Wealth Client Services Associate - Growth & PM Mentorship
AscendHire
AscendHire, a prominent privately held RIA in New York, is looking for a motivated individual to join their team. In this role, you will serve as a trusted point of contact for high-net-worth clients, ensuring accuracy in account maintenance and delivering exceptional service. The position requires a Bachelor's degree in Finance or Economics, 1-2 years of relevant experience, and necessary licenses. This opportunity offers direct mentorship and a pathway for career growth within an entrepreneurial culture. #J-18808-Ljbffr
$75k - $95k
...Sales Associate / Client Service Associate Wealth Management The Sales Associate / Client Service Associate will provide high-touch client service,... ...company clients, particularly in biotech, healthcare, or growth sectors. Experience with tools such as eMoney,...SuggestedFull timeWork at office- Chris Baily seeks a Client Service Support position within Merrill Wealth Management in New York. This role focuses on providing exceptional client service support to Financial Advisors, ensuring timely and accurate client service, and promoting the bank's offerings. The...Suggested
$34.32k - $90k
...Registered Client Service Associate Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client... ...care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities...SuggestedTemporary workWork at officeLocal area$70k - $110k
...Midtown, Manhattan. This fully onsite position requires strong client service skills and a proactive approach to client engagement and... ...administration. The ideal candidate will have experience supporting wealth management teams, be proficient in Microsoft Office, and have...SuggestedWork at office$74.39k - $103.81k
Citi is looking for a Registered Client Service Associate in Bethesda, Maryland. This role integrates specialty knowledge in delivering wealth management services to clients while upholding compliance standards, risk assessment, and communication responsibilities. The successful...Suggested$100k - $115k
Senior Client Service Associate- LCK Wealth Management 300 Madison Ave, New York, NY 10017, USA Job Description Posted Tuesday, May 12, 2026 at 5:00 AM Your Future Team LCK Wealth is a growing wealth management practice providing complex solutions to Ultra High Net Worth...Permanent employmentWork at officeLocal area- ...established industry player is seeking a Customer Service Representative to join their dynamic team... ...your communication skills to educate clients about various products and services. The... ...environment with opportunities for growth and advancement, making it perfect for those...Flexible hours
- A leading investment bank is seeking a Registered Client Service Associate for their Midtown East office. The role involves supporting Financial... ...position offers a competitive salary and opportunities for growth within a dynamic team. #J-18808-Ljbffr Oppenheimer & Co....Work at office
$23.52 - $39.17 per hour
LPL Financial LLC is seeking a Senior Client Service Associate for an in-office role located in Wantagh, NY. This position will support financial... ...2+ years of financial industry experience, preferably in wealth management, and a strong client service background. The compensation...Hourly payWork at office- Hightower Advisors in New York is seeking a Senior Client Service Associate to join the LCK Wealth Management team. The role focuses on providing top-notch client service and operational support to Ultra High Net Worth clients. Candidates should have over 3 years of client...Work at office
$22 - $25 per hour
...Client Service Associate Location: New York, NY Pay Rate: $22-$25 per hour + performance-based bonuses... ...Onsite Industry: Financial Services (Wealth Management & Private Equity)... ...professional development, and long-term growth opportunities. The Client Service Associate...Hourly payFull timeWork at office$18 per hour
...Client Service Associate New York, New York, United States Location: New York, NY 10020 Schedule: Mon - Fri 8:00 am - 4:30 pm Employment Type: Full-time | Onsite We're hiring! If you're... ...USD WHAT WE OFFER Career Growth: An opportunity to enter a job that...Full timeTemporary workWork at officeImmediate start- ...Client Services Associate Titan is an award-winning wealth manager with a mission to increase our generation's compound growth rate. We plan to do this by putting a human wealth advisor in every pocket. Historically, wealth managers have been accessible to only the...Work at office
$23.52 - $39.17 per hour
...your success while helping clients pursue their financial goals... ...to continue to build on your wealth management experience and opportunities... ...company.As a Senior Client Service Associate, you will provide... ..., and supporting the firm’s growth initiatives. The ideal candidate...Work at officeWork from home- J.P. Morgan Chase seeks a Private Client Investment Associate in New York, NY. In this role, you will provide essential support to Private Client... ...include assisting with account management, promoting firm services, and engaging in risk management practices. A valid Series...
