Client Service Associate Jobs in the United States
Dunham & Associates Investment Counsel, Inc.
San Diego, CA
Execute mutual fund trade requests and portfolio rebalancing requests; Set up, review, and verify new accounts; Ascertain that policies and procedures for customer requests have been adhered to in accordance with all compliance requirements; Work across internal departments (Analysts, Sales, and Operations) to accomplish daily tasks, workflows, and ongoing projects; Serve as point of contact for issue resolution and client requests; Update financial advisors on progress and resolution of client issues/requests; Provide clients and financial advisors with account-related information; Support internal departments with campaigns and projects; Discuss investment advisory products and platforms with existing and prospective clients. Bachelor’s degree, preferably in business or finance; Current FINRA SIE, Series 7 and 65/66 license or willingness to complete within designated timeframe; Minimum 2 years of experience working in a client service role, preferably in the financial services industry; Proficiency in Microsoft Office; Excellent organizational and interpersonal skills; Ability to contribute and thrive in a lively team-based setting.
SPS-North America
$17 - $18
Minneapolis, MN
The Mailroom Associate provides exceptional mail and shipping/receiving services, delivering operational functions in the following areas: processing of inbound/outbound mail, distributing/delivering mail, shipping and receiving products and supplies to support the onsite business service center in a timely manner. In North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies.
Paychex
$18 - $22
West Henrietta, New York
If you are hired at Paychex, your overall compensation will be determined based on factors such as geographic location, skills, education, and/or experience which may result in total compensation outside of this range. Uses prescribed guidelines to ensure good customer relations are maintained and customer claims and complaints are resolved fairly, effectively, and in accordance with Paychex policies and procedures.
Hueman PE Talent Solutions
Chadds Ford, PA
For over 40 years, Lympha Press has produced the most well-regarded dynamic compression therapy systems and helped patients all over the world with lymphedema, venous insufficiency, and lipedema manage their condition and improve their quality of life. Must demonstrateproficiency and productivity in a fast-paced environment with unscheduled interruptions while maintaining acceptable judgment, responsibility, and assumption for decisions, consequences, and results.
Jobot
$215000 - $290000
Los Angeles, CA
The PCS practice offers an opportunity to gain expertise in and advise on complex domestic and international tax, wealth transfer, and succession structures for high net worth and ultra-high net worth individuals and families while developing personal, often multi-generational relationships with clients and their advisors. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
Team Builder Recruiting
$48000 - $58000
Gap, PA
Apply for this Client Services Associate position if you have administrative experience, strong attention to detail, and experience or interest in supporting client accounts within a financial planning or wealth management firm. By submitting this application, you agree to receive recurring informational text messages (e.g., appointment alerts) that may be automated to the mobile number used at opt-in from Team Builder Recruiting, LLC.
SPS-North America
New York City, NY
SPS Global is seeking for a Client Services Associate that provides exceptional office and mail services, delivering operational functions in the following areas: shipping & receiving of mail & packages, fulfilling requests for document printing, delivering mail & packages to site staff, inventory of paper & supplies in copy rooms, providing basic copier support including changing toner cartridges and other light facilities responsibilities. In North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies.
Jobot
$90000 - $105000
UPR MAKEFIELD, PA
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. This role is ideal for an experienced professional who thrives in a client-facing environment, excels in operational accuracy, and enjoys supporting advisors and clients with high-level service.
SPS-North America
Seattle, WA
The Mailroom Associate/Client Services Associate provides exceptional mail and shipping/receiving services, delivering operational functions in the following areas: processing of inbound/outbound mail, distributing/delivering mail, shipping and receiving products and supplies to support the onsite business service center in a timely manner. In North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies.
HumCap
McKinney, Texas, TX
HumCap's client, a faith based multi family office in McKinney, is searching for a Client Service Associate to support the advisory team with high-touch client service, operational excellence, and a collaborative spirit. Coordinate account maintenance requests including account openings, transfers, beneficiary updates, money movements, distributions, and other tasks within custodian platforms (primarily Schwab and Fidelity).
Bill Good Marketing
$55000 - $75000
Raleigh, NC
We are seeking a warm, detail-oriented Client Service Associate to join our established team and step into a pivotal role supporting the day-to-day operations of our advisory practice. This is an in-office, salaried position ideal for someone who thrives in a client-facing support role and enjoys being part of a small, values-aligned team with a long history of client trust.
