Top 133028 Client Service Associate Jobs

Client Service Associate
Elevation Wealth Partners —Remote
- $45,000 - $55,000 a year
- Remote
- Mid-level
- Finance
- Bachelor's degree
- Paid holidays
Quick Apply
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
6d
Associate Financial Advisor - Wisconsin Heartland Associates
Thrivent —Madison, WI
- $36,000 a year
- Full-time
- Background check
- Mid-level
- Office
- 401(k)
Quick Apply
Commercial Lines Service Consultant (required to have an active Property & Casualty license)
InsureOne Insurance Services America LLC —Ilion, NY
- $45,000 - $75,000 a year
- Hybrid work
- Spanish
- Computer literacy
- English
- Paid training
- Paid holidays
Quick Apply
13d
Business Development Manager
HPC —Connecticut
- $31,600.53 - $91,133.15 a year
- Full-time
- Background check
- Clean driving record
- Microsoft Excel
- Fuel card
- Health insurance
Quick Apply
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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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
Quick Apply
13d
Insurance Account Manager - Commercial Lines
Nicholson & Associates Insurance LLC —Centralia, WA
- $48,000 - $68,000 a year
- Full-time
- Mid-level
- Office
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
Grain Merchandising Assistant
Lighthouse Commodities, LLC —Bismarck, ND
- $75,000 - $100,000 a year
- Full-time
- Background check
- Merchandising
- Pass drug screening
- Relocation assistance
- Health insurance
Quick Apply
12d
Banking Center Manager - Altus
MIDFIRST BANK —Altus, OK
- Extended hours
- Spanish
- Microsoft Excel
- Microsoft Outlook
Client Service Advocate (CSA)
Katterhenry Investment Group of NEST Capital —Dublin, OH
- $60,000 - $70,000 a year
- 8 hour shift
- Background check
- 5 years
- Office
- Health insurance
- Dental insurance
Quick Apply
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
Quick Apply
Client Service Specialist for Mediation Non-Profit (must be in Hawaii)
The Mediation Center of the Pacific —Honolulu, HI
- $21 - $25 an hour
- 8 hour shift
- Background check
- Computer literacy
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Client Advisor/Sales
Overland Sheepskin Co. —Ketchum, ID
- From $25 an hour
- Full-time
- Customer service
- Merchandising
- US work authorization
- Health savings account
- Health insurance
Quick Apply
Financial Advisor, Canton Area, OH
NEST Capital —New Philadelphia, OH
- Email
- Background check
- CPA
- 5 years
- Health insurance
- Dental insurance
Quick Apply
Insurance Sales & Service Associate
Farmers Insurance Agency —Northfield, MN
- $36,000 - $56,000 a year
- Full-time
- Hybrid work
- Continuous improvement
- Mentoring
- Leadership
- Opportunities for advancement
Quick Apply
Client Services Associate
Lofy Group Wealth Management —Phoenix, AZ
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- Health insurance
- Dental insurance
Quick Apply
Licensed Life Insurance Sales Associate (Spanish/English)
Charles Baum State Farm Insurance Agnecy —Silver Spring, MD
- $30,000 - $55,000 a year
- Part-time
- Hybrid work
- Bilingual
- Background check
- Spanish
- Health insurance
- Dental insurance
Quick Apply
Wealth Management Advisor II
Sunflower Bank NA —Los Angeles, CA
- $106,200 - $157,200 a year
- Online Application
- 7 years
- Mid-level
- Office
- Paid holidays
- Dental insurance
Quick Apply
Insurance Associate
Confidential —Jacksonville, NC
- Full-time
- Analysis skills
- In-person
- Communication skills
Quick Apply
4d

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Client Service Associate

Elevation Wealth Partners
Remote

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Job Details

$45,000 - $55,000 a year

Benefits

Paid holidays

Qualifications

Phone communication
Bachelor's degree
Client interaction via phone calls

Full Job Description

Client Service Associate (unlicensed) - Wealth Management

We are seeking a motivated and detail-oriented Client Service Associate to join our team. This role is integral in supporting our wealth advisors and ensuring a seamless experience for our valued clients. The ideal candidate will have strong organizational skills, a customer-centric mindset, and experience in the financial planning industry.

Compensation:

$45,000 - $55,000 annually

Responsibilities:

Management of advisors' calendars, including scheduling of business & client meetings
Serve as the primary point of contact for client inquiries, ensuring prompt and professional responses; answer the main business line
Assist wealth advisors by preparing and organizing client documentation to ensure smooth and efficient meetings
Maintain up-to-date client records in our database
Assist clients with technical issues
Perform data entry in financial planning software
Take stewardship of community involvement, sponsorships, & events
Prepare and process client paperwork

Qualifications:

High level of personal responsibility and ability to work independently in a remote setting
Enhanced communication skills to effectively bridge the remote work gap and maintain strong client and team relationships
Bachelor’s degree (required) in finance, business administration, or a related field (preferred)
1-3 years of experience in a financial services role
Strong communication and interpersonal skills with a client-first attitude. Excellent phone skills are a must
Close attention to detail and excellent organizational skills.
Proficiency in Microsoft Office Suite and experience with CRM software are a plus.

About Company

We are a growing financial planning firm dedicated to helping individuals and families achieve their financial goals. We specialize in helping clients manage inheritances, providing expert guidance to ensure their financial future is secure. We pride ourselves on delivering personalized, high-quality financial advice and exceptional client service. Our team is committed to integrity, professionalism, and excellence in everything we do. Community involvement is a cornerstone of our values, and we take pride in actively supporting and engaging with the communities we serve.

Benefits

W-2 employment status
Twelve (12) paid company holidays with a year-end extended winter break
Opportunities for professional development and growth within the firm.

Quick Apply

Refine Your Search

Client Service Associate jobs

Client Service Associate

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

Associate Financial Advisor - Wisconsin Heartland Associates

Commercial Lines Service Consultant (required to have an active Property & Casualty license)

Business Development Manager

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

Client Support Associate (Wealth Management) 3 years experience

Insurance Account Manager - Commercial Lines

Grain Merchandising Assistant

Banking Center Manager - Altus

Client Service Advocate (CSA)

Commercial Lines Account Manager

Client Service Specialist for Mediation Non-Profit (must be in Hawaii)

Client Advisor/Sales

Financial Advisor, Canton Area, OH

Insurance Sales & Service Associate

Client Services Associate

Licensed Life Insurance Sales Associate (Spanish/English)

Wealth Management Advisor II

Insurance Associate

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

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