Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Client Services Associate in New York, NY vacancy
  • $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... 
    Suggested
    Permanent employment
    Work at office
    Local area

    Hightower Advisors

    New York, NY
    2 days ago
  • $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

    Daley and Associates

    New York, NY
    2 days ago
  •  ...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

    Citizens Bank

    New York, NY
    4 days ago
  • $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... 
    Suggested
    Temporary work
    Work at office
    Local area

    PowerToFly

    New York, NY
    3 days ago
  • $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... 
    Suggested
    Work at office

    Gainor Staffing

    New York, NY
    3 days ago
  •  ...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... 

    Aumni

    New York, NY
    3 days ago
  •  ...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,... 

    Aplaro Ltd

    New York, NY
    22 hours ago
  • $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 time
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    New York, NY
    14 hours ago
  •  ...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.... 

    Chris Baily

    New York, NY
    14 hours ago
  •  ...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... 

    JP Morgan Chase

    New York, NY
    2 days ago
  •  ...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

    New York, NY
    14 hours ago
  • $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 time
    Work at office
    Local area
    Remote work
    Work from home
    Worldwide

    Smbc Global Foundation Inc

    New York, NY
    1 day ago
  •  ...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 time
    Work at office

    Merrill Lynch

    New York, NY
    2 days ago
  •  ...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... 

    Titan

    New York, NY
    3 days ago
  • $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 placement
    Work at office

    Kestra Holdings

    New York, NY
    2 days ago
  • $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

    Vodia Ventures

    New York, NY
    3 days ago
  • $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 time
    Temporary work
    Summer work
    Casual work
    Internship
    Work at office
    Worldwide
    Flexible hours

    Guidepoint

    New York, NY
    2 days ago
  • $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 work
    Casual work
    Internship
    Work at office
    Worldwide

    Guidepoint

    New York, NY
    more than 2 months ago
  • $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 pay
    Seasonal work
    Shift work
    Day shift

    Bank of America

    New York, NY
    3 days ago
  •  ...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 work
    Work at office

    Motion Recruitment

    New York, NY
    14 hours ago
  • $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 pay
    Full time
    Work at office

    Red Shift

    New York, NY
    2 days ago
  • $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 time
    Work at office

    Seamless Talent LLC

    New York, NY
    3 days ago
  •  ...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

    Motion Recruitment

    New York, NY
    2 days ago
  • $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 time
    Relocation package
    Flexible hours

    Nomura

    New York, NY
    2 days ago
  • $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

    Citigroup Inc

    New York, NY
    2 days ago
  • $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 time
    Remote work
    Monday to Friday
    3 days per week

    Aon

    New York, NY
    2 days ago
  •  ...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 work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America Corporation

    New York, NY
    21 days ago
  • 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 time
    Work at office

    Seamless Talent

    New York, NY
    2 days ago
  • $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 time
    Work at office
    Work from home
    Relocation
    Flexible hours
    Shift work

    Forest Hills Financial Group

    New York, NY
    3 days ago
  • $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 work
    Work at office
    Local area

    PowerToFly

    New York, NY
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Management Client Services Associate. Be the first to apply!