$55k - $65k
Registered Client Service Associate (Midtown East, New York) Join to apply for the Registered Client... ...and day-to-day operations of a growing wealth management practice. This role requires... ..., positive disposition seeking growth and opportunity to expand the role Must...Full timeLocal area$34.32k - $90k
Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/Private Wealth Advisor(s) (PWAs)/teams on a daily basis. Through regular interactions... ...incentives, and opportunities for career growth. Expected base pay rates for the...Temporary workWork at officeLocal area- 6AM City, LLC is looking to hire a Registered Client Service Associate to shape the future of service through enhanced client experiences. This role demands expertise in client support and collaboration with Financial Advisors, ensuring a high standard of service. Applicants...Work at office
$70k
...Overview: The Client Service team connects Guidepoint’s... ...Guidepoint’s success. As an Associate on the Client Service... ...Built-in mentorship to help you drive and... ...passionate about your career growth: Check out our Client... ...connections that offer a wealth of perspectives. We...Summer workCasual workInternshipWork at officeWorldwide$70k - $76k
...UBS is hiring a Client Associate in New York City to join a Private Wealth Management team, focusing on client care and service. You will maintain client records, educate clients on services, and prepare reports for meetings. The ideal candidate has at least 1 year of...$100k - $115k
...Hightower Advisors, a financial services company. Established in 1988,... ...include comprehensive wealth management, customized portfolio... ...York City and services over 500 clients with over $22 billion in... ..., opportunities for internal growth and career development are plentiful...Permanent employmentLocal area- AO Nation is seeking growth-oriented professionals for a remote opportunity in client support. Candidates will conduct virtual meetings, maintain communication records... ..., benefiting from full virtual training and mentorship support. This role offers weekly pay and...Remote jobWeekly pay
- ...Chris Baily is seeking a proactive Financial Advisor to provide client service support at Merrill Wealth Management. In this role, you will be the primary contact for Financial Advisors, ensuring excellent service and operational excellence in client relations. Key skills...
- ...passionate individuals for a role focused on virtual client consultations. This position allows for a... ...and adaptable, seeking personal and professional growth. This role has no cold calling and offers training, mentorship, and industry-leading tools. #J-18808-Ljbffr MediumRemote jobWork from homeFlexible hours
$80k - $105k
...Cash Management Client Service - Associate Job Level: Associate Job Function: Client Service Location: New York, NY, US, 10172 Charlotte, NC,... ...initiatives of the company to enable business development, revenue growth, client retention and growth, and sales delivery...Full timeWork at officeLocal areaRemote workWork from homeWorldwide$45k - $65k
...Client Service Associate We are seeking a Client Service Associate to support customers with travel coordination, reservation assistance, and... ...work, or candidates seeking a customer-focused position with growth potential. $45,000 - $65,000 a year Destination KnotRemote jobFlexible hours$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun...Work at office$41.2k - $76.8k
...Client Service Associate, Business Insurance Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard... ...-The-Job Training with both management and team members, mentorship, career pathing and Tuition Assistance. Our future...Minimum wageWork at officeLocal areaNight shift$51k - $60k
...Billing Associate NFP, an Aon company, is a multiple Best Places... ...significant risk, workforce, wealth management and retirement challenges... ...handling the billing for our clients, as well as collaborating... ...with client/customer service, preferably in a corporate setting...Full timeRemote workMonday to Friday3 days per week$20 - $25 per hour
...Client Service Associate Sunset Park, New York Hanover Bank When you love your work and the people you work with, careers are made! Embracing... ...we move toward a shared vision of personal and corporate growth. Whether you are just starting out or a seasoned...Hourly payFull timeTemporary workWork at officeRemote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Client Services Associate - Growth & PM Mentorship. Be the first to apply!
- client services associate New York, NY
- client relationship associate New York, NY
- client success associate New York, NY
- client solutions associate New York, NY
- client account associate New York, NY
- registered client associate New York, NY
- client engagement associate New York, NY
- experienced service advisor New York, NY
- environmental service aide New York, NY
- service delivery associate New York, NY

