Client Services Associate for Portfolio Management
Silvercrest Asset Management Group
Silvercrest Asset Management Group LLC in New York is seeking a highly organized Client Associate to support a portfolio manager and client team with account administration and client service. You will handle transfers, maintain client information in APX, Outlook and Excel, prepare new account paperwork, and assist with meetings and client communications. The role offers a competitive base salary and comprehensive benefits, including medical, dental, vision, 401(k), and generous time off. #J-18808-Ljbffr Silvercrest Asset Management Group
$75k - $100k
...Client Service Associate WHO WE ARE Procyon is a vibrant and growing wealth management platform comprised of a Registered Investment Advisor (RIA), Benefits, Tax and Risk... ...account/product applications Prepare portfolio reviews for advisors Cashiering: Fulfill...SuggestedFull timePart timeWork at officeRemote workWork from homeMonday to Friday- ...Silvercrest Asset Management Group LLC is seeking a highly organized Client Associate to support a portfolio manager and client team with account administration and client service in New York City. The role emphasizes strong follow-up, professional client interactions,...Suggested
$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... ...to open an account and managing the portfolio on the firm’s portfolio accounting systems, including...SuggestedFull timeWork at office$80k - $105k
...diverse range of financial services, including banking,... ..., and municipal clients. It connects a diverse... ...offers a competitive portfolio of benefits to its employees... ...service functions associated with supporting the strategic... ...related to cash management services, including payments...SuggestedWork at officeLocal areaRemote workWork from homeWorldwide- ...Our client is an established wealth management firm in Midtown Manhattan seeking a Senior Client Service Associate to support advisors and deliver a high level of service to high-net-worth... ...and information within CRM and portfolio management systems Work with custodians...Suggested
$67k - $92.1k
...diversified financial services leader with more than... ...trillion in assets under management, administration and... ...business and institutional clients. We are a longstanding... ...Client Service Associate, you will provide dedicated... ...advisors by preparing portfolio materials for client...Full timePart timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week$80k - $85k
...rethinking possibilities for our clients. By delivering the... ...distinctive investment management capabilities, we provide... ...Job Summary): The Client Service team partners with the portfolio management team, operations... ...our next Client Service Associate to support our growing business...Full timePart timeWork experience placementWork at officeFlexible hours- 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...
$53.74k - $88.29k
## Client Service AssociateApply: Berwyn, PA: Full time: Posted 2 Days... ...WSFS Company, provides locally managed and collaborative wealth... ...businesses.The Client Service Associate supports the Retirement Plan... ...CRM), custodial systems, and portfolio management platforms.*...Full timeWork at officeFlexible hours- ...The Role We are seeking a proactive Client Services Associate to join our team in China. In this role... ...of contact for assigned clients, managing end-to-end project execution while ensuring... ...grow key accounts. Lead and manage a portfolio of concurrent research projects from...Full timeContract workWork experience placementInternshipLocal areaRemote workWorldwideMonday to Friday
- Investment Management firm based in Manhattan is seeking a Client Services Associate to join their Client Services department. The Client Services Associate will serve... ...necessary to open account and manage the portfolio, including client guidelines and any restrictions...Full timeWork at office
$100k - $110k
...Treasury Partners provides investment services to corporations, endowments,... ...services include comprehensive wealth management, customized portfolio reporting, and development of investment... ...New York City and services over 300 clients globally with over $22 billion in client...Permanent employmentWork at officeLocal area- ## Client Service AssociateApply: Wayne, Pennsylvania - United States: Full time: Posted Today... ...Run Financial is an independent wealth management practice guided by the belief that... ...**Position Summary**The Client Service Associate is a highly visible, client-facing role...Full timeFor contractorsWork at office
$42.95k - $68.67k
...brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their... ...initiatives that facilitate the new policy and client service processes. The Client Services Associate must provide superior client service by...Work at office$65k - $75k
...wealth advisory practice within the financial services industry, focused on supporting clients with wealth management. The organization addresses challenges in client... ...solutions. About the Opportunity: The CLIENT SERVICE ASSOCIATE role supports the advisory team by managing...Private practiceRemote work- Client Service Associate Wealth Management Are you a financial professional with a passion for providing comprehensive wealth management services to high-net-worth clients and institutions? Our client, a distinguished wealth management and registered investment advisory...
- A wealth management firm is seeking a Client Service and Operations Associate to support client service, account administration, and daily operating workflows. You will work closely with the leadership team and be responsible for accurate, timely support across the practice...Work at office
- ...Are At Vicus Capital , we’re not your typical investment management firm. With over $3 billion in assets under management and... ...for someone who shares that mindset. Now Hiring: Dedicated Client Services Associate About the Role Are you highly organized, detail-oriented,...Full timeTemporary workWork at officeImmediate startFlexible hoursShift work
- Invesco’s Americas Client Service team seeks a qualified Client Service Associate to support our growing Separately Managed Accounts business from the Seattle office. The role emphasizes collaborative work with portfolio management, operations, trading and distribution...
- 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,...
- Oppenheimer & Co. Inc. is hiring a Registered Client Service Associate for their Midtown East, NY branch. The role supports Financial Advisors with sales, marketing and daily operations of a wealth management practice, requiring strong interpersonal and multitasking abilities...
- A financial services firm in Manhattan is seeking a Client Services Associate to manage client operations and communications. The role requires a Bachelor’s degree, 1-6 years of experience in the financial services or banking industry, and proficiency in Microsoft Office...Work at office
$34.32k - $90k
POSITION SUMMARY Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an... ...Proactively participate in firm initiatives directed by local management Regularly seek opportunities to use firm resources for...Work at officeLocal area- 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.’s Private Client Division is seeking a Registered Client Service Associate at the Chrysler East, NY branch. The role supports Financial Advisors... ...and day-to-day operations of a growing wealth management practice. The candidate should have superior...
$60k - $70k
Sr Client Service Associate### Sr Client Service AssociateApply: Parsippany, NJ: Full time: Posted Yesterday: R-102842**About Wealth Enhancement** Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients...Full timeTemporary workWork at officeMonday to FridayFlexible hours- U.S. Bank is seeking a Private Wealth Management Universal Assistant to serve as the daily contact between Wealth Management, Trust, Banking, or Investment clients and the bank. You will handle client calls and transactions, escalate items as needed, and work under delegated...Work at officeFlexible hours3 days per week
- Morgan Stanley is seeking a PWM Registered Client Service Associate to provide exceptional client service and administrative support. In this entry... ...'ll engage with clients, support Financial Advisors, and manage client accounts. The ideal candidate is proactive, detail-...
$70k - $80k
Role Summary We're hiring a Client Services Associate on behalf of our client - a growing wealth management firm based in Long Island, New York. Client Services Associate - Wealth Management Firm Location Long Island, New York Work Environment Full-time, On-Site Role...Full timeTemporary workSummer workWork at officeFlexible hours- Christopher Street Financial (CSF) is a growing financial planning and wealth management firm based in New York City, serving clients nationwide. The Client Service Associate role supports all stages of client relationships, including onboarding, account setup, and maintenance...Work at office
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