Wealth Management Client Services Associate
PowerToFly
A leading financial services firm in New Jersey is seeking Registered Client Service Associates to provide exceptional service. The role involves supporting Financial Advisors with client relationships and transactions, requiring strong interpersonal skills and a high school diploma. Candidates should also have relevant licenses, like Series 7, with a preference for two or more years of industry experience. This is an opportunity to join a firm's collaborative environment with a commitment to employee growth. #J-18808-Ljbffr
$68k - $90k
...Client Service Associate Client Service Associates provide exceptional service to our clients and... ...support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis.... ...and/or other duties directed by local management Administrative Support: Answering...SuggestedTemporary workWork at officeLocal area$68k - $90k
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. Through regular interactions... ...other duties directed by local management ADMINISTRATIVE SUPPORT: •...SuggestedFull timeTemporary workWork at officeLocal area$80k - $95k
Job Overview - Client Service Associate (Wealth Management) Atlantic Group is hiring a Client Service Associate (Wealth Management) in Bergen County, NJ. Compensation: $80,000 - $95,000/year + bonus. Schedule: Monday to Friday (Hybrid). This hybrid role supports client...SuggestedWork at officeMonday to Friday- ...Morgan Chase is seeking a Private Client Investment Associate in Fair Lawn, NJ. You will provide client service and administrative support to... ...handling account openings, trades and wealth planning tasks. The role emphasizes risk management, client relationship building and...Suggested
- Morgan Stanley is seeking a Registered Client Service Associate in New Jersey to support client accounts, process requests and coordinate with Financial Advisors. The role emphasizes strong service, adherence to firm policies and accurate documentation. The candidate will...Suggested
- J.P. Morgan Chase in New Jersey seeks a Private Client Investment Associate to provide client service, operational support and wealth planning assistance within Wealth Management. You will support Advisors with account openings, trades and money movement while helping...
$32.92k - $90k
...POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and... ...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis... .../or other duties directed by local management ADMINISTRATIVE SUPPORT Answering...Temporary workWork at officeLocal area$41.2k - $76.8k
...EstateSalary: 75000Posted Date: 2026-03-27Client Service Associate, Business Insurance Our not-so-secret... ...and how you can make your mark as a Client Service Associate within our Business... ...Group, you will support the Account Management and Sales teams, ensuring the clients’...Minimum wageWork at officeLocal areaNight shift- ...Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth... ...and investment products and services for individuals, companies, and institutions... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they...Seasonal workWork at officeWork from homeShift workDay shift
$25 - $44 per hour
...Merrill Wealth Management Job Opportunity Merrill Wealth Management is a leading provider... ...management and investment products and services for individuals, companies, and... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...Hourly paySeasonal workWork at officeWork from homeShift workDay shift$28.85 - $39.9 per hour
J.P. Morgan Wealth Management - Private Client Investment Associate - Fair Lawn, NJ Fair Lawn, NJ, United States and 1 more Job Information Job Identification... ..., and delivering extraordinary customer service while maintaining a strong commitment to diversity...Full time$64.1k - $88.1k
...We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement... ...small business and institutional clients. We are a longstanding leader... ...a Registered Client Service Associate, you will provide dedicated support...Full timePart timeFor contractorsHome officeShift workDay shift$68k - $90k
...Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard... ...Proactively participate in firm initiatives directed by local management Regularly seek opportunities to use firm resources for...Temporary workWork at officeLocal area$65k - $90k
...work from home. Must have Financial Services experience as a Sales Assistant extra... ...experience. POSITION SUMMARY: The Client Services Associate enhances the client experience by providing... ...as digital, online access and cash management offerings, that support clients'...Full timeWork experience placementWork at officeLocal areaRemote workWork from homeMonday to FridayFlexible hours$25 - $35 per hour
...time potential About the Opportunity We are seeking a Client Services Associate to support a team of Financial Advisors in Pearl River, NY... ...and solutions, such as digital and online access and cash management offerings, that support clients' needs ~ Onboard new...Hourly payFull timePart timeWork experience placementWork at officeLocal areaRemote workWork from homeMonday to FridayFlexible hours$19 - $20 per hour
...Job Title: Client Services Associate Position Overview: The Client Services Associate/Hospitality & Workplace Operations Associate is responsible... ...building‑related issues (HVAC, plumbing, electrical) to management. Perform minor furniture fixes; elevate when third‑party...Hourly payTemporary workWork at officeImmediate startDay shift$125k - $226.25k
About the roleWealth Services is a strategic growth area, and we are seeking an experienced Product Manager to help shape, scale, and modernize the capabilities that support our wealth clients, relationship teams, operations partners, and technology stakeholders.This role...Full timeTemporary workWork at officeFlexible hours3 days per week- Atlantic Group in New Jersey is seeking a Client Service Associate (Wealth Management) to support client relationship management, account administration, money movement, reporting, and investment operations. The ideal candidate has 3+ years in a registered investment advisor...
