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$25 - $44 per hour
...Job Overview Merrill Wealth Management is seeking a Client Service Associate to support multiple Financial Advisors, ensuring client advocacy and operational excellence. Responsibilities Provide excellent client service by educating clients on all bank service and banking...SuggestedHourly paySeasonal workWork from homeShift workDay shift$35k - $85k
Job DescriptionPOSITION SUMMARYClient 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...SuggestedTemporary workWork at officeLocal area$80k - $95k
...Client Service Associate, Insurance & Wealth Management Support Location: Melville, NY | In Office Schedule: Full-time | Monday to Friday in the office... ...Role Stable, full-time opportunity with a growing RIA and broker-dealer affiliated firm managing more than $3...SuggestedFull timeSummer workCasual workWork at officeWork from homeMonday to FridayShift work- Bank of America is seeking a Client Service Support Representative in Smithtown to provide exceptional client service to Financial Advisors and their clients. This role involves assisting with client needs, ensuring compliance with bank policies, and supporting operational...Suggested
$110k - $140k
...Investment Management, LLC is seeking an Associate/Assistant Vice President for its Global Insurance... ...Town of Islip, NY. This role will enhance client growth and support insurance business development through excellent client service and relationship management. The ideal...Flexible 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...Hourly paySeasonal workWork at officeWork from homeShift workDay shift- ...Job Description The Organization: The Wealth Alliance is a rapidly growing investment advisory... ...management analysts, and a top-tier team of service professionals. The Position: We’re seeking a Client Service Associate to join our growing wealth management team....Work at office
$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$25 - $44 per hour
Bank of America is searching for a Client Service Associate to join Merrill Wealth Management in Smithtown. The role involves supporting Financial Advisors and ensuring excellent client service, which includes educational outreach on the bank's services and managing client...Remote jobHourly pay- ...collaborates with banks to provide a comprehensive suite of financial services tailored to their clients needs. This exciting opportunity at Dime Community Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial. This role will...Work at officeLocal area
$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...$50k - $125k
...description Job Title: Financial Advisor (Wealth Management) Why Join Us? Stop searching... ..., proactively engage with prospective clients to grow the firm’s reach. Who Fits... ...in sales, business development, or client services. You want to earn your FINRA licenses...Full timeRelocation- ...Job Description Job Description Summary 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...Full timeCasual workWork at officeRemote workFlexible hours
- 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...
$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...- Morgan-Stanley is seeking a Client Service Associate in Town of Islip, NY. This role involves providing exceptional service to clients and supporting Financial Advisors in maintaining client relationships. Candidates should have a high school diploma, strong organizational...
$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- 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...
$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
...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$75k - $90k
Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally... ...professionally with the firm. Registered Private Client Associate You will play an integral role in the success...Full timeWork at officeImmediate startWork from homeHome office- 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...
$35k - $85k
Morgan-Stanley is seeking a Client Service Associate to provide exceptional service to clients and support Financial Advisors. This role requires strong interpersonal skills and the ability to assist clients with their everyday needs. Responsibilities include supporting...$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- Mohr Talent is seeking a Relationship Manager in Smithtown, NY, to support Financial Advisors and manage client relationships. The ideal candidate will be highly organized and detail-oriented, responsible for client communications and documentation. This full-time position...Full time
- ...seeking a Financial Advisor to deliver personalized investment solutions and foster client relationships. The ideal candidate will have at least 2 years of experience in financial services and possess necessary licenses such as Series 7 and Series 66. This role focuses...
$24.5 - $28 per hour
Join to apply for the Senior Financial Services Representative - Central Region role at Teachers... ...$350,000.00-$650,000.00 1 month ago Citi Wealth - Wealth Relationship Manager -... ...Senior Home Lending Advisor - Kings Park, NY RIA Regional Consultant - New Jersey & Eastern...Full timePart timeWork experience placementWork at officeLocal areaImmediate start- A prominent financial services firm is seeking Financial Advisors to engage with high-net-worth individuals, identify financial goals,... ...experience in financial services or sales. The role emphasizes building client relationships and requires strong communication skills. This...
$72.28k - $108.16k
...is seeking a Financial Advisor in Hauppauge, New York, to guide clients in financial planning and investment management. This role... ...background, relevant licenses, and a commitment to exceptional customer service within a collaborative team environment. The position offers a...
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