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
- ...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
$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$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- 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...SuggestedWork 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...
$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$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 homeWorldwide$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- ...impact role at a privately held RIA managing $35B+ in assets for sophisticated HNW clients. With 50+ years of success, this... ...clients, delivering white-glove service Ensure accuracy across account... ...related discipline 1–2 years in the wealth or financial services industry...
- 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 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...
$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 experience...- ...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...
- 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
- 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
$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- ...to solve critical business challenges in Asset Management. As a Management Associate supporting the Head of Client Service Asset Management – Americas, you will work... ...Veterans About the Team J.P. Morgan Asset & Wealth Management delivers industry-leading...Immediate start
- 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
- 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...
$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- ...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... ...and/or other duties directed by local management ADMINISTRATIVE SUPPORT Answering inbound...Work at officeLocal 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...
- 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...
$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- ...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...
$43 - $45 per hour
...Client Service Associate Our client, a leading independent investment management firm, is seeking an experienced Client Service Associate for a 3+ month contract in New York, NY or Seattle, WA. This role is hybrid, onsite 4 days a week. Job Summary The Client...Hourly payContract workWork experience placementWork at office$34.32k - $90k
...Registered Service Associate Registered Service Associates perform operational support and... ...behalf of the Complex as well as general management support functions and special projects... ...services and solutions that support clients' needs including secure, digital offerings...Temporary workWork at officeRemote workHome officeNight shift
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