Are you open to new opportunities?
Upload your resume to increase your chances of getting noticed.
17,994 Client advisor associate jobs in United States
- Client Advisor/Sales
Overland (IA)Lake Placid, NY$23.00 Per Hour (Employer provided)Exceptional sales and customer service. Build long lasting customer relationships. Maintain sales goals and performance expectations.…11d - Client Service AssociateBill Good MarketingState College, PA$50K - $65K (Employer provided)Health and life insurance license, Series 7, or other financial services licensing. Greeting clients and answering phones as part of the broader office team.…14d
- AA - Client Service AssociateAdvisor Staff ConnectionOxnard, CA$60K - $70K (Employer provided)When you successfully learn our systems and business processes and develop an understanding of what goes into the creation of a comprehensive financial plan,……2d
- Client Service AssociateLegacy Solutions LLCKennett Square, PA$50K - $70K (Employer provided)Coordinate with advisors, custodians, and internal teams to complete transactions. Legacy Solutions LLC is seeking a detail-oriented, client-focused Client……22d
- Appointment Setter
The LifeWealth GroupWinter Garden, FL$55K - $65K (Employer provided)The Appointment Coordinator serves as the first point of contact for both current and prospective clients, engaging warm leads generated through marketing……2d - Residential Energy Advisor
CLEAResultPlymouth Meeting, PA$24.00 Per Hour (Employer provided)Applicants for driving positions must hold a valid driver's license, and individuals provided a conditional offer of employment must successfully pass a drug……22d - Client Success Associate
Baker Tilly CanadaFrisco, TXBachelor’s degree in related field preferred or 5 years of relevant experience in lieu of degree. Help shape the strategy and direction of the client……8d - Client Service Associate - Newport News, Virginia
LPL FinancialNewport News, VA$23.52 - $39.17 Per Hour (Employer provided)Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health……9d - Client Service Associate - Wantagh/Massapequa, NYLPL FinancialBrooklyn, NY$23.52 - $39.17 Per Hour (Employer provided)Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health……9d
- Retail Sales Associate / Customer Service
Elements MassagePortland, OR$18.50 - $21.50 Per Hour (Employer provided)As a Wellness Membership Advisor, you're the heart of the front desk — welcoming clients, managing scheduling and check-ins, and guiding new visitors into our……30d+ - Client Service Associate
Kestra FinancialUnited States$67K - $80K (Employer provided)Degree in a business-related field preferred. CRM data entry and maintenance. Process improvement opportunity identification and implementation.…30d+ - Client Service Representative
IMA Financial GroupDenver, CO$60K - $75K (Employer provided)Perform administrative duties that support the Private Wealth advisor including but not limited to answering phones, scheduling appointments, and business……16d - Service Operations Associate (Atlanta, GA)
Mercer AdvisorsAtlanta, GA$29.00 - $33.00 Per Hour (Employer provided)Service Operations Associate III: Leadership within the operations team, mentoring junior associates, and driving strategic operational enhancements.…9d - Client Service Associate
Edelman Financial EnginesWhite Plains, NY$59K - $82K (Employer provided)Verify accounts are traded into the accurate model and aid operation teams as needed; supervise incoming rollovers, other investment funding, and transfers to……4d - Client Service Associate, Shared Support TeamEdelman Financial EnginesSilver Spring, MD$54K - $72K (Employer provided)Verify accounts are traded into the accurate model and aid operation teams as needed; supervise incoming rollovers, other investment funding, and transfers to……15d
- Trade Desk Associate I
Interactive BrokersChicago, IL$65K - $75K (Employer provided)Resolve routine and complex client inquiries, concerns, and complaints thoroughly and expeditiously via telephone, tickets, and chats, utilizing sound judgment……3d - Financial Services AssociateInteractive BrokersChicago, IL$65K - $75K (Employer provided)Bachelor's degree in finance, economics, business, STEM, or a related field preferred. In addition to a competitive salary, the company offers both a……30d+
- ASSOCIATE, PRIVATE WEALTH CLIENT SERVICES
CressetMenlo Park, CA$75K - $90K (Employer provided)Bachelor’s degree in Business, Finance, Economics, Accounting, or a related field, but not required. Support cash management activities and monitor account……30d+ - Registered Client Service Associate (Jericho, NY)
Oppenheimer HoldingsJericho, NY$50K - $60K (Employer provided)Prioritize daily work, track progress of projects and deadlines, answer phones, take messages and schedule appointments.…30d+ - Client AssociateArkansas Talent GroupLittle Rock, AR$65K - $90K (Employer provided)Handle incoming and outgoing calls, providing timely updates on service requests and coordinating follow-up communications for the advisory team.…15d
- Help Desk Specialist 1
NetImpact Strategies IncWashington, DC$51K - $72K (Glassdoor est.)This role serves as a Tier I technical support professional within a 24x7x365 contact center environment, providing first-line IT assistance to federal staff,……8d - Senior Client Associate
Savvy WealthUnited States$65K - $75K (Employer provided)BA/BS degree in finance, economics, or related field. Streamline new client prospecting, closing, and onboarding processes including meeting preparation,……30d+ - Associate Customer Success Manager
VerintRemote$70K - $82K (Employer provided)Proficiency in multitasking, such as handling escalation calls in the morning, conducting best practices calls during mid-day, facilitating onboarding meetings……30d+ - Call Center Specialist
RBM Of AtlantaAtlanta, GA$40K - $56K (Glassdoor est.)Answer incoming phone calls and online chats in order to: assist clients with scheduling quality service appointments, answer basic automotive questions, and……30d+ - Client Service Associate
AmeripriseGrapevine, TX$47K - $65K (Employer provided)Assist with data gathering and documentation needed for client planning conversations. This role plays an important part in ensuring a seamless client……20d - Client Service Associate - Wealth Management
Reliance FinancialRemote$65K - $72K (Employer provided)Bachelor's degree in related field or equivalent working experience. Leverages AI and automation tools (e.g., ChatGPT, Copilot, Claude) to improve productivity,……30d - Automotive Call Center Representative
Jerry Durant Auto GroupWeatherford, TX$33K - $50K (Glassdoor est.)The Call Center Service Representative will utilize superb communication skills and professionalism to perform follow-up calls and receive inbound service calls……30d+ - Client Service Associate
Boos & AssociatesFresno, CA$24.00 - $26.00 Per Hour (Employer provided)Handle customer calls and provide accurate information and assistance. You will support clients and internal teams by providing support of the WOTC program,……2d - Associate Client Success Manager
Butterfly NetworkAustin, TX$100K (Employer provided)Monitor customer health, feedback, and answer incoming questions or requests regarding the content and functionality of Butterfly products; probing to……22d - Client Service, Associate
Freestone Capital ManagementSan Francisco, CA$85K - $100K (Employer provided)Process trade tickets and execute transactions seamlessly. Manage account-related tasks (cash movement, wires, journals, etc.) with minimal supervision.…30d+
Overland (IA)
Client Advisor/Sales
Lake Placid, NY
$23.00 Per Hour (Employer provided)