Private Client Wealth Associate
Fairygodboss
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 in client relationship management, risk controls, and regulatory compliance while helping advisors with wealth planning, reporting, and lead generation. A strong emphasis on accuracy and deadlines is essential. #J-18808-Ljbffr Fairygodboss
- 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...Suggested
$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...SuggestedHourly payLocal areaMonday to FridayFlexible hours$35.36k - $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 with clients, individuals in this role build trusted relationships...SuggestedTemporary workWork at officeLocal area- ...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
$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 regular interactions with clients, individuals in this role build trusted relationships...SuggestedTemporary workWork at officeLocal area$25 - $45 per hour
Job Description:Job DescriptionMerrill Wealth Management is a leading provider of comprehensive wealth management and investment... ...guidance.Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal...Hourly payFull timeSeasonal workWork at officeWork from homeDay shift$100k - $120k
...goals is the best way to help our clients and advance our business. We take that... ...recruiting a Senior Client Associate to join our Latin America private banking team in our New York office... ...experience in a client support role ~ Wealth Management/Private Banking...Work at officeLocal area- 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, and...
- ...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 workWork at officeWork from homeShift workDay shift
- ...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...
$65k - $75k
...Montgomery Scott LLC in Midtown, NY is seeking a Registered Private Client Associate to support Financial Advisors and deliver a high-quality,... ...driven client experience. You’ll gain hands-on exposure to wealth management, client service, and financial planning as part...$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 employmentWork at officeLocal area- 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...
- 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 workWork from homeShift workDay shift
- 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
- 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...
- 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...
- 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 workWork at officeWork from homeShift workDay shift
- 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...
- A leading financial services firm in New York seeks a Private Client Investment Associate. The role involves delivering exceptional client service and operational support to Private Client Advisors. Responsibilities include managing account openings and investment trades...
- UBS in New York is seeking a Registered Client Associate to provide white‑glove service to ultra high net worth clients and support senior advisors with account activity and meetings. You create and maintain client records, educate clients on account services, prepare...
- Pinnacle Group is seeking a Client Portfolio Associate based in NYC. This role involves supporting the client portfolio management team in providing tailored investment management and wealth planning advice. The ideal candidate will help in managing client relationships...
$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$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...Work at office- H. T. PROF Group is seeking a Client Service Associate for wealth management in Wexford, PA. The role supports Advisors with daily administration, client documentation, and account processing, with exposure to financial planning software and CRM systems. The ideal candidate...
- ...Aeternum Capital provides personalized wealth planning and investment management strategies... ...concentrated wealth management to help clients navigate the complexities of... ...Network. Role Description The Client Service Associate, Private Wealth Management is a full-time, on-...Full timeWork at office
$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 employmentWork at officeMonday to Friday- Evolve Private Wealth in New York, NY seeks a Senior Associate to advance client service, portfolio support, and operational execution. You will act as an extension of Advisors, handling complex servicing needs and contributing to client experience and investment workflows...
$34.32k - $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...Full timeTemporary workWork at officeLocal area- JPMorgan Chase & Co. is seeking a Private Client Investment Associate in New York to deliver exceptional client service and operational support. You will manage operational requests and assist Advisors in building client relationships while ensuring compliance with Risk...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Client Wealth Associate. Be the first to apply!
- client services associate New York, NY
- client engagement associate New York, NY
- client solutions associate New York, NY
- client success associate New York, NY
- client relationship associate New York, NY
- registered client associate New York, NY
- client account associate New York, NY
- seasonal client associate
- client services associate
- client engagement associate

