Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Management Client Associate - Client Growth

Bank of America

Bank of America Merrill Wealth Management seeks a Client Associate to deliver premier client service and coordinate client materials for Financial Advisors. You will educate clients on bank offerings, ensure accuracy, and help manage risk by aligning with bank policies. The role supports team needs and fosters a client-first mindset across daily activities. Ideal candidates are highly motivated self-starters who prioritize client-centric service, adapt to new technology, and maintain strong #J-18808-Ljbffr Bank of America

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Client Associate - Client Growth in New York, NY vacancy
  • Merrill Wealth Management in New York City is seeking a Client Service Associate to support multiple Financial Advisors. You will serve as the primary point of contact for clients, coordinate service requests, and help deliver customized banking and investment solutions... 
    Suggested
    Work at office

    NBMBAA

    New York, NY
    5 days ago
  • Client Service Associate Wealth Management Apply Location Wexford, PA No Remote Type Direct Hire ID PA84-2753412 Posted Sep 18, 2026 Are you a financial professional with a passion for providing comprehensive wealth management services to high-net-worth clients and institutions... 
    Suggested
    Remote work

    H.T. Prof Executive Search

    New York, NY
    2 days ago
  • The Well in Long Island, NY is seeking a Client Services Associate for a growing wealth management firm. This full-time, on-site role delivers a high-touch client experience and supports Financial Advisors in managing relationships day to day. You’ll be a primary contact... 
    Suggested
    Full time

    The Well

    New York, NY
    15 hours ago
  • $25 - $44 per hour

     ...Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth...  ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they...  ...continuous learning and professional growth Exhibits sound judgment and discretion... 
    Suggested
    Hourly pay
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    New York, NY
    1 day ago
  • $25 - $45 per hour

     ...Merrill Wealth Management Job OpportunityMerrill Wealth Management is a leading provider of...  ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they...  ...impact and contribute to the sustainable growth of our business and the communities... 
    Suggested
    Hourly pay
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    New York, NY
    3 days ago
  • Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management...  ...Advisors and Wealth Management Client Associates help clients pursue the life they envision...  ...continuous learning and professional growth Exhibits sound judgment and... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America Corporation

    New York, NY
    4 days ago
  • Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management...  ...Advisors and Wealth Management Client Associates help clients pursue the life they envision...  ...continuous learning and professional growth Exhibits sound judgment and... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    New York, NY
    4 days ago
  •  ...UBS is seeking a Client Associate in Houston to support the wealth management team. You will keep client information up-to-date, educate clients on services, and assist with client meeting materials and reporting. You will help collect documentation for new accounts and... 

    UBS

    New York, NY
    1 day ago
  • $65k - $75k

     ...As a Registered Private Client Associate , you will play an integral role in supporting Financial Advisors while delivering a high...  ...driven client experience. You’ll gain hands-on exposure to wealth management, client service, and financial planning. This is an excellent... 
    Full time
    Immediate start
    Work from home
    Home office

    Janney

    New York, NY
    1 day ago
  • $26.49 - $37.5 per hour

    Join to apply for the J.P. Morgan Wealth Management - Private Client Investment Associate - Brooklyn North role at JPMorganChase 3 days ago Be among the first...  ...to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while... 
    Full time

    JP Morgan Chase

    New York, NY
    3 days ago
  • $35.9 per hour

    Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management...  ...Advisors and Wealth Management Client Associates help clients pursue the life they envision...  ...and preferences Balancing investment growth, referral activities, customer follow... 
    Hourly pay
    Traineeship
    Work experience placement
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America Corporation

    New York, NY
    3 days ago
  • Janney is seeking a Registered Private Client Associate to support Financial Advisors and provide a high-quality, client-centric experience. You will gain exposure to wealth management, client service, and financial planning while contributing to a high-performing team.... 

    OSTTRA Group

    New York, NY
    1 day ago
  • Merrill Wealth Management, a leading wealth management unit, seeks a Client Services Associate in New York to support Financial Advisors and deliver superior service to clients. You will assist with communications, materials, and relationship-building while aligning with... 
    Work at office

    NBMBAA

    New York, NY
    3 days ago
  • Bank of America Corporation in the United States is seeking a Client Services professional to support Financial Advisors,...  ...first approach. The role emphasizes collaboration across the Wealth Management team and adherence to bank policies and risk management. Candidates... 

    Bank of America Corporation

    New York, NY
    2 days ago
  • Royal Bank of Canada Wealth Management is seeking a Registered Client Associate to support financial advisors and clients in a fast-paced, collaborative branch environment. You will manage account questions, onboarding, documentation, and technology changes while upholding... 

