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...
Apply Now
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...
Apply Now
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...
Apply Now
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...
Apply Now
Email me more jobs like this
Email me series 65 jobs as they're posted.
Saving...
Job Alert created!
Your job alert for series 65 has been created.
Posted 03/08/2024
Chicago, IL
Full-time
$50,000.00 - $60,000.00
The Client Service Associate position provides an opportunity to work as part of a team dedicated to providing outstanding client service and support. The primary responsibilities include providing cu...
Apply Now
Posted 03/08/2024
Seattle, WA
Full-time
$50,000.00 - $60,000.00
Position Overview: The Client Service Associate is responsible for providing exceptional customer service and building relationships with clients. The Client Service Associate will handle client inqui...
Apply Now
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...
Apply Now
Posted 01/29/2024
Boca Raton, FL
Boulder, CO
Chicago, IL
Full-time
$75,000.00 - $90,000.00
Job Title: Senior Associate - Private Client Services Job Location: 5 Locations (Chicago IL, Boulder CO, Boca Raton FL, Los Angeles CA, and Atlanta GA) - 3 days in office/ 2 from home Job Salary: $75...
Apply Now
Posted 02/08/2024
Los Angeles, CA
Full-time
$125,000.00 - $150,000.00
Salary: $125K-150K DOE Location: Los Angeles, CA (hybrid) Job Title: Wealth Advisor Requirements: --Bachelor's or Master's Degree --Series 65 required --CFP required We are an independent, n...
Apply Now
Posted 02/20/2024
Seattle, WA
Full-time
$60,000.00 - $100,000.00
Job Title: Senior Associate - Private Client Services Job Location: Seattle, WA Job Salary: $60k - $100k+ DOE Requirements: 2-4+ Years of Experience with a Wealth Management, Registered Investment Adv...
Apply Now
Posted 03/01/2024
Houston, TX
Sugar Land, TX
Austin, TX
Full-time
$70,000.00 - $100,000.00
Top Reasons to Work with Us We are an established and expanding wealth management firm in Texas looking for a Senior Client Service Associate or Junior Advisor, to be a part of driving the success of...
Apply Now
Posted 02/29/2024
Houston, TX
Sugar Land, TX
Austin, TX
Full-time
$70,000.00 - $100,000.00
Top Reasons to Work with Us We are an established and expanding wealth management firm in Texas looking for a Senior Client Service Associate or Junior Advisor, to be a part of driving the success of...
Apply Now
Posted 02/29/2024
Houston, TX
Sugar Land, TX
Full-time
$70,000.00 - $100,000.00
Top Reasons to Work with Us We are an established and expanding wealth management firm in Texas looking for a Senior Client Service Associate or Junior Advisor, to be a part of driving the success of...
Apply Now
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...
Apply Now
Posted 11/28/2022
Rockville, MD
Full-time
$90,000.00 - $120,000.00
If you are a Registered Investment Advisor with experience, please read on! -REMOTE- We are an Investment Management Firm with 16 years of institutional money management experience based out of Rockv...
Apply Now
Posted 02/15/2024
Englewood, CO
Full-time
$80,000.00 - $100,000.00
Salary: $80K-$100K DOE Location: Denver, CO (in-office) Job Title: Client Service Associate Requirements: --Bachelor's degree, business-related preferred --5+ years of client service or administrative...
Apply Now
Posted 02/22/2024
Redmond, WA
Full-time
$65,000.00 - $100,000.00
Salary: $65K-100K DOE Location: Redmond, WA Job Title: Client Service Associate / Sr. Client Service Associate Requirements: --Bachelor's degree, business-related preferred --0-2 years of client servi...
Apply Now
Posted 03/06/2024
Dallas, TX
Full-time
$65,000.00 - $100,000.00
Salary: $65K-100K DOE Location: Dallas, TX Job Title: Client Service Associate / Sr. Client Service Associate Requirements: --Bachelor's degree, business-related preferred --0-2 years of client servic...
Apply Now
Posted 02/08/2024
Los Angeles, CA
Full-time
$80,000.00 - $100,000.00
Salary: $80K-100K DOE Location: Los Angeles, CA (hybrid) Job Title: Senior Client Service Associate Requirements: --Bachelor's degree, business-related preferred --4+ years of client service or...
Apply Now
Posted 02/11/2024
Seattle, WA
Full-time
$65,000.00 - $80,000.00
Salary: $65K-80K DOE Location: Seattle, WA (hybrid) Job Title: Client Service Associate Requirements: --Bachelor's degree, business-related preferred --0-2 years of client service or administrat...
Apply Now