Wealth Client Services Analyst
711 MS Smith Barney, LLC
711 MS Smith Barney, LLC seeks a Registered Client Relationship Analyst to provide exceptional service to clients and support Financial Advisors with daily tasks. In this role, you will be responsible for enhancing client relationships, assisting with account management, and providing administrative support. The ideal candidate will possess strong interpersonal skills, be detail-oriented, and have experience in financial services. Also required are proficiency in Microsoft Office and relevant industry licenses. Join us in delivering client-first service within a diverse work environment. #J-18808-Ljbffr 711 MS Smith Barney, LLC
- Neuberger seeks a Private Client Service Associate in New York to manage onboarding and client service support for Wealth Advisor and Portfolio Management teams. The role requires an undergraduate degree, Series 7 and 66 licenses, and strong communication skills. Key responsibilities...Suggested
$75k - $85k
NewEdge Wealth LLC. is seeking a Client Service Analyst in New York City to enhance the client experience by providing exceptional service and operational support. Responsibilities include educating clients on account services, processing service requests, and maintaining...Suggested$60k - $70k
Client Services/Customer Care Support Analyst Join to apply for the Client Services/Customer Care Support Analyst role at OSTTRA Client Services/Customer... ...energized for your time on. Continuous Learning: Access a wealth of resources to grow your career and learn valuable...SuggestedFull timeSecond jobSeasonal workFlexible hours$63.3k - $117.2k
...Deadline: 06/29/2026 Address: 151 W 42nd Street Job Family Group: Wealth Sales & Service Provides support and product expertise for the financial... ...in the assigned portfolio to ensure an exceptional client experience. Introduces services to clients to enhance the overall...SuggestedFull timeContract workPart timeWork at officeLocal area$125k - $250k
Asset & Wealth Management, Trading & Market Strategies - Execution Quantitative Researcher... ...Management is an opportunity to help clients across the globe realize their potential,... ...Sachs, we provide investment and advisory services for pension plans, sovereign wealth funds...SuggestedFull timeTemporary workPart time$85k - $110k
Asset & Wealth Management, Marketing, Social Media Analyst - New York New York, NY, United States Job Description Goldman... ...as an opportunity to help clients across the globe realize their potential... ...provide investment and advisory services for pension plans, sovereign...Full timeTemporary workPart timeWork at office- ...(GAIS) within JPMorgan Chase & Co’s Asset & Wealth Management division, is responsible for sourcing... ...00+ funds representing over $100 billion in client commitments. Job Summary As a Multi Asset Private Markets Investments Analyst within GAIS at JPMorgan Chase & Co’s Asset &...
- Corporate Trust - Client Service Analyst Location: New York, NY Duration: 6-Month Contract Pay Rate: Between $30/hr to $32.00/hr W2 (W2) Job Summary We are seeking a Client Service Analyst to support Corporate Trust operations by managing and strengthening client relationships...Contract work
$80 - $105 per hour
Client Service Analyst - Fund in Midtown Client Service Analyst - Fund in Midtown Get AI-powered advice on this job and more exclusive features. Coda is currently engaged with a Global Hedge Fund in Midtown that is looking to hire an Associate to join the team. This person...Full time$62.5k - $80k
A leading pharmaceutical services provider in the United States is looking for a Client Services Business Analyst. This role supports a pharmaceutical cost and coverage application by managing client engagements and overseeing projects from concept to launch. Candidates...- ...apply for the Senior Pricing Analyst role at Hogan Lovells Join to... ...business team employees, and clients to retrieve, compile, and analyze... ...arrangements and value-added services aimed at increasing cost-... ...Analyst (ILS Focused) Asset & Wealth Management, AM Private,...Full timeWork experience placementWork at officeMonday to Friday
$100k - $120k
Client Services Operations Analyst Location: New York, New York, United States Salary Range: $100,000 - $120,000 gross annually (NY) Job Type: Full Time, On-Site Department: Operational Compliance Role Purpose The Client Services Operations Team plays a pivotal role...Full timeFlexible hours- IQVIA LLC is seeking a Client Service Analyst to ensure clients obtain maximum value from our products and services. This role involves building strong relationships, providing high-quality support, and driving the adoption of our data solutions. The ideal candidate will...
