Wealth Client Service Associate Risk, Data & Compliance
$78.32k - $109.28kCitigroup Inc
Citigroup Inc. is hiring a Licensed Client Service Associate in New York. This role involves delivering wealth management services while demonstrating strong analytical and communication skills. Candidates must have 2-5 years of relevant experience and a Bachelor's degree. The position offers a competitive salary range of $78,320.00 - $109,280.00 along with various employee benefits including health coverage and retirement plans. #J-18808-Ljbffr
$100k - $115k
Senior Client Service Associate- LCK Wealth Management 300 Madison Ave, New York, NY 10017, USA Job Description... ...Advisors to help prepare financial data, portfolio information, investment... ...client's needs are met while adhering to compliance standards. Prepare reports and...DataPermanent employmentWork at officeLocal area- ...Registered Client Service Associate Working at Citi is far more... ...thinking and knowledge of data analysis tools and... ...: Deliver wealth management services to... ...Appropriately assess risk when business decisions... ...and assets, by driving compliance with applicable laws,...Data
$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)... ...coordination for assigned teams Support data entry, reporting, and document management...DataHourly payFull timeWork at office$61.28k - $85.52k
...Client Services Associate Apply (opens in new window) Job Req Id: 2... ...assessing processes and data. Integrates... ...Securities Specialists and/or Wealth Team including... ...Appropriately assess risk when business decisions... ...and assets, by driving compliance with applicable laws,...DataFull timeWork at office$67k - $80k
...financial planning and wealth management firm... ...York City, with clients nationwide. We offer... ...and investment services to the LGBTQ community... ...a Client Service Associate (CSA) at... ...Workflow processing CRM data entry and maintenance... ...maintenance and compliance oversight Other responsibilities...DataWork experience placementWork at office- ...Management Associate Step into a dynamic role where... ...supporting the Head of Client Service Asset Management –... ...term goals Analyze data, processes, and team structures to identify risks, gaps, and opportunities... ...J.P. Morgan Asset & Wealth Management delivers industry...DataImmediate start
- Overview Waldron Private Wealth (Waldron) is looking for a Client Service Associate to provide operational and administrative assistance to the Client Services (... ...and distribute various reports from custodian and data aggregation platforms for internal and external customers...Data
- ...their most significant risk, workforce, wealth management and... ...Summary: The Billing Associate position is an integral... ...the billing for our clients, as well as collaborating... ...processing. Analyzing data pertaining to the... ...with client/customer service, preferably in a corporate...DataFull timeRemote workMonday to Friday3 days per week
$35 - $44 per hour
Description The Wealth Manager Client Service Associate (CSA) is responsible for providing day-to-day support to Wealth Managers. The CSA leads onboarding... ...Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify...DataHourly payLocal areaMonday to FridayFlexible hours$68k - $120k
Morgan Stanley is seeking a Wealth Management Associate in New York, NY. The ideal candidate will provide exceptional client service, support financial advisors in business development, and possess a strong background in financial services. Applicants should have over...$95k - $105k
Jefferies Wealth Management is seeking a Client Service Associate (CSA) to support Financial Advisors and Relationship Managers in delivering a high‑touch,... ...materials that reflect client proposals, and liaise with compliance and design. Coordinate Travel and Entertainment...Full timePart timeWork at officeLocal area$80k - $100k
A wealth management firm in New York is seeking a Client Service Associate to provide quality service, facilitate operational tasks, and assist with client onboarding. The ideal candidate has strong interpersonal skills, experience in customer service, and a problem-solving...$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...- J.P. Morgan in New York is seeking a Private Client Investment Associate to support Advisors with client service and operational tasks in Wealth Management. This role involves facilitating requests, resolving client issues, and assisting with wealth planning. The ideal...
