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
- ...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
- ...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...SuggestedFlexible hours
$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...SuggestedLocal area$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...SuggestedPermanent employmentWork at officeLocal areaMonday to Friday- 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...SuggestedWork at officeMonday to Friday
- ...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...
$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 timeTemporary workPart time- 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
- 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...InternshipWork at office
$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 paySeasonal workWork at officeWork from homeShift workDay shift$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- 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...
- 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...
- 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...
- 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...
$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 timeTemporary workPart time$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 paySeasonal workWork at officeWork from homeShift workDay shift- 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...
- 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...
$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 paySeasonal workWork at officeWork from homeShift workDay shift$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$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 timeTemporary workWork at officeLocal area- ...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
- 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
$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- 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...
$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 timeTemporary workWork at officeLocal area- 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...
- ...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 timeWork at office
- ...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 workWork at officeWork from homeShift workDay shift
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