20 Best Client Services Associate jobs (Hiring Now!)

Wealth: Registered Client Service Associate
B. Riley Financial —Poughkeepsie, NY
Receive incoming calls, handling requests, and directing communication to appropriate parties. The successful candidate will demonstrate the ability to work…
$50,000 - $65,000 a year
Quick Apply
8d
Sales, Customer Service and Business Central ERP Develpment
Lakes Precision Inc. —Three Lakes, WI
We are looking to grow our professional team by hiring a person that can assist our sales and logistics teams with customer support, data entry and development…
Estimated: $38.8K - $49.1K a year
Quick Apply
Registered Wealth Management Client Associate
Bank of America —Florham Park, NJ
Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while…
Estimated: $83.9K - $106K a year
Client Service Associate
HighPoint Advisors, LLC —East Syracuse, NY
This role will support the growth of our firm and enable our advisors to continue to service their clients efficiently. Customer service: 1 year (Required).
$3,500 a month
Quick Apply
Client Service Associate
Shum Financial Group —Alameda, CA
The client service associate is an entry-level support role to support the client account management team. Want to successfully develop into a client account…
$48,000 - $75,000 a year
Quick Apply
1h
Registered Wealth Management Client Associate
Bank of America —Yardley, PA
Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while…
Estimated: $61.9K - $78.4K a year
Sr. Wealth Management Client Associate
Edwards Asset Management —Naples, FL
Assist in the implementation of client investment strategies. Handle client inquiries and resolve issues promptly.
$70,000 - $105,000 a year
Quick Apply
Associate Client Service Specialist (Wealth Management)
Condor Capital Wealth Management —Martinsville, NJ
Assist with answering the phones and responding to emails. Strong knowledge of Microsoft Office and related business productivity tools.
$55,000 - $65,000 a year
Quick Apply
7d
Payroll, Admin & Client Services Associate
Payroll and HR Services —Waikoloa, HI
Administer employee benefits in accordance with federal, state, and company regulations. The Payroll, Admin & Client Services Associate supports management and…
$20 - $22 an hour
Quick Apply
Family Office Associate, Client Services
Streamline Family Office Inc. —Medfield, MA
Download transactions from bank/credit cards and categorize. _*Streamline curates integrated infrastructure for ultra-wealthy families to maximize strategic…
$65,000 - $80,000 a year
Quick Apply
Client Services Support Associate
Shaker —United States
We develop customized strategies and plans, and we analyze results. The position encompasses data entry, administration, order tracking and billing related…
Estimated: $46.9K - $59.3K a year
1d
Wealth Management Client Service Associate
Tonka Financial Services —Hopkins, MN
Assist with answering phone calls or delegating faxes to appropriate staff member. ▪ Handle phone calls, faxes, and e-mails from clients and take action needed…
$46,693 - $48,954 a year
Quick Apply
Client Service Associate
Compound —Massachusetts
A self-solving mindset, meaning that you work through problems to find a solution on your own first using prior experience, resources, and context before asking…
$55,000 - $65,000 a year
Quick Apply
Client Services Specialist
Fairfax Cryobank —Remote
Must be able to handle many inbound and outbound calls to and from clients, listen to our clients’ needs and provide helpful solutions to their concerns.
$20 an hour
Quick Apply
7h
Financial Services Client Service Associate
Wymer Brownlee Tax & Financial Management —Oklahoma City, OK
Bachelor's degree in Business Administration, Finance, or a related field. This position works in-office coordinating client relationships and work in progress…
$35,276.80 - $42,483.89 a year
Quick Apply
Client Services Associate
SageSpring Wealth Partners —Franklin, TN
The Client Services Associate is a highly focused, energetic individual that enjoys an active role handling skilled planning, prioritizing, and coordinating for…
$21 - $27 an hour
Quick Apply
3h
Client Service Associate
RIA Recruiting —Remote
Act as our “Director of First Impressions” by greeting clients by phone in a warm, friendly, and welcoming manner. 2+ years of financial services experience.
$55,000 - $70,000 a year
Quick Apply
Client Services Support Associate
Knipper HEALTH —Lakewood, NJ
Support the coordination of 3rd party field audits for sales representative, and issue program instructions to external PDMA auditors in adherence with client…
Estimated: $34.9K - $44.2K a year
Client Experience Associate - Montana
AnywhereWorks —Remote
You will be taking customer calls, capturing incoming leads, taking orders, and scheduling appointments, while working from the comfort of your own home.
$15 an hour
Quick Apply
Client Service Associate
Vestwell —Remote
Successful candidates will be responsible for answering incoming client emails and calls, utilizing company policies to solve client issues, and escalating…
$55,000 - $60,000 a year
Quick Apply
14d

