Wealth Management Client Associate | Family Office
$70k - $100kBrown Brothers Harriman & Co.
A global financial services firm is seeking a Client Associate in New York, responsible for servicing complex client requirements and performing administrative tasks. The ideal candidate has a BA, 2-3 years of experience in client support, and skills in Microsoft Office. The position offers a salary range of $70,000 - $100,000 plus bonuses, fostering a culture of collaboration and support. The firm values diverse experiences, encouraging all candidates to apply regardless of traditional paths. #J-18808-Ljbffr Brown Brothers Harriman & Co.
- Asset & Wealth Management A career with Goldman Sachs Asset & Wealth Management... ...is an opportunity to help clients across the globe realize... ...clients. We are seeking an associate to join the team in NYC to... ...endowment and foundations, family offices, high net worth individuals...Work at officeFull timeTemporary work
$100k - $115k
Senior Client Service Associate- LCK Wealth Management 300 Madison Ave, New York, NY 10017, USA Job Description Posted... ...to high-net-worth individuals and families, including financial planning,... ...Knowledge of Salesforce, Microsoft Office tools, Fidelity Wealthscape, Emoney...Work at officePermanent employmentLocal area$25 - $44 per hour
Job Description: Merrill Wealth Management is a leading provider of comprehensive... ...and Wealth Management Client Associates help clients pursue the... ...Merrill is committed to an in-office culture that supports... ...in our teammates and their families by offering competitive benefits...Work at officeHourly payFull timeSeasonal workWork from homeShift workDay shift$26.5 - $42 per hour
Job Description: Merrill Wealth Management is a leading provider of comprehensive... ...and Wealth Management Client Associates help clients pursue the... ...Merrill is committed to an in-office culture that supports... ...in our teammates and their families by offering competitive benefits...Work at officeHourly payFull timeSeasonal workShift workDay shift$80k - $100k
Client Associate / Senior Client Associate - Neuberger Wealth page is loaded## Client Associate / Senior Client Associate -... ...to-client wealth and investment management business. Managing $80b+ in client... ...* Proficiency with Microsoft Office and prior CRM experience...Work at officeLocal areaShift work$34.32k - $90k
...Registered Client Service Associate Registered Client Service Associates (CSAs... ...directed by local management Regularly seek opportunities... ...and knowledge of Microsoft Office products Team player with... ...support our employees and their families at every point along their...Work at officeTemporary workLocal area- Client Service Associate - Financial Planning Our client, is a respected wealth management firm known for delivering exceptional service to every client relationship. They are seeking... ...demeanor. Proficiency with Microsoft Office and comfort learning new systems....Work at office
$95k - $105k
Jefferies Wealth Management is seeking a Client Service Associate (CSA) to support Financial Advisors and Relationship Managers in delivering a high‑touch, client... ...‑focused environment. Proficiency in Microsoft Office (Excel, Word, Outlook, PowerPoint). Preferred Experience...Work at officeFull timePart timeLocal area- 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... ...in relevant tools like Salesforce and Microsoft Office, and require Series 7 and 66 licenses. We offer a base...Work at office
$26.5 - $42 per hour
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management... ...Advisors and Wealth Management Client Associates help clients pursue the life they... ...America. Merrill is committed to an in-office culture that supports collaboration,...Work at officeHourly payFull timeSeasonal workShift workDay shift- ...Deliver a best-in-class client experience. Elevate the... .... What you’ll own Manage client service workflows... ...Partners is a 12‑person wealth management team at UBS... ...and multi‑generational families across multiple cities.... ...Proficiency in Microsoft Office; comfort with CRM and...Work at officeFull timeFlexible hours
$33.28k - $90k
POSITION SUMMARY Client Service Associates provide exceptional service... ...(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams... ...directed by local management ADMINISTRATIVE SUPPORT... ...with general in-office support functions such... ...employees and their families at every point along...Work at officeTemporary workLocal area- ...investment firm is seeking a Vice President to oversee family office advisory for Ultra-High-Net-Worth clients. This role involves leading consolidated... ...ideal candidate should have extensive experience in wealth management, strong leadership skills, and expertise in relevant...Work at office
$115k - $270k
