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
$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$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...Suggested- ...Citizens Bank is seeking a Wealth Manager Client Service Associate to support Wealth Managers with onboarding and ongoing client service. The CSA will manage client relationships with high net worth clients, ensuring clear communication of investment updates and performance...Suggested
$35.36k - $90k
...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... ...other duties directed by local management ADMINISTRATIVE SUPPORT: Answering...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- ...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...
- ...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,...
$34.32k - $90k
...POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients... ...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- ...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....
- ...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...
- ...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...
$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 400-year...Full timeWork at officeLocal areaRemote workWork from homeWorldwide- ...one of the world's largest wealth management businesses and is part of Bank... ...focus on understanding clients' goals to help them pursue the... ...philanthropy, estate planning services, small business services, and... ...Registered Client Service Associate is a full-time, on-site role...Full timeWork at office
- ...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...
$67k - $80k
...growing financial planning and wealth management firm based in New York City, with clients nationwide. We offer relationship... ...advice and investment services to the LGBTQ+ community. A lot... ...we are. As a Client Service Associate (CSA) at Christopher Street Financial...Work experience placementWork at office$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...Work at office$70k
Overview: Guidepoint’s Client Service team connects leading investment... ...quality client experience. As an Associate on the Client Service team,... ..., and target expert profile Manage multiple fast-moving client... ...connections that offer a wealth of perspectives. We are committed...Full timeTemporary workSummer workCasual workInternshipWork at officeWorldwideFlexible hours$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$25 - $44 per hour
...Client Service Support Specialist – Client Service Overview: This role is responsible for providing client service support to potentially... ...support operational excellence, protect the bank's clients, and manage risk Identifies, deepens, and maintains client relationships through...Hourly paySeasonal workShift workDay shift- ...Our client an independent investment management firm is hiring for a Customer Services Associate to join their team in either their NYC or Seattle, WA office. This is an initial 6-month contract hybrid opportunity. As their Customer Service Associate you will be supporting...Contract workWork at office
$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 organization is seeking...Hourly payFull timeWork at office$80k - $85k
...Position Overview Investment Management firm based in Manhattan is seeking a Client Services Associate to join the Client Services department. The Client Services Associate will serve as the main client contact for all operational and administrative matters involving the...Full timeWork at office- ...Motion Recruitment is recruiting for a Customer Services Associate to join an independent investment management firm in either NYC or Seattle, WA. This 6-month hybrid... ..., and Distribution teams to ensure a seamless client experience. The role involves onboarding client...Contract work
$95k - $125k
...Nomura is a global financial services group with an integrated network... ...Banking), and Investment Management. Founded in 1925, the firm is... ...disciplined entrepreneurship, serving clients with creative solutions and... ...Employer Seniority level Associate Employment type Full‑time Job...Full timeRelocation packageFlexible hours$61.28k - $109.28k
...Licensed Client Service Associate The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty... ...other closely related teams. Responsibilities: Deliver wealth management services to clients with guidance from the Banker teams....Full time$51k - $60k
...Billing Associate NFP, an Aon company, and Covala Group are organizations... ...risk, workforce, wealth management, and retirement challenges through... ...for large corporate clients. Position Summary: The Billing... ...Experience with client/customer service, preferably in a corporate setting...Full timeRemote workMonday to Friday3 days per week- ...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they...Seasonal workWork at officeWork from homeShift workDay shift
- Investment Management firm based in Manhattan is seeking a Client Services Associate to join their Client Services department. The Client Services Associate will serve as the main client contact for all operational and administrative matters involving the account. Experience...Full timeWork at office
$62.95k - $70.27k
...an independent financial planning and wealth management firm, Forest Hills Financial Group.... ...Certified Financial Planner® helping clients in his own practice. This position will... ...This role is full time Client Service Associate supporting one or more financial advisors...Full timeWork at officeWork from homeRelocationFlexible hoursShift work$68.3k - $79.8k
POSITION SUMMARY Registered 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 Answering...Temporary workWork at officeLocal area
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