Wealth Client Services Associate — Fast-Paced Support
PowerToFly
PowerToFly is seeking a Registered Client Service Associate in Greenwich, Connecticut, to deliver exceptional client service while supporting Financial Advisors. This role requires strong organizational and interpersonal skills to foster client relationships and assist with daily needs. Candidates should have a High School Diploma and relevant industry certifications, with a preference for individuals with previous experience in financial services. Advanced Microsoft Office skills are a must. This position offers the opportunity to work in a dynamic environment while contributing to a diverse and inclusive workforce. #J-18808-Ljbffr PowerToFly
- Registered Client Service Associates provide exceptional service to our clients... ...Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teamson... ...and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for... ...others Ability to work in a fast-paced, evolving environment...SuggestedWork at officeLocal area
- A leading financial services firm in Greenwich, CT seeks a Client Associate to support Financial Advisors. You will manage client information, educate clients on services, and assist with administrative functions. The ideal candidate will have 3-5 years in client service...SuggestedFull time
- Morgan-Stanley is seeking a Registered Client Service Associate in Greenwich, Connecticut, to provide exceptional service to clients and support Financial Advisors daily. This role involves building trusted relationships and assisting clients with their account needs. The...Suggested
$65k - $75k
...Altium Wealth Client Service Team Position Do you grow in a warm and positive environment where there is a clearly defined process and your... ...to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent...SuggestedPermanent employmentWork at officeLocal areaMonday to Friday- ...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... ...others Ability to work in a fast-paced, evolving environment Adaptable...SuggestedWork at officeLocal area
$75k - $95k
...established independent wealth management and... ...firm has helped clients navigate important... ...and professional support The right person... ...a collaborative, fast-moving environment... ...of: client service operational coordination... ...Client Service Associate Operations or...Work at office$58k - $115k
...Client Service Associate JD: POSITION SUMMARY Client Service Associates provide... ...exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a... ...• Ability to work in a fast-paced, evolving environment •...Full timeTemporary workWork at officeLocal area$43.8k - $65.5k
...for a culture that puts its clients and associates first: a culture where... ...immediate supervision, client services associate (NR) assists one... ...variety of administrative support duties, including but not limited... ...start-up. We are a global wealth management and investment...Work at officeImmediate startFlexible hours- Overview The Client Services Associate provides insurance and investment service support by handling client requests (beneficiary changes, policy updates, loans, RMDs,... ...Knowledge/Skills Demonstrated industry experience in wealth management, brokerage, banking, or a related...Permanent employmentShift work
$25 - $44 per hour
...Description Merrill Wealth Management is a leading... ...products and services for individuals, companies... ...and Wealth Management Client Associates help clients pursue the... ...client service support to potentially multiple... ...comfortable operating in a fast‑paced environment with...Hourly paySeasonal workWork at officeShift workDay shift- ...Implementer in White Plains, NY is looking for a permanently remote Client Service Associate to respond to client inquiries, assist advisors, and... ...a salary range of $80K-$100K, health insurance, and a supportive company culture focused on work-life balance and professional...Remote jobPermanent employment
$65k - $75k
Hightower Advisors is seeking a Junior Client Service & Relations Associate in Purchase, NY. This role involves serving as a liaison between clients and advisors, coordinating client meetings, and maintaining client data in Salesforce. Candidates should have 1+ years of...- Client Service Associate Accounting & Finance Darien , Connecticut Direct Hire May 19, 2026 Our client is seeking a Client Service Associate.... ...polished, and comfortable balancing confidential executive support responsibilities with day‑to‑day client service needs. This...Work at office
- ...Office Park, Greenwich, Connecticut. Responsible for the general servicing and support of the Financial Advisors. This includes administrative and... ..., and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. Essential...Work at office
- RightClick is looking for a Client Service Associate in Darien, Connecticut. The ideal candidate will manage client profiles, respond to inquiries, and support the CEO with heavy calendaring duties. A strong background in administrative roles and proficiency in Salesforce...Work at office
- Edelman Financial Engines is seeking a Client Service Associate in White Plains, NY. This role involves partnering with the Financial Planner to... ...customer service, manage client account activities, and support new account setups. Ideal candidates should have two years...
