Elite Client Service Associate, RIA Wealth Mgmt
$80k - $115kMohr Talent
Mohr Talent is seeking a Client Service Associate for a growing RIA firm in Islip, NY. This role is ideal for individuals experienced in wealth management support who can maintain high standards of service while managing multiple priorities. You will be responsible for client communication, account management, and supporting advisors in a structured environment. The position offers a competitive base salary of $80,000 to $115,000 plus bonuses. #J-18808-Ljbffr Mohr Talent
$80k - $115k
Client Service Associate - RIA Wealth Management Location: Islip, NY Type: Direct Hire Salary: $80,000-$115,000 base + bonus Schedule: 100% Onsite | Monday-Friday About the Opportunity We’re partnering with a highly respected, technology-forward RIA firm in Islip, NY...SuggestedWork at officeLocal areaMonday to Friday$16 - $40.87 per hour
...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 with clients, individuals in this role build trusted relationships. Leading...SuggestedHourly payTemporary workWork at officeLocal area$51.45k - $84k
About Wealth Enhancement Wealth Enhancement is an independent wealth... ...enriching the lives of our clients. We continually seek to... ...plans and investment management services to over 90,000 households from... ...please visit Client Service Associate / Sr. Client Service Associate...SuggestedFull timeTemporary workWork at officeFlexible hoursNight shift$70k - $115k
...within Institutional Consulting Solutions (ICS), is an integrated client service solution for institutional and family office clients. IIS... ...OCIO”), Morgan Stanley Fund Services, Graystone Consulting and Wealth Management Operations.The Institutional Client Specialist is responsible...SuggestedContract workTemporary workWork at officeFlexible hours$26.5 - $45 per hour
...Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth... ...management and investment products and services for individuals, companies, and... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shift$17 per hour
...someone who thrives in a welcoming, customer service-oriented environment with excellent... ...enjoy building strong relationships with clients, then look no further and apply today! Join our team as a Client Service Associate and be the friendly face for all those who...Hourly payLocal areaFlexible hours$17 per hour
...Client Service Associate We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships with clients, then look no further and apply today! Join our team as...Hourly payLocal areaFlexible hours- ...someone who thrives in a welcoming, customer service‑oriented environment with excellent... ...enjoy building strong relationships with clients, then look no further and apply today! Join our team as a Client Service Associate and be the friendly face for all those who...Flexible hours
- The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes excellent customer service and problem‑solving skills to confidently provide information and education to clients in a timely...Full timeCasual workWork at officeRemote workFlexible hours
- Morgan Stanley is seeking a Client Relationship Analyst in New York to deliver superior client service and support Financial Advisors and Private Wealth Advisors. You will assist with daily client needs, process transactions, and help prepare meeting materials while educating...Full time
$150k - $155k
Wealth Advisor (HNW Relationship Manager) Brentwood, NY | $150,000-$155... ...with a highly regarded, boutique RIA on Long Island that delivers a true white‑glove client experience for high‑net‑worth... ...closely with advisors and client service team to ensure seamless execution...Local areaImmediate startMonday to Friday$75k - $90k
Janney Montgomery Scott LLC is seeking a Registered Private Client Associate in Hauppauge, NY. This role involves assisting in the administration and marketing of client relationships, supporting Financial Advisors in growing their business through productivity-based campaigns...$142.1k - $236.8k
...Wealth Management Advisor Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book... ...Promote and sell the full array of financial services distributed by the Company to current...Temporary workWork experience placement- The Financial Services Representative II at Teachers Federal Credit Union will strengthen member relationships and guide them to online and mobile banking tools. You will learn clients’ goals and tailor financial solutions to meet their needs while promoting cross-sell...
- JPMorgan Chase & Co. is seeking a Private Client Advisor in Hauppauge, New York. In this role, you will provide comprehensive financial planning and advice to clients, helping them manage investments and deepen relationships. Your expertise will cater to a diverse range...
$72.28k - $108.16k
...will leverage their experience to meet the unique needs of TD Wealth clients and help achieve their financial goals. The salary range is... ...experience and skills. The role emphasizes customer-centric service and collaboration with other departments. #J-18808-Ljbffr TD$150k - $155k
Mohr Talent is looking for a Wealth Advisor (HNW Relationship Manager) based in Brentwood, NY, to manage established client relationships and provide tailored financial advice. This role offers a high-touch model with limited business development pressure, focusing instead...$150k - $155k
Mohr Talent is searching for an experienced Wealth Advisor in Smithtown, NY. The ideal candidate will inherit approximately 80-100 established client relationships and will focus on delivering exceptional service rather than heavy prospecting. This role offers a competitive...$150k - $155k
...boutique Registered Investment Advisor (RIA) is seeking an experienced Wealth Advisor to join its growing team.... ...known for delivering a white-glove client experience and building long-term, multigenerational... ...on delivering exceptional client service rather than heavy prospecting. With...Full timeLocal area- Morgan-Stanley is seeking a Client Service Associate located in the Town of Islip, NY, to provide exceptional service and support for Financial Advisors. The role emphasizes strong interpersonal skills and the ability to develop trusted client relationships. Candidates...
$75k - $90k
Registered Private Client Associate - Hauppauge, NY Janney Montgomery Scott LLC, 100 Motor Parkway, Hauppauge, New York, United States of America... ..., June 16, 2026 at 4:00 AM Janney is an award-winning full-service financial services firm committed to understanding our...Full timeWork at officeImmediate startWork from homeHome office- ...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they...Seasonal workWork at officeWork from homeShift workDay shift
$66.56k - $99.32k
...Bank in Hauppauge, NY is seeking a Financial Advisor Associate to work with clients on their wealth management needs. The person will analyze clients' financial... ...'s degree, relevant work experience in financial services, and strong communication skills. The position offers...Work experience placement- A financial services firm is seeking a Relationship Manager for Wealth Management in New York. This role involves being the primary contact for high-net-worth clients, managing account servicing, and maintaining detailed documentation in Salesforce. Applicants must possess...
- As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your... ...in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating...
- Janney is looking for a Registered Private Client Associate in Hauppauge, NY who will assist in enhancing client relationships and support financial advisors. The role requires exceptional customer service, communication skills, and the ability to build relationships....Work at office
- Bank of America in New York is seeking an engaged client service professional to educate clients in the lobby and guide them to self‑service resources, including ATM, online, and mobile banking. The role focuses on accurate cash handling and building deep client knowledge...
- ...Personal Banker III (Financial Services Representative) Role Overview: As a Financial Services Representative III (Personal Banker)... ...as consumer lending, commercial lending, mortgage lending, and wealth management, this position includes a supervisory component. You...Local areaFlexible hoursNight shift
- ...JPMorgan Chase Bank, N.A. in Hauppauge is looking for a Private Client Advisor to provide tailored financial planning and advice. This role supports individuals and families, from new savers to affluent clients, enhancing their investment experience. The ideal candidate...
$85k - $140k
...(“MS”) is a global financial services firm that conducts its business... ...—Institutional Securities, Wealth Management, and Asset Management... ...advice and services to its clients including brokerage,... ...a high potential candidate (“Associate Private Banker” or “APB”) to...Temporary work
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