Top 49162 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
Account Coordinator (Kansas)
Unrivaled Teamwear —Remote
- Full-time
- Oracle
- Computer literacy
- Merchandising
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Registered Nurse Care Manager - Clinical Diabetes Educator; $30,000 Sign On, $15,000 Relocation, and Retention Bonus eligible
Yukon-Kuskokwim Health Corporation —Bethel, AK
- From $54.95 an hour
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- Nursing
- RN License
- Hospital
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- Disability insurance
Associate Financial Advisor - Ascend National Wealth Advisors- Bellevue, WA
Thrivent —Bellevue, WA
- $70,000 - $105,000 a year
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
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Commercial Banking Specialist
Old National Bank —Brainerd, MN
- $17.00 - $27.50 an hour
- Online Application
- Microsoft Word
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Attorney / Lawyer
Stange Law Firm, PC —Springfield, IL
- $90,000 - $120,000 a year
- Urgently hiring
- 5 years
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- US work authorization
- Health savings account
- Paid holidays
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Attorney / Lawyer
Stange Law Firm, PC —Springfield, MO
- $90,000 - $120,000 a year
- Urgently hiring
- 5 years
- Mid-level
- US work authorization
- Health savings account
- Paid holidays
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Family Support Specialist - Social Worker
Families First Counseling Services —Hampton, IA
- $36,000 - $45,000 a year
- Weekends as needed
- Background check
- Mid-level
- Master's degree
- Health insurance
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Attorney / Lawyer
Stange Law Firm, PC —Columbia, MO
- $90,000 - $120,000 a year
- Urgently hiring
- 5 years
- Mid-level
- US work authorization
- Health savings account
- Paid holidays
Quick Apply
6d
Senior Audit Manager - Public Accounting
James Gordon & Associates, CPA, P.A. —Wichita, KS
- Full-time
- Background check
- CPA
- 5 years
- Health savings account
- Disability insurance
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Client Support Associate (Wealth Management) 3 years experience
R. M. Davis, Inc. —Portland, ME
- Up to $30 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Profit sharing
- Health savings account
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14d
Associate Veterinarian - Love Cats? This One's for You
Greenfield Animal Hospital —Fairfield, CT
- Email
- Mid-level
- Medical-surgical
- Operating room
- Continuing education credits
- Health insurance
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Staff Pharmacist - Closed Door Pharmacy
Clinical Solutions LLC —Franklin, TN
- $60 - $63 an hour
- Full-time
- Background check
- Microsoft Excel
- OSHA
- Health savings account
- Disability insurance
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Commercial Lines Account Manager
Insurance Associates, Inc —Norfolk, NE
- $50,134 - $65,524 a year
- Email
- Sales
- Customer service
- Mid-level
- Paid holidays
- Health insurance
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Attorney-Class Action
Franklin D. Azar & Associates, PC —Aurora, CO
- $120,000 - $500,000 a year
- Full-time
- Background check
- Writing skills
- Research
- Health insurance
- Dental insurance
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Insurance- Commercial Lines Account Manager
Lechner & Stauffer, Inc. —Pennsburg, PA
- $60,000 - $80,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Background check
- Microsoft Excel
- Health insurance
- Paid time off
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Associate Veterinarian - Greenville, PA
Global Veterinary Careers —Greenville, PA
- $130,000 - $155,000 a year
- Full-time
- Doctoral degree
- Surgery
- Patient care
- Continuing education credits
- Paid parental leave
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Hybrid Board Certified Behavior Analyst / BCBA, Sign-on bonus up to $20,000
BlueSprig —Chandler, AZ
- $85,000 - $95,000 a year
- Full-time
- Hybrid work
- Mid-level
- Master's degree
- US work authorization
- Continuing education credits
- Health savings account
Quick Apply
3d
Trust & Treasury Analyst
Hodgson Russ LLP —Buffalo, NY
- $49,200 - $60,450 a year
- Full-time
- Background check
- Customer service
- Mid-level
- Health savings account
- Disability insurance
Quick Apply
Legal Patient Advocate
MED-1 Solutions, LLC —Greenwood, IN
- $15 an hour
- Multiple hires
- Microsoft Excel
- Microsoft Outlook
- Sales
- Profit sharing
- Paid training
Quick Apply

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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)

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