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
$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$34.32k - $90k
...Client Service Associate Client Service Associates provide exceptional service to our clients and... ...support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis.... ...and/or other duties directed by local management Administrative Support: Answer...SuggestedTemporary workWork at officeLocal area$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$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...SuggestedFull timeTemporary workWork at officeLocal area$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...
$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$45k - $78k
...Financial Advisors and provide clients with quality service. Follows established... ...seeking a dynamic Client Service Associate who is a motivated, detail... ...the ability to organize, manage, and track multiple, detailed... ...services company providing wealth management, capital markets...Full timeWork experience placementWork at office- ...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...
$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$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- ...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...
$53.9k - $80.7k
...for a culture that puts its clients and associates first: a culture where... ...immediate supervision, client services associate (registered) assists... ...or escalated to the branch manager; including suspicious... ...start-up. We are a global wealth management and investment banking...Work at officeImmediate startFlexible 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- ...role. JOB DESCRIPTION Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate... ...Your developing ability in strategic planning, conflict management, and digital literacy will be key in driving our service...
- ...strategy to cover a territory of financial advisors. You will service existing clients while also identifying new business opportunities. As an... ...across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and...Worldwide
$56k - $84k
...Overview The Client Services Associate will work across a portfolio of brands to develop growth strategies and recommendations for client websites... ...hybrid role based in New York City. The Associate Account Manager will report to the Director of Client Services and...Contract workLocal areaFlexible hours$20 - $23 per hour
...Part-Time Virtual Client Service Associate (10 Hours/Week) Martin’s Financial Consulting Group – A Private Wealth Advisory Practice of Ameriprise Financial Remote | Flexible Schedule... ...who enjoys organization, process management, and financial planning support, and is...Hourly payPart timePrivate practiceRemote work10 hours per weekFlexible hours- J.P. Morgan Wealth Management - Private Client Investment Associate Team Leader - New York, NY New York, NY, United States Job Information Job Identification 210767072 Job Category Client Service Business Unit Consumer & Community Banking Posting Date 07/06/2026,...Full timeShift work
$56k - $84k
...Client Services Associate The Client Services Associate will work across a portfolio of brands to develop growth strategies and recommendations... ...role based in New York City. The Associate Account Manager will report to the Director of Client Services and collaborate...Contract workTemporary workFreelanceLocal areaFlexible hours- ...Winged Keel Group Client Services Senior Associate Winged Keel Group is the premier national platform for the structuring, implementation, and... ...that include customized reporting, premium invoicing, task management, and the preparation of client life insurance portfolio...Weekend workAfternoon 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$52k - $60k
...Communications Associate NFP, an Aon company, and Covala Group... ...significant risk, workforce, wealth management, and retirement challenges through... ...needs of institutional clients for enrollment and policy... ...communications, insurance, or financial services. Familiarity with HTML or...Full timeWork at officeRemote workMonday to Friday3 days per week$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... ...Property & Casualty Group, you will support the Account Management and Sales teams, ensuring the client's needs and expectations...Minimum wageWork at officeLocal areaNight shift$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- ...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...
- ...Internal Client Advisor Associate JPMorgan Asset Management helps institutional and individual clients from all over... ...proposition Provide superior client service by being responsive, thoughtful... ...the Team J.P. Morgan Asset & Wealth Management delivers industry-...
$61.28k - $109.28k
The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding... ...other closely related teams. Responsibilities: Deliver wealth management services to clients with guidance from the Banker teams....Full time- ...Overview Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they...Seasonal workWork at officeWork from homeShift workDay shift
- ...Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they...Seasonal workWork at officeWork from homeShift workDay shift
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