I want to receive the latest job alert for Client Services Associate

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Wealth: Registered Client Service Associate

B. Riley Financial - Poughkeepsie, NY

Quick Apply

Job Details

Full-time $50,000 - $65,000 a year 8 days ago

Benefits

Profit sharing
Disability insurance
Health insurance
Dental insurance
401(k)
Vision insurance

Qualifications

Microsoft Powerpoint
Microsoft Word
Microsoft Excel
Series 66
Finance
Series 7
Bachelor's degree
Client services
Securities Industry Essentials
2 years
Communication skills
Series 63

Full Job Description

With offices coast to coast, B. Riley Wealth is a leading private wealth and investment management platform that provides comprehensive, collaborative financial solutions to individuals and families, businesses and institutions, non-profits, trusts, foundations, and endowments. Securities and variable insurance products are offered through B. Riley Wealth Management; fee-based asset management and advisory services are offered through B. Riley Wealth Advisors; insurance products, including fixed annuities (but not variable products) are offered through B. Riley Wealth Insurance Corporation; and tax preparation and accounting services are offered through B. Riley Wealth Tax Services. For more information, visit www.brileywealth.com.

B. Riley Wealth is a subsidiary of B. Riley Financial (Nasdaq: RILY), a diversified business advisory and financial services platform. B. Riley refers to B. Riley Financial, Inc. and/or one or more of its subsidiaries or affiliates.

We are seeking a full-time Registered Client Service Associate with a minimum of 2 years of industry experience. The expected base salary range for this position is $50,000 - $65,000.

The successful candidate will demonstrate the ability to work independently to organize, prioritize, and complete tasks, provide administrative and sales support to BRW Financial Advisors through clerical and account-related duties including the flow of correspondence, and communicate daily with clients providing routine securities information and executing trades as directed by clients and BRW Financial Advisors.

Duties of this position include, but are not limited to the following:

1. Act as liaison between Financial Advisors and internal departments (Compliance, Operations, and Administration).
2. Responsible for client money transfers, check request, necessary per communication with clients.
3. Provide administrative support to Financial Advisors by processing new account applications, obtaining necessary documents, resolving inquiries, and handling account transfers.
4. Research and resolve late payments, overdraft items, pending service inquiries, and communicates resolution as appropriate.
5. Prepare various types of correspondence using Word, Excel, and other necessary software.
6. Interact maturely and effectively with Financial Advisors, clients, and internal contacts.
7. Receive incoming calls, handling requests, and directing communication to appropriate parties.
8. Provide clients with routine securities information and execute trades as directed by clients and Financial Advisors.
9. Perform other duties as assigned.

Education, Experience and Skills Required:
1. Bachelor's degree in Finance or equivalent combination of education and experience highly preferred.
2. Securities Industry Essentials (SIE), Series 7 and Series 63 or 66 required.
3. Two years of related brokerage industry experience.
4. Proficient in MS Word, Excel and Power Point.
5. Strong verbal and written communication skills.
B. Riley Financial, Inc. employees enjoy competitive salaries, access to our 401(k) profit sharing retirement plan and our other benefits including paid holidays, vacation, and sick leave, voluntary group medical, dental, and vision insurance, and company paid life and disability coverage.

Quick Apply

Client Services Associate jobs

Wealth: Registered Client Service Associate

Sales, Customer Service and Business Central ERP Develpment

Registered Wealth Management Client Associate

Client Service Associate

Client Service Associate

Registered Wealth Management Client Associate

Sr. Wealth Management Client Associate

Associate Client Service Specialist (Wealth Management)

Payroll, Admin & Client Services Associate

Family Office Associate, Client Services

Client Services Support Associate

Wealth Management Client Service Associate

Client Service Associate

Client Services Specialist

Financial Services Client Service Associate

Client Services Associate

Client Service Associate

Client Services Support Associate

Client Experience Associate - Montana

Client Service Associate

Job Seeker Tools

Employer Tools

Browse

Stay Connected