Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Client Associate - Wealth Advisory Support

JPMorganChase

J.P. Morgan Advisors is seeking a Client Associate to provide dedicated business support to Financial Advisors and clients. You will manage onboarding, client relationships, and daily operations while ensuring compliance with regulations and firm policies. This role involves extensive client contact and collaboration with multiple teams. The position expects a proactive, independent worker with strong communication skills and a background in financial services. #J-18808-Ljbffr JPMorganChase

Vacancy posted 8 hours ago
Similar jobs that could be interesting for youBased on the Senior Client Associate - Wealth Advisory Support in New York, NY vacancy
  • $100k - $115k

    Treasury Partners operates as an advisory practice within Hightower...  ...services include comprehensive wealth management, customized...  ...York City and services over 500 clients with over $22 billion in client...  ...Partner with Financial Advisors to support their business and provide... 
    Senior
    Permanent employment
    Local area

    Hightower Advisors

    New York, NY
    3 days ago
  • 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... 
    Senior

    M&T Bank Corporation

    New York, NY
    3 days ago
  • $70k - $110k

     ...Midtown, Manhattan. This fully onsite position requires strong client service skills and a proactive approach to client engagement...  ...administration. The ideal candidate will have experience supporting wealth management teams, be proficient in Microsoft Office, and have... 
    Suggested
    Work at office

    Gainor Staffing

    New York, NY
    2 days ago
  • $116.88k - $148.13k

    Infosys Consulting is looking for a Senior Consultant (Product Manager) in Wealth Management & Trust. The role involves driving innovation and improving...  ...Ideal candidates will have 5+ years of experience in advisory roles, strong knowledge of the Wealth Management industry... 
    Senior

    Infosys Consulting

    New York, NY
    1 day ago
  • Morgan Stanley Wealth Management seeks a senior attorney to support its investment advisory business. You will handle legal analysis of fiduciary standards, trading issues, best execution, and client agreements, interfacing with investment staff and clients. The role involves... 
    Senior

    6AM City, LLC

    New York, NY
    1 day ago
  • $80k - $95k

     ...Registered Client Service Associate Celebrating more than 60 years of rich history and recognition...  ...quality/high touch critical administrative support to Financial Advisors, their...  ...Ability to obtain additional securities and advisory state registrations if required by... 
    Senior
    Work experience placement
    Work at office

    Raymond James Financial

    New York, NY
    3 days ago
  • 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... 

    Neuberger

    New York, NY
    4 days ago
  • Glenmede Trust Company in New York is seeking a Relationship Manager for Wealth Advisory. This full-time position involves managing client relationships, providing integrated wealth management advice, and serving as a fiduciary specialist. The ideal candidate will have... 
    Senior
    Full time
    Work at office

    Glenmede Trust Company

    New York, NY
    2 days ago
  • $110k - $120k

    Dormont Manufacturing Co is seeking a Senior Analyst or Associate for its Family Office Advisory team in New York. This position involves supporting high net worth clients by managing their personal,...  ...have a strong background in wealth management, exceptional communication... 
    Senior
    Work at office

    Dormont Manufacturing Co

    New York, NY
    3 days ago
  •  ...Overview Merrill Wealth Management is a leading provider of comprehensive...  ...and Wealth Management Client Associates help clients pursue the life...  ...relationship with their advisory team committed to their needs...  ...an in-office culture that supports collaboration, engagement, and... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    New York, NY
    2 days ago
  •  ...Job Description Merrill Wealth Management is a leading provider...  ...Advisors and Wealth Management Client Associates help clients pursue the life...  ...relationship with their advisory team committed to their needs...  ...to an in-office culture that supports collaboration, engagement,... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Brooklyn, NY
    6 days ago
  • $25 - $44 per hour

     ...Job Summary Merrill Wealth Management is a leading provider of...  ...Advisors and Wealth Management Client Associates help clients pursue the life...  ...relationship with their advisory team committed to their needs...  ...to an in‑office culture that supports collaboration, engagement, and... 
    Hourly pay
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Dormont Manufacturing Company

    New York, NY
    2 days ago
  • $75k - $95k

     ...Sales Associate / Client Service Associate Wealth Management The Sales Associate / Client Service Associate will...  ...high-touch client service, sales support, operational coordination, and select...  ...with C-suite executives, founders, senior investors, and high-net-worth... 
    Full time
    Work at office

    Jefferies Financial Group

    New York, NY
    14 days ago
  •  ...Registered Wealth Management Client Associate NEW YORK, New York To proceed with your application, you...  ...a personal relationship with their advisory team committed to their needs. We believe...  ...to an in-office culture that supports collaboration, engagement, and career... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    New York, NY
    6 days ago
  • J.P. Morgan Chase in New York, NY is seeking a Private Client Investment Associate in Wealth Management to deliver client service, administrative support to Private Client Advisors, and assist with wealth planning. You will process account openings, money movements and... 

