Wealth Client Service Associate
Morgan Stanley
Morgan Stanley in Morristown, New Jersey is seeking a Registered Client Service Associate to provide exceptional service to clients and support Financial Advisors. The candidate will manage client accounts, assist in transactions, and build trusted relationships. Preferred qualifications include a college degree, active Series 7, and experience in financial services. Candidates should possess strong interpersonal skills, advanced Microsoft Office capabilities, and a detail-oriented approach to client needs. Morgan Stanley offers competitive compensation and a comprehensive benefits package. #J-18808-Ljbffr Morgan Stanley
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Wealth Client Service Associate in Convent Station, NJ vacancy
$32.22k - $90k
Registered Client Service Associate 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...SuggestedTemporary workWork at officeLocal area- RBC Capital Markets, LLC in Florham Park is looking for a Registered Client Associate to support financial advisors and clients. You will use your operational skills to manage accounts and ensure compliance, while adhering to RBC’s core values. The ideal candidate possesses...Suggested
- PowerToFly is looking for a Registered Client Service Associate in Morristown, NJ. This role involves providing exceptional service and support to Financial Advisors and clients, fostering relationships through effective communication and client management. The ideal candidate...Suggested
- Oppenheimer & Co. Inc. is looking for a Registered Client Service Associate in Summit, NJ, to support daily operations of a wealth management practice. The ideal candidate will have strong interpersonal skills, attention to detail, and a willingness to maintain the highest...Suggested
$32.2k - $90k
PowerToFly is hiring a Registered Client Service Associate in Morristown, New Jersey. This role focuses on providing exceptional client service and supporting Financial Advisors. Candidates should possess strong interpersonal skills and knowledge of financial services...Suggested$33.11k - $90k
...Job Summary Client Service Associates provide exceptional service to our clients and support Financial Advisors (FAs), Private Wealth Advisors (PWAs), and teams on a daily basis. Through regular interactions, they build trusted relationships and assist clients with their...Temporary workWork at officeLocal area711 MS Smith Barney, LLC
Convent Station, NJ3 days ago$32.2k - $90k
...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/ Private Wealth Advisor(s)/ teams on a daily basis. Through regular interactions with clients, individuals in this role...Temporary workWork at officeLocal area$55k - $75k
...Entry-Level Client Service Associate, Wealth Management Location: Morristown, NJ (In-office, Monday-Friday) Compensation Range: See details below. Type: Full-Time Reports To: Senior Advisor Firm: Quorum Private Wealth - East Join Our Team at Quorum Private...Full timeWork at officeMonday to Friday$50k - $53k
Northeast Private Client Group is a distinguished boutique financial advisory firm, driven... ...of genuine and often multigenerational wealth. Our firm was established on the... ...Opportunity NEPCG is seeking a Client Service Associate to support the onboarding of new clients...Full time- Bank of America in Florham Park is seeking a Client Service Support position within Merrill Wealth Management. This role involves assisting Financial Advisors and providing excellent client service while educating clients on bank offerings. The ideal candidate should hold...
- ...Overview Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. It specializes... ...goals through investment advice and client guidance. Job Description This...Seasonal workWork from homeShift workDay shift
Bank of America
Dover, Morris County, NJ18 hours ago $75k - $85k
...Reference # 338565BR Your role We’re looking for a Registered Client Associate to assist financial advisors in client conversations,... ...‑to‑date with client information. Educate clients on account services and capabilities. Help with the preparation of reports and other...Full timeWork at officeUBS
Florham Park, NJ18 hours ago$60k - $65k
...middle-market investment bank and full service broker-dealer. With roots tracing back... ...& Co is seeking a Registered Client Service Associate to join the Summit NJ team. The primary... ...day operations of a successful, growing wealth management practice comprised of two advisors...$25 - $44 per hour
...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they...Hourly paySeasonal workWork at officeWork from homeShift workDay shiftDormont Manufacturing Company
Florham Park, NJ2 days ago- ...Registered Wealth Management Client Associate Florham Park, New Jersey;Short Hills, New Jersey; Summit, New Jersey To proceed with your application... ...wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth...Seasonal workWork at officeWork from homeShift workDay shift
Bank of America
Florham Park, NJ18 hours ago $105k - $135k
...: Senior Advisor Firm: Quorum Private Wealth - East Join Our Team at Quorum Private... ...pride in operational excellence, proactive client service, and seamless behind-the-scenes support... ...is seeking an Registered Senior Client Associate to act as a trusted partner to advisors...Full timeWork at officeMonday to Friday$105k - $135k
Sanctuary Wealth Group is looking for a Registered Senior Client Associate in Morristown, NJ, to function as a trusted partner for advisors and support high-net-worth... ...manage operational workflows, oversee client service requests, and enhance the client experience through...Full time$50k - $60k
...Client Service Associate Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including...Local area- The Bank of America is seeking a client service specialist in New York to support Financial Advisors. The role involves delivering excellent client service, ensuring operational excellence, and customizing solutions based on client needs. Candidates should possess FINRA...