$65k - $80k
...Client Service Associate Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services... ..., in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently...Work experience placementWork at office- Ark Asset Advisors in Pearl River, NY is seeking a Client Services Associate to support a team of Financial Advisors in a flexible, part-time role... ...communication and MS Office skills, and the ability to manage client requests, document handling, and collaboration with...Remote jobFull timePart timeFlexible hours
- ...Chase, we are passionate about helping our clients, supporting our employees, building... ...and delivering extraordinary customer service while maintaining a strong commitment to... ...needs. A Private Client Advisor in Chase Wealth Management offers comprehensive financial planning...
- ...Chase & Co. in Paramus, NJ seeks a Private Client Advisor to deliver comprehensive... ...leading digital platforms. The role requires managing a book of business with a focus on relationship... ...beyond investments, leveraging Chase Wealth Management resources. #J-18808-Ljbffr JPMorgan...
- ...estate planning, retirement planning, and wealth management. The ideal candidate has 1-3+ years of... ...accounting or tax experience and enjoys direct client work, with potential to expand beyond traditional tax compliance into advisory services. #J-18808-Ljbffr AlphaHire
- Janney Montgomery Scott LLC is seeking a Registered Private Client Associate in Hackensack, New Jersey. The role focuses on providing comprehensive... ...financial licenses and demonstrate excellent customer service skills, organizational abilities, and a strong attention to...
- J.P. Morgan Chase Wealth Management is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families. You will build lasting relationships, leverage digital tools, and provide tailored solutions that align...
$22 - $29 per hour
...responsibility. Overview of the Assistant Manager of Sales and Service role You will support the... ...while serving as a role model for sales associates in sales generation and service by prioritizing... ...· Ensure timely resolution of client service issues including delivery/...Hourly payFull timePart timeWork experience placementH1bLocal areaHome officeRelocation packageFlexible hoursShift workWeekend work$100k - $150k
...to delivering real value to our clients.Our mission is to provide exceptional service while fostering long-term relationships... ...and family office clients, while managing a team and contributing to the... ...strategy for family office and wealth management clients. Engage with and...Full timeWork at officeLocal area3 days per week$19.81 - $24.76 per hour
...is hiring for a front desk role that involves supporting practice staff and managing patient check-ins and check-outs. The position requires a high school diploma and previous customer service experience. A critical aspect of this role is demonstrating outstanding service...Hourly pay- RMR Wealth Builders, Inc. is seeking a Wealth Advisor for their Montclair, New Jersey headquarters. This client-facing position focuses on comprehensive financial planning, retirement education, and relationship management. The role involves leading clients through financial...
$75k
...company’s success. As a Premier Client Financial Advisor within PNC's Wealth Management organization, you will be based... ...efficiently handling sales and service, identifying sales and/or executing... ...managing all of the risks associated with their business objectives and...Full timeTemporary workPart timeWork experience placementWork at office
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