    Royal Bank of Canada

    New York, NY
    5 days ago
  • Bank of America’s Merrill Wealth Management division seeks a client service professional to support multiple Financial Advisors, educate clients on banking and investment offerings, and ensure timely, accurate client materials. The role emphasizes risk-aware, client-centric... 
    Work at office

    Bank of America Corporation

    New York, NY
    2 days ago
  •  ...Merrill Wealth Management is a leading provider of comprehensive wealth management and...  ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...  ...continuous learning and professional growth Exhibits sound judgment and... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America Corporation

    New York, NY
    11 days ago
  •  ...investment bank is seeking a Registered Client Service Associate for their Midtown East office. The...  ...involves supporting Financial Advisors, managing client relationships, and ensuring service...  ...salary and opportunities for growth within a dynamic team. #J-18808-Ljbffr... 
    Work at office

    Oppenheimer & Co. Inc.

    New York, NY
    2 days ago
  • Confidential is recruiting on behalf of a growing US wealth planning business establishing its Manchester team. You will start in administration, data management and operational support, building specialist knowledge and client relationships for potential progression to a... 
    Remote job

    Confidential

    New York, NY
    2 days ago
  • U.S. Bank is seeking a Private Wealth Management Universal Assistant to serve as the daily contact between Wealth Management, Trust, Banking, or Investment clients and the bank. You will handle client calls and transactions, escalate items as needed, and work under delegated... 
    Work at office
    Flexible hours
    3 days per week

    US Bank

    New York, NY
    15 hours ago
  • Oppenheimer & Co. Inc.’s Private Client Division is seeking a Registered Client Service Associate at the Chrysler East, NY branch. The role supports Financial...  ...and day-to-day operations of a growing wealth management practice. The candidate should have superior interpersonal... 

    Oppenheimer & Co. Inc.

    New York, NY
    15 hours ago
  •  ....P. Morgan Chase is seeking a Private Client Investment Associate in New York to deliver exceptional client...  ...support Private Client Advisors, and manage operational tasks including account...  ...relationships while supporting advisors with wealth planning and client communication.... 

    Testing Site - JPMC

    New York, NY
    2 days ago
  • Oppenheimer & Co. Inc. is hiring a Registered Client Service Associate for their Midtown East, NY branch. The role supports Financial Advisors with sales, marketing and daily operations of a wealth management practice, requiring strong interpersonal and multitasking abilities... 

    Oppenheimer & Co. Inc.

    New York, NY
    5 days ago
  • Christopher Street Financial (CSF) is a growing financial planning and wealth management firm based in New York City, serving clients nationwide. The Client Service Associate role supports all stages of client relationships, including onboarding, account setup, and maintenance... 
    Work at office

    Kestra Financial, Inc.

    New York, NY
    4 days ago
  • $34.32k - $90k

    POSITION SUMMARY Registered Client Service Associates (CSAs) help shape the future of service by modernizing...  ...CSA assists with the development and growth of business through engaging and...  ...firm initiatives directed by local management Regularly seek opportunities to use... 
    Work at office
    Local area

    Morgan Stanley

    New York, NY
    2 days ago
  • Merrill Wealth Management in the United States is seeking a Client Services Associate to support Financial Advisors and their clients. You will be the primary contact for service requests, educate clients on the bank's offerings, and help ensure timely, accurate materials... 

    NBMBAA

    New York, NY
    3 days ago
  • Madison Partners, Inc. is a fast-growing, tech-forward wealth management firm that serves as a coordinated team for clients and advisors. This role is a primary operational and service partner, requiring RIAs experience, clear communication, and ownership to keep client... 
    Remote job

    Madison Partners, Inc.

    New York, NY
    2 days ago
  • Bank of America Merrill Wealth Management is seeking candidates for the Wealth Management Client Associate - Advisor Development Program (WMCA-ADP). This entry role supports Financial Advisors, with training to obtain SIE, Series 7, and Series 66 exams within 120 days,... 

    13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc

    New York, NY
    3 days ago
  • UBS in Philadelphia is hiring a Registered Client Associate to support client service and operations. The role focuses on keeping client records current, educating clients on account services, and preparing materials for client meetings. You will collect documentation... 

    UBS

    New York, NY
    3 days ago
  • $50k - $70k

     ...through a digitized brokerage and wealth management platform that\'s designed to...  ...Customer Experience Associate to support moomoo\'s in-person...  ...combines financial expertise, client relationship management, and...  ...for professional growth and development A dynamic and... 
    Contract work
    Work at office
    Local area
    Weekend work
    Afternoon shift

    Futu Holdings Limited

    New York, NY
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Management Client Associate - Client Growth. Be the first to apply!