Senior Client Services Associate Jobs

Senior Client Services Associate sought by a respected wealth management firm in Walnut Creek. Leverage 3–5 years of experience to deliver white-glove service to high-net-worth clients, partnering with advisors on strategy and onboarding. Requires deep investment knowledge, CRM proficiency, and s...

Join a collaborative wealth management firm in Walnut Creek as a Senior Client Services Associate. You will partner with advisors to deliver white-glove service to high-net-worth clients, handling accounts, strategy, and compliance. The role requires 3-5 years of experience, strong investment kno...

Join a collaborative wealth management firm in Walnut Creek as a Senior Client Services Associate. You will partner with advisors to deliver white-glove service to high-net-worth clients, handling accounts, meetings, and strategy. The role requires 3-5 years of industry experience, strong regulat...

Seeking a Senior Client Services Associate in Mill Valley to deliver white-glove wealth management support. You will manage client accounts, coordinate with custodians, and ensure operational excellence. This role requires 3-7+ years of financial advisory experience and offers full benefits.

Join NTT DATA as a Senior Associate Managed Services Client Delivery Specialist in Jakarta. This on-site role is central to ensuring client satisfaction and SLA compliance through expert service delivery. You will manage client relationships, oversee projects, and collaborate with technical teams...

Join a fast-growing investment advisory firm in San Jose as a Senior Client Services Associate. Leverage your 5+ years of wealth management experience to deliver exceptional service to sophisticated clients, handling accounts, transactions, and portfolio operations. This role offers mentorship, h...