$75k - $85k
...professional and personal goals is the best way to help our clients and advance our business. We take that responsibility... ...Brothers Harriman is currently recruiting a Family Office Client Services & Reporting Analyst - eMoney to join our Capital Partners team. In this role,...Work experience placementWork at officeLocal area3 days per week$62.5k - $80k
Client Services Business Analyst Position Summary The Client Services Analyst supports AccessGenius, a multiplatform pharmaceutical cost and coverage application, serving as a lead or co-lead analyst on client engagements. The role oversees projects from concept through...$100k - $120k
Neara is seeking a Client Services Operations Analyst to ensure premium service delivery. This role monitors payment processes, addresses customer inquiries, and oversees operational requests. Ideal candidates will have 2-5 years in banking or financial operations and...Flexible hours$69k - $71.7k
...are expanding our presence at our headquarters in New York, and we are eager to continue building a great team. As a Client Service Operations Analyst, you will work closely with our clients to ensure service excellence and support multiple internal business segments (...Work at officeWork from homeShift workWeekend workWeekday work$70k - $115k
...analyze, and deliver mortgage solutions for Morgan Stanley’s Wealth Management clients. As an AVP/Associate in Mortgage Pricing & Analytics, you’... ...of experience in mortgage pricing, banking, financial services, or analytics-driven roles Bachelor’s degree in Finance,...Temporary work$175k - $250k
The Pricing Analyst is responsible for providing timely and accurate end... ...Marks, a new provider of valuation services. Citi Marks evaluations are... ...dealers, asset managers, hedge funds, wealth managers, fund accountants and auditors for client statements, research, risk...Work experience placement$33 per hour
Job Description Health Advocates Network is currently seeking a Statistical Assistant to work at a facility in New York, New York . These are registry positions with our company. Pay Rate: $33 / hour Shift details: M-F 8-4 or 9-5, 37.5-40 hrs per week Duties include: Develop...Temporary workShift work- ...Assistant, you will: Qualifications In accordance with Executive Order 12564 of September 14, 1986, the Department of Health and Human Services (HHS) is a Drug‑Free Federal Workplace. The Federal government, as the largest employer in the Nation, can and should show the way...Temporary workWork at office
- Payfuture Technologies is looking for a US Analyst in Financing and Client Services based in New York, NY. The candidate will perform a critical role in managing a portfolio of Structured Finance and Corporate Agency roles, coordinating fundings, and ensuring data integrity...
- Credit Risk Analyst (UAE Nationals Only) Job Req Id: 25906886 Location(s): Dubai, Dubai, United Arab Emirates Job Type... .... The successful candidate will contribute to UAE Wealth Citigold/Citigold Private Client Risk team in identifying, monitoring, and mitigating emerging...Full timeCasual workWork at officeWork from home
$85k - $120k
...Infrastructure Corporate Title: Analyst / Associate Department:... ...Nomura is a global financial services group with an integrated network... ...three business divisions: Wealth Management, Investment Management... ...entrepreneurship, serving clients with creative solutions and considered...Work at officeRelocation package$82.5k
...graduates to grow the next generation of data analysts through our Analytics Development... ...Generation Veeva program. Review the Analytics Services Associate role to inform your decision... ...analytical reports across a large client portfolio Link marketing exposure data to...Work experience placementH1bWork at officeLocal area- ...category, we operate with a full stack of resources, capital, and services to support pet parents. Our multi-brand and omni-channel... ...Position SummaryPetPlace is seeking a detail‑oriented Marketing Data Analyst to enable data‑driven decision‑making across the organization....Temporary workWork experience placementWork at officeFlexible hours
$90k - $180k
...tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of... ...specialized subject‑matter expertise. The Position The Market Data Services Analyst will be a strategic leader within Wellington Management’s...Contract workWork experience placementRemote workFlexible hours1 day per week- ...join a performance marketing analytics team focused on helping clients improve advertising outcomes. In this client-facing role you will... ...role is with a Confidential Client operating in Advertising Services. The client uses commerce intelligence and data-driven decisioning...Full timeWork at officeRemote work
$25 per hour
Statistical Programming Assistant The Conference on Jewish Material Claims Against Germany (Claims Conference), a nonprofit organization with offices in New York, Israel, Germany and Austria, secures material compensation for Holocaust survivors around the world. Founded...Hourly payPart timeRemote work$500 per month
...subsidiaries, Alpaca is a licensed financial services company, serving hundreds of financial... ...broker‑dealers, investment advisors, wealth managers, hedge funds, and crypto exchanges... ...highly analytical and driven Market Risk Analyst to join our growing Risk team. As we expand...Work at officeHome office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Client Services Analyst. Be the first to apply!
- client service analyst New York, NY
- market data analyst New York, NY
- remote customer service chat New York, NY
- customer service inside sales representative New York, NY
- cashier customer service New York, NY
- customer service desk New York, NY
- customer service bilingual New York, NY
- vp customer service New York, NY
- customer service operations specialist New York, NY
- office assistant customer service New York, NY

