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

Wealth Management - Private Client Associate

JPMorganChase

JPMorgan Chase in New York seeks a Private Client Investment Associate within Wealth Management to deliver exceptional client service, support Private Client Advisors with account openings, money movement, and investment trades, and help foster client relationships with timely information. The role emphasizes risk management, Know Your Customer procedures, regulatory compliance, and back-office support. You will prioritize daily tasks, track progress, meet deadlines, and contribute to a #J-18808-Ljbffr JPMorganChase

Vacancy posted 13 hours ago
Similar jobs that could be interesting for youBased on the Wealth Management - Private Client Associate in New York, NY vacancy
  • J.P. Morgan Chase is seeking a Private Client Investment Associate within Wealth Management in New York. The role focuses on delivering exceptional client service and supporting Private Client Advisors with account openings, money movements, and trades. You will participate... 
    Suggested

    Fairygodboss

    New York, NY
    4 days ago
  • 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... 
    Suggested

    JPMorganChase

    New York, NY
    1 day ago
  •  ...Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building...  ...investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational... 
    Suggested

    JP Morgan Chase

    New York, NY
    13 hours ago
  • $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. Through regular interactions...  ...duties directed by local management Administrative Support:... 
    Suggested
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    New York, NY
    3 days ago
  • $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... 
    Suggested
    Temporary work
    Work at office
    Local area

    PowerToFly

    New York, NY
    4 days ago
  • $25 - $45 per hour

    Job Description:Job DescriptionMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products...  ....Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal... 
    Hourly pay
    Full time
    Seasonal work
    Work at office
    Work from home
    Day shift

    Bank of America

    New York, NY
    13 hours ago
  • $100k - $120k

     ...the best way to help our clients and advance our business....  ...recruiting a Senior Client Associate to join our Latin America private banking team in our New...  ...of business. Relationship Management Independently serve as...  ...in a client support role Wealth Management/Private Banking... 
    Work at office
    Local area

    Brown Brothers Harriman

    New York, NY
    5 hours ago
  •  ...Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building...  ...solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing... 

    JPMorgan Chase & Co.

    New York, NY
    2 days ago
  • $65k - $75k

     ...Montgomery Scott LLC in Midtown, NY is seeking a Registered Private Client Associate to support Financial Advisors and deliver a high-quality...  ...client experience. You’ll gain hands-on exposure to wealth management, client service, and financial planning as part of a high... 

    Janney Montgomery Scott

    New York, NY
    13 hours ago
  • 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,... 

    JPMorganChase

    New York, NY
    13 hours ago
  •  ...Wealth Management Client Associate New York, New York To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    New York, NY
    3 days ago
  • J.P. Morgan Chase in New York is seeking a Private Client Investment Associate in Wealth Management to deliver client service and operational support to Private Client Advisors. You will help with account openings, trades, and wealth planning for clients. The role requires... 

    JPMorgan Chase

    New York, NY
    1 day ago
  •  ...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals...  .... Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    New York, NY
    3 days ago
  • $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 ranked team provides financial...  ...proactive, high-energy client service associate who thrives in an entrepreneurial environment... 
    Permanent employment
    Work at office
    Local area

    Hightower Advisors

    New York, NY
    2 days ago
  • $75k - $85k

     ...Client Associate Neuberger Wealth is Neuberger's direct-to-client wealth and investment management business. Managing $70b+ in client assets across 40+ seasoned wealth and investment teams, with access to a deep breadth of customized investment solutions, the platform... 
    Work at office
    Local area
    Shift work

    Neuberger Berman

    New York, NY
    2 hours ago
  • RBC Wealth Management in New York is seeking a Senior Registered Client Associate to be a trusted resource for clients, advisors and the branch. You will use your administrative and operational skills to help advisors grow their business, meet compliance standards, onboard... 

    RBC Capital Markets, LLC

    New York, NY
    13 hours ago
  • Job Description: This role is responsible for providing client service support to potentially multiple Financial Advisors (FAs) at Merrill Wealth Management. Responsibilities Provide excellent client service by educating clients on all bank services and banking offerings... 
    Seasonal work
    Work from home
    Shift work
    Day shift

    Bank of America

    New York, NY
    2 days ago
  • Rockefeller Capital Management is seeking a Client Associate for its Private Advisor team within the Rockefeller Global Family Office. The role supports high-net-worth clients, handling account openings, asset transfers, and documentation with meticulous attention to detail... 
    Work at office

    Rockefeller Capital Management

    New York, NY
    2 days ago
  • A leading financial services firm in New York is seeking a Private Client Investment Associate to support Private Client Advisors. The role focuses on delivering client service, managing operational requests, and enhancing client relationships. Ideal candidates should have... 

    J.P. Morgan

    New York, NY
    4 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... 

    M&T Bank Corporation

    New York, NY
    4 days ago
  • Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services...  .... Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    New York, NY
    4 days ago
  • A leading financial services firm in New York seeks a Private Client Investment Associate. The role involves delivering exceptional client service and...  ...to Private Client Advisors. Responsibilities include managing account openings and investment trades, fostering client... 

    JPMorgan Chase

    New York, NY
    3 days ago
  • A wealth management firm is seeking a Senior Associate, Client Relationship Manager, in New York, NY. The ideal candidate will enhance client experience, provide operational support to Wealth Advisors, and manage client relationships and inquiries. The firm offers a hybrid... 

    Lido Advisors, LLC

    New York, NY
    3 days ago
  • $70k - $110k

     ...Registered 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...  ...candidate will have experience supporting wealth management teams, be proficient in... 
    Work at office

    Gainor Staffing

    New York, NY
    3 days ago
  • 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... 

    Citi

    New York, NY
    13 hours ago
  •  ...Services is seeking a remote lead-generation role focused on identifying and sourcing potential retail, HNI, and UHNI clients interested in wealth management, stock trading, or insurance accounts. You will connect with prospects via digital marketing, personal networking,... 
    Remote job
    Immediate start

    Growth Spot Services

    New York, NY
    1 day ago
  • Altium Wealth Management in Harrison, NY is seeking a Junior Client Service & Relations Associate to join our Client Service team. The role requires in-office presence Monday-Friday to support client meetings and service delivery. We offer comprehensive benefits including... 
    Work at office
    Monday to Friday

    Vigilantwm

    New York, NY
    1 day ago
  • $34.32k - $90k

     ...POSITION SUMMARY  Registered Client Service Associates provide exceptional service to our clients...  ...support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily...  ...and/or other duties directed by local management ADMINISTRATIVE SUPPORT:  •... 
    Full time
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    New York, NY
    13 hours ago
  • $80k

    Location: Bergen County, NJ Type: Perm (Contingency) Job #49707 Salary: $80,000 Job Overview - Client Service Associate (Wealth Management) Atlantic Group is hiring a Client Service Associate (Wealth Management) in Bergen County, NJ for our client. This hybrid role... 
    Permanent employment
    Work at office
    Monday to Friday

    Atlantic Group

    New York, NY
    2 days ago
  • $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 employment
    Work at office
    Local area
    Monday to Friday

    Vigilantwm

    New York, NY
    1 day ago

Do you want to receive more vacancies?

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