- 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
$23.52 - $39.17 per hour
LPL Financial LLC is seeking a Senior Client Service Associate for an in-office role located in... ...relationships while ensuring regulatory compliance. The successful candidate will have 2... ...financial industry experience, preferably in wealth management, and a strong client...Hourly payWork at office$60k - $85k
...address their most significant risk, workforce, wealth management and retirement... ...connected employees of our clients to over $4.5 billion of income... ...benefits they need and the service they deserve. Position Summary... ...clients. Analyze census data from our corporate clients and...DataFull timeRemote workMonday to Friday3 days per week$90k - $120k
...are recruiting an experienced Senior Client Services Associate to support high-net-worth client insurance... .... Obtain and review policy data, illustrations, and carrier information... ...client records and documentation. Ensure compliance with applicable insurance regulations....DataWork at office- ...Client Service Associate - Argentina and Colombia ONLY - Remote Job Openings Client Service Associate - Argentina and Colombia ONLY - Remote About... ...email follow-ups, putting files where they go, updating data and finding new ways to help. This work will require learning...DataLive inWork at officeRemote work
$59k - $64k
...tangible impact in offering clients high-quality investment strategies... ...work.Job DescriptionThe Fund Services team is responsible for a... ...procedures to adhere to industry and compliance standards. Work closely with... ..., and alignment with market data. This position is also...DataPermanent employmentWork at officeRemote workVisa sponsorshipFree visa- ...through advanced blood tests, real‑world data, and AI analytics. Responsibilities Assist... ...kit ordering and off‑site phlebotomy services. Send and resend patient reports per customer... ...problem solver capable of handling client‑facing escalations professionally. Flexibility...DataWork at officeRemote work
$45k - $50k
...is a national, nonprofit consumer service organization that works to ensure... .... The PositionClient Services Associate Medicare Rights is seeking a full-time Client Services Associate. The position... ...about Medicare, collecting relevant data and making timely referrals as needed...DataFull timeRemote work$19.61 - $24.51 per hour
...Overview The Client Services Representative/Phone Seller represents Saks Fifth Avenue’s ideals... ...with every inquiry. Input and/or update data and file information efficiently and... ...Benefits package for all eligible full‑time Associates (including medical, vision and dental)....DataFull timeLocal areaFlexible hoursNight shift$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... .... To view our privacy policy, click on the link below: Data Privacy Statement Acknowledgement Section: By submitting...DataFull timeTemporary workWork at officeImmediate start$25 - $44 per hour
...Bank of America in New York is seeking a motivated individual to provide client service support to Financial Advisors. Responsibilities include ensuring excellent service, maintaining client relationships, and aligning practices with bank policies. Candidates should have...Hourly pay$34.32k - $90k
...Registered Client Service Associate Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience... ...and required documentation, capturing and assessing risk, processing money movement transactions and handling estate...Temporary workWork at officeLocal area$82.5k
...Marketing Analytics – Client Services Associate (Summer 2026 Start Date) Recruitment began on June 1, 2026 and the job listing Expires on July... ...anticipated start date is July 2026. Review the Marketing Data Analyst role to inform your decision within the Analytics Development...DataSummer workH1bWork at office$28 - $30 per hour
...Contract Industry: Financial Services Job Number: 17477 Field of Expertise... ...Schedule Job Description Our client, a leading independent... ...an experienced Client Service Associate for a 6+ month contract in... ...Provide operational support and data entry in order to onboard...DataContract workRemote work- ...Client Service Associate I Join our dynamic team as a Client Service Associate I and become a vital... ...UiPath, OwlDQ); comfortable working with data Strong analytical & problem solving... ...leadership skills with focus to mitigate risks and taking proactive approach to ensure...Data
$70k
...Overview: The Client Service team connects Guidepoint’s clients with... ...Guidepoint’s success. As an Associate on the Client Service team, you... ...technology, real-time data, and hard-to-source expertise... ...create connections that offer a wealth of perspectives. We are committed...DataSummer workCasual workInternshipWork at officeWorldwide
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