Client Associate - Paramus

We are seeking a Part-Time Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. · Assist Financial Advisor(s) colleagues with service and operational related activities such as providing service to clients via telephone direct interaction and/or w ...

About Rockefeller Capital Management · Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm.The Firm oversees $198 billion in client assets as of December 31, 2025. · The Client Associate will work with our Private Advis ...

+We're seeking a detail-oriented Client Operations Associate to run and optimize the day-to-day operations of our growing wealth management firm. This full-time role is central to maintaining our standard of excellence across client service, onboarding, reporting, technology syst ...

Axia Financial is an experienced team of financial professionals that provides comprehensive investment consulting and financial planning services. We offer personalized attention, dedicated and focused service with integrity, and advocacy to our clients. · We believe in a team a ...

We are a growing Registered Investment Adviser (RIA) seeking a Senior Client Service Associate to play a key role in delivering an exceptional client experience and supporting our advisory team. · ...

Axia Financial is an experienced team of financial professionals that provides comprehensive investment consulting and financial planning services. We offer personalized attention, dedicated and focused service with integrity, and advocacy to our clients. · ...

We are a growing Registered Investment Adviser (RIA) seeking a Senior Client Service Associate to play a key role in delivering an exceptional client experience and supporting our advisory team. · ...

We're seeking a detail-oriented Client Operations Associate to run and optimize the day-to-day operations of our growing wealth management firm. This full-time role is central to maintaining our standard of excellence across client service, onboarding, reporting, technology syste ...

We are looking for a Client Services Associate who will contribute to the continued growth of our firm while providing extraordinary client service. · Provide direct client interaction and high-level client service support. · Manage calendars and coordinate meetings. · ...

We are a growing Registered Investment Adviser (RIA) seeking a Senior Client Service Associate to play a key role in delivering an exceptional client experience and supporting our advisory team.This hybrid position is ideal for an experienced professional who is client-focused, h ...

+Job summary · We are looking for a Client Services Associate to contribute to our firm's growth while providing extraordinary client service. This role involves administrative and operational support including document creation, maintenance and editing. · +ResponsibilitiesProvid ...

The primary role of the Registered Client Service Associate (CSA) is to provide administrative support to an advisor or team of advisors. · ...

The Registered Client Service Associate provides exceptional service to clients and supports Financial Advisors on daily tasks through regular interactions. · Supporting client relationships by executing money movement transactions at their request. · Answering non-investment rel ...

We are a growing Registered Investment Adviser (RIA) seeking a Senior Client Service Associate to play a key role in delivering an exceptional client experience and supporting our advisory team. · Serve as a primary client contact and build long-term relationships · Lead onboardi ...

The Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. · Cultivate and enhance new and existing client relationships through active communication with clients, · process client re ...

We empower professionals to shape their success while helping clients pursue their financial goals with confidence. · Managing inbound callsScheduling appointmentsAssisting with new business documentation and handling key account operations such as new account setup transfers ca ...

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. · ...

Registered client service associates provide exceptional service to clients and support financial advisors on a daily basis. · ...

We seek a motivated and energetic Client Support Associate to support our sales team in executing marketing campaigns, engaging with customers, and driving business growth. · ...

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 who is a motivated detail oriented and creative problem solver to join our growing team. · ...