Wealth Management Client Services Associate
Oppenheimer & Co.
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, a positive disposition, and relevant certifications. The position offers a competitive salary and opportunities for growth within a dynamic team. #J-18808-Ljbffr
$35.36k - $90k
...POSITION SUMMARY Client Service Associates provide exceptional service to our clients and... ...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis... .../or other duties directed by local management ADMINISTRATIVE SUPPORT: •...SuggestedTemporary workWork at officeLocal area$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$100k - $115k
Your Future TeamLCK Wealth is a growing wealth management practice providing complex solutions... ...to Ultra High Net Worth clients.This Barron’s and Forbes... ...team provides financial services primarily to high-net-... ...high-energy client service associate who thrives in an...SuggestedPermanent employmentWork at officeLocal area- J.P. Morgan Chase in New York, NY is seeking a Private Client Investment Associate within Wealth Management to deliver superior client service and operational support to Private Client Advisors. Responsibilities include facilitating account openings, money movement, and...Suggested
- Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors/Private Wealth Advisors and teams. The role focuses on building trusted client relationships, handling client inquiries, and performing clerical and administrative tasks to enable...Suggested
$65k - $75k
Junior Client Service & Relations Associate - Altium Wealth Management Purchase, Harrison, NY 10577, USA Job Description Posted Wednesday, August 12, 2026 at 5:00 AM Your Future Team Do you grow in a warm and positive environment where there is a clearly defined process...Permanent employmentWork at officeLocal areaMonday to Friday- RBC Wealth Management is seeking a Client Associate/Registered Client Associate to support financial advisors and clients in Red Bank, NJ. You will handle account questions, onboarding, documentation, and routine trades while upholding a client-first approach in a fast-...
$75k - $90k
...dedicated to delivering a premier wealth management experience. While our... ...focus on financial planning and client relationships, our... ...believe exceptional client service extends beyond conversations... ...finish. As our Client Service Associate, you'll wear two equally important...Work experience placementWork at officeRemote work- ...Morgan Stanley in New York, NY seeks a Registered Client Service Associate to support client relationships and service delivery. You will assist with onboarding, documentation, and account maintenance, while coordinating with Financial Advisors on orders, investments,...
- 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...
$34.32k - $90k
POSITION SUMMARY Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an... ...Proactively participate in firm initiatives directed by local management Regularly seek opportunities to use firm resources for...Work at officeLocal area- ...Morgan Stanley is seeking a Service Associate in New York to provide operational support and general management assistance. You will handle document maintenance, money movement, trade support, and several approvals, while collaborating with service, risk, and branch teams...
$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- ...remains largely untouched: wealth management. Legacy Wall Street institutions... ...wealth, gatekeeping their services behind extremely high... ...used to take a team, serving clients a Wall Street team never could... ...Role The Client Services Associate sits at the intersection of...
$85k - $110k
...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 high-net-worth clients, managing complex account operations, and partnering closely...$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 Valley...Work at office- Robert Half Financial Services are currently recruiting for a Client Relationship Associate role, at a growing Registered Investment Advisor... ...years’ Client Services or Relationship Management experience within investment advisory, wealth management or private banking. The...Work at officeRemote work3 days per week
- Provide client service support to potentially multiple Financial Advisors Support enterprise strategic objectives, operational excellence... ...procedures Support operational excellence, protect bank clients, and manage risk Identify, deepen, and maintain client relationships...Seasonal workWork at office
$80k - $100k
...Client Service Operations Associate Pathwise Wealth Partners is a wealth management firm located in the Bay Area and San Diego. We are seeking a PERMANENTLY REMOTE Client Service Operations Associate to join our team. If you'd like to join wealth management team that...Full timeWork experience placementWork at officeRemote workWork from homeMonday to Friday$65k - $80k
Bergland Wealth Management is an independent financial advisory firm in Ridgeland, MS. We are seeking a PERMANENTLY REMOTE Client Service Operations Associate to join our team. This position will assist in providing excellent service to our clients and executing back-office...Full timeWork experience placementWork at officeRemote workWork from homeMonday to Friday- ..., highly diversified global investment manager with approximately $54 billion of assets... ...on behalf of over 2,000+ institutional clients and private investors worldwide across... ...affiliate offices around the globe. Client Service Associate – New York, NY Responsibilities...Permanent employmentLocal areaWorldwide
$41.2k - $76.8k
...Client Service Associate, Business Insurance Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard... ...Insurance Property & Casualty Group, you will support the Account Management and Sales teams, ensuring the client's needs and...Work at officeLocal areaNight shift$22 - $25 per hour
...Client Service Associate Location: New York, NY Pay Rate: $22-$25 per hour + performance-based bonuses Type: Full-Time | Onsite Industry: Financial Services (Wealth Management & Private Equity) Position Overview A well-established financial services...Hourly payPermanent employmentFull timeTemporary workWork at office$88.08k - $140.93k
...stronger community of associates united by our mission.... ...every day: Integrity, Client Focus, Diverse Perspectives... ...as a Private Client Services Associate – Outsourced... ...construction and wealth planning advice to the... ...solicitation, turnkey asset management platforms, and direct-...Temporary workLocal areaFlexible hours- ...have an enthusiasm for helping our clients, taking care of our employees, building... ...delivering extraordinary customer service while maintaining a strong... ...As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will be tasked with delivering...
$67k - $75k
...Client Service Associate The Cerity Partners Family Office is seeking a driven, team-oriented Client... ...in a professional manner Project Management & Execution Collaborate with... ...Qualifications: ~1-3 years of experience, in wealth management a plus ~ Bachelor's...Work at officeLocal areaFlexible hours$225k - $365k
...Private Client Services Associate Search conducted for a top-tier AmLaw 100 firm known for its elite Private Client practice. Our AmLaw... ...The Private Client team operates at the intersection of wealth management, business strategy, and family dynamics. This is a strong...Private practice$310k - $420k
...Private Client Services Associate Hughes Hubbard is looking for an associate with 4+ years of experience to join our Private Client Services... .... Candidates must have experience primarily in tax law, wealth management, and trusts and estates. Counsel high-net-worth...Private practice$35k - $85k
Join to apply for the Registered Client Service Associate role at Morgan Stanley 1 day ago Be among... ...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- Bank of America in New York, NY seeks a Portfolio Management Assistant to support integrated investment services and client portfolios. You will coordinate internal delivery, seek new business opportunities, and assist client-facing Portfolio Managers as needed. Responsibilities...
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