Wealth Management Client Advocate
Dormont Manufacturing Co
Dormont Manufacturing Co is seeking a Client Service Support Specialist to provide comprehensive support to Financial Advisors and clients. The role includes educating clients on banking offerings and managing requests with a focus on operational excellence. Ideal candidates will be client-centric, detail-oriented, and experienced with technology. This full-time position operates in an in-office setting, supporting a collaborative and engaging work culture. #J-18808-Ljbffr Dormont Manufacturing Co
- Bank of America is seeking a client service professional for their Merrill Wealth Management division in New York, NY. This role is pivotal in providing excellent support to Financial Advisors and enhancing client relationships through a thorough understanding of bank offerings...Suggested
- Merrill Wealth Management seeks a dedicated Client Service Specialist to support Financial Advisors in Kentucky. This position involves educating clients on banking offerings and ensuring their service needs are met promptly. Ideal candidates should have a strong client...Suggested
$25 - $44 per hour
...Job Summary Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals... ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through...SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shift$26.5 - $42 per hour
...Merrill Wealth Management Job Opportunity Merrill Wealth Management is a leading provider of comprehensive wealth management and investment... ...guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through...SuggestedHourly paySeasonal workWork at officeShift workDay shift- ...Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for... ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- ...Registered Wealth Management Client Associate NEW YORK, New York To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying...Seasonal workWork at officeWork from homeShift workDay shift
- ...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...
- Job Description: This role is responsible for providing client service support to potentially multiple Financial Advisors (FAs) at Merrill Wealth Management. Responsibilities Provide excellent client service by educating clients on all bank services and banking offerings...Seasonal workWork from homeShift workDay shift
- Merrill Wealth Management is seeking a dedicated individual for a client service support role assisting Financial Advisors. You will provide timely and accurate client service and ensure alignment with operational excellence goals. The ideal candidate should possess relevant...
- M&T Bank Corporation is seeking a Wealth Senior Client Associate in New York, NY, to support high net worth clients through exceptional service and relationship management. This hybrid position requires a Bachelor's degree and a minimum of 2 years’ experience in financial...
$25 - $44 per hour
Bank of America is looking for a Client Service Associate at Merrill Wealth Management. This role involves supporting Financial Advisors and delivering high-quality service to clients, while promoting wealth-management solutions and strengthening client relationships. To...Hourly pay- 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...
- A wealth management firm is seeking a Senior Associate, Client Relationship Manager, in New York, NY. The ideal candidate will enhance client experience, provide operational support to Wealth Advisors, and manage client relationships and inquiries. The firm offers a hybrid...
$100k - $120k
...personal goals is the best way to help our clients and advance our business. With a 200-... ...Partners line of business. Relationship Management Independently serve as the primary... ...relevant experience in a client support role Wealth Management/Private Banking experience...Work at officeLocal area$75.9k - $126.5k
## Wealth Senior Client AssociateApplyremote type: Hybrid Positionlocations: New York, NYtime type: Full timeposted on: Posted Todayjob requisition... ...Ultra-High Net Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners...Work experience placement$70k - $76k
UBS is seeking a Client Associate in New York City to support our Private Wealth Management team. The ideal candidate will have a background in client service within finance, relevant licenses, and excellent communication skills. This full-time position offers a competitive...Full time$70k - $110k
...Registered Sales Assistant to join their investment management firm in Midtown, Manhattan. This fully onsite position requires strong client service skills and a proactive approach to... ...candidate will have experience supporting wealth management teams, be proficient in...Work at office$16.5 - $18.38 per hour
A nonprofit organization dedicated to financial wellness is seeking a Client Success Specialist to support clients in its Debt Management Program. This full-time, remote role focuses on enhancing customer experience, requiring strong empathy and communication skills. Responsibilities...Remote jobHourly payFull time- Neuberger in New York is seeking a Client Associate to support the Quality Equity Group’s mutual fund and wealth management business. In this role, you will be the primary contact for clients and Wealth Managers, ensuring high-touch administrative and service support on...
$34k - $90k
Private Wealth Management Registered Client Service Associate New York, New York, United States of America May 18, 2026 $34K - $90K POSITION SUMMARY: Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through...Temporary workWork at officeLocal area$65k - $75k
Junior Client Service & Relations Associate - Altium Wealth Management Purchase, Harrison, NY 10577, USA Founded in 2010, Altium believes that our clients wealth decisions are often compelled by a higher sense of purpose. Our mission far exceeds wealth generation: we want...Permanent employmentWork at officeLocal areaMonday to Friday$75k - $95k
...Sales Associate / Client Service Associate Wealth Management The Sales Associate / Client Service Associate will provide high-touch client service, sales support, operational coordination, and select trading support to a Wealth Management team serving executives, founders...Full timeWork at office- Private Client Investment Associate As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. Job Responsibilities Support...
- ...Co. in New York City is seeking a Private Client Investment Associate to provide client... ...You will assist Private Client Advisors in managing relationships and ensuring compliance while... ...reporting, and assisting with wealth planning. #J-18808-Ljbffr JPMorgan Chase...
$28.85 - $39.9 per hour
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering... .... As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and...$28.85 - $39.9 per hour
Role Overview As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will deliver exceptional client service, operational marketing, and administrative support to our Private Client Advisors. Your responsibilities include managing operational requests...Hourly pay- Job Overview At J.P. Morgan Chase, we provide private client investment solutions and support to wealth management advisors. In this role, you will deliver client service, operational marketing, and administrative support to Private Client Advisors within Wealth Management...
$165k - $275k
...regulatory enforcement investigations and inquiries for its Wealth Management business. This includes matters related to the Firm’s broker‑... ...Provide legal advice on ad hoc matters to internal business clients, Legal, Compliance, Risk, Operations, Technology, and other departments...Temporary work- A community service organization in New York City is seeking a dedicated Client Care Coordinator to provide comprehensive support for clients in a transitional housing program. Responsibilities include maintaining client confidentiality, conducting assessments, preparing...
$165k - $250k
...is the world’s largest alternative asset manager. We seek to create positive economic impact... ...available at Business Unit The Private Wealth Public Funds (PWPF) Legal group,... ...Investment Teams, Operations, Institutional Client Solutions, Finance, Tax, Public Affairs,...Local areaFlexible hours
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