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.
$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- UBS in New York City is seeking a Client Associate to support a Private Wealth Management team. You will maintain client records, educate clients on account services, and help prepare meeting materials in collaboration with the team. Ideal candidates have 3+ years in client...SuggestedWork at office
- 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...Suggested
$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...SuggestedFull timeWork at office- ...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...Suggested
- ...Silvercrest Asset Management Group LLC is seeking a highly organized Client Associate to support a portfolio manager and client team with account administration and client service in New York City. The role emphasizes strong follow-up, professional client interactions...
- ...Chilton Trust Company in New York seeks a Service Officer to deliver outstanding client service and operational support to our high-net-worth clients. You... ...for day-to-day servicing, coordinating with Client and Wealth Advisors on money movement, account openings, and...
- 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,...
$34.32k - $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...Work at officeLocal area- A financial services firm is seeking a Client Service Associate in New York. The ideal candidate will deliver exceptional client service, manage transfers, and support portfolio management activities. They will need relevant experience, strong organizational skills, and...
- Iron Birch Advisors is seeking an experienced Client Service Specialist in New York City to support a team of up to four or five advisors,... ...CRM records, and help identify opportunities for clients across wealth management, investments, and insurance. #J-18808-Ljbffr...
- 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
- 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...
$85k - $110k
Client Service Specialist Iron Birch Advisors | New York City, NY | Fully Onsite About Iron Birch... ...Iron Birch Advisors is a private wealth advisory practice of Ameriprise Financial... ...or more years of client service, client associate, advisor support, or related experience...Private practiceWork at officeLocal areaShift work- 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,...
- Bank of America Merrill Wealth Management is looking for a client service professional to support Financial Advisors and manage service needs for clients. The role emphasizes risk-aware practices, accurate materials, and deepening client relationships through banking solutions...
- Chilton Trust Company in New York seeks a Service Officer to deliver outstanding client service and operational support to our high-net-worth clients. You... ...for day-to-day servicing, coordinating with Client and Wealth Advisors on money movement, account openings, and...
- ...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
$75k - $100k
...Client Service Associate WHO WE ARE Procyon is a vibrant and growing wealth management platform comprised of a Registered Investment Advisor (RIA), Benefits, Tax and Risk practices. As a wealth management firm, we currently have 3,500 clients and are entrusted with...Full timePart timeWork at officeRemote workWork from homeMonday to Friday$42.95k - $68.67k
...brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families... ...that facilitate the new policy and client service processes. The Client Services Associate must provide superior client service by identifying...Work at office$65k - $75k
...FutureFWD Advisors, a Private Wealth Advisory Practice of Ameriprise Financial is seeking a detail-oriented and proactive licensed client service associate to support our growing team. This remote role requires working Eastern Time Zone hours (applicants must reside...Private practiceRemote work$61.28k - $85.52k
...The Client Services Associate is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and... ...RO's, Investment Counselors, Securities Specialists and/or Wealth Team including Advisors, Relationship Managers, Investment...Full timeWork at office- ...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...Work at officeLocal area
$65k - $75k
...FutureFWD Advisors is a private wealth advisory practice within the financial services industry, focused on supporting clients with wealth management. The organization addresses... ...About the Opportunity: The CLIENT SERVICE ASSOCIATE role supports the advisory team by...Private practiceRemote work$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$67k - $92.1k
...We're a diversified financial services leader with more than $1.5... ...small business and institutional clients. We are a longstanding leader... ...a Registered Client Service Associate, you will provide dedicated... ...Financial planning, advice and wealth management. Columbia...Full timePart timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week$25.63 - $34.18 per hour
...excel at—all from Day One. Job Description Private Wealth Management (PWM) Universal Assistant is a service and support representative functioning as the... ...between Wealth Management, Trust, Banking, or Investment clients and U.S. Bank. Working within delegated authority...Temporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week$35k - $85k
Join to apply for the Registered Client Service Associate role at Morgan Stanley 1 day ago Be among the first 25 applicants Join to apply for the... ...clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular...Full timeTemporary workWork at officeLocal area- ...for someone who shares that mindset. Now Hiring: Dedicated Client Services Associate About the Role Are you highly organized, detail-oriented,... ...or other CRMs) and prior experience in finance, banking, or wealth management is highly helpful, but we are willing to train the...Full timeTemporary workWork at officeImmediate startFlexible hoursShift work
$32k - $90k
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 trusted relationships...Temporary workWork at officeLocal areaWork visa
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