Client Service Associate, Private Client Services
Oppenheimer & Co. Inc.
Oppenheimer & Co. Inc. is seeking a Client Service Associate for its Private Client Division in Stamford, CT or White Plains, NY. You will service clients and advisors, assist with marketing, scheduling, and data management, and support executives with confidential information. The role requires proactive, client-focused teamwork, attention to detail and the ability to manage multiple tasks under tight deadlines. #J-18808-Ljbffr Oppenheimer & Co. Inc.
$55k - $60k
...receive instant updates as new positions become available. Client Service Associate (Stamford, CT or White Plains, NY) Oppenheimer & Co. Inc. (... ...The firm is seeking a Client Service Associate to join our Private Client Division in Stamford, CT or White Plains, NY. The primary...Private clientFull timePart timeLocal area$385k
...Job Description Job Description This job is posted on behalf of Pernini Recruiting Company by Top Echelon. Private Client Services Associate or Counsel Attorney Location: New York, NY HYBRID work environment available Our client, a prominent AmLaw 100 firm...Private clientPrivate practiceWork at office- ...Our client is an independent RIA in Greenwich, CT serving high-net-worth individuals and families. They are hiring a Client Service Associate to support the advisory team on account operations and day-to-day client requests. This is an operations-heavy seat with direct...Suggested
- ...environment with growth opportunities. Collaborate on impactful operational and client service projects. Enhance workflows using AI tools and analytical expertise.Job DescriptionClient Service Associate OverviewThe Client Service Associate role focuses on operational and...Suggested
$55k - $81k
...advisors and their prospective and existing clients and other branch staff team members.... ...years of rich history and recognition for service and excellence in the Financial Services... ...a dynamic Registered Client Service Associate who is a motivated, detail oriented and...SuggestedWork experience placementWork at office$55k - $81k
Registered Client Service Associate - Greenwich, CT page is loaded## Registered Client Service Associate - Greenwich, CTlocations: CT - Greenwich - 3 Pickwick Plz Ste 4time type: Full timeposted on: Posted Todayjob requisition id: R-0013764**Job Description Summary**Supports...Work experience placementWork at office- ...talking to people who already raised a hand. Remote financial-services role: structured days, warm-lead conversations, coaching while... ...track. We hire for On-time follow-up Clean video presence Fast learning on tools Respect for the client #J-18808-Ljbffr AO Garcia AgencyRemote jobWork at officeWork from home
$70k - $90k
...Client Service AssociateRobertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin... ...growing businessServe as primary liaison with Salesforce and associated CRM activities, including mail list management.Provide calendar...- ...personalized financial planning, and sophisticated investment strategies.MJP Wealth Advisors is seeking a detail-oriented, client-focused Client Service Associate to join our team in Westport, CT. In this role, you'll work closely with our wealth advisors to deliver an...
- AO Garcia Agency is seeking a remote financial-services professional to engage warm leads and coach clients as you ramp. This role emphasizes structured days, meaningful conversations, and a training-first approach. You will work from home with no office required, following...Remote jobWork at officeWork from home
- Raymond James is seeking a dynamic Registered Client Service Associate to support Financial Advisors, clients, and branch staff across multiple platforms. You will manage inquiries, onboarding, account openings, and documentation in a fast-paced environment. The ideal...
