SFMG Wealth Advisors-Plano, TX $35,000 - $45,000 a year

The Client Service Associate position requires a welcoming disposition and both strong communication and interactive skills....

ZRC Wealth Management, LLC-Santa Rosa, CA $55,000 - $65,000 a year

Deliver exceptional client service – interface with clients, monitor service requests, troubleshoot problems and ensure tasks are completed....

Wingate Wealth Advisors, LLC-Lexington, MAEstimated: $39,000 - $49,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

The role of the Client Service Associate is to assist Advisors and their teams in servicing high net worth clients, working with outside professionals and other...

Wealth Enhancement Group-Eden Prairie, MNEstimated: $37,000 - $50,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

Set up client accounts and transfer client assets to the company and provide ongoing service to handle requests related to clients accounts....

Beacon Pointe Wealth Advisors-Newport Beach, CA $40,000 - $45,000 a year

The Client Service Associate will join a highly talented team of wealth management and client service professionals to work with sophisticated, high net worth...

Paradigm Financial Advisors, LLC-St. Louis, MO $45,000 - $60,000 a year

Client Service Associate*. The Client Service Associate will have the following responsibilities:. As a member of the PFA Team, the Client Service Associate...

Rockit Solutions-Stamford, CT $55,000 - $65,000 a year

High Level Client Service:. We are currently looking for a Client Service Associate (CSA) to join our Rockit Team to serve as the first point of contact for any...

ZRC Wealth Management, LLC-Santa Rosa, CA $55,000 - $65,000 a year

Deliver exceptional client service – interface with clients, monitor service requests, troubleshoot problems and ensure tasks are completed....

Beacon Pointe Wealth Advisors-Newton, MA $40,000 - $55,000 a year

The Client Service Associate will join a highly talented team of wealth management and client service professionals that service sophisticated, high net worth...

SGH Wealth Management-Southfield, MI $50,000 - $55,000 a year

Client Service Associate Position*. Client Service Associate is the entry-level client relationship management position to a career path towards becoming a...

David A Marcus & Associates, Inc.-Deerfield, ILEstimated: $39,000 - $55,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

Marcus & Associates, a North Shore financial services company. We assist our clients with the preservation of wealth and to create a long-term future....

UBS-McLean, VAEstimated: $34,000 - $49,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

Client service experience. Educate clients on account services and capabilities. Are you truly service oriented?...

Morgan Stanley-Colchester, VTEstimated: $36,000 - $47,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

The Client Service Associate enhances the client experience by providing exceptional client service, supporting Branch functions as needed, assisting in...

Morgan Stanley-Rapid City, SDEstimated: $35,000 - $46,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

The Client Service Associate enhances the client experience by providing exceptional client service, supporting Branch functions as needed, assisting in...

Morgan Stanley-Montecito, CAEstimated: $41,000 - $54,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

The Client Service Associate enhances the client experience by providing exceptional client service, supporting Branch functions as needed, assisting in...

Morgan Stanley-Santa Barbara, CAEstimated: $40,000 - $54,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

The Client Service Associate enhances the client experience by providing exceptional client service, supporting Branch functions as needed, assisting in...

Morgan Stanley-Wellesley, MAEstimated: $37,000 - $50,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

The Client Service Associate enhances the client experience by providing exceptional client service, supporting Branch functions as needed, assisting in...

Morgan Stanley-Williamsport, PAEstimated: $35,000 - $46,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

The Client Service Associate enhances the client experience by providing exceptional client service, supporting Branch functions as needed, assisting in...

Morgan Stanley-Lexington, KYEstimated: $35,000 - $46,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

The Client Service Associate enhances the client experience by providing exceptional client service, supporting Branch functions as needed, assisting in...

Morgan Stanley-Portland, OREstimated: $34,000 - $47,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

Primarily responsible for daily operations, client service and complex support. The Service Associate keeps the Complex Service Manager informed of significant...

Morgan Stanley-Huntsville, ALEstimated: $35,000 - $45,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

Superior interpersonal, organizational and client service skills. Perform daily operations, client service, and Financial Advisor support....

Morgan Stanley-Harrisonburg, VAEstimated: $35,000 - $48,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

Primarily responsible for daily operations, client service and complex support. The Service Associate keeps the Complex Service Manager informed of significant...

Morgan Stanley-Columbia, MDEstimated: $34,000 - $49,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

Superior interpersonal, organizational and client service skills. Perform daily operations, client service, and Financial Advisor support....

Financial Management Network, Inc.-Mission Viejo, CAEstimated: $31,000 - $43,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

The mission for the Client Service Associate is to deliver extraordinary client service and assist in the retention of clients by executing service delivery...

Convergys-Jacksonville, TXEstimated: $18,000 - $25,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

Maintain basic knowledge of client products and/or services. Customer Service Skills:. Offer additional products and/or services....

EisnerAmper Wealth Management & Corporate Benefits, LLC-Iselin, NJEstimated: $38,000 - $56,000 a year

Please note that all salary figures are approximations based upon third party submissions to SimplyHired or its affiliates. These figures are given to the SimplyHired users for the purpose of generalized comparison only. Minimum wage may differ by jurisdiction and you should consult the employer for actual salary figures.

Client Service in Private Wealth Management:. As we expand, we are seeking an experienced Client Service Associate team member that will embody the feelings and...


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