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

Wealth Client Associate — Expert Client Service in NY

UBS

UBS is seeking a Registered Client Associate in New York to support high-net-worth client servicing within a collaborative financial services team. You will keep client data current, educate clients on account services, assist with reports for meetings, gather documentation for new accounts, and help plan team marketing events while maintaining calendars and materials. Strong communication and finance background preferred. #J-18808-Ljbffr UBS

Vacancy posted 12 hours ago
Similar jobs that could be interesting for youBased on the Wealth Client Associate — Expert Client Service in NY in New York, NY vacancy
  •  ...we have an enthusiasm for helping our clients, taking care of our employees,...  ...and delivering extraordinary customer service while maintaining a strong commitment...  ...needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service... 
    Suggested

    JP Morgan Chase

    New York, NY
    2 days ago
  •  ...an enthusiasm for helping our clients, taking care of our employees...  ...extraordinary customer service while maintaining a strong commitment...  ...Team Lead in J.P. Morgan Wealth Management, you will support...  ...and Private Client Investment Associates. You will drive the execution... 
    Suggested
    Flexible hours

    JP Morgan Chase

    New York, NY
    4 days ago
  • $60k - $70k

     ...investment bank and full service broker‑dealer. With roots...  ...Oppenheimer & Co. Inc.’s Private Client Division is currently...  ...Registered Client Service Associate for their Chrysler East, NY branch office. The RCSA's...  ...day operations of a growing wealth management practice. This... 
    Suggested
    Local area

    Oppenheimer & Co. Inc.

    New York, NY
    4 days ago
  • $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... 
    Suggested
    Permanent employment
    Work at office
    Local area
    Monday to Friday

    Vigilantwm

    New York, NY
    3 days ago
  • Altium Wealth Management in Harrison, NY is seeking a Junior Client Service & Relations Associate to join our Client Service team. The role requires in-office presence Monday-Friday to support client meetings and service delivery. We offer comprehensive benefits including... 
    Suggested
    Work at office
    Monday to Friday

    Vigilantwm

    New York, NY
    3 days ago
  •  ...we have an enthusiasm for helping our clients, taking care of our employees,...  ...and delivering extraordinary customer service while maintaining a strong commitment...  ...needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will be tasked with delivering... 

    JPMorgan Chase & Co.

    New York, NY
    2 days ago
  • $100k - $170k

    Asset & Wealth ManagementA career with Goldman Sachs Asset & Wealth...  ...Management is an opportunity to help clients across the globe realize their...  ...investment and advisory services for pension plans, sovereign...  ...base salary for this New York, NY, United States-based position... 
    Full time
    Temporary work
    Part time

    Goldman Sachs

    New York, NY
    5 days ago
  • Merrill Wealth Management is seeking a client service professional to support Financial Advisors in a fast-paced office environment in New York. You will educate clients on banking and wealth offerings, ensure accurate materials, and promote services to deepen client relationships... 
    Work at office

    NBMBAA

    New York, NY
    5 days ago
  • Guidepoint is seeking an Associate in the Client Service team in New York, NY. You will learn to assess client needs, identify suitable experts, and recruit them into Guidepoint’s global network. The role emphasizes rapid, high-quality client experience and cross-functional... 
    Internship
    Work at office

    Guidepoint

    New York, NY
    2 days ago
  • $25 - $44 per hour

    Job Description: Merrill Wealth Management is a leading provider...  ...and investment products and services for individuals, companies, and...  ...Advisors and Wealth Management Client Associates help clients pursue the life...  ...Transparency details US - NY - New York - ONE BRYANT PARK... 
    Hourly pay
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    New York, NY
    13 hours ago
  • $70k - $110k

     ...Midtown, Manhattan. This fully onsite position requires strong client service skills and a proactive approach to client engagement and...  ...administration. The ideal candidate will have experience supporting wealth management teams, be proficient in Microsoft Office, and have... 
    Work at office

    Gainor Staffing

    New York, NY
    1 day ago
  • Neuberger Wealth is seeking a Client Associate / Senior Associate to deliver operational support for the wealth team, handling daily transactions and...  ...reporting. Requirements include 2-4+ years in financial services client service, an undergraduate degree, and Series 7 and... 

    LGBT Great

    New York, NY
    4 days ago
  • 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... 

    Morgan-Stanley

    Northfield, NJ
    1 day ago
  • Bank of America’s Merrill Wealth Management team seeks a client service professional to support multiple Financial Advisors. You will serve as the primary contact for client service needs, ensuring accuracy of materials and timely responses, and promoting the bank’s comprehensive... 

