Wealth Management Client Services Associate
Oppenheimer & Co.
Oppenheimer & Co. Inc. in Florham Park, NJ seeks a Registered Client Service Associate to support Financial Advisors in sales, marketing, and day-to-day wealth-management operations. The role requires exceptional interpersonal and multi-tasking skills, a commitment to service excellence, and the ability to work independently as part of a small team. FINRA Series 7 and 63/65 (or 66) and 5+ years' experience are expected, with strong MS Office proficiency and Docusign aptitude. #J-18808-Ljbffr
- Hennion & Walsh is seeking a Client Service Associate to join our wealth management team. You will assist financial advisors with account servicing, paperwork processing, and day-to-day client communications in a collaborative office environment. Ideal candidates have...SuggestedWork at office
- Hennion & Walsh is seeking a motivated Registered Client Service Associate to join our financial services team in Parsippany, NJ. You will work closely with Financial Advisors to provide high‑level service, handle account inquiries, and support daily operations with a...Suggested
$50k - $53k
Northeast Private Client Group is a distinguished boutique financial... ...and often multigenerational wealth. Our firm was established... ...NEPCG is seeking a Client Service Associate to support the onboarding of... ...firm’s CRM Respond to and manage client inquiries. Troubleshoot...SuggestedFull time$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 Valley...SuggestedWork at office$50k - $70k
...motivated and detail‑oriented Registered Client Service Associates to join our growing financial... ...operational support, and relationship management. This position combines client interaction... ...supporting Financial Advisors or wealth management teams Knowledge of brokerage...SuggestedWork at office$32.2k - $90k
PowerToFly is hiring a Registered Client Service Associate in Morristown, New Jersey. This role focuses on providing exceptional client service... ...services products. Essential duties include onboarding clients, managing accounts, and supporting marketing strategies. A High...$32.22k - $90k
...Position Summary 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...Temporary workWork at officeLocal area- ...Registered Client Service Associate Registered Client Service Associates provide exceptional service... ...support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis.... ...and/or other duties directed by local management Administrative Support: Answering inbound...Work at officeLocal area
- ...Registered Client Service Associate (Transition Team) Location: Parsippany, NJ (Onsite) Travel: 25% We're partnering with a growing wealth management firm seeking an experienced Registered Client Service Associate (CSA) to play a critical role in advisor transitions...Permanent employmentImmediate startShift work
$60k - $65k
...Co. Inc. Oppenheimer & Co. Inc.'s Private Client Division is currently seeking a Registered Client Service Associate for their Florham Park, NJ branch office.... ...marketing and day-to-day operations of a growing wealth management practice. This role requires superior...- Morgan Stanley is seeking a Registered Client Service Associate in Morristown, NJ to support Financial Advisors and teams. You will manage client accounts, answer inquiries, process transactions, and onboard clients with a client-first mindset. Strong communication, organization...
$50k - $60k
...Job Description Job Description Client Service Associate Employment Type ~ Full-Time (40+ hours ) Benefits Offered ~ Dental... ...printing test packets, inventory, and document creation Managing select vendor relationships, including service requests and...Full timeTemporary workWork at officeRemote workWork from home- ...investment strategies. Our commitment to our clients is matched only by our dedication to... .... We are seeking a dynamic Client Service Associate to join Advisors, Mark Feldman and Michael... ..., phones and compliance emails. Manage and maintain Constant Contact correspondence...Contract workWork at office
- Corient Private Wealth LLC. seeks a Client Service Lead in Morristown, NJ to guide a team of Client Service Associates, ensuring efficient operations and outstanding client service. You will collaborate with clients, advisors, and internal teams to oversee all client-related...
- ...- so legal teams can focus on the case. About the role:Providing our clients with exceptional service is the foundation of our business. The Client Scheduling Associate (Corporate Services) manages all aspects of deposition scheduling, creating a positive experience for...Temporary workFor subcontractorSummer workLocal areaRemote work
$58.5k - $65k
...with peers. We’re looking for an experienced and motivated client services professional to join our Client Success Organization. You... ...you are an extremely organized individual, have the ability to manage multiple priorities, excel in a deadline-driven environment,...Full timePart timeWorldwideFlexible hours- ...have an enthusiasm for helping our clients, taking care of our employees, building... ...delivering extraordinary customer service while maintaining a strong... ...As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational...
$110k - $180k
...social, and email—helping organizations manage risk, ensure regulatory compliance,... ...Morristown, New Jersey, and serves clients across financial services and other regulated markets.Come as you... ...verticals, including insurance and wealth management. We're looking for a Senior...Remote work- ...employee-owned, full-service leading independent private... ...service to our client’s and their families.... ...delivering comprehensive wealth planning and investment... ...implementation, professional asset management services, private... ...level Seniority level Associate Employment type...Full timeFor contractorsRelocation
$31.2k - $90k
...Registered Service Associate Registered Service Associates perform operational support and... ...behalf of the market as well as general management support functions and special projects... ...services and solutions that support clients' needs including secure, digital offerings...Temporary workWork at officeLocal areaRemote workHome officeNight shift$45k - $50k
...Connect is a high-performing technology services company with a proven track record of creating... ...commercial security solutions, document management, managed IT services, hosted/cloud... ...equipment ESSENTIAL FUNCTIONS: The Client Services Administrator coordinates the...Full timeWork at officeLocal areaRelocation- ...Client Services & Operations Manager Lead with purpose. Partner with impact. The Client Services & Operations Manager oversees high-level administrative and business operations for the advisory team. This position exercises discretion and independent judgement to resolve...Summer internshipWork at office
$99k - $252.45k
Industry/SectorAsset and Wealth ManagementSpecialismAssuranceManagement LevelManagerJob... ...& SummaryThe OpportunityAs a Managed Services - Real Estate Fund Level Accounting & Reporting... ...costs, and enhance efficiency for our clients. Within our Assurance practice, you will...Full timeH1b- ...Job Description Driving the future of Wealth Management, the Client and Account Data Product Manager leads innovation and excellence in data... ...and implementation of reusable data capabilities and micro-services across Wealth Management Conduct data quality...
$44k - $72k
...is the Opportunity? Embrace RBC Wealth Management’s core values and inclusive culture... ...serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become... ...people, organizational, and client service skills Attention to detail coupled...Full timeFlexible hours$90k - $125k
## Client Service LeadApplylocations: Morristown, NJtime type: Full timeposted... ...them to preserve their wealth for future generations, and... ...a team of Client Service Associates, fostering a culture of collaboration... ...for team’s output.* Manage workload distribution, set priorities...Permanent employmentTemporary workWork at officeFlexible hours$200k - $215k
Join to apply for the Managing Director-Fund Services role at CSC Join to apply for the Managing Director-... ...Services role at CSC Managing Director of Client Services-Private Equity Fund... ...Business Transformation Program Services - Wealth Management New York, NY $110,000.00-$...Full timeWork at officeMonday to Friday- ...we have an enthusiasm for helping our clients, taking care of our employees, building... ...and delivering extraordinary customer service while maintaining a strong commitment to... ...As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial...
$60k - $70k
Northeast Private Client Group is a boutique financial... ...multigenerational — wealth. We operate as strategic... ...The Client Relationship Associate is the primary... ...through to completion, and manages the client communication... ...carried out across our service, planning, insurance, and...Full time- ...Job Description: Title: Account Manager – Employee Benefits Work Mode: Remote... ...Self-Funded Plans Supporting: Shared Services - provides service support to other IOA... ...Producer direction. Responsibilities include client service and communication, team leadership...Remote work
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