Client Service Associate Salary at Anywhereworks BETA

Job Description Wedbush Securities is one of the largest securities firms and investment banks in the nation. We provide innovative financial solutions through our Wealth Management, Capital Markets, Futures and Advanced Clearing & Prime Services divisions. Headquartered in Los Angeles, California with over 100 offices and more than 80 correspondent offices, our commitment to providing relentless, customized service is the foundation of our consistent growth. Our Lake Oswego, Oregon office has an immediate need for a Registered Client Service Associate to support Financial Advisors and senior level management. Responsibilities include, but are not limited to: Provide sales and administrative support to customers and Financial Advisors Maintain client account information and assist Financial Advisors with special projects as needed Coordinate and prepare for client review meetings and set up new accounts Organize and maintain calendar and meeting schedule Process invoices, check request

At Edelman Financial Engines, we believe everyone deserves to move their financial life forward! We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide them forward with compassion, integrity and invention. We uphold that same standard of respect and dedication for clients and colleagues alike. Founded on the idea that financial education is a fundamental right for everyone, Edelman Financial Engines continues to grow and challenge the status quo. We're moving forward, together. If our purpose-driven commitment inspires you, we invite you to consider joining our team. As a member on the Client Services team, you'll play a pivotal role by partnering with the Financial Planner providing a high level of customer service to our clients. We are looking for someone with financial services experience to help us deliver outstanding service by buildin

Job Summary Kruse Woods Financial Partners was founded by a team of Financial Advisors, united behind a common vision, "To offer access to a breadth of global resources, the capabilities and technology of a large corporation, but with the tailored, attentive service of a small office." We believe our clients deserve exemplary service, and we are committed to delivering it. As such, we are seeking a dynamic Client Associate who is a motivated, detail oriented and creative problem solver to join our team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Essential Duties and Responsibilities * Serv

**Description** **Job Summary** Kruse Woods Financial Partners was founded by a team of Financial Advisors, united behind a common vision, "To offer access to a breadth of global resources, the capabilities and technology of a large corporation, but with the tailored, attentive service of a small office." We believe our clients deserve exemplary service, and we are committed to delivering it. As such, we are seeking a dynamic Client Associate who is a motivated, detail oriented and creative problem solver to join our team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. **Essential Duties and R

Investing can be one of the most important and nerve-racking aspects of peoples lives. At Fisher Investments, we believe your career goals and your desire to help others should go hand-in-hand. As a Client Service Associate (CSA), you will form relationships with clients to give them support in navigating their financial futures. The Opportunity: You will be up close and personal with the high-net-worth clients that we help every day. Our proficient CSAs positively impact our clients by managing all operational aspects of our firms relationship with them. You will coordinate client requests by working with multiple internal departments, including portfolio management, sales, service, and more. This is not just a job; it is a jumping-off-point within the finance industry. Whether or not you have a finance background, your possibilities here are endless. We hire from all majors and backgrounds, because we believe were better off with the diversity it brings. You will be mentored by an ex

Wedbush Securities is one of the largest securities firms and investment banks in the nation. We provide innovative financial solutions through our Wealth Management, Capital Markets, Futures and Advanced Clearing & Prime Services divisions. Headquartered in Los Angeles, California with over 100 offices and more than 80 correspondent offices, our commitment to providing relentless, customized service is the foundation of our consistent growth. Our award-winning Equity Research team is one of the most respected providers of small and mid-cap equity research in the nation. Our research analysts offer in-depth and differentiated research coverage of high information flow sectors across a wide-array of industries. We our seeking an Equity Research Associate to support our Senior Analyst in the Consumer sector. Responsibilities include, but are not limited to: * Provide fundamental analysis of companies in the Consumer sector * Build and maintain detailed company financial models, collect a

Investing can be one of the most important and nerve-racking aspects of peoples lives. At Fisher Investments, we believe your career goals and your desire to help others should go hand-in-hand. As a Client Service Associate (CSA), you will form relationships with clients to give them support in navigating their financial futures. The Opportunity: You will be up close and personal with the high-net-worth clients that we help every day. Our proficient CSAs positively impact our clients by managing all operational aspects of our firms relationship with them. You will coordinate client requests by working with multiple internal departments, including portfolio management, sales, service, and more. This is not just a job; it is a jumping-off-point within the finance industry. Whether or not you have a finance background, your possibilities here are endless. We hire from all majors and backgrounds, because we believe were better off with the diversity it brings. You will be mentored by an ex

Description At Edelman Financial Engines, we believe everyone deserves to move their financial life forward! We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide them forward with compassion, integrity and invention. We uphold that same standard of respect and dedication for clients and colleagues alike. Founded on the idea that financial education is a fundamental right for everyone, Edelman Financial Engines continues to grow and challenge the status quo. We're moving forward, together. If our purpose-driven commitment inspires you, we invite you to consider joining our team. As a member on the Client Services team, you'll play a pivotal role by partnering with the Financial Planner providing a high level of customer service to our clients. We are looking for someone with financial services experience to help us deliver outstanding servic