Junior Wealth Client Services Associate
Hightower Advisors
Hightower Advisors, based in Chicago with advisors across the U.S., is seeking a Client Service professional to join the team in Purchase, NY. This in-office role supports advisors and clients, coordinating meetings, maintaining client data, and handling service requests with attention to compliance and accuracy. The ideal candidate has 1+ years in Financial Services, strong communication, and proficiency with MS Office and Salesforce. #J-18808-Ljbffr Hightower Advisors
$65k - $75k
...Altium Wealth Client Service Team Position Do you grow in a warm and positive environment where there is a clearly defined process and your role requires someone with a welcoming style? Is efficiency one of your strengths, allowing you to handle multiple tasks at once...JuniorPermanent employmentWork at officeLocal areaMonday to Friday- Citi Rye, NY is hiring a Registered Client Service Associate to deliver wealth management services to clients under banker guidance. You will assess risk, ensure regulatory and policy compliance, and support control reporting while engaging with clients and cross-functional...Suggested
- Citi in Rye, New York, seeks a Licensed Client Service Associate to support wealth management activities under Banker guidance. The role emphasizes compliant service, risk awareness, and precise execution for client-focused outcomes. The position requires 2-5 years of...Suggested
- ...Citigroup Inc. in the United States is seeking a Licensed Client Service Associate. This developing professional role blends in-depth specialty knowledge with solid industry standards, showing how the team and area collaborate to achieve subfunction objectives. It applies...Suggested
$85k - $110k
Client Services / Operations Associate - Boutique Wealth Manager in Westchester County, NY Our client, a boutique wealth manager in Westchester County, is looking to add a Client Services/Operations Associate to their growing team. This person will play a key role in supporting...Suggested$25 - $44 per hour
...Merrill Wealth Management Job Opportunity Merrill Wealth Management is a leading... ...management and investment products and services for individuals, companies, and institutions... ...Advisors and Wealth Management Client Associates help clients pursue the life they envision...Hourly paySeasonal workWork at officeWork from homeShift workDay shift- ...Wealth Management Client Associate Greenwich, Connecticut To proceed with your application, you must be at least 18 years of age. Acknowledge... ...wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth...Seasonal workWork at officeWork from homeShift workDay shift
$78.32k - $109.28k
...The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding... ...and other closely related teams. Responsibilities Deliver wealth management services to clients with guidance from the Banker...Full time$80k - $100k
...Client Service Associate Alta Wealth Partners is a growing wealth management firm located in White Plains, NY. We are seeking a permanently remote Client Service Associate to join our team. If you'd like to join a full-service wealth management team that is dedicated...Full timeWork experience placementRemote workWork from homeMonday to Friday$78.32k - $109.28k
...Licensed Client Service Associate The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty... ...closely related teams. Responsibilities: Deliver wealth management services to clients with guidance from the Banker...Full time$58k - $115k
A financial services company is seeking a Client Service Associate in Purchase, NY. The candidate will provide exceptional service to clients, support Financial Advisors in enhancing relationships, and manage various administrative tasks. Requirements include a high school...$58k - $115k
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 regular interactions with clients, individuals in this role build trusted relationships...Temporary workWork at officeLocal area- Morgan Stanley is seeking a Portfolio Associate to support Financial Advisor teams and clients, handling routine client inquiries... ...role emphasizes accuracy, client service, and adherence to regulatory requirements within a fast-paced wealth-management environment. Candidates...
$90k - $105k
Wealth Management Client Service, Investment & Operations Associate Base pay range: $90,000.00/yr - $105,000.00/yr Additional compensation types: Annual Bonus About the Role A well-established boutique financial services firm is seeking a Client Service, Investment & Operations...Permanent employmentFull timeRemote work- ...Registered Client Service Associate Registered 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 regular interactions with clients, individuals...Work at officeLocal area
- Job Description Merrill Wealth Management is a leading provider of comprehensive wealth... ...management and investment products and services for individuals, companies, and... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...Seasonal 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 for individuals, companies, and... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...InternshipWork at officeFlexible hoursShift workDay shift
$19 - $20 per hour
Client Services Associate (Reprographics) Reports To: Client Services Supervisor, Client Services Manager, or equivalent leadership Typical Schedule: Monday-Friday | 8:00AM-5:00PM Support the Work Behind the Workplace We’re seeking a detail-oriented and service-driven...Temporary workWork at officeMonday to Friday$19 - $20 per hour
Reports To: Client Services Supervisor, Client Services Manager, or equivalent leadership Typical Schedule: Monday-Friday | 8:00AM-5:00PM... ...Workplace: detail‑oriented and service‑driven Client Services Associate (Copy & Print) to support daily print, reprographics,...Temporary workWork at officeMonday to Friday$58k - $115k
...Client Service Associate JD: 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 regular interactions with clients, individuals...Full timeTemporary workWork at officeLocal area$70k - $115k
...within Institutional Consulting Solutions (ICS), is an integrated client service solution for institutional and family office clients. IIS... ...OCIO”), Morgan Stanley Fund Services, Graystone Consulting and Wealth Management Operations. The Institutional Client Specialist is...Contract workTemporary workWork at officeFlexible hours- ...Client Associate J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest...Local area
- ...Job Description Job Description Client Services Associate Where Precision Meets Purpose in a Firm Built on Legacy, Expertise, and Design... ...You a Great Fit Knowledge & Skills Experience in wealth management, brokerage, banking, or financial services. Ability...Permanent employmentLive in
$25 - $44 per hour
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth... ...management and investment products and services for individuals, companies, and... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...Hourly payFull timeSeasonal workWork at officeWork from homeShift workDay shift- Dormont Manufacturing Co is looking for a Registered Wealth Management Client Associate to support Financial Advisors in delivering exceptional service to affluent clients. This role involves managing client onboarding, servicing, and account maintenance, while ensuring...
$45k - $110k
...Rockefeller Capital Management seeks a motivated Client Associate for their Stamford, CT office. The role involves working directly with high... ...candidates have a BA/BS degree and 3-5 years of client service experience in the financial industry. Strong communication, organization...Work at office$57k - $63k
# Junior Technology Support AnalystOnsite |Entry Level|Full TimePosted: Yesterday#### Skills... ...you to review our current business services professionals openings to learn about the... ...quality advice and novel solutions to our clients’ legal issues. We are known for handling...JuniorWork at officeLocal areaRemote workVisa sponsorshipWork visaMonday to FridayShift work- ...variety of industries. They offer services such as system design,... ...technology consulting to optimize client infrastructure. Known for... ...continued growth, we are seeking a Junior IT Field Technician to join... ...hours. Requirements Associate’s degree, vocational certificate...JuniorPart timeInternship
$100k
...experience and technical competence to outperform at interviews and at clients. Here at SynergisticIT we just don't focus on getting you a... ...unavailable as they share the same database with the client servicing team who only connect with candidates who are matching client...JuniorFull timeH1b$225k - $300k
...The Firm: On behalf of our esteemed client, People Placers Staffing is seeking a... .... Our client is an established, full-service powerhouse recognized extensively... ...multifaceted corporate maneuvers. ⨖ Mentoring junior transactional associates, fostering an environment of rigorous...JuniorFull timeLocal areaImmediate start
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