm, and be trusted to do great work without micromanagement.

For further details and next steps please contact [email protected]. We will be happy to assist you.

Note: This summary is not exhaustive and may include potential income, ranges, or benefit options. Please contact us for full details.

Pay: $80,000.00 - $105,000.00 per year

Benefits:

401(k)
Flexible schedule
Health insurance
Paid time off

Application Question(s):

Are you currently a CSA or Ops Manager supporting an RIA or broker?
Do you have experience onboarding Schwab accounts?
Are you currently using Docusign on a weekly basis?
How many years have you worked with the Schwab platform?

Experience:

CSA or Ops Manager supporting an RIA or broker: 2 years (Required)

Work Location: Remote

Quick Apply

Refine Your Search

Client Account Associate jobs

Remote Client Service Associate - Wealth Management (RIA/Broker-Dealer)

Account Coordinator (Kansas)

Associate Financial Advisor - Ascend National Wealth Advisors- Bellevue, WA

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Animal Blessings Pet Hospital (Missoula, MT) - Associate Veterinarian

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Registered Nurse Care Manager - Clinical Diabetes Educator; $30,000 Sign On, $15,000 Relocation, and Retention Bonus eligible

Client Support Associate (Wealth Management) 3 years experience

Hybrid Board Certified Behavior Analyst/ BCBA/ BCaBA

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Associate Banker-Bilingual Chinese Preferred

ER / ICU Overnight - Certified Veterinary Technician

6 Month Follow-Up Care Coordinator- Bilingual, Spanish

Senior Audit Manager - Public Accounting

Veterinary Clinic Manager

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