Client Service Associate
$80K - $110K/yr
Client Service Associate About the Opportunity Our client is an established, independent wealth ... risk management. Serving high-net-worth individuals, business owners, and families, they are ...
Quick apply
$80K - $110K/yr
Client Service Associate About the Opportunity Our client is an established, independent wealth ... risk management. Serving high-net-worth individuals, business owners, and families, they are ...
Quick apply
$80K - $110K/yr
Client Service Associate About the Opportunity Our client is an established, independent wealth ... risk management. Serving high-net-worth individuals, business owners, and families, they are ...
Compliance and risk management • Expected compliance with bank regulations, policies, procedures ... Team management • Maintain workflow and handle scheduling the associates supporting financial ...
Compliance and risk management • Expected compliance with bank regulations, policies, procedures ... Team management • Maintain workflow and handle scheduling the associates supporting financial ...
Compliance and risk management • Expected compliance with bank regulations, policies, procedures ... Team management • Maintain workflow and handle scheduling the associates supporting financial ...
Compliance and risk management • Expected compliance with bank regulations, policies, procedures ... Team management • Maintain workflow and handle scheduling the associates supporting financial ...
Compliance and risk management · Expected compliance with bank regulations, policies, procedures ... Team management · Maintain workflow and handle scheduling the associates supporting financial ...
Compliance and risk management · Expected compliance with bank regulations, policies, procedures ... Team management · Maintain workflow and handle scheduling the associates supporting financial ...
Hardy, VA · On-site
$18.25 - $23.75/hr
Compliance and risk management • Expected compliance with bank regulations, policies, procedures ... associates. • Assist with dual control vault responsibilities and audit controls. • Stay ...
Hardy, VA · On-site
$18.25 - $23.75/hr
Compliance and risk management • Expected compliance with bank regulations, policies, procedures ... associates. • Assist with dual control vault responsibilities and audit controls. • Stay ...
$18.25 - $23.75/hr
Compliance and risk management • Expected compliance with bank regulations, policies, procedures ... associates. • Assist with dual control vault responsibilities and audit controls. • Stay ...
$18.25 - $23.75/hr
Compliance and risk management • Expected compliance with bank regulations, policies, procedures ... associates. • Assist with dual control vault responsibilities and audit controls. • Stay ...
Hardy, VA · On-site
$18.25 - $23.75/hr
Compliance and risk management • Expected compliance with bank regulations, policies, procedures ... associates. • Assist with dual control vault responsibilities and audit controls. • Stay ...
Hardy, VA · On-site
$18.25 - $23.75/hr
Compliance and risk management • Expected compliance with bank regulations, policies, procedures ... associates. • Assist with dual control vault responsibilities and audit controls. • Stay ...
Roanoke, VA · On-site
$12 - $14.40/hr
... management and/or appropriate officials of potential fraud risk. SUPERVISORY RESPONSIBILITIES There are no supervisory responsibilities for this role. QUALIFICATIONS * 0-2 years of customer service ...
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Roanoke, VA · On-site
$12 - $14.40/hr
... management and/or appropriate officials of potential fraud risk. SUPERVISORY RESPONSIBILITIES There are no supervisory responsibilities for this role. QUALIFICATIONS * 0-2 years of customer service ...
... risk management needs and managing relationships with clients, prospects, client teams and ... Associates or Bachelors degree preferred * Experience using Sagitta, EPIC, CSR24, ImageRight and ...
... risk management needs and managing relationships with clients, prospects, client teams and ... Associates or Bachelors degree preferred * Experience using Sagitta, EPIC, CSR24, ImageRight and ...
Roanoke, VA · On-site
$19.75 - $22.50/hr
In this role, you'll play a key part in managing claim details and delivering exceptional service ... risk pools - an effective alternative to traditional insurance products. Guided by our core values ...
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Roanoke, VA · On-site
$19.75 - $22.50/hr
In this role, you'll play a key part in managing claim details and delivering exceptional service ... risk pools - an effective alternative to traditional insurance products. Guided by our core values ...
Roanoke, VA · On-site
$16.25 - $21.50/hr
Creates and manages records using approved company methods for reporting apprehension, witness ... Coaches associates on keeping work areas and sales floor free of hazards to reduce risk of ...
