Wealth Management Client Services Associate
Morgan Stanley
Morgan Stanley is seeking Registered Client Service Associates in Oakland, California to provide exceptional service to clients and support Financial Advisors and teams. The role involves building trusted relationships through effective communication, and a client-first mindset. Responsibilities include supporting client relationships, executing transactions, onboarding clients, and assisting with administrative tasks. A high school diploma is required, with a college degree preferred, alongside industry experience and various required licenses. #J-18808-Ljbffr Morgan Stanley
$34.32k - $90k
Job Description 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 inbound...SuggestedTemporary workWork at officeLocal area$90k - $122k
Threadline Wealth is an independent SEC-registered... ...sophisticated wealth management and investment solutions... ...with highly personalized client experience. We are a... ..., and client service teams. Role Summary The... ...Senior Client Service Associate is an experienced client...SuggestedWork at officeRemote work3 days per week1 day per week- Citigroup Inc. in San Francisco, CA, seeks a Licensed Client Service Associate to support wealth management services under guidance from Banker teams. The role emphasizes risk awareness, regulatory compliance, and client interaction to safeguard Citi and assets. The role...Suggested
- Jobtailor is seeking a dedicated colleague with a career path in wealth management. If you are an energetic self-starter, you will contribute to... ...team environment and grow with us. Ideal candidates bring a client‑centric mindset, strong communication, and exceptional...SuggestedWork at office
$130k - $175k
...largest alternative asset manager. Blackstone seeks to... .... Blackstone Private Wealth was established to... ...these firms and their clients as well as providing ongoing... ...and other third-party service providers relating to... ...The Investor Services Associate should exhibit strong...SuggestedLocal area- UBS is hiring a Client Associate in San Francisco to support client service, educate clients on account services, and prepare meeting materials. The role requires 1-3 years in finance client service, a finance-focused degree, and strong communication skills. Cantonese/Mandarin...Full time
$35.15k - $90k
DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Cultivate and enhance new and existing client... ...current Identify and assist with Firm services and solutions that support clients’... ...participate in firm initiatives directed by local management Regularly seek opportunities to use...Temporary workWork at officeLocal area- PowerToFly is seeking a Registered Client Service Associate to provide exceptional support for Financial Advisors and clients. The successful candidate... ...clients with services, executing transactions, and managing various administrative tasks. Candidates must have a high school...Work at office
- JPMorgan Advisors, part of JPMorgan Chase & Co., seeks a Client Associate to support Financial Advisors in delivering personalized wealth management services to ultra-high net worth clients. You will handle onboarding, documentation, and implementation of investment strategies...
$225k
...Compensation: Up to $225,000 About Our Client: Our client is a growing, high-touch wealth management firm that delivers a highly personalized experience... ...hire will play a central role in keeping client service, investment operations, and alternative investment...Flexible hours- JPMorgan Chase & Co. in San Francisco seeks a Private Client Investment Associate within Wealth Management to support Private Client Advisors with client service, operational requests, and wealth planning assistance. The role emphasizes accurate account operations, risk...
$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 Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun...Work at office$72.2k - $85k
Registered Client Service Associates provide exceptional service to clients and support Financial Advisors (FAs), Private Wealth Advisors (PWAs), and teams on a daily basis. Through regular... .../or other duties directed by local management ADMINISTRATIVE SUPPORT Answering...Temporary workWork at officeLocal area$56k - $75k
...for a culture that puts its clients and associates first: a culture where... ...immediate supervision, client services associate (NR) assists one... ...or escalated to the branch manager; including suspicious client... ...start-up. We are a global wealth management and investment banking...Work at officeImmediate startFlexible hours- A leading financial services company in San Francisco is seeking a Registered Client Service Associate. This role is pivotal in providing exceptional service to clients and supporting Financial Advisors in their daily operations. The ideal candidate will possess strong...
- ...LinkedIn or email.Robert Half is partnering with a well-established and highly respected Wealth Management firm in San Francisco to identify an experienced Client Service Associate (Operations Manager) to lead a team. This is an outstanding opportunity for a proven leader...Work at office
- UBS in San Francisco is seeking a Registered Client Associate to support high-net-worth clients. You will keep systems up-to-date, educate clients on account services, and assist in preparing materials for client meetings. The role requires Series 7 and 66 licenses (for...Work at office
- ...Description Job Description We are seeking a licensed Client Service & Operations Associate who is organized, proactive, and enjoys building long... .... • Experience supporting a financial advisor or wealth management practice strongly preferred. • Strong...Work at officeRemote work
$80k - $111k
...What You'll Be Doing The Senior Client Service Associate-1919 will provide administrative, operational... ...support to one or more 1919 Portfolio Managers, Investment Associates and Client... ...and internships relating to Private Wealth Management. • Preferred: Experience...InternshipFlexible hours$90k - $120k
...Client Service Associate The Client Service Associate provides operational support to our Wealth Advisors and/or Partners, providing services for 100 to 150 clients. The Client... ...Communications Detail-Orientation/Quality Focus Time-Management Analytical Skills Customer Focus...Local areaFlexible hours$61.28k - $109.28k
...The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding... ...other closely related teams. Responsibilities: Deliver wealth management services to clients with guidance from the Banker teams....Full time$70k - $80k
...a non-discretionary advisor serving clients around the United States, we provide... ...The Role We are seeking a Client Service Associate who enjoys being part of a tight-knit... ...Story Founded in 2008, Hightower is a wealth management firm that provides investment,...Permanent employmentWork at officeLocal areaRemote workFlexible hours$31.2 - $40.8 per hour
...Jones, we're a purpose-driven, client-focused team committed to... ...lead the industry in aligning wealth, passion, and purpose to help... ...critical member of the Client Service team, you will work closely with... ...data into the CRM (Salesforce); manage data accuracy and integrity and...Hourly payFull timeSummer workWork at officeLocal areaImmediate startFlexible hours$70k
...Client Service Associate (December 2026 Graduates) San Francisco, California, United States Guidepoint... ...urgency, and target expert profile Manage multiple fast-moving client requests,... ...us to create connections that offer a wealth of perspectives. We are committed to...Temporary workSummer workCasual workInternshipWork at officeWorldwideFlexible hours$150k - $175k
...what truly matters to our clients. With a 26-year history of... ...success, we are an independent wealth and asset management firm with over $14 billion... ...trust and estate, client service, legal and compliance,... ...and develop junior client associates and emerging advisors who...Summer work$100k
...Since 1983, our unwavering commitment to clients and their investments has guided every... ...for a professional passionate about wealth management. The ideal candidate will be personable... ...supervision. Duties and Responsibilities Client Service and Account Maintenance Provide...Work at office- ...have an enthusiasm for helping our clients, taking care of our employees, building... ...delivering extraordinary customer service while maintaining a strong... ...needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational...
- ...also has its own unique rewards.OverviewWe’re looking for a Client Services Associate to join our team! In this role, you’ll be the main point of... ...from start to finish. You’ll help coordinate new projects, manage preflight tasks, enter key details into internal systems,...Full time
$25 - $44 per hour
...Job Overview Provides client service support to multiple Financial Advisors, acting as the primary contact within Merrill for client service... ...support operational excellence, client protection, and risk management. Identifies, deepens, and maintains client relationships by...Hourly paySeasonal workWork from homeShift workDay shift- ...have an enthusiasm for helping our clients, taking care of our employees, building... ...delivering extraordinary customer service while maintaining a strong... ...needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational...
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