Top 52080 Client Account Associate Jobs

Remote Client Service Associate - Wealth Management (RIA/Broker-Dealer)
Reshape Wealth —Remote
- $80,000 - $105,000 a year
- Full-time
- Remote
- Mid-level
- 2 years
- Paid holidays
- Health insurance
Quick Apply
Associate Financial Advisor - Afton Union Financial Group - Seattle, WA
Thrivent —Seattle, WA
- $100,000 - $140,000 a year
- Full-time
- Hybrid work
- Research
- Mid-level
- 3 years
- Retirement plan
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A/P & A/R Specialist
Empower Associates —North East, PA
- $18 - $22 an hour
- Full-time
- Writing skills
- US work authorization
- Data entry
- Health insurance
- Dental insurance
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7d
Litigation Associate
Anderson, Coe & King, LLP —Baltimore, MD
- $95,000 - $110,000 a year
- Urgently hiring
- Hybrid work
- Writing skills
- Mid-level
- In-person
- Health savings account
- Health insurance
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Commercial Lines Account Manager
Insurance Associates, Inc —Norfolk, NE
- $50,134 - $65,524 a year
- Email
- Sales
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- Mid-level
- Paid holidays
- Health insurance
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Crane Account Manager
Bohl Crane, Inc. —Toledo, OH
- $55,000 - $65,000 a year
- Mid-level
- Office
- Microsoft Office
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Senior Landscape Designer
Yardscapes Inc —Minneapolis, MN
- $60,000 - $150,000 a year
- Full-time
- Sales
- Residential
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10d
Attorney
Litchfield Cavo LLP —Providence, RI
- $105,000 - $130,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Analysis skills
- Health savings account
- Health insurance
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Banking Center Manager - Altus
MIDFIRST BANK —Altus, OK
- Extended hours
- Spanish
- Microsoft Excel
- Microsoft Outlook
Associate Attorney - Consumer Class Action (RCRM only)
Wilshire Law Firm —Los Angeles, CA
- $185,000 - $250,000 a year
- Full-time
- 18 years or older
- Mid-level
- Office
- AD&D insurance
- Paid holidays
Financial Accounting and Systems Manager
Four Seasons Sotheby's International Realty —South Burlington, VT
- $90,000 - $95,000 a year
- Full-time
- Hybrid work
- Background check
- 7 years
- CPA
- Health savings account
- Health insurance
Quick Apply
Senior Account Associate - Commercial Insurance
Insurance Office of America, Inc. —Pleasanton, CA
- $45,000 - $60,000 a year
- Full-time
- Microsoft Outlook
- Word processing
- Research
- Paid holidays
- Health insurance
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Licensed Office Professional (Financial Associate)
SCOTT HERRMANN SHORELINE GROUP —Madison, WI
- $20 - $28 an hour
- Full-time
- Background check
- Microsoft Excel
- Research
- Paid time off
4d
Landscape Design Sales Position
Outdoor Excapes of Lake Minnetonka, Inc —Long Lake, MN
- $40,000 - $150,000 a year
- Email
- AutoCAD
- Sales
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Professional Land Surveyor, PLS In-Office (10 years Experience Required)
JSD Professional Services, Inc —Madison, WI
- $70,000 - $100,000 a year
- Extended hours
- Civil engineering
- Research
- Office
- Health savings account
- Health insurance
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Registered Client Service Associate
Raymond James Financial, Inc. —Manassas, VA
- Full-time
- Mid-level
- Office
- 3 years
- Paid holidays
- Health insurance
Senior Account Executive – Custom Millwork & Doors
Scobis Millwork + Design —St. Louis, MO
- $100,000 - $150,000 a year
- Full-time
- Residential
- Business development experience
- In-person
- Paid holidays
- Relocation assistance
Quick Apply
Associate Veterinarian - Privately-owned, Signing Bonus
Dublin Veterinary Clinic —Dublin, OH
- $125,000 - $135,000 a year
- Part-time
- Doctoral degree
- Mid-level
- Surgery
- Paid training
- Health savings account
Quick Apply
Medical Malpractice Associate Attorney
Mayer LLP —Dallas, TX
- $100,000 - $120,000 a year
- 8 hour shift
- Hybrid work
- Writing skills
- Mid-level
- 3 years
- Health savings account
- Health insurance
Quick Apply
Marketing Coordinator - University of Jamestown
Chartwells HE —Jamestown, ND
- $24 - $27 an hour
- Weekends as needed
- Microsoft Excel
- Marketing
- Merchandising
- Health savings account
- Health insurance
Quick Apply
6d

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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

Benefits

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

Qualifications

Managing customer accounts
Financial services customer support
Managing clients in a finance role
Client services experience
Investment account customer support
Process management
Account opening

Full Job Description

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

****Must have SCHWAB experience and 2+ years of RIA (Registered Investment Advisor) or Broker/Dealer experience as a Client Service Associate or in Operations experience to apply.**** Without that experience you will NOT be contacted.

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.

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.

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?
How many years have you worked with the Schwab platform?

Experience:

Onboarding Schwab accounts: 1 year (Required)
CSA or Ops Manager supporting an RIA or Broker: 2 years (Required)
current CSA or Ops Manager: 1 year (Preferred)

Work Location: Remote

Quick Apply

Refine Your Search

Client Account Associate jobs

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

Associate Financial Advisor - Afton Union Financial Group - Seattle, WA

A/P & A/R Specialist

Litigation Associate

Commercial Lines Account Manager

Crane Account Manager

Senior Landscape Designer

Attorney

Banking Center Manager - Altus

Associate Attorney - Consumer Class Action (RCRM only)

Financial Accounting and Systems Manager

Senior Account Associate - Commercial Insurance

Licensed Office Professional (Financial Associate)

Landscape Design Sales Position

Professional Land Surveyor, PLS In-Office (10 years Experience Required)

Registered Client Service Associate

Senior Account Executive – Custom Millwork & Doors

Associate Veterinarian - Privately-owned, Signing Bonus

Medical Malpractice Associate Attorney

Marketing Coordinator - University of Jamestown

I want to receive the latest job alert for Client Account Associate

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