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Added 4 mins ago
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Protective Response Specialist - Full Time
Prosegur
Mountain View, CA
- $33 USD / hour
- Full-time
…high-rise environment. In this pivotal role, you'll safeguard our client's people, facilities, and assets while leading with empathy, compassion, and a confident command presence. You'll…
Added 12 mins ago
Associate Director, Integrated Media Planning - Financial Services
OMDUS OMD USA LLC
NY
The Associate Director, Integrated Media Planning acts as a marketing partner with our Financial Service client and a key leader to the strategic direction of their brands. In succession to…
Added 13 mins ago
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Personal Lines Insurance CSA
GPAC
Indianapolis, IN
- $40,000 to $50,000 USD / year
Job Title: Personal Lines Customer Service Associate (CSA)
Added 13 mins ago
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Relationship Banker- Oakland Area
Bank of America, National Association
United States
- $25 to $26.77 USD / hour
…all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience,…
Added 13 mins ago
BO
Relationship Banker-Cantonese Required
Bank of America, National Association
United States
- $25 to $26.77 USD / hour
…all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience,…
Added 13 mins ago
BO
Relationship Banker-Spanish Required
Bank of America, National Association
United States
- $25 to $26.77 USD / hour
…all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience,…
Added 13 mins ago
BO
Relationship Banker
Bank of America, National Association
United States
- $25 to $26.77 USD / hour
…all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience,…
Added 13 mins ago
Relationship Banker - Coastal Carolinas Market - Pawleys, SC Area
Bank of America, National Association
United States
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life…
Added 35 mins ago
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CAS Associate (Client Accounting Services)
GPAC
Jackson, TN
- $40,000 to $55,000 USD / year
CAS Associate (Client Accounting Services)** | Jackson, TN (In-office or hybrid)
Added 35 mins ago
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CAS Associate (Client Accounting Services)
GPAC
Jackson, TN
- $40,000 to $55,000 USD / year
CAS Associate (Client Accounting Services)** | Jackson, TN (In-office or hybrid)
Added 35 mins ago
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CAS Associate (Client Accounting Services)
GPAC
Oakfield, TN
- $40,000 to $55,000 USD / year
CAS Associate (Client Accounting Services)** | Jackson, TN (In-office or hybrid)
Added 35 mins ago
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CAS Associate (Client Accounting Services)
GPAC
Denmark, TN
- $40,000 to $55,000 USD / year
CAS Associate (Client Accounting Services)** | Jackson, TN (In-office or hybrid)
Added 35 mins ago
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CAS Associate (Client Accounting Services)
GPAC
Beech Bluff, TN
- $40,000 to $55,000 USD / year
CAS Associate (Client Accounting Services)** | Jackson, TN (In-office or hybrid)
Added 35 mins ago
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CAS Associate (Client Accounting Services)
GPAC
Gadsden, TN
- $40,000 to $55,000 USD / year
CAS Associate (Client Accounting Services)** | Jackson, TN (In-office or hybrid)
Added 35 mins ago
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CAS Associate (Client Accounting Services)
GPAC
Humboldt, TN
- $40,000 to $55,000 USD / year
CAS Associate (Client Accounting Services)** | Jackson, TN (In-office or hybrid)
Added 35 mins ago
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CAS Associate (Client Accounting Services)
GPAC
Pinson, TN
- $40,000 to $55,000 USD / year
CAS Associate (Client Accounting Services)** | Jackson, TN (In-office or hybrid)
Added 35 mins ago
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CAS Associate (Client Accounting Services)
GPAC
Medina, TN
- $40,000 to $55,000 USD / year
CAS Associate (Client Accounting Services)** | Jackson, TN (In-office or hybrid)
Added 35 mins ago
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CAS Associate (Client Accounting Services)
GPAC
Bells, TN
- $40,000 to $55,000 USD / year
CAS Associate (Client Accounting Services)** | Jackson, TN (In-office or hybrid)
Added 35 mins ago
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CAS Associate (Client Accounting Services)
GPAC
Lavinia, TN
- $40,000 to $55,000 USD / year
CAS Associate (Client Accounting Services)** | Jackson, TN (In-office or hybrid)
Added 35 mins ago
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CAS Associate (Client Accounting Services)
GPAC
Mercer, TN
- $40,000 to $55,000 USD / year
CAS Associate (Client Accounting Services)** | Jackson, TN (In-office or hybrid)
Added 35 mins ago
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CAS Associate (Client Accounting Services)
GPAC
Medon, TN
- $40,000 to $55,000 USD / year
CAS Associate (Client Accounting Services)** | Jackson, TN (In-office or hybrid)
Added 35 mins ago
G
CAS Associate (Client Accounting Services)
GPAC
Luray, TN
- $40,000 to $55,000 USD / year
CAS Associate (Client Accounting Services)** | Jackson, TN (In-office or hybrid)
Added 35 mins ago
G
CAS Associate (Client Accounting Services)
GPAC
Huron, TN
- $40,000 to $55,000 USD / year
CAS Associate (Client Accounting Services)** | Jackson, TN (In-office or hybrid)
Added 36 mins ago
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CAS Associate (Client Accounting Services)
GPAC
Milan, TN
- $40,000 to $55,000 USD / year
CAS Associate (Client Accounting Services)** | Jackson, TN (In-office or hybrid)
Added 36 mins ago
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CAS Associate (Client Accounting Services)
GPAC
Cedar Grove, TN
- $40,000 to $55,000 USD / year
CAS Associate (Client Accounting Services)** | Jackson, TN (In-office or hybrid)

