Posted 02/20/2024
Chicago, IL
Full-time
$60,000.00 - $110,000.00
Founded in 1997, we're a independent investment and wealth management firm that has been serving select families and family offices as a multi-family office and an outsourced chief investment officer...
Apply Now
Posted 02/22/2024
Chicago, IL
Full-time
$60,000.00 - $110,000.00
Founded in 1997, we're a independent investment and wealth management firm that has been serving select families and family offices as a multi-family office and an outsourced chief investment officer...
Apply Now
Posted 02/22/2024
Tampa, FL
Full-time
$60,000.00 - $110,000.00
Founded in 1997, we're a independent investment and wealth management firm that has been serving select families and family offices as a multi-family office and an outsourced chief investment officer...
Apply Now
Posted 02/19/2024
Naples, FL
Full-time
$50,000.00 - $60,000.00
Position Overview: The Client Service Associate will have a critical role in providing excellent customer service to clients of our firm while also maintaining a high level of professionalism and comp...
Apply Now
Email me more jobs like this
Email me client services specialist jobs as they're posted.
Saving...
Job Alert created!
Your job alert for client services specialist has been created.
Posted 02/23/2024
Naples, FL
Full-time
$50,000.00 - $60,000.00
We are looking for a motivated and knowledgeable Client Service Associate to join our team. The successful candidate will serve as the primary contact for our clients and provide superior customer ser...
Apply Now
Posted 04/10/2024
Bellevue, WA
Full-time
$75,000.00 - $95,000.00
Position Overview: The Client Service Associate (CSA) will provide superior customer service to clients and ensure the efficient and accurate processing of client inquiries and requests. The CSA will...
Apply Now
Posted 02/28/2024
Los Angeles, CA
Seattle, WA
Full-time
$65,000.00 - $80,000.00
Job Title: Client Service Associate Location: Los Angeles, CA Hours: Full-Time Work Model: In Office 4-5 Days a week Base Salary Range: $65,000 to $80,000/year (Based on Experience) About the company:...
Apply Now
Posted 02/06/2024
Naples, FL
Full-time
$50,000.00 - $60,000.00
If you are a Client Service Associate with experience, please read on! Top Reasons to Work with Us The requirements listed below are representative of the knowledge, skill and/or ability required. Rea...
Apply Now
Posted 03/07/2024
Chicago, IL
Full-time
$60,000.00 - $110,000.00
Founded in 1997, we're a independent investment and wealth management firm that has been serving select families and family offices as a multi-family office and an outsourced chief investment officer...
Apply Now
Posted 03/08/2024
Chicago, IL
Full-time
$50,000.00 - $60,000.00
The Client Service Associate position provides an opportunity to work as part of a team dedicated to providing outstanding client service and support. The primary responsibilities include providing cu...
Apply Now
Posted 03/08/2024
Seattle, WA
Full-time
$50,000.00 - $60,000.00
Position Overview: The Client Service Associate is responsible for providing exceptional customer service and building relationships with clients. The Client Service Associate will handle client inqui...
Apply Now
Posted 03/07/2024
Glendale, AZ
Full-time
$50,000.00 - $75,000.00
We are an award-winning midsize wealth management firm. We've spent over 15 years providing investment and wealth management services to our clients. We're seeking a Client Service Associate to join o...
Apply Now
Posted 03/07/2024
Phoenix, AZ
Full-time
$50,000.00 - $75,000.00
We are an award-winning midsize wealth management firm. We've spent over 15 years providing investment and wealth management services to our clients. We're seeking a Client Service Associate to join o...
Apply Now
Posted 03/07/2024
Bellevue, WA
Full-time
$60,000.00 - $100,000.00
We are a midsize Registered Investment Advisor (RIA). We've spent over 20 years providing investment and wealth management services to our clients. We're seeking a Client Service Associate or Senior C...
Apply Now
Posted 02/14/2024
Seattle, WA
Full-time
$60,000.00 - $100,000.00
We are a midsize Registered Investment Advisor (RIA). We've spent over 20 years providing investment and wealth management services to our clients. We're seeking a Client Service Associate or Senior C...
Apply Now
Posted 02/14/2024
Los Angeles, CA
Full-time
$60,000.00 - $100,000.00
We are a midsize Registered Investment Advisor (RIA). We've spent over 20 years providing investment and wealth management services to our clients. We're seeking a Client Service Associate or Senior C...
Apply Now
Posted 02/27/2024
Dallas, TX
Full-time
$60,000.00 - $110,000.00
Founded in 1997, we're a independent investment and wealth management firm that has been serving select families and family offices as a multi-family office and an outsourced chief investment officer...
Apply Now
Posted 02/29/2024
Tampa, FL
Full-time
$50,000.00 - $60,000.00
What You Will Be Doing - Onboarding of new High Net Worth clientele - Working directly with the Wealth Advisors in preparation of allocations and investments - Active communication with clients - proc...
Apply Now
Posted 02/26/2024
Tampa, FL
Full-time
$60,000.00 - $110,000.00
Founded in 1997, we're a independent investment and wealth management firm that has been serving select families and family offices as a multi-family office and an outsourced chief investment officer...
Apply Now
Posted 02/27/2024
Fort Lauderdale, FL
Full-time
$60,000.00 - $110,000.00
Founded in 1997, we're a independent investment and wealth management firm that has been serving select families and family offices as a multi-family office and an outsourced chief investment officer...
Apply Now