$50k - $70k
...Walsh is seeking motivated and detail-oriented Registered Client Service Associates to join our growing financial services team. This role is ideal... ...applicable) Experience supporting Financial Advisors or wealth management teams Knowledge of brokerage platforms and...$45k - $60k
...Hennion & Walsh is seeking a motivated and detail-oriented Client Service Associate to join our growing financial services team. This role is ideal for someone looking to build a long-term career in wealth management and client service within a collaborative, team-oriented...$80k - $110k
This position will be responsible for client, consultant, and prospective client reports, preparing questionnaires and RFPs, updating... ...seeking an energetic, dynamic individual to work in our Client Service and Business Development Group. This professional will prepare...Work at office$31.2k - $90k
...Senior Registered Service Associates perform operational support and oversight on behalf of the Complex as well as general management support... ...) • Identify Firm services and solutions that support clients’ needs including secure, digital offerings like Morgan Stanley...Full timeTemporary workWork at officeLocal areaRemote workHome officeNight shift- ...2026 at 8:00 AM Lead with Purpose. Partner with Impact. The Client Services & Operations Manager oversees high-level administrative and business... ...by law. Kestra Financial prohibits any such discrimination or harassment. #J-18808-Ljbffr Bluespring Wealth Partners, LLCSummer internshipWork at office
- RBC is looking for a Client Associate/Registered Client Associate in Florham Park, NJ. This role involves supporting financial advisors and clients, emphasizing a client-first approach in a fast-paced environment. The ideal candidate will possess strong organizational...Flexible hours
- ...providing top-tier financial advice and investment strategies. Our commitment to our clients is matched only by our dedication to our team members. We are seeking a dynamic Client Service Associate to join Advisors, Mark Feldman and Michael Klein’s team and support our...Contract workWork at office
$135k - $160k
...request the appropriate accommodation by visiting the following our Accessibility Accomodation for Applicants page. Wealth Client Advisor - Family Office Services Team Posted on June 8, 2026 Locations Showing 1 location Morristown, NJ 07960, USA On-site Wealth Full-...Full timeWork at office$65k - $85k
...Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Registered Client Associate to: • keep management systems up-to-date with... ...Your expertise ideally 2-5 years in wealth management, advisory support, or...Full timeFlexible hoursUBS
Florham Park, NJ18 hours ago$44k - $66k
...is the opportunity? Embrace RBC Wealth Management's core values and inclusive... ...branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a... .... Such responsibilities may include servicing clients, researching problems,...Full timeFlexible hoursRBC Capital Markets, LLC
Florham Park, NJ1 day ago$44k - $66k
...Job Description Embrace RBC Wealth Management’s core values and inclusive culture... ...branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a... .... Such responsibilities may include servicing clients, researching problems,...Full timeFlexible hoursDormont Manufacturing Company
Florham Park, NJ1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Client Service Associate. Be the first to apply!
Related searches
- client relationship associate Convent Station, NJ
- office service associate Convent Station, NJ
- transaction services specialist Convent Station, NJ
- guest services associate Convent Station, NJ
- service advisors Convent Station, NJ
- food service officer Convent Station, NJ
- facility service associate Convent Station, NJ
- environmental services attendant Convent Station, NJ
- human services specialist Convent Station, NJ
- community services specialist Convent Station, NJ