Top 53621 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
- Paid holidays
- Health insurance
Quick Apply
7d
Client Success Associate (PST Hours)
Lighthouse Document Technologies Inc —Remote
- $92,000 - $108,000 a year
- Weekends as needed
- Remote
- Sales
- Research
- Office
- AD&D insurance
- Disability insurance
Quick Apply
Account Manager
The Hilb Group —Remote
- Full-time
- Remote
- High school diploma or GED
- Entry level
- Health savings account
- Disability insurance
6d
Client Onboarding Associate
Jefferies & Company, Inc. —Jersey City, NJ
- $70,000 - $90,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
Associate Account Manager
RosieRai —Remote
- $60,000 - $65,000 a year
- Full-time
- Remote
- English
- Mid-level
- US work authorization
- 401(k)
- Flexible schedule
Quick Apply
1d
Associate Client Relationship Executive
LinguaLinx Language Solutions Inc. —Albany, NY
- $58,000 - $65,000 a year
- Remote
- English
- Mid-level
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Client Services Associate
JLQ CONSTRUCTION INC —San Francisco, CA
- $59,891.25 - $68,901.30 a year
- Part-time
- Mid-level
- US work authorization
- Communication skills
- Health insurance
- Paid time off
Quick Apply
8d
Retirement Client Associate
Leading Retirement Solutions —Remote
- $55,000 - $70,000 a year
- Full-time
- Remote
- Microsoft Outlook
- Word processing
- Bachelor's degree
- Health savings account
- AD&D insurance
Quick Apply
2d
Account Associate
Poco Dolce Confections —San Francisco, CA
- Full-time
- Clean driving record
- Microsoft Excel
- Computer literacy
Quick Apply
Client Success Associate
Onshore —Houston, TX
- $100,000 - $120,000 a year
- Remote
- Mid-level
- 3 years
- Analysis skills
- Paid parental leave
- Health savings account
Quick Apply
Client Success Associate
SmartX Advisory Solutions —West Palm Beach, FL
- Full-time
- Finance
- Bachelor's degree
- Financial services
Quick Apply
Associate, Client Strategy
Shop My —New York, NY
- $70,000 - $85,000 a year
- Bachelor's degree
- Communication skills
- Entry level
- Health insurance
- Dental insurance
Client Success Associate - SaaS Software
TEXO —Remote
- $45,000 - $50,000 a year
- Full-time
- Remote
- Bachelor's degree
- Travel
- Organizational skills
Quick Apply
Client Success Associate
WebMD —Newark, NJ
- $59,000 - $65,000 a year
- Full-time
- Mid-level
- Bachelor's degree
- Travel
- Continuing education credits
- Commuter assistance
Quick Apply
Client Service Associate
Orgel Wealth Management, LLC —Minnetonka, MN
- Writing skills
- Office
- 3 years
- Retirement plan
Quick Apply
Client Services Associate II
Freenome —Brisbane, CA
- $27.38 - $39.12 an hour
- Monday to Friday
- Remote
- Spanish
- HIPAA
- Laboratory experience
Account Coordinator (Kansas)
Unrivaled Teamwear —Remote
- Full-time
- Oracle
- Computer literacy
- Merchandising
Quick Apply
Inside Partner Success Associate (Remote)
TheGuarantors —Remote
- $60,000 - $70,000 a year
- Full-time
- Remote
- Google Workspace
- Writing skills
- 1 year
- Paid parental leave
- Health savings account
Quick Apply
Client Solutions Associate
HireNow Staffing —San Francisco, CA
- $72,000 - $88,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Quality control
- Recruiting
- Health insurance
- Dental insurance
Quick Apply
Client Service Associate
Abner Herrman & Brock LLC —Jersey City, NJ
- $60,000 - $75,000 a year
- Full-time
- Microsoft Outlook
- Sales
- Marketing
- Travel reimbursement
- Health insurance
Quick Apply

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

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

Client Account Associate jobs near

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)

Client Success Associate (PST Hours)

Account Manager

Client Onboarding Associate

Associate Account Manager

Associate Client Relationship Executive

Client Services Associate

Retirement Client Associate

Account Associate

Client Success Associate

Client Success Associate

Associate, Client Strategy

Client Success Associate - SaaS Software

Client Success Associate

Client Service Associate

Client Services Associate II

Account Coordinator (Kansas)

Inside Partner Success Associate (Remote)

Client Solutions Associate

Client Service Associate

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

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected