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Wealth Client Service Associate jobs

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CLIENT SERVICES ASSOCIATE

Setup new accounts in CRM and portfolio accounting system. Setup new rep records in CRM and portfolio accounting system. Assist clients with transactions and requests. Submit necessary documents to custodians via email, fax and ma...

CompanyThe Pacific Financial Group
AddressAurora, CO
CategoryRetail
Job typeFull-time
Date Posted 2 hours ago See detail

Client Services Associate New

The Pacific Financial Group

Aurora, CO

Setup new accounts in CRM and portfolio accounting system. Setup new rep records in CRM and portfolio accounting system. Assist clients with transactions and requests. Submit necessary documents to custodians via email, fax and ma...

2 hours ago seen See more...

Registered Investment Advisor (RIA) Client Service Associate New

Cottonwood Capital Advisors

Irving, TX

$50,000 - $55,000 a year

Create systems to track and set up investment transfers. Research financial products on the Internet. Generate reports, such as position statements, for advisors meetings with clients. Service client accounts. Process phone calls...

21 hours ago seen See more...

Senior Associate, Health & Benefits, Client Service Team

Willis Towers Watson

Michigan, United States

Materially contribute to core health and benefits projects involving the design and management of group medical, dental, life, disability and time off benefits for large, complex clients including: Benefit plan analysis, design,...

4 days ago seen See more...

Pershing Wealth Solutions - Associate, Client Service I

The Bank Of New York Mellon Corporation

Pittsburgh, PA

$54.2K - $68.6K a year

Supports clients in addressing operational questions or issues and ensuring requests are executed Applying problem solving skills based on precedence and experience, using communication skills to deliver high quality Using knowled...

a month ago seen See more...

Associate, Private Client Services Tax - Summer 2025

York State Department Of Labor

New York, NY

Perform special consulting projects such as preparing year-end tax projections, identifying and researching planning ideas, and preparing financial analysis to obtain optimal tax minimization strategies for our clients. Research v...

a week ago seen See more...

Registered Private Wealth Client Associate

York State Department Of Labor

New York, NY

Work with highly affluent clients. Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materia...

2 weeks ago seen See more...

FILLED - Wealth Management Client Associate

Bank Of America

Columbia, SC

Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and...

2 weeks ago seen See more...

Senior Client Services First Notice of Loss Associate (Remote)

Selective Insurance Company Of America

Richmond, VA

$47,000 - $74,000 a year

Assist internal and external customers on CHAT, FROI, eSubro Hub, and Comsearch, and Must Answer line calls in regards to MCS, Claims Portal, CHAT, CXD and Claims Capture systems. Handle customer complaints, provide appropriate...

2 weeks ago seen See more...

MasterTax Associate Client Service & Product Support Specialist

Adp

Tempe, AZ

We are currently looking for an Associate Client Consultant for ADP/MasterTax, an in-house Payroll Tax Processing Software. We strive for every interaction to be driven by our CORE values: Insightful Expertise, Integrity is Every...

2 weeks ago seen See more...

Client Services Associate

Restoration Hardware

Tampa, FL

$18 - $28 an hour

Live Our Vision, Values and Beliefs every day Greet and welcome RH Clients and assist with any questions or concerns Assist in connecting clients with the right Associates based on their purchase needs Assist and communicate with...

3 weeks ago seen See more...

Client Service Associate

Gemharvest

Chadds Ford, PA

$80,000 - $95,000 a year

Serve as a primary lead for client onboarding and private wealth Client Services. Provide an excellent client experience for high net worth clients, building and maintaining client relationships. Participate in the growth of a gro...

4 weeks ago seen See more...

Operations Client Service Associate 2

State Street

Sacramento, CA

Not disclosed

Perform for operational tasks. Focus on processing for day to day business in hedge fund accounting. Work with managers on client specific projects and initiatives. Learn and understand the operating environment and help managemen...

a month ago seen See more...

Client Service Associate

Escalon Services, Inc.

San Mateo, CA

$61.8K - $78.3K a year

Bachelors degree required. At least 2 years of experience within the financial services industry, ideally in investment performance reporting and analysis and/or writing RFPs. Excellent written and verbal communication skills. St...

a month ago seen See more...

New Business/Client Services Associate

Fss Group

Grapevine, TX

$40,000 a year

Paid time off. Bonus opportunities. Day shift. Grapevine, TX 76051: Relocate before starting work (Required)....

a month ago seen See more...