$17.76 - $26.64 per hour
QUEST DIAGNOSTICS INC is seeking a Client Service Representative I based in White Plains, NY. The role requires delivering exceptional customer service through various communication channels. Ideal candidates will have at least one year of experience in a similar role,...Hourly pay$54k - $72k
Client Service Associate, Shared Support As a member of the Client Services team, you will partner with the Financial Planner and provide a high level of customer service to our clients. You will be responsible for building and encouraging client relationships, performing...$54k - $72k
...Client Service Associate At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive... ...including greeting clients, appointment preparation, and supporting the completion of required paperwork. Supervise client...$100k - $115k
...Associate In Wealth Management Finance We're seeking someone... ...Advisor Compensation Services Team as an Associate... ...accurate, and professional support related to... ...to better serve our clients and our communities in... ...starter who thrives in a fast paced, team oriented environment...Temporary workHome office$80k - $100k
Alta Wealth Partners is a growing wealth management firm located in White Plains, NY. We are seeking a PERMANENTLY REMOTE Client Service Associate to join our team. If you’d like to join a full-service wealth management team that is dedicated to its clients and be part...Full timeWork experience placementRemote workWork from homeMonday to Friday$75k - $85k
...iCapital is looking for a Client Delivery Specialist Associate to join the Data Solutions... ...training and day-to-day support and issue management. *... ...program * Excellent customer service skills and the ability to... ...* Experience with RIA/Wealth management policies, procedures...Full timeWork at officeRemote work- Vista Wealth Solutions in Armonk, NY is looking for a Client Services Associate to provide exceptional support in insurance and investment services. This role involves processing client requests, liaising with financial partners, and managing client communication effectively...
$25 - $44 per hour
Bank of America is looking for a Client Service Associate in Greenwich, CT to provide comprehensive client service support. This role requires a strong customer-centric mindset, accountability, and effective communication skills. Candidates should possess a high school...Hourly pay- ...Tax Manager - Private Client Services (Hybrid) Join to... ...invaluable mentorship to support your rise to the top.... ...and evaluate interns, associates, and senior... ...legislative changes, wealth transfer techniques,... ...work successfully in a fast‑paced, high‑pressure environment...Full timeWork experience placementPrivate practiceH1bLocal areaWork visa
$95k - $125k
...Client Service Specialist O'Shaughnessy Asset Management (OSAM) is... ...that spans asset management, wealth management, and fintech, giving... ...~ Comfortable working in a fast-paced environment. ~ Ability to... ...and provides multidimensional support for a positive and healthy...Work experience placementLocal area- ...Merrill Wealth Management is a leading provider... ...investment products and services for individuals,... ...and Wealth Management Client Associates help clients pursue the... ...-office culture that supports collaboration, engagement... ...operating in a fast-paced environment with changing...Seasonal workWork at officeWork from homeShift workDay shift
- ...individuals. We are committed to providing exceptional service through dedicated Private Client Teams, which are practice-orientated groups of... ...precision. Summary of Position The Private Client Group Support Associate supports the Private Client Teams in managing and...Full timeContract workWork at officeLocal area
$35 - $40 per hour
...residential mortgage servicing experience. This is required... ...as needed to support complaint resolution.... ...multi-task and work in a fast-paced environment. Ability... ...leadership team with a wealth of industry experience... ...interests of Carrington Associates. For more information...Temporary workWork experience placementWork at officeLocal areaImmediate start$100k - $150k
...The Client Advisor role is an exciting opportunity to join a collaborative... ...dedicated professionals that service Bessemer's ultra-high net... ...and families of substantial wealth. Its more than 1,300 employees... ...including tuition reimbursement support Comprehensive medical,...Temporary workWork at officeRemote work
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