...seeking a Vice President in New York to lead consolidated reporting and family office advisory for ultra-high-net-worth clients. The role requires over 10 years of experience in wealth management and strong communication skills. Candidates should hold a relevant Bachelor...Work at office- A leading investment bank is seeking a Registered Client Service Associate for their Midtown East office. The role involves supporting Financial Advisors, managing client relationships, and ensuring service excellence. Candidates should possess strong interpersonal skills...Work at office
- TwinThread in New York is offering a Summer Analyst position in Asset & Wealth Management. As part of the Global Families Group, you'll collaborate with specialists to understand client needs, examine market activities, and help develop strategies that meet financial goals...Work at officeSummer work
$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park... ...strategy needs of high-net-worth individuals and family offices. The firm's employees share a solid work ethic,...Work at office- ...importantly, the flexibility to manage your personal and... ...our Business Management and Family Office practice within the Advisory... ...Maintain active communication with clients to manage expectations, ensure... ...Economics or related field) ~ Prior wealth management & estate planning...Work at office
$60k - $70k
**About Wealth Enhancement**Wealth Enhancement... ...wealth management firm with an endless... ...the lives of our clients. We continually seek... ...from our over 140 offices - and growing - nationwide... ...Sr Client Service Associate** who is ready to... ...and their families)* Health Savings Account...Work at officeFull timeTemporary workMonday to FridayFlexible hours$65k - $75k
**About Wealth Enhancement**Wealth Enhancement... ...wealth management firm with an endless... ...the lives of our clients. We continually seek... ...from our over 140 offices - and growing - nationwide... ...Sr Client Service Associate** to our team.... ...employees and their families)* Health Savings...Work at officeFull timeTemporary workPart timeMonday to FridayFlexible hours- Marina Sirras & Associates LLC is seeking a mid-level associate to join its Private Client & Family Office practice in New York. This role focuses on advising ultra-high-net-worth... ...advanced trust structures, advising on wealth transfer strategies, and counseling on income...Work at officePrivate practice
- ...Senior Client Service Associate If you are a collaborative team... ...Proficiency with Microsoft Office Suite (Word, Excel... ...processing and asset management. We offer a... ...J.P. Morgan Asset & Wealth Management delivers industry... ...helps individuals, families and foundations take...Work at office
$104.7k - $174.5k
Overview Wilmington Trust is seeking a Wealth Management Senior Associate to join its Family Wealth Division , which serves... ...and Ultra-High Net Worth (UHNW) clients. The candidate will provide... ...skills Proficiency with Microsoft Office (PowerPoint emphasis) and modern...Work at office- Family Wealth Services provides ultra-high-net-worth families with tailored solutions to manage and grow their wealth. The platform includes Family... ..., and Outsourced Family Office offerings. Associates help deliver these services by supporting client education, business...Work at officeWork experience placement
$73k - $80k
...and enjoy working with clients? Do you take pride in following... ...looking for a Client Associate to support our... ...incoming calls for the team Manage calendars, including... ...expertise Administrative or office support experience in a... ...working with the Sage Wealth Management Group in...Work at officeFull time- Client Relationship Associate Reports to: Relationship Manager(s) Status: Exempt As a Client Relationship Associate Apollon Wealth Management, you will play a pivotal role in delivering top-notch wealth... .... Responsibilities Provide back-office support for investment operations...Work at office
$90k - $110k
Senior Client Associate - Neuberger WealthSkip to main contentInformation... ...Client Associate - Neuberger Wealth page is loaded## Senior... ...focused Wealth Advisor Team managing public and private assets worth... ...Proficiency with Microsoft Office and prior CRM experience preferred...Work at officeLocal areaShift workAfternoon shiftEarly shift$67k - $80k
...growing financial planning and wealth management firm based in New York City, with clients nationwide. We offer relationship... ...who we are. As a Client Service Associate (CSA) at Christopher Street Financial... ..., and Thursdays are in-office. What you'll Do: New Client onboarding...Work at officeWork experience placement$115k - $270k
Asset & Wealth Management, Partner Family Office Advisor, Vice President- New York location_on New York, NY, United States YOUR IMPACT Are you a dynamic... ...desire to be a trusted advisor to ultra‑high net worth clients? We are looking for professionals with strong...Work at officeFull timeTemporary workPart time- ...Merrill Wealth Management is a leading provider of comprehensive wealth management and... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision... .... Merrill is committed to an in-office culture that supports collaboration,...Work at officeSeasonal workWork from homeShift workDay shift
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