Top 54436 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
4d
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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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
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Agent, Commercial Lines
Armed Forces Insurance —Leavenworth, KS
- $49,000 - $58,000 a year
- Microsoft Outlook
- Word processing
- Bachelor of Science
- Paid holidays
- Disability insurance
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 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
11d
DIGITAL SALES MANAGER - PAMAL BROADCASTING
Pamal Broadcasting —Glens Falls, NY
- $70,000 - $85,000 a year
- Full-time
- Google Workspace
- Marketing
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Client Service Associate (Hybrid Work Option)
Wealth Enhancement Group —Albuquerque, NM
- $42,500 - $63,750 a year
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
- Profit sharing
- Paid parental leave
Licensed Veterinarian
Elm Point Animal Hospital —Saint Charles, MO
- Full-time
- Sanitation
- Mid-level
- In-person
- COVID-19 protective measures
- Health insurance
Quick Apply
DIGITAL SALES MANAGER - PAMAL BROADCASTING
Pamal Broadcasting —Albany, NY
- $70,000 - $85,000 a year
- Full-time
- Google Workspace
- Marketing
- Mid-level
- Health savings account
- Health insurance
Quick Apply
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
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
9d
Professional Banking Associate
Merchants Commercial Bank —St John, VI
- $16.50 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Computer literacy
- Health insurance
- Dental insurance
Quick Apply
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
Personal Lines Insurance Account Manager (P&C license/Independent exp required) Houston TX Metroplex
Greenway Insurance —Houston, TX
- $22 - $27 an hour
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Disability insurance
- Health insurance
Quick Apply
Senior Account Executive – Custom Millwork & Doors
Scobis Millwork + Design —St. Louis, MO
- $100,000 - $150,000 a year
- Full-time
- Residential
- Business development experience
- In-person
- Paid holidays
- Relocation assistance
Quick Apply
Licensed Optician/Manager
Opticians 3 —Chestnut Hill, MA
- Weekends as needed
- Background check
- Microsoft Excel
- Sales
- Health savings account
- Health insurance
Quick Apply
7d
Tax Associate 2 Yrs Exp Req
Graef & Zink PC —Denver, CO
- $72,000 - $87,000 a year
- Full-time
- Hybrid work
- Background check
- Microsoft Excel
- CPA
- Travel reimbursement
- Profit sharing
Quick Apply
Assistant Vice President, Wealth Management (5-7 years of experience required)
R. M. Davis, Inc. —Portland, ME
- Up to $125,000 a year
- Full-time
- Background check
- CPA
- 5 years
- Profit sharing
- Health savings account
Quick Apply
Systems Administrator II
Consolidated Networks Corporation (CNC) —Fort Johnson, LA
- Full-time
- Writing skills
- Mid-level
- 3 years
- Profit sharing
- Paid holidays
Quick Apply
14d

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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
4 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
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)

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

Insurance Account Manager - Commercial Lines

Agent, Commercial Lines

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Client Support Associate (Wealth Management) 3 years experience

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Client Service Associate (Hybrid Work Option)

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DIGITAL SALES MANAGER - PAMAL BROADCASTING

Insurance- Commercial Lines Account Manager

Grain Merchandising Assistant

Professional Banking Associate

Client Service Advocate (CSA)

Personal Lines Insurance Account Manager (P&C license/Independent exp required) Houston TX Metroplex

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Licensed Optician/Manager

Tax Associate 2 Yrs Exp Req

Assistant Vice President, Wealth Management (5-7 years of experience required)

Systems Administrator II

I want to receive the latest job alert for client account associate

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