    JPMorgan Chase

    New York, NY
    8 hours ago
  • Asset & Wealth Management A career with Goldman...  ...to help clients across the globe realize...  ...provide investment and advisory services for...  ...We areseeking an associate to join the team in...  ...investment teams to support investment product...  ..., including senior stakeholders and clients... 
    Full time
    Temporary work
    Work at office

    Goldman Sachs Bank AG

    New York, NY
    3 days ago
  • $20 - $23 per hour

     ...Part-Time Virtual Client Service Associate (10 Hours/Week) Martin’s Financial Consulting Group – A Private Wealth Advisory Practice of Ameriprise Financial Remote | Flexible Schedule...  ...in Havre de Grace, MD) team member to support our growing, financial planning practice... 
    Hourly pay
    Part time
    Private practice
    Remote work
    10 hours per week
    Flexible hours

    Ameriprise Financial

    New York, NY
    2 days ago
  •  ...Description: This role is responsible for providing client service support to potentially multiple Financial Advisors (FAs) at Merrill Wealth Management. Responsibilities Provide...  ...Business Development Client Solutions Advisory Pipeline Management Prioritization Administrative... 
    Seasonal work
    Work from home
    Shift work
    Day shift

    Bank of America

    New York, NY
    1 day ago
  •  ...Dormont Manufacturing Co is seeking a Client Service Associate to provide exceptional service to clients and support Financial Advisors daily. The successful candidate will assist in building client relationships through strong interpersonal skills and client-first mindset... 
    Work at office

    Dormont Manufacturing Company

    New York, NY
    4 days ago
  • $100k - $120k

     ...relationships. We know that supporting your professional and...  ...is the best way to help our clients and advance our business. With...  ...is currently recruiting a Senior Client Associate to join our Latin America private...  ...in a client support role Wealth Management/Private Banking... 
    Senior
    Work at office
    Local area

    Brown Brothers Harriman

    New York, NY
    17 hours ago
  •  ...A leading investment bank is seeking a Registered Client Service Associate for their Midtown East office. The role involves supporting Financial Advisors, managing client relationships, and ensuring service excellence. Candidates should possess strong interpersonal skills... 
    Work at office

    Oppenheimer & Co.

    New York, NY
    3 days ago
  •  ...J.P. Morgan Chase seeks a Private Client Investment Associate in New York, NY. In this role, you will provide essential support to Private Client Advisors, facilitating operational requests and helping maintain strong client relationships. Your responsibilities include... 

    Aumni

    New York, NY
    2 days ago
  • $70k

     ...Guidepoint's Client Service team connects...  ...experience. As an Associate on the Client...  ...hiring track will support Corporate clients...  ...careers in consulting, advisory, investment research...  ...engaging senior professionals by phone...  ...connections that offer a wealth of perspectives.... 
    Temporary work
    Summer work
    Casual work
    Internship
    Work at office
    Worldwide
    Flexible hours

    Guidepoint

    New York, NY
    2 days ago
  • $90k - $120k

    Job Description We are recruiting an experienced Senior Client Services Associate to support high-net-worth client insurance portfolios. This role combines hands‑on portfolio management with team leadership, ensuring accurate execution, strong service delivery and effective... 
    Senior
    Work at office

    The Jacobson Group

    New York, NY
    2 days ago
  • $175k - $210k

    AllianceBernstein L.P. is seeking a Talent Acquisition Partner to join its Private Wealth Talent Acquisition Team in New York City. The role involves identifying and attracting Wealth Advisor talent nationwide and collaborating with key business partners to create an immersive... 
    Senior

    AllianceBernstein L.P.

    New York, NY
    1 day ago
  • $68k - $120k

    Morgan Stanley is seeking Wealth Management Associates to provide exceptional service to clients and support Financial Advisors. Key responsibilities include cultivating client relationships, assisting in marketing strategies, and ensuring timely service functions. The... 
    Senior

    Morgan Stanley

    New York, NY
    1 day ago
  • $34.32k - $90k

     ...Registered Client Service Associate Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client...  ...firm to clients. Duties and Responsibilities: Client Support Cultivate and enhance new and existing client relationships... 
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    New York, NY
    2 days ago
  • $100k - $170k

    Asset & Wealth Management, Quantitative Equity Solutions, Client Portfolio Manager, Associate location_on New York, NY, United States Goldman Sachs Asset Management's Quantitative...  ...of the Division and the Firm and provide support to senior team members Create client-specific... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    Goldman Sachs Bank AG

    New York, NY
    2 days ago
  • $70k

    Citi is seeking a Wealth Relationship Advisor in New York City. This role involves building and deepening client relationships, providing investment advice, and ensuring compliance with regulations. The ideal candidate should have a Bachelor's degree, 5-8 years of experience... 
    Senior

    Citi

    New York, NY
    1 day ago
  • $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

    Bank of America

    New York, NY
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Client Associate - Wealth Advisory Support. Be the first to apply!