$49k - $65k
...Why StifelStifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and... ...success.What You'll Be DoingUnder immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA...Work at officeImmediate startFlexible hours- ...Chilton Trust (“CTC”) is a private wealth management firm launched... ...Chilton Jr. CTC offers full-service, bespoke private wealth management... ...mission is to provide our clients with a portfolio of services... ...Description The Client Service Associate will work directly with...Work at office
- POSITION SUMMARY Registered 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 with clients, individuals in this role build...Work at officeLocal areaWork visa
- ...individuals. We are committed to providing exceptional service through dedicated Private Client Teams, which are practice-orientated groups of... ...Summary of Position: The Private Client Group Support Associate supports the Private Client Teams in managing and growing...Private clientFull timeContract workWork at officeLocal area
- Oppenheimer & Co Inc. is seeking a Client Service Associate in Stamford, CT or White Plains, NY. The role focuses on servicing clients, supporting... ...Office. The position offers growth opportunities within a private client division and a full-time schedule. #J-18808-Ljbffr...Private clientFull time
$50k - $65k
...JOB TITLE: Operations & Client Service AssociateLOCATION: Westport, CT- Onsite- In PersonREPORTS TO: Executive Vice President (Initially... ...POSITION SUMMARY & OVERALL PURPOSEThe Operations & Client Service Associate serves as a key member of the Cedar Point Financial Services...Work at officeFlexible hours- UBS is seeking a Registered Client Associate to support a team of Financial Advisors in Westport, CT. You will maintain client records, prepare... ...for meetings, and assist with opening new accounts and service requests. The role requires Series 7 and 66 licenses, 3-5 years...
$80k - $86k
Bernstein Private Wealth Management, located in Stamford, Connecticut, seeks an Associate to support Financial Advisors and provide world-class client service. The ideal candidate will have strong analytical and communication skills, a detailed focus, and a Bachelor's...Private client$35.9 per hour
...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...Hourly payTraineeshipWork experience placementWork at officeLocal areaImmediate startShift workDay shift- ...Job Description Job Description Private Client Trusts & Estates Associate Attorney – Stamford, CT Direct Counsel is seeking a Private Client Trusts & Estates Associate Attorney to join the nationally recognized private client practice of a leading East Coast law firm...Private clientPrivate practiceRemote work2 days per week
- ...Tax Senior Manager – Private Client Services / UHNW Location: New York Metro Work Arrangement: Hybrid – approximately 3 days per week... ...Responsibilities will include: Lead teams of Managers, Seniors and Associates across client engagements. Review work and provide...Private clientFull timePrivate practiceWork at office3 days per week
$150k - $185k
...Join a high-impact Private Client Tax team where you'll advise ultra-high-net-worth investors and fund executives, lead sophisticated tax... ...providing sophisticated tax planning, compliance, and consulting services to high-net-worth individuals, family offices, investment...Private clientLocal areaFlexible hours$146k - $200k
...responsible for providing tax and consulting services to business clients with pass through entities and to... ...responses to their needsSupervises associates and senior associates on all... ...experience and/or public accounting, private industry accounting or consulting/professional...Private clientWork at office- ...Tax Manager – Private Client Services Location: Stamford, CT Work Arrangement: Hybrid – approximately 3 days per week in office Experience... ...on year-round planning and lead teams of Seniors and Associates. The role provides considerably more exposure than simply...Private clientFull timeFor contractorsInterim rolePrivate practiceWork at office3 days per week
$105.38k - $215.38k
...supporting our Individual Tax Services - High Net Worth group, you... ...specialists when needed.Build strong client relationships through clear,... ...-net-worth individuals or private clients.Strong client... ...applicable geographic differential associated with the location at which...Private clientWork at officeLocal area- Job Summary:Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience... ...and manage the day-to-day work assignments of PCS Associates Provides verbal and written performance feedback to PCS Associates...Private clientPrivate practiceWork at office
$100k - $135k
...approach, and a commitment to delivering real value to our clients.Our mission is to provide exceptional service while fostering long-term relationships built on... ...!We are seeking a Tax Manager to join our growing Private Client Services practice. This role will focus on...Private clientFull timePrivate practiceLocal area3 days per week$17 - $43 per hour
...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 with clients, individuals in this role build trusted relationships. Leading...Hourly payFull timeTemporary workWork at officeLocal area- ...Full timePosted: 2026-10-30Closes: 2027-10-30Job Summary:Private Client Services at BDO is a boutique practice within our firm. Offering a... ...and external sourcesSupervisory Responsibilities:Supervises associates and senior associates on all projectsSchedules and manages...Private clientPrivate practiceWork at office
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