Wealth Management Client Services Associate
Aumni
J.P. Morgan Chase seeks a Private Client Investment Associate in New York, NY. In this role, you will provide essential support to Private Client Advisors, facilitating operational requests and helping maintain strong client relationships. Your responsibilities include assisting with account management, promoting firm services, and engaging in risk management practices. A valid Series 7 license is required or to be obtained shortly after hiring. A competitive benefits package will be offered to the right candidate. #J-18808-Ljbffr Aumni
- Client Service Associate - Financial Planning Are you a financial professional with a passion for providing comprehensive wealth management services to high-net-worth clients and institutions? Our client, a distinguished wealth management and registered investment advisory...Suggested
$95k - $105k
Jefferies Wealth Management is seeking a Client Service Associate (CSA) to support Financial Advisors and Relationship Managers in delivering a high‑touch, client‑centric wealth management experience. The CSA will serve as a key point of contact for clients and play a critical...SuggestedFull timePart timeWork at officeLocal area$100k - $115k
...Client Service Associate LCK Wealth is a growing wealth management practice providing complex solutions to Ultra High Net Worth clients. This Barron's and Forbes ranked team provides financial services primarily to high-net-worth individuals and families, including...SuggestedPermanent employmentWork at officeLocal area$34.32k - $90k
...Registered Client Service Associate Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client... ...Proactively participate in firm initiatives directed by local management Regularly seek opportunities to use firm resources for...SuggestedTemporary workWork at officeLocal area$80k - $110k
A leading financial services firm in New York seeks a motivated individual for a client service role in private wealth management. Responsibilities include establishing accounts, handling client inquiries, and executing equity trades. Candidates should hold a Bachelor's...Suggested- Client Service Associate - Financial Planning Our client, is a respected wealth management firm known for delivering exceptional service to every client relationship. They are seeking a polished and detail-oriented Client Service Associate who will ensure all client account...Work at office
- A leading investment bank is seeking a Registered Client Service Associate for their Midtown East office. The role involves supporting Financial Advisors, managing client relationships, and ensuring service excellence. Candidates should possess strong interpersonal skills...Work at office
$25 - $44 per hour
Bank of America in New York is seeking a motivated individual to provide client service support to Financial Advisors. Responsibilities include ensuring excellent service, maintaining client relationships, and aligning practices with bank policies. Candidates should have...Hourly pay$68k - $120k
Morgan Stanley is seeking a Wealth Management Associate in New York, NY. The ideal candidate will provide exceptional client service, support financial advisors in business development, and possess a strong background in financial services. Applicants should have over...- A distinguished wealth management firm located in Pennsylvania is seeking a Client Service Associate. The role involves supporting Financial Advisors with account administration, utilizing financial software, and ensuring compliance. Candidates should have a Bachelor's...
$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...- 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
- ...critical business challenges in Asset Management. Job Responsibilities Partner with business... ..., and innovative solutions to enhance client service and operational efficiency Work... ...plus About The Team J.P. Morgan Asset & Wealth Management delivers industry-leading investment...Immediate start
$60k - $70k
**About Wealth Enhancement**Wealth Enhancement is an independent wealth management firm with an endless passion for enriching... ...the lives of our clients. We continually seek... ...management services to over 80,000 households... ...**Sr Client Service Associate** who is ready to do...Full timeTemporary workWork at officeMonday to FridayFlexible hours$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...$65k - $75k
**About Wealth Enhancement**Wealth Enhancement is an independent wealth management firm with an endless passion for enriching... ...the lives of our clients. We continually seek... ...management services to over 80,000 households... ...**Sr Client Service Associate** to our team. This role...Full timeTemporary workPart timeWork at officeMonday to FridayFlexible hours- Bank of America is hiring a Wealth Management Client Associate - Advisor Development Program in New York City. This entry-level role provides critical support to Financial Advisors, focusing on client service and developing key financial skills. Successful candidates will...
$60k - $85k
...their most significant risk, workforce, wealth management and retirement challenges through... ...993 we have connected employees of our clients to over $4.5 billion of income protection... ...them to the benefits they need and the service they deserve. Position Summary The Account...Full timeRemote workMonday to Friday3 days per week$100k - $115k
...within Hightower Advisors, a financial services company. Established in 1988, Treasury... .... These services include comprehensive wealth management, customized portfolio reporting, and development... ...in New York City and services over 500 clients with over $22 billion in client assets...Permanent employmentLocal area$67k - $80k
...growing financial planning and wealth management firm based in New York City, with clients nationwide. We offer relationship... ...advice and investment services to the LGBTQ community. A lot has... ...who we are. As a Client Service Associate (CSA) at Christopher Street Financial...Work experience placementWork at office$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$100k - $140k
...diversified global investment manager with approximately $54... ...approximately 2,000 institutional clients and private investors... ...private pensions, sovereign wealth funds, large institutions and... ...Formation Group for a Client Service Associate. The new member of the Client...Permanent employmentWork at officeLocal areaWorldwide- JPMorganChase in New York seeks a Client Account Manager to support our Insurance segment, delivering exceptional service to institutional clients. This role involves being the main contact for client servicing needs and ensuring smooth onboarding and compliance processes...
- ..., we’re not your typical investment management firm. With over $2 billion in assets... ...who shares that mindset. Now Hiring: Client Service Associate Are you someone who thrives on organization... ...experience in finance, banking, or wealth management is helpful, but not...Full timeTemporary workWork at officeImmediate startFlexible hours
- ...join their team. In this role, you will serve as a trusted point of contact for high-net-worth clients, ensuring accuracy in account maintenance and delivering exceptional service. The position requires a Bachelor's degree in Finance or Economics, 1-2 years of relevant...
$80k - $100k
Client Service Associate - Morse, Towey, White and Hoffman 300 Madison Ave, New York, NY 10017, USA Job Description Posted Thursday, February... ...-knit team of professionals dedicated to fulfilling the wealth management needs of families. We listen first. Each member of our...Permanent employmentWork experience placementInternshipLocal areaRelocationMonday to FridayFlexible hours$60k - $80k
A prestigious wealth management firm is seeking a Private Client Service Associate in New York, NY. This role involves onboarding and client service support for new and existing clients, requiring excellent communication and organizational skills as well as a deep understanding...Visa sponsorship- ...impact role at a privately held RIA managing $35B+ in assets for sophisticated HNW clients. With 50+ years of success, this... ...clients, delivering white-glove service Ensure accuracy across account... ...related discipline 1-2 years in the wealth or financial services industry...
- JPMorganChase in New York, NY, is seeking a dynamic professional for a strategic role in Asset Management. You will partner with senior leaders to tackle critical business challenges, manage projects, and conduct financial analyses. The ideal candidate has at least 3 years...
$95k - $105k
...Client Service Associate (CSA) Jefferies Wealth Management is seeking a Client Service Associate (CSA) to support Financial Advisors and Relationship Managers in delivering a high-touch, client-centric wealth management experience. The CSA will serve as a key point...Full timeWork at office
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