New Heights Solutions, LLC

Client Service Associate

Remote, United States

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Job details

Experience: At least 2 years of experience working with financial advisors, RIAs, or wealth management firms
Posting language: English

Original job description

Client Service Associate Company: New Heights Solutions, LLC Location: Remote (U.S.-based required) Type: Part-Time, with opportunity to grow to Full-Time

About Us

We are a boutique Virtual Assistant Agency that partners exclusively with Independent Registered Investment Advisors (RIAs) to provide high-level administrative and client service support. Our mission is to bring calm, organization, and white-glove service to advisory firms so they can focus on serving their clients well. We value integrity, attention to detail, proactive communication, and a heart for service. Position Overview We are seeking a reliable, detail-oriented Client Service Associate to support financial advisory clients with day-to-day administrative and client service tasks. This role is ideal for someone who enjoys creating order, following processes, and supporting both advisors and their clients behind the scenes. You will work remotely as part of a small, collaborative team and receive structured training and ongoing support.

Key Responsibilities

Client Service & Administrative Support:

Manage and respond to client emails in a professional, timely manner
Schedule client meetings and manage advisor calendars
Prepare meeting materials and follow-up items
Assist with client onboarding and account maintenance tasks
Prepare paperwork for Advisor’s clients
Maintain accurate client records in the CRM system
Track tasks and follow documented workflows and procedures

Operations & Team Support:

Update internal systems and workflows
Communicate proactively with Advisors
Identify inefficiencies or errors and suggest improvements
Protect client confidentiality and handle sensitive information with care

Required Skills & Qualifications

Strong written and verbal communication skills
Exceptional attention to detail and accuracy
Highly organized and able to manage multiple tasks
Comfortable following systems, checklists, and standard operating procedures
Tech-savvy with the ability to learn new software quickly
Reliable internet connection and quiet home workspace

Strongly Preferred

At least 2 years of experience working with financial advisors, RIAs, or wealth management firms
Familiarity with Wealthbox, RedTail, Charles Schwab, DocuSign, scheduling tools, and document management systems

Traits for Success in This Role

Proactive and dependable
Calm under pressure
Service-oriented and professional
Willing to ask questions and learn
Aligned with a long-term role

Training & Growth

Structured onboarding and role-specific training
Clear expectations and documented processes
Opportunity for increased hours, responsibility, and advancement over time

Compensation

Hourly, based on experience
Paid training

Other Conditions

Due to the nature of this business, confidentiality and data security are paramount. All contractors will be subject to background checks.
This will be a part-time, independent contractor position to start, but has the potential to grow into a full-time position.

How to Apply

Please submit:

Your resume
A brief cover letter explaining why you’re interested in this role and any relevant experience

We are excited to find someone who takes pride in supporting others and values excellence in client service!

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