Wealth Management Client Services Associate
JPMorgan Chase & Co.
JPMorgan Chase & Co. in New York seeks a Private Client Investment Associate within Wealth Management to provide client service, operational support, and wealth planning assistance to Private Client Advisors. You will handle account openings, money movement, investment trades, client communications, reports, and risk procedures while maintaining compliance and contributing to a collaborative team culture. #J-18808-Ljbffr JPMorgan Chase & Co.
$100k - $115k
Your Future TeamLCK Wealth is a growing wealth management practice providing complex solutions... ...to Ultra High Net Worth clients.This Barron’s and Forbes... ...team provides financial services primarily to high-net-... ...high-energy client service associate who thrives in an...SuggestedPermanent employmentWork at officeLocal area$35.36k - $90k
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 daily basis. Through... ...other duties directed by local management ADMINISTRATIVE SUPPORT: Answering...SuggestedTemporary workWork at officeLocal area$70k - $110k
...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 client... ...candidate will have experience supporting wealth management teams, be proficient in...SuggestedWork at office- J.P. Morgan Chase in New York, NY is seeking a Private Client Investment Associate within Wealth Management to deliver superior client service and operational support to Private Client Advisors. Responsibilities include facilitating account openings, money movement, and...Suggested
- Merrill Wealth Management is seeking a client service professional to support multiple Financial Advisors, address client needs, and enhance service quality... ...environment and proficiency with MS Office and Salesforce are valued. #J-18808-Ljbffr National Black MBA AssociationSuggested
$65k - $75k
Junior Client Service & Relations Associate - Altium Wealth Management Purchase, Harrison, NY 10577, USA Job Description Posted Wednesday, August 12, 2026 at 5:00 AM Your Future Team Do you grow in a warm and positive environment where there is a clearly defined process...Permanent employmentWork at officeLocal areaMonday to Friday$80k
Location: Bergen County, NJ Type: Perm (Contingency) Job #49707 Salary: $80,000 Job Overview - Client Service Associate (Wealth Management) Atlantic Group is hiring a Client Service Associate (Wealth Management) in Bergen County, NJ for our client. This hybrid role...Permanent employmentWork at officeMonday to Friday- Altium Wealth Management in Harrison, NY is seeking a Junior Client Service & Relations Associate to join our Client Service team. The role requires in-office presence Monday-Friday to support client meetings and service delivery. We offer comprehensive benefits including...Work at officeMonday to Friday
- J.P. Morgan Chase seeks a Private Client Investment Associate in New York, NY. In this role, you will provide essential support to... ...Your responsibilities include assisting with account management, promoting firm services, and engaging in risk management practices. A valid...
- 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,...
- ...Aeternum Capital provides personalized wealth planning and investment management strategies for individuals and... ...wealth management to help clients navigate the complexities of significant... .... Role Description The Client Service Associate, Private Wealth Management is a full...Full timeWork at office
$34.32k - $90k
...POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients... ...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis... .../or other duties directed by local management ADMINISTRATIVE SUPPORT: • Answering...Full timeTemporary workWork at officeLocal area- Merrill Wealth Management, part of Bank of America, seeks a client service professional to support Financial Advisors and advocate for clients. The role emphasizes delivering tailored banking and investment solutions, maintaining strong relationships, and ensuring high...Work at office
- ...have an enthusiasm for helping our clients, taking care of our employees, building... ...delivering extraordinary customer service while maintaining a strong... ...As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will be tasked with delivering...
- IEQ Capital seeks a Senior Associate to help manage client relationships and operational duties, partnering with our advisory team to ensure seamless service delivery for high-value clients. You will support money movements, account setup, client meeting prep, and trade...
- J.P. Morgan Chase in New York is seeking a Private Client Investment Associate in Wealth Management to deliver client service and operational support to Private Client Advisors. You will help with account openings, trades, and wealth planning for clients. The role requires...
- 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...
- J.P. Morgan Chase is seeking a Private Client Investment Associate to provide client service, operational support and wealth management assistance to Private Client Advisors within Wealth Management. You will handle account openings, money movements, and investment trades...
$77k - $214k
...LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Wealth Management Tax Services Senior Associate, you will provide strategic tax planning, compliance, and advisory services to clients, helping them navigate complex tax regulations and optimize their tax...Full timeH1b- Macquarie Asset Management is seeking an Associate, Alternatives Distribution and Client Services to join the Fund Management team for Alternative Investment products. You... ...advisers and other external counterparties on our wealth platform, ensuring a seamless experience for...
- JPMorgan Chase in New York is seeking a Private Client Investment Associate in Wealth Management to deliver exceptional client service, support Private Client Advisors, and manage operational requests with precision. The role involves risk management, account reviews,...
$125k - $290k
Asset & 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.... ...Sachs, we provide investment and advisory services for pension plans, sovereign wealth...Full timeTemporary workPart time$65k - $80k
Client Services Associate Project ManagerSkip to main content#Client Services Associate Project Manager page is loaded## Client Services Associate Project ManagerApplyremote type: Remote: Work from Home Full-Timelocations: USA-New York-NY-1166 Avenue of Americas: Kansas...Local areaRemote workWork from home- ...Join our dynamic team as a Client Service Equity Swap Associate II and become a vital part of our mission to elevate client experiences. As a Client... .... Your proficiency in strategic planning and change management will enable you to identify opportunities for...Full time
$35 - $44 per hour
Description The Wealth Manager Client Service Associate (CSA) is responsible for providing day-to-day support to Wealth Managers. The CSA leads onboarding and service for new and existing clients. The incumbent is responsible for client relationship management, which includes...Hourly payLocal areaMonday to FridayFlexible hours- UBS in New York's Midtown Manhattan branch seeks a Senior Registered Client Associate to provide exceptional service to ultra/high net worth clients, keep client data current, educate clients on account services, and assist with client meeting materials. You will gather...
$25 - $44 per hour
Client Service Support Specialist - Client Service Overview: This role is responsible for providing client service support to potentially multiple... ...operational excellence, protect the bank's clients, and manage risk Identifies, deepens, and maintains client relationships...Hourly paySeasonal workShift workDay shift$41.2k - $76.8k
...Client Service Associate , Business Insurance Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen... ...& Casualty Gro up, you will support the Account Management and Sales teams , ensur ing the client s’ needs and...Minimum wageWork at officeLocal areaNight shift$65k - $75k
...Scott LLC in Midtown, NY is seeking a Registered Private Client Associate to support Financial Advisors and deliver a high-... ...driven client experience. You’ll gain hands-on exposure to wealth management, client service, and financial planning as part of a high-performing...
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