Wealth Management Client Services Associate
National Black MBA Association
Merrill Wealth Management is seeking a client service professional to support multiple Financial Advisors, address client needs, and enhance service quality. You will act as the primary contact, coordinating with advisors and ensuring accurate materials and timely responses. The role emphasizes a client-first mindset, collaboration, and knowledge of banking products. Experience in a fast-paced environment and proficiency with MS Office and Salesforce are valued. #J-18808-Ljbffr National Black MBA Association
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Client Services Associate in New York, NY vacancy
$100k - $115k
Your Future TeamLCK Wealth is a growing wealth management practice providing complex solutions... ...to Ultra High Net Worth clients.This Barron’s and Forbes... ...team provides financial services primarily to high-net-... ...high-energy client service associate who thrives in an...SuggestedPermanent employmentWork at officeLocal area$34.32k - $90k
...Client Service Associate Client Service Associates provide exceptional service to our clients and... ...support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis.... ...and/or other duties directed by local management Administrative Support: Answer...SuggestedTemporary workWork at officeLocal area$35.36k - $90k
POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through... ...other duties directed by local management ADMINISTRATIVE SUPPORT: Answering...SuggestedTemporary workWork at officeLocal area- Citi in New York is seeking a Licensed Client Service Associate to deliver wealth management services under guidance from Banker teams. The role emphasizes client-facing interaction, risk awareness, and adherence to regulatory and Citi policies. The candidate should possess...Suggested
$70k - $110k
...Sales Assistant to join their investment management firm in Midtown, Manhattan. This fully onsite position requires strong client service skills and a proactive approach to client... ...candidate will have experience supporting wealth management teams, be proficient in...SuggestedWork at office$85k - $110k
Our client, a boutique wealth manager in Westchester County, is looking to add a Client Services /Operations Associate to their growing team. This person will play a key role in supporting high-net-worth clients, managing complex account operations, and partnering closely...$65k - $75k
Junior Client Service & Relations Associate - Altium Wealth Management Purchase, Harrison, NY 10577, USA Job Description Posted Wednesday, August 12, 2026 at 5:00 AM Your Future Team Do you grow in a warm and positive environment where there is a clearly defined process...Permanent employmentWork at officeLocal areaMonday to Friday$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- J.P. Morgan Chase seeks a Private Client Investment Associate in New York, NY. In this role, you will provide essential support to... ...Your responsibilities include assisting with account management, promoting firm services, and engaging in risk management practices. A valid...
$34.32k - $90k
POSITION SUMMARY Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an... ...Proactively participate in firm initiatives directed by local management Regularly seek opportunities to use firm resources for...Work at officeLocal area- 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
- Morgan Stanley in New York, NY seeks a Registered Client Service Associate to support client relationships and service delivery. You will assist with onboarding, documentation, and account maintenance, while coordinating with Financial Advisors on orders, investments,...
- ...Aeternum Capital provides personalized wealth planning and investment management strategies for individuals and... ...wealth management to help clients navigate the complexities of significant... .... Role Description The Client Service Associate, Private Wealth Management is a full...Full timeWork at office
$34.32k - $90k
...POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients... ...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis... .../or other duties directed by local management ADMINISTRATIVE SUPPORT: • Answering...Full timeTemporary workWork at officeLocal area$75.9k - $126.5k
...Wealth Management Client Service Representative Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management...Work experience placement- ...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 be tasked with delivering...
$80k - $105k
...Cash Management Client Service - AssociateJob Level: Associate Job Function: Client Service Location: New York, NY, US, 10172 Charlotte, NC, US, 28202 Employment Type: Full TimeSMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year...Work at officeLocal areaRemote workWork from homeWorldwideSmbc Global Foundation Inc
New York, NY4 days ago- M&T Bank Corporation is seeking a Wealth Senior Client Associate in New York, NY, to support high net worth clients through exceptional service and relationship management. This hybrid position requires a Bachelor's degree and a minimum of 2 years’ experience in financial...
- J.P. Morgan Chase is seeking a Private Client Investment Associate to provide client service, operational support and wealth management assistance to Private Client Advisors within Wealth Management. You will handle account openings, money movements, and investment trades...
$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$77k - $214k
...LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Wealth Management Tax Services Senior Associate, you will provide strategic tax planning, compliance, and advisory services to clients, helping them navigate complex tax regulations and optimize their tax...Full timeH1b- Macquarie Asset Management is seeking an Associate, Alternatives Distribution and Client Services to join the Fund Management team for Alternative Investment products. You... ...advisers and other external counterparties on our wealth platform, ensuring a seamless experience for...
- JPMorgan Chase in New York is seeking a Private Client Investment Associate in Wealth Management to deliver exceptional client service, support Private Client Advisors, and manage operational requests with precision. The role involves risk management, account reviews,...
$65k - $80k
Client Services Associate Project ManagerSkip to main content#Client Services Associate Project Manager page is loaded## Client Services Associate Project ManagerApplyremote type: Remote: Work from Home Full-Timelocations: USA-New York-NY-1166 Avenue of Americas: Kansas...Local areaRemote workWork from home$125k - $290k
Asset & Wealth ManagementA career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own.... ...Sachs, we provide investment and advisory services for pension plans, sovereign wealth...Full timeTemporary workPart time$65k - $75k
...Scott LLC in Midtown, NY is seeking a Registered Private Client Associate to support Financial Advisors and deliver a high-... ...driven client experience. You’ll gain hands-on exposure to wealth management, client service, and financial planning as part of a high-performing...$35 - $44 per hour
Description The Wealth Manager Client Service Associate (CSA) is responsible for providing day-to-day support to Wealth Managers. The CSA leads onboarding and service for new and existing clients. The incumbent is responsible for client relationship management, which includes...Hourly payLocal areaMonday to FridayFlexible hours$25 - $44 per hour
Client Service Support Specialist - Client Service Overview: This role is responsible for providing client service support to potentially multiple... ...operational excellence, protect the bank's clients, and manage risk Identifies, deepens, and maintains client relationships...Hourly paySeasonal workShift workDay shift- UBS in New York's Midtown Manhattan branch seeks a Senior Registered Client Associate to provide exceptional service to ultra/high net worth clients, keep client data current, educate clients on account services, and assist with client meeting materials. You will gather...
$41.2k - $76.8k
...Company: Description: Client Service Associate, Business Insurance Our not-so-secret sauce. Award-winning, inclusive, Top Workplace... ...Property & Casualty Group, you will support the Account Management and Sales teams, ensuring the clients’ needs and...Minimum wageFull timeWork at officeLocal areaNight shiftMarsh McLennan
New York, NY6 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Client Services Associate. Be the first to apply!
Related searches
- registered client associate New York, NY
- client account associate New York, NY
- client relationship associate New York, NY
- client solutions associate New York, NY
- client engagement associate New York, NY
- client services associate New York, NY
- client success associate New York, NY
- environmental services attendant New York, NY
- public service officer New York, NY
- environmental service worker New York, NY