Jobs in the United States

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Store Associate Rx
CVS Health
Valdosta, GA
- $15 to $18 USD / hour
Participate in all required store operational meetings
Added just now
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Store Associate
CVS Health
Hoover, AL
- $15 to $18 USD / hour
Providing customer support to all departments, including photo and beauty, ensuring departments are fully stocked and operational while remaining current with all updated services and tools
Added just now
CH
Store Associate
CVS Health
Gardendale, AL
- $15 to $18 USD / hour
Providing customer support to all departments, including photo and beauty, ensuring departments are fully stocked and operational while remaining current with all updated services and tools
Added just now
CH
Store Associate
CVS Health
Lubbock, TX
- $15 to $18 USD / hour
Providing customer support to all departments, including photo and beauty, ensuring departments are fully stocked and operational while remaining current with all updated services and tools
Added just now
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Store Associate
CVS Health
Dumas, TX
- $15 to $18 USD / hour
Providing customer support to all departments, including photo and beauty, ensuring departments are fully stocked and operational while remaining current with all updated services and tools
Added just now
CH
Store Associate
CVS Health
Shawnee, OK
- $15 to $18 USD / hour
Providing customer support to all departments, including photo and beauty, ensuring departments are fully stocked and operational while remaining current with all updated services and tools
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Equipment Engineering Technician
Ericsson
Lewisville
The Equipment Engineering Technician provides first-line technical support for factory manufacturing production equipment within the US 5G Smart Factory. Reporting to the Technician…
Added just now
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Fire Workforce Specialist
City of Bend
Bend, OR
- $34.75 to $44.35 USD / hour
Bend Fire & Rescue relies on accurate workforce information, effective staffing processes, and strong operational support to provide emergency services to the community 24 hours a day, 365…
Added just now
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School Van Driver
FIRST STUDENT MANAGEMENT LLC
WAUKESHA, WI
- $15 to $23 USD / hour
Career Advancement Opportunities: Advance into operational, maintenance, management, and leadership roles in over 540 locations across the U.S. & Canada!
Added 1 min ago
Surgical Technologist
Snoqualmie Valley Health
Snoqualmie, WA
Support a welcoming, safe, and respectful environment for patients, families, and members of the surgical team.
Added 1 min ago
Supervisor of Sterile Processing
Snoqualmie Valley Health
Snoqualmie, WA
POSITION SUMMARY: The Sterile Processing Supervisor is responsible for the daily operational, technical, and personnel management of Sterile Processing Services. This position provides…
Added 1 min ago
Clinical Pharmacist Specialty Pharmacy Leakage Prevention
Ascension Health
Saint Louis, MO
+ Identify Access Barriers: Investigate operational, payer, and manufacturer network restrictions causing specialty prescriptions to leave the health system.
Added 1 min ago
Temporary Sales Associate
Tapestry, Inc.
Schaumburg, IL
The Sales Associate is the front‑line ambassador of the Coach brand. You will deliver an elevated, personalized shopping experience, meet personal and store sales goals, and support daily…
Added 1 min ago
Temporary Sales Associate
Tapestry, Inc.
Southaven, MS
The Sales Associate is the front‑line ambassador of the Coach brand. You will deliver an elevated, personalized shopping experience, meet personal and store sales goals, and support daily…
Added 1 min ago
Temporary Sales Associate
Tapestry, Inc.
Cabazon, CA
The Sales Associate is the front‑line ambassador of the Coach brand. You will deliver an elevated, personalized shopping experience, meet personal and store sales goals, and support daily…
Added 1 min ago
Temporary Sales Associate
Tapestry, Inc.
Cabazon, CA
The Sales Associate is the front‑line ambassador of the Coach brand. You will deliver an elevated, personalized shopping experience, meet personal and store sales goals, and support daily…
Added 1 min ago
Temporary Sales Associate
Tapestry, Inc.
San Antonio, TX
The Sales Associate is the front‑line ambassador of the Coach brand. You will deliver an elevated, personalized shopping experience, meet personal and store sales goals, and support daily…
Added 2 mins ago
Warehouse Associate II
CMC Rescue Inc
Goleta, CA
· Collaborate with internal teams to support customer requirements, production schedules and operational objectives
Added 2 mins ago
Senior Product Manager
Humana
Remote, United States
Humana, Inc. and its affiliated subsidiaries (collectively, “Humana”) offers competitive benefits that support whole-person well-being. Associate benefits are designed to encourage personal…
Added 2 mins ago
Lead Site Reliability Engineer
Humana Inc.
Louisville, KY
Partner with engineering, platform, and business teams to establish reliability standards, operational best practices, and support models.
Added 2 mins ago
Patient Service Coordinator
Humana
St Louis, MO
…Patient Services Coordinator 3 performs advanced administrative/operational/customer support duties that require independent initiative and judgment. May apply intermediate mathematical…
Added 3 mins ago
NB
Full Time Team Lead
New Balance Athletics, Inc.
Centralia, WA
- Full-time
…meant to be challenged. We foster a culture in which every associate feels welcomed and respected, where leaders and creatives are inspired to shape the world of tomorrow by taking bold…
Added 3 mins ago
IG
WFC Senior Associate Services Specialist
ION Group
NY
- $180,000 to $200,000 USD / year
…with global organizations to design, build, modernize, and support mission-critical technology platforms that power trading, wealth management, capital markets, and enterprise…
Added 4 mins ago
Associate Director, Defense Programs (Army)
RTX
United States
The Associate Director, Defense Programs, drives the strategic planning and execution of RTX’s Global Government Relations internal and external processes and partners closely with Business…
Added 4 mins ago
Associate Director, Defense Programs (Air Force/Navy)
RTX
United States
The Associate Director, Defense Programs, drives the strategic planning and execution of RTX’s Global Government Relations internal and external and partners closely with Business Unit (BU)…