ECG Resources
Chicago, IL
Established Multi-Family Office seeks a Client Service Associate to service their UHNW clients by providing full suite of family office services. Monitor cash, execute money/asset transfers, wires, gifting, and investment trading activities.
GoldMatch
Miami, FL
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. 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.
Blyss Journeys
Killeen, Texas
In this role, you will assist individuals with coordinating personalized services, managing important details, and ensuring a smooth and positive experience from start to finish. We are seeking a Client Services Associate who enjoys working directly with clients and providing exceptional service.
Blyss Journeys
Greensboro, North Carolina
We are seeking a Client Services Associate to provide reliable, thoughtful support to clients by assisting with coordination, communication, and ongoing service needs. This position offers the chance to build valuable customer service and coordination skills while maintaining the flexibility needed to support personal and professional priorities.
Mitchell Martin
$66500 - $95000
New York, NY
The role involves providing exceptional banking services to clients, ensuring accurate documentation and facilitating financial transactions. The position requires strong communication skills and proficiency in generic technology applications.
JPMorgan Chase
$58200 - $79500
Chicago, IL
Coordinate and follow through on account inquiry, transaction and maintenance requests across products and services: United States Dollar and foreign currency monetary transactions, demographic updates, checkbook and accessory ordering, debit card requests, statement requests, transactions and balance inquiry, tax reporting inquiries, client exception requests. The Client Service Associate works in a team-oriented environment with Financial Advisors, Sales Associates, Product Management, Middle Office, and operations teams to deliver a seamless and integrated client experience across all deposit products.
JPMorgan Chase
Plano, TX
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Bishop
$50000 - $80000
Honolulu, HI
The Client Service Associate will assist the Financial Advisors and Office Manager with the following:Client Service & Client Communication: Support incoming and outgoing client phone calls related to service requests; communicate clearly and professionally with clients and prospects. Client Meeting Preparation: Prepare meeting materials in advance of client appointments; understand required forms for each transaction and complete documentation with strong attention to detail.
New Level Resources
Oakland, CA
As a Client Services Associate - Wealth Management, you will play a central role in delivering high-quality impact investment advisory services by supporting client onboarding, account operations, and ongoing service needs. Veris is an investment advisory firm that applies sustainable and impact investing expertise across public and private markets to help families and mission-driven organizations meet their financial objectives and goals for social and environmental impact.
JPMorgan Chase
Tempe, AZ
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
JPMorgan Chase
Tempe, AZ
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Trust Point Inc.
Minneapolis, MN
In addition, as a Client Service Associate you will utilize your organizational skills, attention to detail and knack for numbers to assist in the production of financial related documents including monthly/quarterly reports, estimated tax payments, cash and income flow projections and estate tracking support. For more than 100 years, Trust Point has provided a wide array of trusted financial services to individuals, families, businesses and charitable organizations.
Fisher Investments
Tampa, Florida
Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care. You will be mentored by an experienced CSA to help you succeed at your role and will report to your Manager who will provide coaching to prepare you for future opportunities within our organization.
JPMorgan Chase
$91200 - $132000
New York, NY
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Cooperidge Consulting Firm
$65000 - $85000
Cherry Hill Township, NJ
Client Relations: Serve as the primary point of contact for clients and prospects, ensuring all communications are handled with exceptional professionalism and timely follow-up. Meeting Management: Compile comprehensive meeting materials, coordinate virtual/in-person logistics, and transcribe detailed notes and action items post-meeting.
Cannon Search
$75000 - $90000
Boston, MA
This role is ideal for someone who enjoys client interaction, financial planning, and being the steady, reliable point of support behind high-net-worth client relationships. You’ll work directly with senior advisors, sit in on client meetings, prepare financial materials, and learn the client advisory process from the ground up.
State Side Strategies
Jacksonville, FL
Duties & Responsibilities of the Client Services Associate:Serve as a direct liaison between clients and customers by conducting captivating product presentations and demonstrations. Skills & Qualifications of the Client Services Associate:0-3 years of experience in Client Services, Customer Support, Sales, or a related field is highly desirable.
JPMorgan Chase
$75000 - $95000
Miami, FL
This will entail working in a complex team-oriented and fast paced environment with advisors, product partners and operations teams to deliver a seamless and integrated approach across all Private Banking products. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
New Level Resources
Portsmouth, NH
Ongoing work includes supporting the NCS Associate in updating market values and transactions in the performance system(s) and ensuring that investment information is being received from managers and flowing into document collection system. Assist in the monitoring of reports for the National Client Service Team identifying upcoming renewals, new private placements onboarding, capital calls and redemptions .