    Bank of America

    New York, NY
    2 days ago
  • J.P. Morgan Chase in New York is seeking a Private Client Investment Associate to provide client service, support to Private Client Advisors, and help with operational marketing and administrative tasks within Wealth Management. The role requires securities licenses (Series... 

    Next Frontier Capital

    New York, NY
    1 day ago
  • $100k - $170k

     ...Worth, Institutional and Retail clients. As a focal point for one of...  ...investing, income, management of wealth concentration and values...  ...solutions. As subject matter experts on QES strategies, client portfolio...  ...salary for this New York, NY, United States-based position... 
    Full time
    Temporary work
    Part time

    Goldman Sachs

    New York, NY
    2 days ago
  • $25 - $45 per hour

    Job Description: Merrill Wealth Management is a leading provider...  ...and investment products and services for individuals, companies, and...  ...Advisors and Wealth Management Client Associates help clients pursue the life...  ...Transparency details US - NY - New York - 225 LIBERTY ST (... 
    Hourly pay
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    New York, NY
    1 day ago
  • UBS in Philadelphia is hiring a Registered Client Associate to support client service and operations. The role focuses on keeping client records current, educating clients on account services, and preparing materials for client meetings. You will collect documentation... 

    UBS

    New York, NY
    5 days ago
  • A wealth management firm is seeking a Senior Associate, Client Relationship Manager, in New York, NY. The ideal candidate will enhance client experience, provide operational support to Wealth Advisors, and manage client relationships and inquiries. The firm offers a hybrid... 

    Lido Advisors, LLC

    New York, NY
    5 days ago
  • $25 - $45 per hour

    Merrill Wealth Management is a leading provider of comprehensive...  ...and investment products and services for individuals, companies, and...  ...Advisors and Wealth Management Client Associates help clients pursue the life...  ...Transparency details US - NY - New York - ONE BRYANT PARK... 
    Hourly pay
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    New York, NY
    3 days ago
  • $90k - $110k

    Alphasights in New York is seeking an Associate in Client Service to connect clients with expert knowledge. The role demands strong academic achievements and relevant internship experience. Associates will handle multiple projects, recruiting experts and managing communications... 
    Internship

    Alphasights

    New York, NY
    3 days ago
  • $35k - $90k

     ...POSITION SUMMARY Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing... 
    Full time
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    New York, NY
    10 days ago
  •  ...A financial services firm in New York City is seeking a Client Associate to support Financial Advisors and their clients. This role combines client service, account...  ..., deadline-driven environment. Take the next step in your wealth management career. Apply today!... 
    Full time

    Leeds Professional Resources

    New York, NY
    2 days ago
  • 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... 
    Work at office

    Oppenheimer & Co. Inc.

    New York, NY
    4 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...  ...(FL), Boston (MA), Holmdel & Madison (NJ), New York (NY), Portland (OR), Austin & Houston (TX), Seattle (WA),... 
    Work at office

    Vodia Ventures

    New York, NY
    1 day ago
  • Silvercrest Asset Management Group is seeking a highly organized Client Associate to support a portfolio manager and client team with account administration and client service. The role requires strong follow up and communication, professionalism, and comfortable collaboration... 

    Silvercrest Asset Management Group

    New York, NY
    1 day ago
  • $35k - $85k

     ...to apply for the Registered Client Service Associate role at Morgan Stanley 1 day...  ...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on...  ...Associate jobs in New York, NY . Registered Client Service...  ...knowledge in a new way. Experts add insights directly into... 
    Full time
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    New York, NY
    4 days ago
  • Morgan Stanley in New York is seeking a Registered Client Service Associate to help shape the client experience by delivering an elevated standard of care and by leveraging the firm’s full capabilities for clients. You will support client relationships, onboard accounts... 

    Morgan Stanley

    New York, NY
    4 days ago
  •  ...growing SaaS platform built for family offices to appoint a Client Implementation Associate across their US client base. This is not a support-...  ...clients. Client Implementation Associate - Family Office Wealth Technology New York City (On-site) The Position:... 
    Full time
    Work at office

    Verrus

    New York, NY
    3 days ago
  •  ...Private Wealth Client Associate New York, New York To proceed with your application, you must be at least 18 years of age. Acknowledge...  ...wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    New York, NY
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Client Associate — Expert Client Service in NY. Be the first to apply!