Posted 02/19/2024
Naples, FL
Full-time
$50,000.00 - $60,000.00
Position Overview: The Client Service Associate will have a critical role in providing excellent customer service to clients of our firm while also maintaining a high level of professionalism and comp...
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Posted 02/22/2024
Tampa, FL
Full-time
$60,000.00 - $110,000.00
Founded in 1997, we're a independent investment and wealth management firm that has been serving select families and family offices as a multi-family office and an outsourced chief investment officer...
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Posted 02/20/2024
Chicago, IL
Full-time
$60,000.00 - $110,000.00
Founded in 1997, we're a independent investment and wealth management firm that has been serving select families and family offices as a multi-family office and an outsourced chief investment officer...
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Posted 02/22/2024
Chicago, IL
Full-time
$60,000.00 - $110,000.00
Founded in 1997, we're a independent investment and wealth management firm that has been serving select families and family offices as a multi-family office and an outsourced chief investment officer...
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Posted 02/23/2024
Naples, FL
Full-time
$50,000.00 - $60,000.00
We are looking for a motivated and knowledgeable Client Service Associate to join our team. The successful candidate will serve as the primary contact for our clients and provide superior customer ser...
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Posted 02/14/2024
Los Angeles, CA
Full-time
$60,000.00 - $100,000.00
We are a midsize Registered Investment Advisor (RIA). We've spent over 20 years providing investment and wealth management services to our clients. We're seeking a Client Service Associate or Senior C...
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Posted 02/14/2024
Seattle, WA
Full-time
$60,000.00 - $100,000.00
We are a midsize Registered Investment Advisor (RIA). We've spent over 20 years providing investment and wealth management services to our clients. We're seeking a Client Service Associate or Senior C...
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Posted 04/10/2024
Bellevue, WA
Full-time
$75,000.00 - $95,000.00
Position Overview: The Client Service Associate (CSA) will provide superior customer service to clients and ensure the efficient and accurate processing of client inquiries and requests. The CSA will...
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Posted 02/27/2024
Dallas, TX
Full-time
$60,000.00 - $110,000.00
Founded in 1997, we're a independent investment and wealth management firm that has been serving select families and family offices as a multi-family office and an outsourced chief investment officer...
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Posted 02/26/2024
Tampa, FL
Full-time
$60,000.00 - $110,000.00
Founded in 1997, we're a independent investment and wealth management firm that has been serving select families and family offices as a multi-family office and an outsourced chief investment officer...
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Posted 02/27/2024
Fort Lauderdale, FL
Full-time
$60,000.00 - $110,000.00
Founded in 1997, we're a independent investment and wealth management firm that has been serving select families and family offices as a multi-family office and an outsourced chief investment officer...
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Posted 02/29/2024
Tampa, FL
Full-time
$50,000.00 - $60,000.00
What You Will Be Doing - Onboarding of new High Net Worth clientele - Working directly with the Wealth Advisors in preparation of allocations and investments - Active communication with clients - proc...
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Posted 02/28/2024
Naples, FL
Seattle, WA
Full-time
$50,000.00 - $60,000.00
Position Overview: The Client Service Associate will have a critical role in providing excellent customer service to clients of our firm while also maintaining a high level of professionalism and comp...
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Posted 02/28/2024
Los Angeles, CA
Pasadena, CA
Full-time
$85,000.00 - $100,000.00
Job Title: Senior Client Service Associate Location: Los Angeles, CA Hours: Full-Time Work Model: In Office 4-5 Days a week Base Salary Range: $85,000 to $100,000/year (Based on Experience) About the...
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Posted 02/26/2024
Redmond, WA
Full-time
$60,000.00 - $90,000.00
Job Title: Associate OR Senior Associate - Client Services Job Location: Redmond,WA Job Salary: $60k - $90k+ base DOE Requirements: 0-4+ Years of Experience with a Wealth Management, Registered Invest...
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Posted 02/28/2024
Los Angeles, CA
Seattle, WA
Full-time
$65,000.00 - $80,000.00
Job Title: Client Service Associate Location: Los Angeles, CA Hours: Full-Time Work Model: In Office 4-5 Days a week Base Salary Range: $65,000 to $80,000/year (Based on Experience) About the company:...
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Posted 03/04/2024
Los Angeles, CA
San Diego, CA
San Francisco, CA
Full-time
$75,000.00 - $90,000.00
We are an established investment company in business for 50yrs and headquartered in LA with over $30B AUM. What You Will Be Doing - Handle client onboarding processes. This may include obtaining and o...
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Posted 02/06/2024
Naples, FL
Full-time
$50,000.00 - $60,000.00
If you are a Client Service Associate with experience, please read on! Top Reasons to Work with Us The requirements listed below are representative of the knowledge, skill and/or ability required. Rea...
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Posted 03/06/2024
Melville, NY
Full-time
$75,000.00 - $100,000.00
We are a small but growing Registered Investment Advisor (RIA) firm providing investment and wealth management services to our clients. We're seeking a Client Service Associate or Senior Client Servic...
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Posted 03/07/2024
Chicago, IL
Full-time
$60,000.00 - $110,000.00
Founded in 1997, we're a independent investment and wealth management firm that has been serving select families and family offices as a multi-family office and an outsourced chief investment officer...
Apply Now