Wealth Management Client Associate
Pro Selection Capital Humano
Janney Montgomery Scott is seeking a Registered Private Client Associate to support Financial Advisors and deliver a high-quality, relationship-driven client experience in wealth management. You will gain hands-on exposure to wealth management, client service, and financial planning, with a role focused on building trust and delivering timely, accurate service. This is an excellent opportunity to join a high-performing team and build a long-term career in wealth management at Janney. #J-18808-Ljbffr
$25 - $44 per hour
...Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services... .... Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shift$25 - $45 per hour
...Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services... .... Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shift- Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services... .... Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- ....P. Morgan Chase is seeking a Private Client Investment Associate in New York to deliver exceptional client... ...support Private Client Advisors, and manage operational tasks including account... ...relationships while supporting advisors with wealth planning and client communication....Suggested
- Oppenheimer & Co. Inc. is hiring a Registered Client Service Associate for their Midtown East, NY branch. The role supports Financial Advisors with sales, marketing and daily operations of a wealth management practice, requiring strong interpersonal and multitasking abilities...Suggested
$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- ...trades Aid the Advisors by building and maintaining client relationships through processing requests,... ...information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation Assist in managing relationship...
$100k - $170k
...6-09-24Team OverviewGoldman Sachs Asset Management's Quantitative Equity Solutions (QES) team... ...Net Worth, Institutional and Retail clients. As a focal point for one of the division... ...advantaged investing, income, management of wealth concentration and values alignment.Our...Full timeTemporary workPart time$100k - $170k
...Category: AssociateLocation: New York, NY, United StatesPosted: 2026-08-12Asset & Wealth ManagementA career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of...Full timeTemporary workPart time- UBS in Philadelphia is hiring a Registered Client Associate to support client service and operations. The role focuses on keeping client records current, educating clients on account services, and preparing materials for client meetings. You will collect documentation...
- ...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals... .... Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...Seasonal workWork at officeWork from homeShift workDay shift
- ...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals... .... Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...Seasonal workWork at officeWork from homeShift workDay shift
- Silvercrest Asset Management Group is seeking a highly organized Client Associate to support a portfolio manager and client team with account administration and client service. The role requires strong follow up and communication, professionalism, and comfortable collaboration...
$34.32k - $90k
POSITION SUMMARY Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an... ...Proactively participate in firm initiatives directed by local management Regularly seek opportunities to use firm resources for...Work 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
- Morgan Stanley in New York, NY seeks a Registered Client Service Associate to support client relationships and service delivery. You will assist with onboarding, documentation, and account maintenance, while coordinating with Financial Advisors on orders, investments,...
- ...with one of the most respected names in wealth management? We are recruiting for an established... ...team, work directly with sophisticated clients, and build your career alongside... ...an experienced, fully licensed Client Associate looking to take the next step in your career...Full time
$98.96k - $148.44k
...98,960.00 - $148,440.00Category: Private Client Coverage, WealthCompany: CitiThis is a seasoned... ...sound ethical judgment, and escalating, managing, and transparently reporting control... ...with a preference for prior experience in wealth management or other financial services...Full time$75k - $85k
Silvercrest Asset Management Group LLC is a leading independent, registered... ...investment strategies and wealth management solutions,... ...institutional investors. Silvercrest’s client-centric approach emphasizes... ...a highly organized Client Associate to support a portfolio manager...$65k - $85k
...to take care of people? We’re looking for a Registered Client Associate to: Keep management systems up-to-date with client information Educate clients... ...is a plus About Us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We...Full timeWork at officeFlexible hours- ...Full Time Key responsibilities keep management systems up-to-date with client information educate clients on... ...the River Oaks office. As a Client Associate, you’ll be an integral part of our... ...UBS is a leading and truly global wealth manager and the leading universal bank...Full timeWork at officeFlexible hours
- The Private Wealth Client Associate is a client-facing role supporting the Weiner Team within Neuberger's Private Wealth Management business. The Client Associate will serve as a primary point of contact for high-net-worth clients, delivering high-touch administrative and...Work at officeLocal area
$55k - $90k
What is the opportunity? Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use...Full timeFlexible hours- ...Our client is an established wealth management firm in Midtown Manhattan seeking a Senior Client Service Associate to support advisors and deliver a high level of service to high-net-worth clients. They’re looking for an experienced client service professional who can...Full time
- ...to take care of people? We're looking for a Registered Client Associate to: keep management systems up-to-date with client information educate clients... ...Suite About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We...Full timeWork at officeFlexible hours
$65k - $75k
About Savvy Wealth Wealth management is a $545 billion industry that still runs on manual work. 75% of... ...-box: a proprietary tech platform and client portal, an in-house marketing team... ...looking for an experienced Senior Client Associate who is ready to apply their exceptional...$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun...Work at office- ..., we’re not your typical investment management firm. With over $3 billion in assets... ...that mindset. Now Hiring: Dedicated Client Services Associate About the Role Are you highly organized... ...prior experience in finance, banking, or wealth management is highly helpful, but we...Full timeTemporary workWork at officeImmediate startFlexible hoursShift work
$42.95k - $68.67k
...Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth... ...and initiatives that facilitate the new policy and client service processes. The Client Services Associate must provide superior client service by identifying...Work at office- ...James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and... ..., as well as the ability to organize, manage, and track multiple, detailed tasks... ...financial services company providing wealth management, capital markets, asset management...Work experience placementWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Client Associate. Be the first to apply!
- client services associate New York, NY
- client engagement associate New York, NY
- client success associate New York, NY
- client relationship associate New York, NY
- client solutions associate New York, NY
- registered client associate New York, NY
- client account associate New York, NY
- management development specialist New York, NY
- quality management nurse New York, NY
- vice president program management New York, NY