Roanoke, VA · On-site
$16.25 - $21.50/hr
Creates and manages records using approved company methods for reporting apprehension, witness ... Coaches associates on keeping work areas and sales floor free of hazards to reduce risk of ...
Roanoke, VA · On-site
$13.60/hr
Sales Associate Department: Operations FLSA Status: Non-Exempt Reports To: Store Manager SUMMARY ... informing management and/or appropriate officials of potential fraud risk. SUPERVISORY ...
Roanoke, VA · On-site
$13.60/hr
Sales Associate Department: Operations FLSA Status: Non-Exempt Reports To: Store Manager SUMMARY ... informing management and/or appropriate officials of potential fraud risk. SUPERVISORY ...
Roanoke, VA · On-site
$13.60/hr
Sales Associate Department: Operations FLSA Status: Non-Exempt Reports To: Store Manager SUMMARY ... informing management and/or appropriate officials of potential fraud risk. SUPERVISORY ...
Roanoke, VA · On-site
$13.60/hr
Sales Associate Department: Operations FLSA Status: Non-Exempt Reports To: Store Manager SUMMARY ... informing management and/or appropriate officials of potential fraud risk. SUPERVISORY ...
$55K - $70K/yr
... risk management activities needed to minimize credit, documentation, and operational risks in ... by an associate to successfully perform the essential functions of this job. HomeTrust Bank ...
$55K - $70K/yr
... risk management activities needed to minimize credit, documentation, and operational risks in ... by an associate to successfully perform the essential functions of this job. HomeTrust Bank ...
Roanoke, VA · On-site +1
Risk Management: Proactive experience identifying potential project issues and creating mitigation ... Certified Associate in Project Management (CAPM). * Technical Knowledge: Working knowledge of ...
Roanoke, VA · On-site +1
Risk Management: Proactive experience identifying potential project issues and creating mitigation ... Certified Associate in Project Management (CAPM). * Technical Knowledge: Working knowledge of ...
Roanoke, VA · On-site
$21.75 - $28.75/hr
Participates in the Quality Improvement / Risk Management program by gaining an understanding of ... Associates degree in electronics/biomedical equipment technology, military training or equivalent ...
Roanoke, VA · On-site
$21.75 - $28.75/hr
Participates in the Quality Improvement / Risk Management program by gaining an understanding of ... Associates degree in electronics/biomedical equipment technology, military training or equivalent ...
Roanoke, VA · Remote
Risk Management: Proactive experience identifying potential project issues and creating mitigation ... Certified Associate in Project Management (CAPM). * Technical Knowledge: Working knowledge of ...
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Roanoke, VA · Remote
Risk Management: Proactive experience identifying potential project issues and creating mitigation ... Certified Associate in Project Management (CAPM). * Technical Knowledge: Working knowledge of ...
Roanoke, VA · On-site
$21.75 - $28.75/hr
Participates in the Quality Improvement / Risk Management program by gaining an understanding of ... Associates degree in electronics/biomedical equipment technology, military training or equivalent ...
Roanoke, VA · On-site
$21.75 - $28.75/hr
Participates in the Quality Improvement / Risk Management program by gaining an understanding of ... Associates degree in electronics/biomedical equipment technology, military training or equivalent ...
Roanoke, VA · On-site
$24.75 - $32.75/hr
Participates in the Quality Improvement / Risk Management program by gaining an understanding of ... Associates degree in electronics/biomedical equipment technology, military training or equivalent ...
Roanoke, VA · On-site
$24.75 - $32.75/hr
Participates in the Quality Improvement / Risk Management program by gaining an understanding of ... Associates degree in electronics/biomedical equipment technology, military training or equivalent ...
Roanoke, VA · On-site
$21.75 - $28.75/hr
Participates in the Quality Improvement / Risk Management program by gaining an understanding of ... Associates degree in electronics/biomedical equipment technology, military training or equivalent ...
Quick apply
Roanoke, VA · On-site
$21.75 - $28.75/hr
Participates in the Quality Improvement / Risk Management program by gaining an understanding of ... Associates degree in electronics/biomedical equipment technology, military training or equivalent ...
$49.1K - $60.9K
16% of jobs
$60.9K - $72.8K
8% of jobs
$73.5K is the 25th percentile. Wages below this are outliers.
$72.8K - $84.7K
13% of jobs
$84.7K - $96.5K
7% of jobs
The median wage is $102.5K / yr.
