Wealth Management Client Associate - Client Services & Advisory
Bank of America
Bank of America’s Merrill Wealth Management is seeking a Client Service Associate in Paramus, NJ. You will support Financial Advisors by delivering exceptional client service, addressing inquiries, and coordinating with product partners to tailor solutions for clients' goals. The role emphasizes: building client relationships, maintaining accurate materials, and staying compliant with bank policies. A strong service mindset and proficiency with MS Office and Salesforce are preferred. #J-18808-Ljbffr Bank of America
$68k - $90k
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... ...other duties directed by local management ADMINISTRATIVE SUPPORT: •...SuggestedTemporary workWork at officeLocal area$68k - $90k
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... ...other duties directed by local management ADMINISTRATIVE SUPPORT: •...SuggestedTemporary workPart timeWork at officeLocal area$68k - $90k
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... ...other duties directed by local management ADMINISTRATIVE SUPPORT: Answering...SuggestedTemporary workWork at officeLocal area- ...Job Description: Merrill Wealth Management is a leading provider of comprehensive... ...investment products and services for individuals, companies,... ...and Wealth Management Client Associates help clients pursue the... ...personal relationship with their advisory team committed to their...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- ...Registered Wealth Management Client Associate Paramus, New Jersey To proceed with your application,... ...management and investment products and services for individuals, companies, and... ...a personal relationship with their advisory team committed to their needs. We believe...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- Job Description Merrill Wealth Management is a leading provider of comprehensive... ...investment products and services for individuals, companies,... ...and Wealth Management Client Associates help clients pursue the life... ...relationship with their advisory team committed to their needs...Seasonal workWork at officeWork from homeShift workDay shift
$25 - $44 per hour
About Merrill Wealth Management Merrill Wealth Management is a leading provider... ...investment products and services for individuals, companies,... ...and Wealth Management Client Associates help clients pursue the life... ...personal relationship with their advisory team committed to their...Hourly paySeasonal workWork at officeWork from homeShift workDay shift- ...have an enthusiasm for helping our clients, taking care of our employees, building... ...delivering extraordinary customer service while maintaining a strong... ...needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational...
$41.2k - $76.8k
...ServicesIndustry: Real EstateSalary: 78000Posted: 2026-08-16 Client Service Associate , Business Insurance Our not-so-secret sauce.... ...Property & 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- Morgan Stanley in Paramus, NJ seeks a Registered Client Service Associate to provide exceptional client service and support Financial Advisors... ...will help cultivate relationships, process transactions, and manage account data within a fast-paced environment. The role...
- A financial services firm in New York City is seeking a Client Associate to support Financial Advisors and their clients. This... ...skills with the ability to manage multiple priorities. Ability to... ...environment. Take the next step in your wealth management career. Apply today!...
$65k - $90k
...work from home. Must have Financial Services experience as a Sales Assistant extra... ...Advisors experience. POSITION SUMMARY: The Client Services Associate enhances the client experience by... ...as digital, online access and cash management offerings, that support clients' needs...Full timeWork experience placementWork at officeLocal areaRemote workWork from homeMonday to FridayFlexible hours- Citi is seeking a part-time Teller in Paramus, New Jersey, to support daily branch services and transactions. You will interact directly with clients, process deposits and cash, and help identify referral opportunities for Citi products. The role emphasizes digital education...Part time
$200k - $300k
...and visibility. Work directly with clients in a trusted advisory role, helping families protect their... ...reputation for client-centered legal service, practical guidance, and exceptional... ...directives, and related planning tools. Manage the client experience from initial...Full timeWork at office$25 - $35 per hour
...full-time potential About the Opportunity We are seeking a Client Services Associate to support a team of Financial Advisors in Pearl River, NY... ...and solutions, such as digital and online access and cash management offerings, that support clients' needs Onboard new client...Hourly payFull timePart timeWork experience placementWork at officeLocal areaRemote workWork from homeMonday to FridayFlexible hours- Ark Asset Advisors in Pearl River, NY is seeking a Client Services Associate to support a team of Financial Advisors in a flexible, part-time role... ...communication and MS Office skills, and the ability to manage client requests, document handling, and collaboration with...Remote jobFull timePart timeFlexible hours
$100k - $175k
...collaboration, high-quality advocacy, and providing exceptional client service while fostering long-term professional growth. Confidential... ...legal research and analyze complex employment law issues. Manage discovery, depositions, negotiations, mediations, arbitrations...Remote workFlexible hours$110k - $200k
...a long-term career representing injured clients and making a real impact on their lives.... ...Confidential Employer. Job Description Manage a plaintiff personal injury litigation... ...and provide exceptional client service. Qualifications ~ Active New Jersey...Work at office$180k - $200k
...Lloyd, LLP is a premier full-service firm with a Wills, Trusts & Estates... ...specializing in private client services, complex trust and... ...will possess deep expertise in wealth transfer planning, complex... ...Collaboration: Work closely with wealth managers, CPAs, family office...Full timePrivate practiceWork at officeMonday to Friday- ...someone who thrives in a welcoming, customer service-oriented environment with excellent... ...building strong relationships with clients, then look no further and apply today!... ...our team as a Seasonal Client Support Associate and be the friendly face for all those...Full timePart timeSeasonal workFlexible hoursShift work
- ...We operate deeply inside our clients' hiring processes not as an... ...next decade of regulatory risk management, data governance, fintech... ...Experience: From early-career associates, compliance analysts,... ...Strong research, drafting, and advisory skills, with the ability to...Contract work
- ...the company’s success. As a Full Time Client Experience Associate within PNC’s Metro Market and Mid... ...connect with their recruiter and hiring manager to understand workplace expectations... ...with a defined sales process including, service to sales, teller interactions, and...Full timeWork at office
- ...experienced civil litigator to lead complex matters for private businesses and public entities, managing cases from strategy through trial and appeal, working directly with clients and partners, and mentoring junior attorneys. The role offers substantial courtroom...Remote work
$75k - $165k
...backed up by our experienced case managers/paralegals. Duties include client contact, intakes, drafting of... ...-based law firm, we take pride in associate development through onboarding, continuing... ...representation and client-focused service. With over 100 employees, our firm...Part time- Chateau Rehabilitation and Nursing Center is seeking an experienced Social Services Director to lead our Social Services Department. You will advocate for residents, support families, oversee discharge planning, and ensure psychosocial care while complying with state and...
$150k - $175k
...for an Attorney Recruitment Manager to join our Human Resources team... ...a first-class level of service to the business for all strategic... ...its goals. Manage lateral associate and counsel hiring for the US... ...a specific audience. Strong client service orientation. Bachelor...Local area- Unicity Care Management seeks a Social Work Care Manager and Patient Advocate to provide high-touch, field-based care coordination for families... ...plans, and coordinate multiple providers to create a seamless, client-centered approach. You will advocate for clients, offer...
- ...industries, providing both litigation defense and proactive counsel to management. Duties Defend employers in state and federal court... ...proceedings and workplace investigations. Advise clients on hiring practices, workplace policies, discipline, and terminations...Temporary work
$130k - $170k
...firm is proud to celebrate 30 years of service excellence. As a GSA Contract holder we... ...nationwide. By selectively partnering with clients who share our values we ensure... .... Our dedication to candidates involves managing expectations with precision through business...Full timeContract work$75k - $85k
Why social workers take this role This is care management with real autonomy. You will carry a small, intimate private-pay caseload — deliberately kept that way — so you actually know your clients: their history, their family dynamics, what a good day looks like for them...Full timeTemporary workWork at officeFlexible hoursWeekday work
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