Wealth Management Client Services Associate
6AM City, LLC
6AM City, LLC is looking to hire a Registered Client Service Associate to shape the future of service through enhanced client experiences. This role demands expertise in client support and collaboration with Financial Advisors, ensuring a high standard of service. Applicants should possess necessary certifications such as Series 7 and Series 66, alongside experience in the financial sector. Strong communication, organizational skills, and a team-oriented mindset are essential for this position, as well as proficiency in Microsoft Office tools. #J-18808-Ljbffr 6AM City, LLC
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Client Services Associate in New York, NY vacancy
$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 in New York is seeking a Private Client Investment Associate to support Advisors with client service and operational tasks in Wealth Management. This role involves facilitating requests, resolving client issues, and assisting with wealth planning. The ideal...Suggested
$100k - $115k
...Client Service Associate LCK Wealth is a growing wealth management practice providing complex solutions to Ultra High Net Worth clients. This Barron's and Forbes ranked team provides financial services primarily to high-net-worth individuals and families, including...SuggestedPermanent employmentWork at officeLocal area$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...SuggestedFull timeWork at office$34.32k - $90k
...Registered Client Service Associate Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client... ...Proactively participate in firm initiatives directed by local management Regularly seek opportunities to use firm resources for...SuggestedTemporary workWork at officeLocal area- 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
- Hightower Advisors in New York is seeking a Senior Client Service Associate to join the LCK Wealth Management team. The role focuses on providing top-notch client service and operational support to Ultra High Net Worth clients. Candidates should have over 3 years of client...Work at office
$23.52 - $39.17 per hour
...to shape your success while helping clients pursue their financial goals.Job Overview... ...to continue to build on your wealth management experience and opportunities to work... ...a growing company.As a Senior Client Service Associate, you will provide comprehensive administrative...Work at officeWork from home$23.52 - $39.17 per hour
LPL Financial LLC is seeking a Senior Client Service Associate for an in-office role located in Wantagh, NY. This position will support financial... ...+ years of financial industry experience, preferably in wealth management, and a strong client service background. The...Hourly payWork at office$70k - $76k
...UBS is hiring a Client Associate in New York City to join a Private Wealth Management team, focusing on client care and service. You will maintain client records, educate clients on services, and prepare reports for meetings. The ideal candidate has at least 1 year of...UBS
New York, NY1 day ago$100k - $115k
...within Hightower Advisors, a financial services company. Established in 1988, Treasury... .... These services include comprehensive wealth management, customized portfolio reporting, and development... ...in New York City and services over 500 clients with over $22 billion in client assets...Permanent employmentLocal area- ...Chris Baily is seeking a proactive Financial Advisor to provide client service support at Merrill Wealth Management. In this role, you will be the primary contact for Financial Advisors, ensuring excellent service and operational excellence in client relations. Key skills...
Chris Baily
New York, NY2 days ago - ...strategic projects and partner with senior leaders to solve critical business challenges in Asset Management. As a Management Associate supporting the Head of Client Service Asset Management – Americas, you will work with senior leaders and internal business managers to...Immediate start
J.P. Morgan
New York, NY5 days ago - ...join their team. In this role, you will serve as a trusted point of contact for high-net-worth clients, ensuring accuracy in account maintenance and delivering exceptional service. The position requires a Bachelor's degree in Finance or Economics, 1-2 years of relevant...
AscendHire
New York, NY5 days ago $80k - $105k
...Cash Management Client Service - Associate Job Level: Associate Job Function: Client Service Location: New York, NY, US, 10172 Charlotte, NC, US, 28202 Employment Type: Full Time SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 4...Full timeWork at officeLocal areaRemote workWork from homeWorldwideSmbc Global Foundation Inc
New York, NY3 days ago- Chris Baily seeks a Client Service Support position within Merrill Wealth Management in New York. This role focuses on providing exceptional client service support to Financial Advisors, ensuring timely and accurate client service, and promoting the bank's offerings. The...
- JPMorganChase in New York seeks a Client Account Manager to support our Insurance segment, delivering exceptional service to institutional clients. This role involves being the main contact for client servicing needs and ensuring smooth onboarding and compliance processes...
- ...for a culture that puts its clients and associates first: a culture where... ...immediate supervision, Client Services Associate (NR) assists one... ...or escalated to the Branch Manager; including suspicious client... ...start-up. We are a global wealth management and investment banking...Work at officeImmediate start
$70k
...Overview: The Client Service team connects Guidepoint’s clients with... ...Guidepoint’s success. As an Associate on the Client Service team,... ...and improve your project management and customer service skills,... ...create connections that offer a wealth of perspectives. We are...Summer workCasual workInternshipWork at officeWorldwide- Overview Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...Position Overview This role provides client service support to multiple Financial...Seasonal workFlexible hoursShift work
- ...A global wealth management leader is seeking a full-time Client Service Specialist to enhance client experiences and elevate brand presence. Responsibilities include managing client workflows, preparing materials, and supporting partners. The ideal candidate will have...Full time
UBS
New York, NY19 hours ago - ...A leading financial services firm is seeking a Private Client Investment Associate to provide exceptional client service and... ...operational support. This role includes managing account opening, investment... ...experiences within the wealth management space, fostering a positive...
J.P. Morgan
New York, NY5 days ago - ...Senior Client Service Associate As a Senior Client Service Associate within the Latin America Private... ...of experience in the investment management industry Preferred qualifications... .../Veterans J.P. Morgan Asset & Wealth Management delivers industry-leading...Work at office
- ...As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. Job Responsibilities Support Advisors book of business including...
J.P. Morgan
New York, NY5 days ago - Private Client Investment Associate As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. Job Responsibilities...
- ...J.P. Morgan in New York seeks a Private Client Investment Associate to provide client service and support to Private Client Advisors. Responsibilities include managing operational requests, fostering client relationships, and conducting account reviews. The ideal candidate...
J.P. Morgan
New York, NY5 days ago - ...J.P. Morgan in New York is hiring a Private Client Investment Associate to deliver exceptional client service and operational support. This role requires managing operational requests, fostering client relationships, and engaging in Risk Management procedures. The ideal...
J.P. Morgan
New York, NY5 days ago $29.57 - $43.99 per hour
Overview Serves as a member of the Management Development Program (MDP) and... ...Description Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen... ...Worth client relationships in Wealth Management. Partners and communicates...Hourly payRotational programWork experience placementInternshipLocal area- JPMorgan Chase & Co. is seeking a Private Client Investment Associate to support Advisors through exceptional client service and efficient management of operational requests. This includes facilitating account openings, money movement, and investment trades, while adhering...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Client Services Associate. Be the first to apply!
Related searches
- client services associate New York, NY
- registered client associate New York, NY
- client account associate New York, NY
- client engagement associate New York, NY
- client relationship associate New York, NY
- client success associate New York, NY
- client solutions associate New York, NY
- service lot attendant New York, NY
- site services specialist New York, NY
- service advisor automotive New York, NY