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
$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...SeniorPermanent employmentLocal area- 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
$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...SuggestedWork at office$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- 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
$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...SeniorWork experience placementWork at office- 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...
- 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...SeniorFull timeWork at office
$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...SeniorWork at office- ...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 workWork at officeWork from homeShift workDay shift
- ...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 workWork at officeWork from homeShift workDay shift
$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 paySeasonal workWork at officeWork from homeShift workDay shift$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 timeWork at office- ...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 workWork at officeWork from homeShift workDay shift
- 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...
- 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 timeTemporary workWork at office
$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 payPart timePrivate practiceRemote work10 hours per weekFlexible hours- ...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 workWork from homeShift workDay shift
- ...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
$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...SeniorWork at officeLocal area- ...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
- ...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...
$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 workSummer workCasual workInternshipWork at officeWorldwideFlexible hours$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...SeniorWork at office$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$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$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 workWork at officeLocal area$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 timeTemporary workPart timeWork experience placementWork at office$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$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
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