Client Services Associate

First Business Bank

Brookfield, WI

$40.3K - $51K a year

Provide Exceptional Client Service. Respond to clients questions by answering the telephone promptly, greeting clients upon their entering the bank, and promptly responding to emails. Perform Teller Transactions with Accuracy. Re...

a month ago seen See more...

Client Service Associate

Compound

Massachusetts, United States

$55,000 - $65,000 a year

Support the onboarding process for new clients by:Working with clients to ensure their dashboard accurately collects all relevant personal and financial informationIf the client is consolidating accounts under Compound youll:Faci...

a month ago seen See more...

Client Services Associate

El Education Inc

United States

$43,000 - $59,400 a year

Gather information and materials from internal and external partners about clients, staffing, and financial matters Compile details in central locations such as Google Suite or Salesforce CRM (depending on the nature of the inform...

a month ago seen

Client Service Associate

Biziq

Remote

$15 an hour

Claim and verify Google Business Pages for small to medium-sized business accounts. Optimize business listings with accurate and compelling information, ensuring alignment with client branding. Implement local search optimization...

a month ago seen

Part-time Client Services Associate (Remote, California-based)

Modern Wealth Collective

California, United States

From $25 an hour

Series 6 & 63/65 or 7 & 66 preferred. Redtail CRM Experience preferred. You are willing to fully adopt and champion the Modern Wealth Collective brand internally and externally. You understand the value of building long-term rela...

a month ago seen See more...

Client Service Associate

Gpac Talent Network

Lynn, MA

Are you looking for a new job opportunity?We are seeking a Client Service Associate to join our high net worth investment advisory team. In this role, you will be responsible for providing excellent service through timely and accu...

a month ago seen See more...

Client Service Associate

Gpac Talent Network

Fresno, CA

Are you looking for a new job opportunity?We are seeking a Client Service Associate to join our high net worth investment advisory team. In this role, you will be responsible for providing excellent service through timely and accu...

a month ago seen See more...

Private Wealth Client Associate

Bank Of America

Miami, FL

Account Management Client Management Customer and Client Focus Issue Management Oral Communications Business Development Client Solutions Advisory Pipeline Management Prioritization Administrative Services Emotional Intelligence R...

2 months ago seen See more...

Client Service Associate - Lending Operations

Pix11

New York, NY

Whatever your role at ANZ, you'll be building your future, while helping to build ours.Role Location: New YorkRole Type: Permanent, FulltimeWhat will your day look like?As a Client Service Associate - Lending Operations, you will:...

2 months ago seen See more...

Client Service Associate - Lending Operations

Anz

New York, NY

Responding to internal and external client requests promptly with updates on progress to ensure clients expectations are met Active collaboration with the Relationship, Research & Analysis, Risk teams, offshore Hubs, and other s...

2 months ago seen See more...

AAA PWM Client Service Associate

Gpac Talent Network

Albany, GA

If so, we are seeking a Client Service Associate to join our high net worth investment advisory team. Primary Responsibilities:- Serve as the main point of contact for assigned client relationships- Field client phone calls and em...

2 months ago seen See more...

Client Services Associate - Institutional Relationship Specialist

Equity Trust

Fort Myers, FL

Efficiently and proactively manages client and vendor correspondence (incoming calls, emails, chats, and client visits). Answers client and vendor questions regarding financial transactions, including asset purchases, sales, and o...

2 months ago seen See more...

Client Service Associate - Registered

Stifel Financial

Gainesville, FL

This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.Communication Skills - The ability to communicate information and ideas in spoken or written form so that ot...

2 months ago seen See more...

Client Service Solutions, Hedge Fund Services, Northern Trust – Associate Specialist

Northern Trust

Chicago, IL

Unspecified

Client Relationship Management: Foster strong partnerships with clients by understanding their unique needs and advocating for them within HFS.. Regularly engage with clients to discuss operational improvements and enhancements t...

4 weeks ago seen See more...

Associate Director, Health & Benefits, Client Service Team

Willis Towers Watson

Illinois, United States

Serving as lead project manager for clients; materially contributing to project plan creation and leading the team on delivery; ensuring progress against established objectives, budgets, timelines, deliverables and quality standar...

a month ago seen See more...

Registered Wealth Management Client Associate

Bank Of America

Lorida, FL

Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and...

a month ago seen See more...

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