World Insurance Associates, LLC.
Westborough, MA
We are seeking a detail-oriented and highly organized Client Services Associate to support our financial advisors with daily operational and administrative tasks. This individual will play a critical role in ensuring a smooth client experience—from preparing for meetings to supporting account operations and follow-up.
JPMorgan Chase
Newark, DE
Your role will necessitate working in a dynamic, team-focused environment alongside advisors, product partners, and operations teams to guarantee a comprehensive and seamless approach across all Private Banking products. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Cooperidge Consulting Firm
$60000 - $80000
Towson, MD
Working within a warm, collaborative, and close-knit team, the Associate ensures that brokerage accounts, 529 plans, and annuities are established and funded with 100% accuracy. Account Management: Open new brokerage accounts, 529 plans, and annuities; set up online portal access and confirm delivery of all regulatory notices.
Stifel
La Crosse, Wisconsin
What You'll Be Doing: The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
Stifel
Boston, Massachusetts
What You'll Be Doing: Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
Stifel
$21.63 - $24.05
Pueblo, Colorado
What You'll Be Doing: The part-time Client Services Associate (NR) assists one or more Financial Advisor(s) FA(s) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
Gallagher
Johnstown, Pennsylvania
How you'll make an impact: The Branch Client Service Associate II is accountable for delivering high quality and efficient service to both internal and external clients by assisting with the Branch's overall workflow processes and providing routine client support. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours.
Stifel
Lawton, Oklahoma
What You'll Be Doing: Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
Stifel
Blue Ash, Ohio
What You'll Be Doing: Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
Stifel
Goshen, New York
What You'll Be Doing: Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
Stifel
Greenville, North Carolina
What You'll Be Doing: The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
Stifel
Palm Beach Gardens, Florida
What You'll Be Doing: Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
Stifel
Ames, Iowa
What You'll Be Doing: The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
HumCap, Inc.
McKinney, TX
HumCap's client, a faith based multi family office in McKinney, is searching for a Client Service Associate to support the advisory team with high-touch client service, operational excellence, and a collaborative spirit. Coordinate account maintenance requests including account openings, transfers, beneficiary updates, money movements, distributions, and other tasks within custodian platforms (primarily Schwab and Fidelity).
Gardens Wealth Management
Palm Beach Gardens, FL
Outstanding planning and organizational skills, efficient multi-tasker, effective follow-up, deadline focused; detail oriented and demonstrates a commitment to accuracy by delivering high quality work. • Intermediate to advanced level computer skills, including working knowledge of the Microsoft Office suite with strong skills in Word, Outlook and Excel.
Oppenheimer & Co. Inc.
$60000 - $70000
Bellevue, WA
With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. This salary range is specific to the State of Washington and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs.
Oppenheimer & Co. Inc.
Los Angeles, CA
With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. This salary range is specific to California and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs.
JPMorgan Chase
$95000 - $150000
Orem, UT
You demonstrate knowledge of IT infrastructure and Windows OS in a support related setting, demonstrate working knowledge and experience using database access tools (e.g., SQL Server Management Studio) and have ability to read and develop complex queries using SQL. The support will involve both technical and business-related issues, so you will be expected to work and communicate effectively with both technical resources (DBA, developers) as well as business resources (Traders, Business Analysts, Compliance Officers, Trade Support, etc.).
BOK Financial
Tulsa, OK
How You'll Spend Your Time You will serve as the first point of contact for clients with high net worth portfolios You will directly communicate with the clients you support for any service needs on their portfolio You will develop relationships with your clients and bankers you support You will work directly with Bankers, Trust Officers, and Financial advisors and recommend potential needs that you uncover for your clients during service interactions You will perform research and communicate resolutions to your clients Education & Experience Requirements This level of knowledge is normally acquired through completion of a Bachelor's degree with 3-4 years' experience; or 8-9 years equivalent work-related experience. Req ID:76538 Location:Denver -DEN Areas of Interest:Private Banking; Administrative; Loan Operations; Trust; Wealth Management; Wealth Management Operations Pay Transparency Salary Range:$65,000 - $70,000 Application Deadline:05/29/2025 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc.
Entrust Administration, Inc
Oakland, CA
The Client Services Associate is the outward face of our company with the overarching goals and responsibilities to represent our company to existing clients, support our current clients and make sure their issues are resolved appropriately and in a timely manner. With an Entrust self-directed IRA, clients can develop a more resilient and diversified portfolio by investing in assets such as real estate properties, precious metals, start-ups, private equity, loans and more.