Wealth Management Client Service Associate | Growth & Support
Oppenheimer & Co. Inc.
Oppenheimer & Co. Inc. is seeking a Registered Client Service Associate at their Florham Park, NJ branch to support Financial Advisors in sales, marketing and daily operations of a growing wealth management practice. The role requires superior interpersonal and multitasking skills, the ability to work independently as well as within a small team, and a commitment to service excellence. Candidates should have FINRA Series 7 and 63/65 (or 66) within three months. #J-18808-Ljbffr Oppenheimer & Co. Inc.
$50k - $53k
Northeast Private Client Group is a distinguished... ...often multigenerational wealth. Our firm was... ...is seeking a Client Service Associate to support the onboarding of new... ...CRM Respond to and manage client inquiries. Troubleshoot... ...year of employment) Growth & culture:...SuggestedFull time- ...Oppenheimer & Co. Inc. in Florham Park, NJ seeks a Registered Client Service Associate to support Financial Advisors in sales, marketing, and day-to-day wealth-management operations. The role requires exceptional interpersonal and multi-tasking skills, a commitment to...Suggested
$32.2k - $90k
PowerToFly is hiring a Registered Client Service Associate in Morristown, New Jersey. This role focuses... ...exceptional client service and supporting Financial Advisors. Candidates should... ...Essential duties include onboarding clients, managing accounts, and supporting marketing...Suggested- ...Walsh is seeking a motivated Registered Client Service Associate to join our financial services team in... ..., handle account inquiries, and support daily operations with a client‑centric... ...person position offers training, career growth, and a collaborative, team‑oriented #J...Suggested
- Hennion & Walsh is seeking a Client Service Associate to join our wealth management team. You will assist financial advisors with account servicing, paperwork processing, and day-to-day client communications in a collaborative office environment. Ideal candidates have...SuggestedWork at office
$45k - $60k
...motivated and detail-oriented Client Service Associate to join our growing... ...build a long-term career in wealth management and client service within... ...fellow service team members to support clients with account... ...Interest in long-term career growth within the financial services...Work at office$50k - $70k
...detail‑oriented Registered Client Service Associates to join our growing... ...level service, operational support, and relationship management. This position combines... ...supporting Financial Advisors or wealth management teams... ...in long‑term career growth within the financial services...Work at office- H Cap Connect, LLC in Parsippany, NJ is seeking a Registered Client Service Associate on the Transition Team to support advisor transitions and deliver a white-glove client experience. You'll train on the firm's technology and multi-custodial environment, become a trusted...
$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... ...role is to provide client service management support to our clients and operational support to advisor...Work at office- ...Registered Client Service Associate (Transition Team) Location: Parsippany... ...partnering with a growing wealth management firm seeking an experienced... ...so you're ready to support advisors as they join the... ...part of the firm's long-term growth strategy. If you're looking...Permanent employmentImmediate startShift work
$60k - $65k
...& Co. Inc.'s Private Client Division is currently... ...a Registered Client Service Associate for their Florham Park... ...responsibility is to support Financial Advisors in... ...operations of a growing wealth management practice. This role... ...disposition seeking growth and opportunity to expand...$32.22k - $90k
...Position Summary Registered 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... ...other duties directed by local management Administrative Support Answering...Temporary workWork at officeLocal area- ...Registered Client Service Associate Registered Client Service Associates provide exceptional... ...service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily... ...other duties directed by local management Administrative Support: Answering...Work at officeLocal area
$50k - $60k
...Description Job Description Client Service Associate Employment Type ~... ...curious, and supportive team. We strive for excellence... ..., and document creation Managing select vendor relationships... ...AD&D insurance ~ Room for growth and promotions! ~ Floating...Full timeTemporary workWork at officeRemote workWork from home- ...Our commitment to our clients is matched only by our... ...seeking a dynamic Client Service Associate to join Advisors, Mark... ...Klein’s team and support our growing initiatives... ...compliance emails. Manage and maintain Constant... ...play a key role in the growth and success of a leading...Contract workWork at office
- Morgan Stanley is seeking a Registered Client Service Associate in Morristown, NJ to support Financial Advisors and teams. You will manage client accounts, answer inquiries, process transactions, and onboard clients with a client-first mindset. Strong communication, organization...