$96.5K - $108.4K
12% of jobs
$108.4K - $120.3K
15% of jobs
$126.6K is the 75th percentile. Wages above this are outliers.
$120.3K - $132.1K
8% of jobs
$132.1K - $144K
11% of jobs
$144K - $155.8K
3% of jobs
$155.8K - $167.7K
3% of jobs
$167.7K - $179.6K
4% of jobs
$49.1K
$107.3K
$179.6K
To thrive as an Associate Risk Management professional, you typically need a bachelor's degree in business, finance, or a related field, strong analytical abilities, and attention to detail. Familiarity with risk assessment software, data analysis tools like Excel, and industry certifications such as FRM (Financial Risk Manager) are common technical requirements. Excellent communication, problem-solving, and teamwork skills help you effectively collaborate and present risk findings. These skills ensure accurate risk evaluation, effective mitigation strategies, and support sound decision-making within the organization.
An Associate Risk Management professional helps identify, assess, and mitigate potential risks that could impact an organization's financial, operational, or strategic objectives. They analyze data, monitor risk exposure, and assist in developing risk management strategies. Their role often involves collaborating with different departments to ensure compliance with policies and regulations. Additionally, they may prepare reports and provide recommendations to improve risk management practices.
An Associate Risk Management professional often encounters challenges such as analyzing complex data from multiple sources, keeping up with evolving regulations, and effectively communicating potential risks to various stakeholders. You will regularly collaborate with colleagues in legal, compliance, and business units to ensure that risks are identified and addressed proactively. These challenges foster a culture of continuous learning and improvement, allowing you to play a key role in minimizing potential losses and enhancing the organization's overall stability. Overcoming these obstacles helps you develop critical thinking and adaptability, which are highly valued for future career growth in the field.

$80K - $110K/yr
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 13 days ago
Client Service Associate
About the Opportunity
Our client is an established, independent wealth management firm committed to delivering a personalized, client-first experience. The firm provides comprehensive wealth management solutions by integrating financial planning, investment management, tax strategies, estate planning, and risk management. Serving high-net-worth individuals, business owners, and families, they are dedicated to building long-term relationships through exceptional service and trusted financial guidance.
They are seeking a highly motivated Client Service Associate to join their growing team. This position plays a critical role in supporting financial advisors, ensuring an outstanding client experience, and maintaining efficient day-to-day operations. The ideal candidate is detail-oriented, proactive, and passionate about delivering exceptional client service in a professional wealth management environment.
Key Responsibilities
Manage the client onboarding process from start to finish while providing ongoing client support.
Serve as a primary point of contact for clients by responding to inquiries, resolving service requests, and fostering strong relationships.
Maintain accurate CRM records, activity logs, and client documentation.
Support compliance initiatives and ensure proper recordkeeping.
Coordinate with custodians, investment companies, and third-party service providers to facilitate client requests.
Prepare documentation and materials for client meetings, reviews, and reporting.
Identify opportunities to improve internal processes and enhance the overall client experience.
Provide administrative and operational support to financial advisors as needed.
Required Qualifications
Minimum of 5 years of experience as a Client Service Associate or in a similar role within wealth management, financial planning, or a broker-dealer environment.
Active Series 7 and Series 66 licenses (or Series 7 with Series 63 and 65), in good standing and eligible for transfer.
Strong understanding of investment operations, financial planning processes, and compliance requirements.
Proficiency with Microsoft Office and industry software, including CRM platforms, portfolio management systems, and custodial platforms.
Excellent verbal and written communication skills.
Strong organizational and time management abilities with the capacity to manage multiple priorities in a fast-paced environment.
Ability to work independently while collaborating effectively within a team.
Preferred Qualifications
Bachelor's degree in Finance, Business, or a related field.
Experience working with industry-leading wealth management platforms and managed account programs.
Previous experience supporting investment programs for financial institutions is a plus.
Benefits
The firm offers a comprehensive benefits package, which includes:
Health, Dental, Vision, Life, Critical Illness, and Disability Insurance
401(k) with employer matching
Generous Paid Time Off and paid holidays
A collaborative, team-oriented work environment
Professional development and long-term career growth opportunities
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W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs. As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.
Recruiting and staffing services
501 - 1,000 Employees
Frisco, TX, US
2006