Associate, Service Jobs (Hybrid work)

Join a boutique wealth management firm serving ultra-high-net-worth clients in Mill Valley. This role requires 3-7+ years of client service experience in wealth management and expertise with custodial platforms. You will manage account operations, client onboarding, and provide white-glove servic...

Join our growing team at Raymond James as a Registered Client Service Associate in Rockville. Provide high-touch administrative support to Financial Advisors and clients in a fast-paced environment. The role requires Series 7 & 63/65/66 licenses, securities industry knowledge, and strong CRM skil...

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 Mumbai as an Associate. You will connect clients with subject-matter experts, utilizing strong research and outreach skills. This KPI-driven role offers competitive compensation, medical coverage, and mentorship in a fast-paced, entrepreneurial environment.

Join Guidepoint's six-month Associate Internship in Athens. You will connect clients with industry experts across sectors like Healthcare and Technology. This role requires intellectual curiosity, strong communication skills, and fluency in English. Gain mentorship, competitive compensation, and ...

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 our Client Service team in Athens as a Bilingual Italian/English Associate. Utilize your skills in a fast-paced, KPI-driven role identifying and recruiting subject-matter experts for our global network. Enjoy competitive compensation, private health insurance, and an entrepreneurial internat...

Join our Client Service team in Athens as a Bilingual German/English Associate. You will connect clients with industry experts, utilizing your language skills in a fast-paced, KPI-driven role. Enjoy a competitive package, private health insurance, and international exposure within a dynamic, entr...

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...