Lido Advisors, LLC

Associate, Client Relationship Manager

Boca Raton, FL, United States

$65,000 - $75,000

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Job details

Pay: $65,000 - $75,000
Experience: Minimum of 1 year of professional experience in a client support service role coming from an RIA firm or financial services related industry or relevant intern experience.
Posting language: English
Posted: Nov 9, 2026

Original job description

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Description

Lido Advisors, LLC, an established and expanding wealth management firm is looking for an Associate, Client Relationship Manager, to make an immediate impact by supporting Advisory teams in all aspects of wealth management. Lido’s vision is to be recognized as the pre-imminent wealth advisory firm delivering an essential service to our clients.

The Associate, Client Relationship Manager, enhances the client experience by providing exceptional client service through administrative and operational support to one or more Wealth Advisors. Client Relationship Associates work in a complex, team-oriented and fast paced environment to deliver comprehensive investment and wealth strategies to clients. Lido Advisors offers a flexible work environment, supports personal and professional growth and embraces a culture of supporting each other, our communities, our clients and Lido.

Duties and Responsibilities

Manage the onboarding of new client accounts which includes collecting required documents and client information through in person meetings or on calls with clients.
Liaise with custodian partners and internal departments.
Assist with the preparation of alternative investment paperwork with high level of accuracy.
Provide exceptional client service by responding to client requests, inquiries, and transactions such as money movement and transfer requests.
Maintain detailed client records across firm relationship management systems.
Support the team’s overall strategy by preparing reports, marketing and other materials for client meetings.
Adhere to firm’s control policies and procedures.
Regularly seek opportunities to engage with peers to collaborate on best practices

Requirements

Bachelor’s degree.
Minimum of 1 year of professional experience in a client support service role coming from an RIA firm or financial services related industry or relevant intern experience.
Series 65 or 66 required, or must be attained within timeframe determined by manager.
Strong attention to detail.
Exceptional interpersonal and client service skills.
Superior verbal and written communication skills.
Ability to organize, prioritize, manage multiple tasks and keep team apprised on open items.
Experience with Excel/Word/Outlook/Salesforce/PowerPoint, with an emphasis on Excel.
Ability to adapt to a rapidly changing and fast paced business environment.
Proven ability to operate effectively and work under pressure with tight deadlines.
Team player and a desire to collaborate with others.

We are an equal-opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other class protected by federal, state or local law. In addition, we do not discriminate against qualified applicants with arrest or conviction records.

The successful candidate’s starting pay will be determined based on job-related skills, experience, qualifications, work location, and market conditions. The range below is an estimate and may be modified in the future.

Salary Description

$65,000 - $75,000

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More about this job

Skills

Onboarding
Attention to detail
Communication skills
Microsoft Excel
Microsoft Word
Microsoft Outlook
Salesforce
Microsoft PowerPoint
Cope with pressure

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