Wealth Management Client Associate
$90k - $115kLeeds Professional Resources
Base pay range $90,000.00/yr - $115,000.00/yr Exciting opportunity to join an established and growing financial services firm with significant operations in Aventura. This role will support a top‑producing team and have strong opportunities for career growth. Responsibilities Assist the team with all non‑sales related functions: Opening new accounts, ACATs, money movement, etc. Prepare meeting documents and other materials. Schedule meetings for team utilizing our group’s various applications. Respond to client questions regarding accounts, policies, and procedures. Review daily activity and reconcile current client activity, fund transfers and previous day’s activity to ensure accuracy. Process client paperwork (including communicating directly with clients to obtain all information needed). Assist with establishing online access for statements, confirms, proxy materials and other services. Attend compliance and continuing education training sessions as required by regulatory agencies and the firm. Various related duties. Requirements 3+ years of relevant experience. Seniority level Associate Employment type Full-time Job function Finance and Other Industries Investment Management Financial Services Banking Benefits Medical insurance Vision insurance 401(k) #J-18808-Ljbffr
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Wealth Management Client Associate in Florida, NY vacancy
- ...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
United States Digital Space LLC
Florida, NY1 day ago - ...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
Bank of America
Florida, NY5 days ago - JPMorgan Chase & Co. in New York seeks a Private Client Investment Associate within Wealth Management to deliver client service, administrative support to Private Client Advisors and help with wealth planning tasks. This role involves processing account openings, trades...Suggested
- Exceptional Career Opportunity: Bilingual Private Wealth Client Services Associate Ascendo is excited to present this opportunity in the financial... ...support to advisory teams to ensure efficient daily workflows. Manage routine account maintenance tasks and oversee...SuggestedWork at office
$60k - $70k
...Fellowship Financial Group empowers clients through education-driven... ...is seeking a Client Service Associate to join our team in Maitland,... ...planning services, account management, and daily operations. You'll... ...Qualifications 1+ years minimum in wealth management, financial...SuggestedWork at officeBetter Talent by Laveer & Co.
Florida, NY5 days ago- Merrill Wealth Management is seeking a client service professional to support multiple Financial Advisors. You will be the primary contact for clients, helping address service needs and coordinating with the FA team to deliver timely solutions in a fast-paced banking environment...
- ...J.P. Morgan Chase in Wealth Management is seeking a Private Client Investment Associate to deliver exceptional client service, support Private Client Advisors, and help with operational tasks. You will work in a fast-paced environment, handle time-sensitive requests,...
JPMorgan Chase Bank, N.A.
Florida, NY5 days ago - A financial services firm in Stuart, Florida is seeking a Client Services Associate to support their Wealth Management team. In this high-touch role, you will manage client onboarding, account maintenance, and ongoing relationship management. Candidates should have a Bachelor...
- J.P. Morgan Chase seeks a Private Client Investment Associate within Wealth Management in New York. You will deliver client service, operational support to Private Client Advisors, and assist with wealth planning and referrals. You will manage requests, maintain client...
- .... Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships,... ...their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational...
$60k - $70k
Better Talent by Laveer & Co. is looking for a Client Service Associate to join their team in New York. This role is vital for providing clients with seamless coordination of retirement planning services while supporting advisors in daily operations. The ideal candidate...- Morgan Stanley is seeking a Registered Client Service Associate in New York to help grow client relationships and deliver a high standard of care. You will support advisory teams, process client requests, and guide clients through Morgan Stanley Online and other digital...
- Job Description Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our dynamic and growing team and take advantage of a unique opportunity...Local area
- ...prestigious financial services firm is seeking a Bilingual Private Wealth Client Services Associate in New York. The ideal candidate will have 1+ years of... ...involves facilitating communication between teams and managing administrative tasks. This opportunity offers room for...
- Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors in New York. The role focuses on client service... ...interpersonal and writing skills, strong time management, and the ability to work in a fast-paced...
