31 Investment Client Service Associate jobs

Providence, Rhode Island, US (Hybrid)

About Our Company We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and…

Redlands, California, US (On-site)

$50–59K / year

Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and…

Palm Beach Gardens, Florida, US (On-site)

The position is described below.

San Francisco, California, US (Hybrid)

$38.00 – $48.00 / hour

The Private Wealth, Client Service Associate (CSA) plays a critical role in supporting one of Citizens Private Wealth's top-performing Wealth…

Wilmington, Delaware, US (On-site)

About Our Company We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and…

Huntsville, Alabama, US (On-site)

The position is described below.

Boston, Massachusetts, US (Hybrid)

An established regional wealth management and investment services firm is looking to bring on a CSA to their team.

Tampa, Florida, US (On-site)

$23.00 – $30.00 / hour

At U.S. Bank, we’re on a journey to do our best.

Vero Beach, Florida, US (On-site)

Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and…

Richmond, Virginia, US (On-site)

$22.00 – $26.00 / hour

About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients.

Chicago, Illinois, US (On-site)

$41.9–62.7K / year

Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and…

Newton, Massachusetts, US (On-site)

Client Service Associate Greater Boston based Wealth Management firm is seeking a Client Service Associate to add to their Wealth Advisory group.

Greenwood Village, Colorado, US (On-site)

$28.00 – $42.00 / hour

About this role: Join Wells Fargo’s Wealth & Investment Management team as a Registered Client Associate and help drive an exceptional client experience.

Leawood, Kansas, US (On-site)

Summary: Under direct supervision, the Registered Financial Client Associate assists the Financial Advisor (s) by providing a wide variety of…

Ephrata, Pennsylvania, US (On-site)

$24.00 – $35.00 / hour

Smoker Wealth Management LLC Smoker Wealth Management, LLC is a financial services firm providing personalized financial planning, investment…

Chesterfield, Missouri, US (On-site)

$50–65.2K / year

At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.

Dallas, Texas, US (On-site)

Unlock your potential as a Client Associate at J.P.

Coral Gables, Florida, US (On-site)

Job Description Summary Under general supervision, uses advanced skills gained through training and experience to provide pro-active support to…

New York, US (On-site)

$65–75K / year

About Savvy Wealth: Wealth management is a $545 billion industry that still runs on manual work.

Palm Beach Gardens, Florida, US (Hybrid)

$24.00 – $35.00 / hour

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion AUM as of June 30, 2026, serving predominately high net worth individuals.