Top 146818 Client Service 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
Appointment Scheduler
Complete Contracting —Remote
- $23.72 - $28.57 an hour
- Part-time
- Remote
- Google Workspace
- Administrative experience
- High school diploma or GED
- Health insurance
- Work from home
Quick Apply
6d
Client Success Associate
The Human Reach —Remote
- $0 a year
- Full-time
- Remote
- English
- 1 year
- Leadership
- Health insurance
- Dental insurance
Quick Apply
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
Client Service Associate II - National General
National General —Phoenix, AZ
- $19 an hour
- Online Application
- Remote
- High school diploma or GED
- US work authorization
- Fair chance
- Work from home
Associate Financial Advisor - Ascend National Wealth Advisors- Bellevue, WA
Thrivent —Bellevue, WA
- $70,000 - $105,000 a year
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
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
14d
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
14d
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
Veterinary Clinic Manager
LA Quality Pet Care —Lawndale, CA
- $70,000 - $80,000 a year
- Full-time
- OSHA
- Clinic experience
- Mid-level
- Health insurance
- 401(k)
Quick Apply
Marketing & Operations Assistant
Hawaii Off Grid Architecture and Engineering —Haiku, HI
- $26 - $28 an hour
- Full-time
- Customer service
- Research
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Commercial Banking Specialist
Old National Bank —Brainerd, MN
- $17.00 - $27.50 an hour
- Online Application
- Microsoft Word
- Research
- Mid-level
- Health insurance
- Dental insurance
Client Service Associate
RICHLAND COUNTY BANK —Richland Center, WI
- $21 - $25 an hour
- Full-time
- Mid-level
- Office
- Finance
- Health insurance
- Dental insurance
Quick Apply
3d
Client Service Associate – Commercial Lines (Licensed)
Insurance Centers of America, Inc —Colorado Springs, CO
- $65,000 - $75,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental 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
Financial Advisor - Tampa, FL
Florida Financial Advisors —Tampa, FL
- From $100,000 a year
- Full-time
- Office
- Financial services
- In-person
- Health insurance
- Opportunities for advancement
Quick Apply
9d
Banking Center Manager - Edmond (15th & I-35)
MIDFIRST BANK —Edmond, OK
- Extended hours
- Spanish
- Microsoft Excel
- Microsoft Outlook
Senior Workers Compensation Claims Assistant
Alliant Insurance Services —Walnut Creek, CA
- $30 - $38 an hour
- Email
- Mid-level
- Office
- 3 years
Quick Apply
3d
Marketing and Administrative Coordinator
Breckenridge Associates Real Estate —Breckenridge, CO
- From $30 an hour
- Full-time
- Office
- Residential
- Administrative experience
- Paid time off
- Retirement plan
Quick Apply
11d
Insurance Associate
Monarch Sky —Houston, TX
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance

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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 Service Associate jobs

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

Appointment Scheduler

Client Success Associate

Client Success Associate (PST Hours)

Client Service Associate II - National General

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

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

Client Support Associate (Wealth Management) 3 years experience

Commercial Lines Account Manager

Veterinary Clinic Manager

Marketing & Operations Assistant

Commercial Banking Specialist

Client Service Associate

Client Service Associate – Commercial Lines (Licensed)

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

Financial Advisor - Tampa, FL

Banking Center Manager - Edmond (15th & I-35)

Senior Workers Compensation Claims Assistant

Marketing and Administrative Coordinator

Insurance Associate

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

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