Associate, Service United States Jobs (Hybrid work)

Join Raymond James as a Registered Client Service Associate in Oakbrook Terrace. Provide high-touch administrative support to Financial Advisors and clients in a fast-paced environment. This role requires Series 7 & 63/65/66 licenses, industry knowledge, and excellent communication skills. Be a k...

Join Raymond James, a premier financial services firm, as a Senior Client Service Associate in Edina. Provide high-touch administrative support to Financial Advisors and clients in a fast-paced environment. The role requires 3+ years of industry experience, proficiency in CRM software, and except...

Join our Retirement Plan Services team as a Service Associate. You will resolve complex client inquiries, ensuring IRS compliance and a positive customer experience. This hybrid role in Southfield or Memphis requires retirement plan expertise and strong problem-solving skills. Enjoy a collaborati...

Join Guidepoint's Client Service team in San Francisco as an Associate. You will connect clients with subject-matter experts, utilizing research and outreach skills via LinkedIn and calls. This role offers exposure to diverse industries, comprehensive benefits, and a dynamic, fast-paced environment.

Join Guidepoint's Client Service team in Phoenix as an Associate. Connect clients with subject-matter experts by utilizing advanced sourcing and lead generation skills. We seek a bachelor's graduate with excellent communication, curiosity, and a team-oriented mindset. Enjoy comprehensive benefits...

Join Guidepoint's Client Service team in New York as an Associate. You will connect clients with subject-matter experts, utilizing research and sourcing skills to fulfill project requests. This role requires a bachelor's degree, strong communication abilities, and intellectual curiosity. We offer...

Join Guidepoint's Client Service team in Phoenix as an Associate. You will connect clients with subject-matter experts, utilizing sourcing and lead generation skills. This role requires a bachelor's degree, 1+ years of experience, and excellent communication. Enjoy comprehensive benefits, a 401(k...

Lead client service excellence at Aprio as a Team Lead in Overland Park. Mentor associates, drive process improvements, and resolve complex issues to deliver exceptional client experiences. This role requires 5+ years in financial services, proven leadership, and a strong compliance focus. Benefi...

Join a boutique wealth management firm serving ultra-high-net-worth clients in Mill Valley. This role requires 3-7+ years of experience, Schwab Advisor Center knowledge, and a client-first mindset. You'll manage onboarding, money movement, and service requests. Enjoy a collaborative environment w...