- An established, employee-owned financial services firm is seeking a Client Services Associate to join their Wealth Management team in Stuart, Florida. This is a high-touch client service and operational support role working directly with Financial Advisors and their high...
- BNY Mellon is seeking a Senior Associate, Client Operations in Lake Mary, FL. Join a team that drives efficient client service delivery, collaborates across functions, and ensures regulatory compliance in a dynamic financial services environment. The role emphasizes continuous...
- ...coordination-focused services company dedicated to supporting clients with scheduling, reservations, and service-related needs. We emphasize... ...High level of organization and attention to detail Ability to manage multiple tasks in a structured, remote environment Basic...Remote jobFlexible hours
- Northern Trust Corp is seeking a Registered Associate II in Bonita Springs, FL. This role entails supporting Financial Advisors through client service management and account onboarding. The ideal candidate will have financial knowledge, strong communication, and organizational...
$20 - $21 per hour
...Our firm is looking for a full-time Client Relationship Associate to support general administrative processes... ...and seat them for meetings Manage incoming and outgoing communications... ...Background Check Personality Assessment #J-18808-Ljbffr Finley Davis Private WealthHourly payFull timeWork at office- ...POSITION SUMMARYRegistered Client Service Associates provide exceptional service to our clients and support... ...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily... ...calls with FAs / PWAs / teams as needed)Managing the calendar including coordinating...Work at officeLocal area
Morgan Stanley
Florida, NY5 days ago - Begin client service insurance brokerage training and development through Hylant’s Foundations... ...Provide administrative and document management support to client service teams Prepare,... ...School Diploma or equivalent required Associate’s or Bachelor’s Degree preferred Active...Work at office
£50k per year
...Private Client Solicitor Bradford £50k I'm delighted to be working with a long standing and well regarded large multi service firm in... ...firm has a strong and loyal client base and you’ll be trusted to manage your own files with autonomy, whilst being fully supported by experienced...Flexible hoursDouglas Scott Company LLC
Florida, NY1 day ago- ...sophisticated boutique to offices of national firms, seeking Trusts & Estates Attorneys (2-12 years) to join their growing private wealth/ trusts & estates practice(s). Attorneys in this group advise high?net?worth individuals and families on sophisticated estate planning...Private practiceWork at office
- Marina Sirras & Associates LLC seeks an International Estate Planning Attorney to join a premier private client practice. The ideal candidate has at least 5 years of sophisticated... ...estates. The role involves structuring wealth transfers for foreign beneficiaries, coordinating...Private practice
- ...Taxation or Trusts & Estates, and Florida Bar admission is preferred. The role involves advising high-net-worth clients on estate planning and implementing advanced wealth transfer strategies. This position offers mentorship and opportunities for professional growth in a...Work at office
$45k - $65k
...a Reservations Support Specialist to provide administrative and client-facing support in a fully remote setting. Responsibilities include... ...service skills, attention to detail, and the ability to manage multiple tasks efficiently. This role offers a salary range of $...Remote job- BNY is seeking an Associate, Client Processing Representative I for their Global Clearing Ops. This role involves supporting internal and external clients with a focus on quality service and operational execution. The ideal candidate should have 5-7 years of experience,...
- ...building a leading e-commerce business, and opening retail stores around the world. We invite you to join team TravisMathew. The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store...Hourly payWeekend workAfternoon shift
- We are currently partnered with an Elite Wealth Manager that is looking to grow their legal team and support senior leadership. They are seeking a Real Estate Counsel to assist with all leasing and corporate governance matters. As a key member of their lean legal team,...Full timePrivate practiceWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Client Associate. Be the first to apply!
Related searches
- client relationship associate Florida, NY
- client services associate Florida, NY
- client account associate Florida, NY
- operations management specialist Florida, NY
- director of managed care Florida, NY
- workforce management specialist Florida, NY
- managed care coordinator Florida, NY
- management trainee Florida, NY
- weight management Florida, NY
- material management specialist Florida, NY