Licensed Client Services Associate - Wealth Management
Citibank (Switzerland) AG
Citi in New York seeks a Licensed Client Service Associate to support private client coverage by delivering wealth management services under banker guidance, while applying risk and regulatory standards with clear communication. The role requires 2–5 years’ experience, a bachelor’s degree, Series 7/63 or 7/66 within 150 days, and Korean/English bilinguals preferred. Full-time with competitive Citi benefits. #J-18808-Ljbffr Citibank (Switzerland) AG
$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... ...FINRA SIE, Series 7, and Series 66 licenses required. Experience with Fidelity Wealthscape...Suggested$75k - $95k
...Sales Associate / Client Service Associate Wealth Management The Sales Associate / Client Service Associate will provide high-touch client service, sales... ...with approximately one year of experience and active licenses will be considered. Desired Experience /...SuggestedFull timeWork at office$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- ...J.P. Morgan Chase seeks a Private Client Investment Associate in New York, NY. In this role, you... ...responsibilities include assisting with account management, promoting firm services, and engaging in risk management practices. A valid Series 7 license is required or to be obtained...Suggested
- 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...SuggestedWork at officeMonday to Friday
- J.P. Morgan Chase in New York, NY is seeking a Private Client Investment Associate within Wealth Management to deliver superior client service and operational support to Private Client Advisors. Responsibilities include facilitating account openings, money movement, and...
$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...Work at office$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- Morgan Stanley in New York, NY seeks a Registered Client Service Associate to support client relationships and service delivery. You will assist... ..., and planning materials. The role requires securities licenses, strong communication, and precise, client-focused service...
- ...enthusiasm for helping our clients, taking care of our... ...delivering extraordinary customer service while maintaining a... ...Private Client Investment Associate in J.P. Morgan Wealth Management, you will be tasked with... ...valid and active Series 7 license is required or may be obtained...
- 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
$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... .../or other duties directed by local management ADMINISTRATIVE SUPPORT: •...Full timeTemporary workWork at officeLocal area- Robert Half Financial Services are currently recruiting for a Client Relationship Associate role, at a growing Registered Investment Advisor... ...years’ Client Services or Relationship Management experience within investment advisory, wealth management or private banking. The...Work at officeRemote work3 days per week
- Morgan Stanley is seeking a Service Associate in New York to provide operational support and general management assistance. You will handle document maintenance, money movement, trade support, and several approvals, while collaborating with service, risk, and branch teams...
$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- 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 in Wealth Management to deliver exceptional client service and provide operational support to Private Client Advisors. The role emphasizes accurate account openings, money movements, and trade processing...
- ...s Midtown Manhattan branch seeks a Senior Registered Client Associate to provide exceptional service to ultra/high net worth clients, keep client data current... ...a detailed activity calendar; this role requires licenses 7 and 66, strong communication, and a finance-focused...
- J.P. Morgan Chase in the United States is seeking a Private Client Investment Associate within Wealth Management to deliver exceptional client service and support to Private Client Advisors. You will manage operational requests, help with wealth planning, and strengthen...
$41.2k - $76.8k
...Client Service Associate, Business Insurance Award-winning, inclusive, Top Workplace culture doesn... ...Group, you will support the Account Management and Sales teams, ensuring the client'... ...skills Active insurance license or willingness to obtain it within 3...Work at officeLocal areaNight shift$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$25 - $45 per hour
...Description:Job DescriptionMerrill Wealth Management is a leading provider of... ...investment products and services for individuals, companies,... ...and Wealth Management Client Associates help clients pursue the life... ...in lieu of 66) ** If these licenses are not currently held, they...Hourly payFull timeSeasonal workWork at officeWork from homeDay shift$25 - $45 per hour
Job Description:Merrill Wealth Management is a leading provider of comprehensive... ...investment products and services for individuals, companies,... ...and Wealth Management Client Associates help clients pursue the life... ...in lieu of 66)** If these licenses are not currently held,...Hourly payFull timeSeasonal workWork at officeWork from homeDay shift- 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,...
- ...enthusiasm for helping our clients, taking care of our... ...delivering extraordinary customer service while maintaining a... ...Private Client Investment Associate in J.P. Morgan Wealth Management, you will be tasked with... ...valid and active Series 7 license is required or may be obtained...
- ...Registered Wealth Management Client Associate NEW YORK, New York To proceed with your application, you... ...and investment products and services for individuals, companies, and institutions... ...in lieu of 66) * _ If these licenses are not currently held, they must be...Seasonal workWork at officeWork from homeShift workDay shift
- ...worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth... ...specific needs. As a Client Associate in J.P. Morgan Advisors, you... ...equivalent experience Series 7 & 66 licenses upon hire or must...Local area
$80k - $105k
...diverse range of financial services, including banking, leasing,... ...institutional, and municipal clients. It connects a diverse client... ...of client service functions associated with supporting the... ...client inquiries related to cash management services, including payments...Work at officeLocal areaRemote workWork from homeWorldwide$100k - $170k
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- ...leading, highly diversified global investment manager with approximately $54 billion of assets... ...on behalf of over 2,000+ institutional clients and private investors worldwide across a... ...offices around the globe.Client Service AssociateNew York, NYResponsibilitiesResponding...Permanent employmentLocal areaWorldwide
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