• SMBC (Charlotte, NC)
    …SMBC offers a competitive portfolio of benefits to its employees. **Role Description** The Associate within the Client Management team plays a key role ... activities as needed, contributing to the integrity and efficiency of client lifecycle management and transaction readiness. + SMBC's employees participate in a… more
    DirectEmployers Association (01/15/26)
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  • Tucker Bria Wealth Strategies, LLC (Southern Pines, NC)
    …successful financial services and wealth management firm is seeking a part-time Client Service Associate to support a four-advisor team. This role replaces a ... weekday schedule Training provided Collaborative team environment ZipRecruiter Matching Keywords: Client Service Associate , Wealth Management Assistant,… more
    ZipRecruiter (12/28/25)
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  • WealthBuilders Investments (Englewood, CO)
    …Description WealthBuilders Investments is a growing full-service faith driven wealth management company, an SEC registered investment advisor (RIA). We are looking ... team and clients. The company offers holistic planning and investment management services to families, business owners, ministries, entrepreneurs, and retirees. Our… more
    ZipRecruiter (10/22/25)
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  • Simplex (Atlanta, GA)
    …early in their career who is interested in learning the ins and outs of wealth management through the eyes of a Client Services role while growing into a Wealth ... to a Wealth Advisor role in the future. The Client Service Associate will be responsible for...almost 25 years with over $1B in Assets Under Management (AUM). RESPONSIBILITIES Enhance the client experience… more
    ZipRecruiter (10/28/25)
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  • Apollo Executives (Drexel Hill, PA)
    … client and customer interests. Key Responsibilities of a Client Relations Associate : Assist in the management of existing accounts as well as the ... Client Relations Associates on board to continue this growth! As a Client Relations Associate , you will be the first point of contact between our company and… more
    ZipRecruiter (01/07/26)
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  • Financial Advantage Associates, Inc (Rockville, MD)
    …behind the scenes? Our growing comprehensive wealth management firm is seeking a Client Services Associate to provide direct support to one of our teams and ... Job Description Job Description Client Services Associate – Financial Advantage...changes, along with money movement needs. Assist with project management , event coordination, and administrative support for the wider… more
    ZipRecruiter (01/06/26)
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  • Praxis Management ATL (Atlanta, GA)
    …and marketing strategies to drive their goals and growth. We’re seeking an energetic Client Sales Associate to join our team and work directly with consumers, ... that we will ensure are all met! As a Client Sales Associate , you’ll be at the...to provide valuable insight to the marketing, sales, and management team for areas of improvement Build and maintain… more
    ZipRecruiter (01/14/26)
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  • Bonnie Jones Associates, LLC (Ashburn, VA)
    …Services A growing wealth management firm in Ashburn is seeking a Client Service Associate (CSA) to support Financial Advisors and deliver an exceptional ... enjoys building long-term client relationships in a fast-paced, professional environment. The Client Service Associate will serve as a key point of contact… more
    ZipRecruiter (01/10/26)
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  • TalentLink Solutions (York, PA)
    …thrive. Due to internal team growth, we have an immediate opening for a full-time Client Service Associate . This role plays an essential part in delivering a ... to understand what matters most, simplify the uncertainties, and support each client ’s unique journey. Clients come to us for our financial planning expertise,… more
    ZipRecruiter (01/12/26)
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  • Pitcairn Trust Company, LLC (Conshohocken, PA)
    …across leadership, relationship management , marketing, and operations, the Client Strategy Associate helps translate growth strategy into thoughtful, ... services, as well as family education and family governance support. PRIMARY FUNCTION: The Client Strategy Associate partners closely with the Head of Client … more
    ZipRecruiter (01/07/26)
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