Wealth Services Ops Associate - Client Services
Goldman Sachs, Inc.
Goldman Sachs Wealth Services, L.P. in Cohoes, NY is seeking an Associate, POT Client Services – Operations. You will perform daily reconciliations of firm books and cash balances and coordinate with partner teams to resolve differences, producing reports on health, financials, budgets and transactions. Responsibilities include remediation of fraudulent activity with custodians, reviewing vendor invoices, and documenting requirements for Engineering to implement operational efficiencies while #J-18808-Ljbffr Goldman Sachs, Inc.
$235k - $420k
...Job Description Job Description Private Wealth Services Associate Location: New York, NY Work Arrangement: Onsite Experience: 2–7... ...sophisticated estate and tax planning strategies. Counsel clients on gift, estate, and generation-skipping transfer tax...SuggestedTemporary workWork at officeFlexible hours$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...SuggestedFull timeH1b- Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors/Private Wealth Advisors and teams. The role focuses on building trusted client relationships, handling client inquiries, and performing clerical and administrative tasks to enable...Suggested
- Neuberger Wealth is seeking a Client Associate / Senior Associate to deliver operational support for the wealth team, handling daily transactions and... ...reporting. Requirements include 2-4+ years in financial services client service, an undergraduate degree, and Series 7 and...Suggested
$70k - $110k
...Midtown, Manhattan. This fully onsite position requires strong client service skills and a proactive approach to client engagement and... ...administration. The ideal candidate will have experience supporting wealth management teams, be proficient in Microsoft Office, and have...SuggestedWork at office- RBC Wealth Management is seeking a Client Associate/Registered Client Associate to support financial advisors and clients in Red Bank, NJ. You will handle account questions, onboarding, documentation, and routine trades while upholding a client-first approach in a fast-...
$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- ...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
$68.3k - $79.8k
...Morgan Stanley is seeking Registered Client Service Associates to provide exceptional service and support to Financial Advisors and Private Wealth Advisors. The successful candidates will facilitate client relationships and assist them with various needs including transactions...- Client Services Associate The Client Services Associate sits at the intersection of Operations, Transfers... ...extension of the broader Titan wealth advisor team. Your work directly impacts... ...internal teams (Product, Engineering, Ops). Qualifications 1-3+ years of experience...
- Chilton Trust in New York, NY is seeking a Service Officer to deliver exceptional client service and operational support for wealth clients. You will coordinate with Client and Wealth Advisors on money movements, onboarding, and account administration. You will maintain...
- Silvercrest Asset Management Group is seeking a highly organized Client Associate to support a portfolio manager and client team with account administration and client service. The role requires strong follow up and communication, professionalism, and comfortable collaboration...
- J.P. Morgan Wealth Management in Queens, NY is seeking a Private Client Advisor to deliver comprehensive financial planning and investment advice to individuals... ...ethical standards. The role emphasizes client-centric service, ongoing education for clients on digital tools,...
$35k - $90k
...POSITION SUMMARY Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing...Full timeTemporary workWork at officeLocal area$100k - $130k
...Cresset Cresset is a firm built by clients, for clients. As an independent,... ...firm, we are reimagining the way wealth is experienced. Our purpose is to... ...Description Cresset is seeking an Associate Director, Private Wealth Client Services with 5+ years of experience...Full timeTemporary workWork at officeLocal area- ...hedge fund situated in Midtown, Manhattan, is hiring an Investor Services Associate for a full-time position. The successful candidate will... ...operations, manage third party servicing teams, and assist with client onboarding. Required qualifications include a Bachelor's...Full time
- ...Account Executive Zoe is an end-to-end wealth platform that helps clients grow and protect their wealth through innovative technology and exceptional client service. Zoe has raised a total of $45M in venture capital and is backed by Sageview Capital and the Opportunity...Contract workWork at office
$160k - $228.5k
...Business Unit Overview: The Wealth Advisory Group is a newly... ...needs of our most sophisticated clients. This team delivers a fully... ...traditional investment advice, with services that span tax strategy, risk... ...FINRA licensed and/or FINRA Associated Person pre-hire...Work at officeLocal area3 days per week$17 - $26.02 per hour
Position Title Wealth Services Sales Support & Service Specialist Location Bellerose, NY 11426 Job Summary The Wealth Sales Support & Service... ...appointments for account reviews, interacting directly with clients on service inquiries, processing transactions related to...Work at office- ...Our client is an established wealth management firm in Midtown Manhattan seeking a Senior Client Service Associate to support advisors and deliver a high level of service to high-net-worth clients. They’re looking for an experienced client service professional who can...Full time
$100k - $120k
...Senior Client Service Associate Successful, Growing $1B+ AUM Independent Wealth Management Firm Midtown Manhattan A successful, growing independent wealth management firm with $1B+ AUM is hiring a Senior Client Service Associate for a long-term client service/...Work at officeRemote workMonday to Friday- The Wealth Client Specialist is a sophisticated wealth expert that focuses on holistically addressing the wealth needs of High Net Worth... ...and effectively introduces appropriate JPMorgan Chase wealth services to best meet the objectives of each client. The Client Specialist...
- Collyde is seeking a Servicing Advisor based in New York to manage day-to-day client relationships and the operational service behind them. The role requires owning... ...budgeting and planning summaries, and support wealth strategies across investments. Strong communication...
$90k - $110k
...Client Service Associate Robertson Stephens Wealth Management (RSWM) 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...Work at office$68.3k - $79.8k
...POSITION SUMMARY Registered 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 regular interactions with clients, individuals in this role build...Temporary workWork at officeLocal area$53.9k - $80.7k
...StifelStifel strives for a culture that puts its clients and associates first: a culture where everyone... ...immediate supervision, client services associate (registered) assists one or... ...thinking like a start-up. We are a global wealth management and investment banking firm...Work at officeImmediate startFlexible hours$32k - $90k
...POSITION SUMMARY Registered 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 regular interactions with clients, individuals in this role build...Temporary workWork at officeLocal areaWork visa$139.1k - $254.9k
...working world.Technology - Operations & Service Delivery - Support Services - SAP Delivery... ...Technology Operations Managed Services team (Tech Ops) works with some of the world's largest... ...team caters to account teams and clients in all sectors with an emphasis on the larger...Summer holidayFlexible hours$60k - $70k
...market investment bank and full service broker‑dealer. With roots... ...Oppenheimer & Co. Inc.’s Private Client Division is currently seeking a Registered Client Service Associate for their Chrysler East, NY branch... ...-day operations of a growing wealth management practice. This role...Local area
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