Wealth Management Client Service Associate
Oppenheimer & Co Inc
Oppenheimer & Co. Inc. in Florham Park, NJ is seeking a Registered Client Service Associate to support Financial Advisors in sales, service, and daily operations of a growing wealth management practice. The role emphasizes superior interpersonal and multitasking abilities, confidentiality, and the ability to work both independently and as part of a small team. Comprehensive compliance is required. #J-18808-Ljbffr Oppenheimer & Co Inc
- Oppenheimer & Co. Inc.’s Private Client Division is seeking a Registered Client Service Associate to support Financial Advisors in sales, marketing and daily operations at the Florham Park, NJ branch. The role requires strong interpersonal and multitasking abilities and...Suggested
- Hennion & Walsh is seeking a Client Service Associate to join our wealth management team. You will assist financial advisors with account servicing, paperwork processing, and day-to-day client communications in a collaborative office environment. Ideal candidates have...SuggestedWork at office
- ...has been providing comprehensive financial planning and wealth management services to high-net-worth individuals for over 40 years.... ...Summary: Summit is looking to add a Transition Client Service Associate to support new advisors transitioning into the company...SuggestedFull timeWork at office
$45k - $60k
...Hennion & Walsh is seeking a motivated and detail-oriented Client Service Associate to join our growing financial services team. This role is... ...for someone looking to build a long-term career in wealth management and client service within a collaborative, team-oriented...Suggested- H Cap Connect, LLC in Parsippany, NJ is seeking a Registered Client Service Associate on the Transition Team to support advisor transitions and deliver a white-glove client experience. You'll train on the firm's technology and multi-custodial environment, become a trusted...Suggested
- Hennion & Walsh is seeking a motivated Registered Client Service Associate to join our financial services team in Parsippany, NJ. You will work closely with Financial Advisors to provide high‑level service, handle account inquiries, and support daily operations with a...
- Morgan Stanley is seeking a Registered Client Service Associate in Morristown, NJ to provide exceptional client service and support Financial Advisors and Private Wealth Advisors. You will build trusted relationships, answer non-investment questions, and assist with account...
$50k - $53k
Northeast Private Client Group is a distinguished boutique financial... ...and often multigenerational wealth. Our firm was established... ...NEPCG is seeking a Client Service Associate to support the onboarding of... ...firm’s CRM Respond to and manage client inquiries. Troubleshoot...Full time$35.9 per hour
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they...Hourly payWork experience placementWork at officeLocal areaImmediate startShift workDay shift$50k - $70k
...motivated and detail‑oriented Registered Client Service Associates to join our growing financial... ...operational support, and relationship management. This position combines client interaction... ...supporting Financial Advisors or wealth management teams Knowledge of brokerage...Work at office$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$32.2k - $90k
PowerToFly is hiring a Registered Client Service Associate in Morristown, New Jersey. This role focuses on providing exceptional client service... ...services products. Essential duties include onboarding clients, managing accounts, and supporting marketing strategies. A High...- ...OnePoint BFG Wealth Partners is seeking an organized and detail-oriented Client Service Associate (CSA) to support the onboarding and transition of advisor teams and firms.... ...partner closely with the Transition Operations Manager to manage the operational and custodial...Full time
$64.1k - $88.1k
...We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement... ...small business and institutional clients. We are a longstanding leader... ...a Registered Client Service Associate, you will provide dedicated support...Full timePart timeFor contractorsH1bWork at officeWork from homeHome officeVisa sponsorshipShift workDay shift1 day per week$60k - $65k
...investment bank and full service broker-dealer. With... ...investment advisory and asset management services. Job... ...& Co. Inc.’s Private Client Division is currently... ...Registered Client Service Associate for their Florham Park... ...of a growing wealth management practice. This...- ...Registered Client Service Associate Registered Client Service Associates provide exceptional service... ...support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis.... .../or other duties directed by local management Administrative Support: Answering...Work at officeLocal area
- ...Registered Client Service Associate (Transition Team) Location: Parsippany, NJ (Onsite) Travel: 25% We're partnering with a growing wealth management firm seeking an experienced Registered Client Service Associate (CSA) to play a critical role in advisor transitions...Permanent employmentImmediate startShift work
- Bank of America Merrill Wealth Management is seeking a client service professional to support multiple Financial Advisors in Summit, NJ. You will educate clients on bank offerings, ensure timely materials, and help develop customized wealth strategies while maintaining...
- Morgan Stanley is seeking a Registered Client Relationship Analyst to provide exceptional client service and support for Financial Advisors and Private Wealth Advisors. The role emphasizes building trusted client relationships, handling inquiries, and assisting with account...
- Ameriprise Financial Services, LLC in Florham Park, NJ, seeks a Registered Client Service Associate to support top advisors by preparing portfolio materials, building financial plans, and managing client interactions to deepen relationships. Requires a Bachelor's degree...Work at officeRemote work
$75k - $95k
...Registered Client Associate Join a Growing Wealth Management Practice Black Brook Wealth Advisors and BBDG Wealth Partners are seeking an experienced... ...passionate about delivering exceptional client service. The successful candidate will serve as a key...Work at officeLocal area- ...Registered Wealth Management Client Associate Summit, New Jersey To proceed with your application, you must be at least 18 years of age.... ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth...Work experience placementSeasonal workWork at officeWork from homeShift workDay shift
- Oppenheimer & Co. Inc in Florham Park, NJ is seeking a Client Service Associate to join the Private Client Division. The role focuses on servicing clients, marketing, scheduling meetings, managing databases, and providing organizational support. The ideal candidate will...
$50k - $60k
...Job Description Job Description Client Service Associate Employment Type ~ Full-Time (40+ hours ) Benefits Offered ~ Dental... ...printing test packets, inventory, and document creation Managing select vendor relationships, including service requests and...Full timeTemporary workWork at officeRemote workWork from homeWeekend work- ...pioneering financial services firm that invests heavily... ...an array of services, clients can receive tailored... ... The Client Service Associate is a key role that ensures... ...service. This person manages client interactions... ...client service for a wealth management firm. Previous...Full timeTemporary workPart timeRemote workFlexible hours
$32.22k - $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- Ameriprise Financial is seeking a Registered Client Service Associate to support high-producing advisors by preparing financial plans, conducting... ...analytical skills, detail orientation, and the ability to manage multiple priorities with minimal supervision. #J-18808-...Work at office
$26.5 - $45 per hour
...Job Description Merrill Wealth Management is a leading provider of comprehensive wealth... ...management and investment products and services for individuals, companies, and institutions... ...Advisors and Wealth Management Client Associates help clients pursue the life they...Hourly payWork experience placementSeasonal workWork at officeWork from homeShift workDay shift- Morgan Stanley is seeking a Wealth Management Associate to support Financial Advisors and Private Wealth Advisors in a high-volume client-service role based in Morristown, NJ. You will help coordinate client meetings, manage follow-ups, and assist with digital tools and...
- AO Garcia Agency is seeking motivated individuals for a remote career with upside. You will talk with people who already requested help on financial-protection options, be trained and coached, and measured on activity and results. Interviews are on Zoom and you’ll work ...Remote job
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