- ...Client Scheduling Associate (Corporate Services) At Veritext, we focus on the details so legal... ...Associate (Corporate Services) manages all aspects of... ...difference beyond the workplace, supporting local causes and paying... ...and professional growth Engaging, collaborative...Temporary workFor subcontractorSummer workLocal areaRemote work
- Corient Private Wealth LLC. seeks a Client Service Lead in Morristown, NJ to guide a team of Client Service Associates, ensuring efficient operations and outstanding client service. You will collaborate with clients, advisors, and internal teams to oversee all client-related...
- ...Partner with Impact. The Client Services & Operations Manager oversees high-level administrative... ...process enhancements Support Client Relationship... ...development, and long-term growth within the firm You acknowledge... .... #J-18808-Ljbffr Bluespring Wealth Partners, LLCSummer internshipWork at office
- ...enthusiasm for helping our clients, taking care of our... ...customer service while maintaining a... ...Client Investment Associate in J.P. Morgan Wealth Management, you will provide client... ...and administrative support to Private Client... ...sales and deposit growth and have the most-used...
$110k - $180k
...company's platform supports pre-publication review... ...organizations manage risk, ensure regulatory... ...Jersey, and serves clients across financial services and other regulated... ...including insurance and wealth management. We're looking... ...their reps in a growth-stage or startup...Remote work- ...employee-owned, full-service leading... ...service to our client’s and their families... ...comprehensive wealth planning and... ...professional asset management services,... ...workspaces effectively support both current... ...in a high-growth or fast-paced environment... ...level Associate Employment type...Full timeFor contractorsRelocation
- ...employee-owned, full-service leading... ...comprehensive service to our clients and their... ...delivering comprehensive wealth planning and... ...asset management services, private... ...Technical Accounting Associate will support the firm’s technical... ...in a fast-paced, growth-oriented environment...Internship
- ...Associate Client Support Consultant (Spring 2026 Graduates) Are you ready to join... ...winning training and world-class service guidelines to help you achieve success, growth, and continued learning? Are... ...Support. You will help our clients manage their business using our...
$58.5k - $65k
...looking for an experienced and motivated client services professional to join our Client Success... ...individual, have the ability to manage multiple priorities, excel in a deadline... ...including onsite presence as needed Support overall client satisfaction by providing...Full timePart timeWorldwideFlexible hours$17.02 - $30.14 per hour
Associate Client Support Consultant (Spring 2026 Graduates) ADP is hiring an Associate... ...training and world‑class service guidelines to help you achieve success, growth and continued learning? Are you... ...Client Support: help clients manage their business using our solutions...Hourly payMinimum wageTemporary workLocal area- ...Attorney Search is seeking a Resource Attorney for its Emerging Growth and Venture Capital practice in Short Hills, NJ. This role... ...assets, refining workflows, and leveraging technology to enhance client service, with flexible remote options. You will lead resource planning...Remote jobFlexible hours
- JPMorgan Chase & Co. seeks a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment solutions to individuals... ...management needs. The role emphasizes client-centric service, integrity, and ongoing education about digital tools...
$99k - $252.45k
Industry/SectorAsset and Wealth ManagementSpecialismAssuranceManagement... ...SummaryThe OpportunityAs a Managed Services - Real Estate Fund Level... ...enhance efficiency for our clients. Within our Assurance... ...strengths and foster professional growth- Addressing conflicts and...Full timeH1b- ...Valuation, or Litigation Support? At DLA, we specialize in helping clients navigate complex... ..., support, and growth opportunities to... ...currently hiring an Associate to join our... ...high-quality client service What You’ll Bring... ...PowerPoint Ability to manage multiple...Currently hiringWork at officeFlexible hours2 days per week
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