Wealth Services Operations Associate
$74k - $79.9kGoldman Sachs Group, Inc.
Goldman Sachs Group, Inc. is seeking an Associate in Client Services - Operations based in Cohoes, New York. The role involves conducting daily reconciliations, liaising with partner teams, and producing comprehensive financial reports. Applicants must hold a Bachelor’s degree in a relevant field and have two years of experience, including proficiency in Microsoft Office and project management tools. The salary range for this position is between $74,000 and $79,900 annually. #J-18808-Ljbffr
$135k - $175k
Wealth Operations and Investor Services Associate Location: New York What role will you play? As an associate, you will be a key member of the Fund Management team supporting Alternative Investment products on the wealth platform. You will manage and prioritize ongoing...SuggestedTemporary workWork from homeFlexible hours$20 - $31 per hour
...New York is looking for a Financial Consultant Associate to provide vital administrative support to the Wealth Management team. You will help manage the Financial... ...queries, organizing paperwork, and prioritizing operational tasks. The ideal candidate holds a Bachelor's...SuggestedHourly payWork at office$130k - $165k
Athene is seeking a Global Wealth COO Associate in New York to drive strategic planning and execution within Global Wealth Management Solutions... ...with sales and product specialists to enhance operations and support strategic initiatives. The ideal candidate will...Suggested- Join J.P. Morgan Wealth Management’s Content team and help power a newsroom-style operation that delivers timely market insights and education to clients and the public. As a Content Associate, you will serve as the operational engine behind our written and multi‑media...SuggestedWork at office
- ...management firm is seeking a candidate for a role in the Asset & Wealth Management division. The ideal applicant will support senior... ...for XIG sub-advised funds, with a focus on liquidity and operational efficiency. Candidates should possess 2 to 4 years of relevant...Suggested
- OneDigital is seeking a dedicated professional for a vital role in wealth management operations, focused on ensuring smooth back-office operations and effective client service. The ideal candidate will handle client transactions, maintain accurate records, and enforce...
$70k - $90k
...is a boutique RIA based in Austin, TX operating as a quasi–family office for ultra–high... ...based principles alongside comprehensive wealth planning, including tax, estate, cash... ...seeking a Fully Remote Operations / Client Service Associate to join our team. As a small,...Full timeWork at officeRemote workWork from home$70k - $90k
...A boutique financial firm is seeking a Fully Remote Operations / Client Service Associate to manage daily client service requests and support operations. You'll oversee onboarding, manage Advisor workflows, and improve internal processes. Strong communication and organizational...Permanent employmentRemote work- A leading financial services firm in New York is seeking a Family Wealth Services Associate to support its Ultra High Net Worth Strategy team. This role involves assisting with tailored solutions for ultra-high-net-worth families by collaborating with senior leaders and...Work at office
- Family Wealth Services provides ultra-high-net-worth families with tailored solutions to manage and grow their wealth. The platform includes... ..., Family Lifestyle, and Outsourced Family Office offerings. Associates help deliver these services by supporting client education,...Work experience placementWork at office
$85k - $95k
...We’re looking for a Senior Associate to support Arch’s various client... ...firms. You’ll focus on operational execution, data quality, reporting... ...to Have Experience in wealth management, private funds, family... ..., and deliver exceptional service to our clients. For select...Full timeWork at officeRelocation$34.32k - $90k
711 MS Smith Barney, LLC is seeking a Client Service Associate in New York, NY. This role focuses on providing exceptional service to clients while supporting Financial Advisors and Private Wealth Advisors. Responsibilities include managing client relationships, executing...$100k - $115k
...Senior Client Service Associate- LCK Wealth Management 300 Madison Ave, New York, NY 10017, USA Job Description Posted Tuesday, May 12, 2026 at... ...build, lead, and scale best-in-class client service and operational processes. What You'll Do Have knowledge of finance, including...Permanent employmentWork at officeLocal area$80k - $100k
...A wealth management firm in New York is seeking a Client Service Associate to provide quality service, facilitate operational tasks, and assist with client onboarding. The ideal candidate has strong interpersonal skills, experience in customer service, and a problem-solving...$78.32k - $109.28k
Citigroup Inc. is hiring a Licensed Client Service Associate in New York. This role involves delivering wealth management services while demonstrating strong analytical and communication skills. Candidates must have 2-5 years of relevant experience and a Bachelor's degree...$74.39k - $103.81k
Citi is looking for a Registered Client Service Associate in Bethesda, Maryland. This role integrates specialty knowledge in delivering wealth management services to clients while... ...and a Bachelor’s degree. The position operates in a hybrid model and offers a salary range...- J.P. Morgan in New York is seeking a Private Client Investment Associate to support Advisors with client service and operational tasks in Wealth Management. This role involves facilitating requests, resolving client issues, and assisting with wealth planning. The ideal...
