Job Opportunities

Screaming Eagle Wealth Management is a Wealth Management Firm in Ventura, CA and we are seeking a full-time Client Service Associate to join our team. We are committed to helping our clients meet thei

DescriptionLocation: Mineola, NYAbout Us:Hanover

Position Title: Client Service AssociateThe Client Service Associate plays a vital role in supporting financial advisors and ensuring exceptional service delivery to clients. This position involves ma

**Job Summary**Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate

Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in our Scottsdale, AZ office. The Client Service Associate will join a

Business Talent Group (BTG) is the leading talent marketplace that connects independent management consultants, subject matter experts, project managers, and interim executives with the world's best c

Req ID: 77979Location: Oklahoma City -OKCAreas of Interest: Wealth ManagementPay Transparency Salary Range: Not AvailableApplication Deadline: 05/22/2026BOK Financial Corporation Group includes BOKF,

OVERVIEWAt Alera Group, our Property & Casualty team helps businesses protect their assets, manage risk, and plan confidently for the future. We're seeking a Client Service Associate to support our Pr

Excellent opportunity in a professional business environment within the financial services industry.Position Summary We are seeking a Client Service Associate who consistently provides exceptional cl

Client Service Associate | Rhode Island (South County)Independent RIA seeks hire to work with investment advisory team in providing exceptional experience to multi-generational wealth management clien

Company Description About Us At Messa Sync , we specialize in delivering high-impact communication strategies and solutions for our clients across various sectors. With a commitment to precision, prof

Company Description About Us At Signal Tru Brand , we craft experiences that connect people, ideas, and innovation. Our team brings together creativity and strategy to design unforgettable events that

About Our CompanyWe're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people acr

Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, a

**Job Summary**Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Servic

Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, a

**Essential Duties and Responsibilities**+ Provides support and direction to incoming callers regarding operational requirements, processes, policies and time frames.+ Extensive contact with internal

JobID: Category: Customer SuccessJobSchedule: Full timePosted Date: T01:02:09+00:00JobShift:Base Pay/Salary: Brooklyn,NY $91,200.00-$132,000.00; Jersey City,NJ $91,200.00-$132,000.00At J.P. Morgan (JP

Who We Are: Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned subsidiary of NFP, an

About Wealth EnhancementWealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personal

Your roleKey Responsibilities:* Educate clients on

Client Service AssociateAt Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.We believe that every dollar saved represents a lifetime of har

Registered Client Service Associate | Dallas, TXA forward-thinking, technology-driven Registered Investment Advisor and Financial Planning firm dedicated to delivering innovative investment management

RH at its core is about taste, and we believe the idea of scaling taste is large and far reaching.The RH brand attracts the best designers, artisans, manufacturers and talent in our industry, scaling

We’re looking for an ambitious candidate to work in DSPolitical’s Client Services team for the 2026 Election Cycle!! As a Client Services Associate, you are responsible for maintaining strong relatio