- ...Hightower Advisors in New York is seeking a Senior Client Service Associate to join the LCK Wealth Management team. The role focuses on providing top-notch client service and operational support to Ultra High Net Worth clients. Candidates should have over 3 years of client...Work at office
$23.52 - $39.17 per hour
...LPL Financial LLC is seeking a Senior Client Service Associate for an in-office role located in Wantagh, NY. This position will support financial... ...2+ years of financial industry experience, preferably in wealth management, and a strong client service background. The...Hourly payWork at office$100k - $115k
...seeking someone to join our Financial Advisor Compensation Services Team as an Associate in Wealth Management Finance to serve as a central point of... ...colleagues in HR, Field Management, Technology, Finance, and Operations Perform analytical investigations across business...Temporary workHome office$110k - $125k
...About the Role As a Fund Operations Associate, you will sit at the center of Allocate's fund... ...execution role - and one where extreme client service is non-negotiable. You will manage high... ...as a trusted operational partner to wealth advisors and investors - responding...Full timeWork at office$80k - $95k
...Sales Service Associate Blue Owl is a leading asset manager that is redefining alternatives. With over $315 billion... ...(SSA) role is an essential part of our Private Wealth team and tasked with preserving the operational efficiency of our organization. The Associate will...Permanent employment$145k
...Trade Operations Associate MIO Partners Inc. (MIO) is a global, world-class investment and advisory... ...asset management and advisory services to current and former McKinsey employees... ...provide objective advice on long-term wealth building and create distinctive investment...Work at officeRemote workFlexible hours$120k - $172k
...Vice President, Wealth Management Operations Strategy We are seeking a highly skilled and strategically minded Vice President to join our Wealth... ...an Advanced Specialist level position within the Client Service & Relationship Management, which is responsible for managing...Temporary workLocal area- TAL Life LTD seeks a detail-oriented, analytical team player for their New York office. This role involves supporting Client Service and Office Management functions, with responsibilities in updating clients' accounts, maintaining the office environment, and managing tax...Work at office
$75k - $95k
...Sales Associate / Client Service Associate Wealth Management The Sales Associate / Client Service Associate will provide high-touch client service, sales support, operational coordination, and select trading support to a Wealth Management team serving executives, founders...Full timeWork at office- Park National Bank is seeking a Trust Operations Coordinator responsible for analyzing metrics and collaborating with software stakeholders to enhance client experiences. Candidates should have 2-4 years of banking or trust experience and at least a High School Diploma...
$115k - $125k
Neuberger Berman is seeking a Client Service Operations Manager in New York, NY. This role involves supporting operations, improving processes... ...ensuring a seamless client experience within their Private Wealth Management team. The ideal candidate will have over 10 years...$90k - $110k
Immediate support role within wealth management and financial planning operations, ensuring smooth back‑office and client service excellence. Responsibilities Collaborate with custodians, brokerage firms, financial institutions, and internal corporate teams to process client...Work experience placementWork at officeImmediate start- Citi is seeking an experienced Ops Sup Supervisor to lead operational parameters for the UAE Wealth business. You will analyze business parameters and ensure compliance while participating in key projects. This role involves collaboration with multiple business and technology...Full time
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