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

Wealth Management Client Services Associate

JPMorganChase

A leading financial services firm is seeking a Private Client Investment Associate. This role involves supporting Advisors with client operations, maintaining relationships, and ensuring compliance with regulatory requirements. Candidates should possess a Series 7 license and be able to develop strong client connections while handling various operational tasks. The position offers a full-time employment type with competitive benefits in Bloomfield Hills, Michigan. #J-18808-Ljbffr JPMorganChase

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Wealth Management Client Services Associate in Bloomfield Hills, MI vacancy
  •  ...Bank of America is seeking a dedicated professional for client service support at Merrill Wealth Management. This role emphasizes customizing solutions to meet the needs of Financial Advisors and their clients while ensuring operational excellence and relationship building... 
    Suggested
    Work at office

    Bank of America

    Bloomfield, MI
    1 day ago
  • $24.95 - $39.87 per hour

     ...achieve your professional goals. Join us. Your role Your work will include, but not be limited to: Portfolio Administration Client Services Administration General The qualifications High School diploma or GED equivalent is required. 2+ years industry experience.... 
    Suggested
    Hourly pay
    Flexible hours

    Dormont Manufacturing Co

    Southfield, MI
    2 days ago
  •  ...Registered Wealth Management Client Associate Auburn Hills, Michigan To proceed with your application, you must be at least 18 years of age....  ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill... 
    Suggested
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Pontiac, MI
    5 days ago
  •  ...Merrill Wealth Management Job Opportunity Merrill Wealth Management is a leading provider...  ...management and investment products and services for individuals, companies, and...  ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision... 
    Suggested
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Bloomfield Hills, MI
    1 day ago
  •  ...Job Overview Merrill Wealth Management is hiring a Financial Advisor Client Associate to provide client service support to multiple Financial Advisors. The role involves supporting enterprise strategic objectives, operational excellence, and client advocacy while customizing... 
    Suggested
    Seasonal work
    Work from home
    Shift work
    Day shift

    Bank of America

    Auburn Hills, MI
    4 days ago
  •  ...for a culture that puts its clients and associates first: a culture where...  ...'ll Be Doing The Client Services Associate (NR) assists one...  ...or escalated to the Branch Manager; including suspicious client...  ...start-up. We are a global wealth management and investment banking... 
    Work at office

    Stifel Financial

    Rochester, MI
    2 days ago
  • $60k - $75k

    The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care. As one of the...  ...relationships, connecting with clients, managing a diversity of tasks, have a strong attention to... 
    Internship

    Mariner

    Bloomfield Hills, MI
    1 day ago
  •  ...have an enthusiasm for helping our clients, taking care of our employees, building...  ...delivering extraordinary customer service while maintaining a strong...  ...Summary As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational... 
    Full time

    JPMorganChase

    Bloomfield Hills, MI
    1 day ago
  • Bank of America is seeking a Financial Advisor Client Associate in Auburn Hills, Michigan. This role requires providing client service support to multiple Financial Advisors while ensuring operational excellence and client advocacy. The ideal candidate must have relevant... 

    Bank of America

    Auburn Hills, MI
    4 days ago
  • Registered Client Service Associate The Securities Senior Sales Assistant (SSA) role is a position providing operational and sales support to multiple Financial Consultants (FC's) within their individual businesses, as well as to support office initiatives. The SSA role... 
    Work at office
    Remote work
    Monday to Friday

    Comerica Bank

    Bloomfield Hills, MI
    2 days ago
  •  ...Bloomfield Hills is seeking a qualified professional to assist with client accounts and provide comprehensive customer support. The role...  ...The ideal candidate will have a strong background in customer service, problem-solving, and Microsoft Office skills, with a minimum... 
    Work at office

    Comerica Bank

    Bloomfield Hills, MI
    3 days ago
  •  ...years of rich history and recognition for service and excellence in the Financial...  ...James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and...  ..., as well as the ability to organize, manage, and track multiple, detailed tasks and... 
    Work experience placement
    Work at office

    Raymond James

    Birmingham, MI
    1 day ago
  • United Shore Financial Services LLC in Pontiac, Michigan, is seeking a Building Support Specialist responsible for campus needs, providing elite client service with a strong sense of urgency. This role requires 100% onsite attendance with various shifts available. Responsibilities... 
    Shift work

    United Shore Financial Services LLC

    Pontiac, MI
    4 days ago
  • $60k - $75k

     ...Mariner in Bloomfield Hills is searching for a Client Service Associate to enhance extraordinary client service and manage administrative tasks for our wealth advisors. The ideal candidate will help maintain strong client relationships, perform daily office responsibilities... 
    Work at office

    Mariner

    Bloomfield, MI
    9 hours ago
  • Rockefeller Capital Management's Private Advisor team within the Rockefeller Global Family Office seeks a Client Associate to work with advisors and directly serve high-net-worth clients. The ideal candidate is thorough, detail-oriented, with strong communication, organization... 
    Work at office

    Rockefeller Capital Management

    Birmingham, MI
    11 hours ago
  •  ...Senior Registered Client Associate In Wealth And Investment Management Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment...  ...role you will: Assist Financial Advisor(s) with sales, service, and operational related activities such as... 
    Ongoing contract
    Work experience placement
    Work at office
    Immediate start

    Wells Fargo

    Birmingham, MI
    3 days ago
  • Executive Assistant to Managing Director, Financial Planning Betcher Financial Group (BFG)...  ...independent financial firm specializing in wealth management, retirement planning, and...  ...BFG is committed to delivering exceptional service while adhering to the highest ethical standards... 
    Full time
    Work at office

    Betcher Financial Group

    Sterling Heights, MI
    1 day ago
  • Chico's in Troy, Michigan is seeking a Sales Associate to support management in promoting a customer-focused sales culture. The role involves meeting...  ...will have excellent communication and customer service skills, retail experience preferred, and must be at least... 
    Night shift

    Chico's

    Troy, MI
    4 days ago
  •  ...serve. Our Vision is a future where clients approach their finances with confidence...  .... From your first day as a Client Service Associate (CSA), you'll receive the training, mentorship...  ...for participating in IB Edge Sales Management routines such as roadmaps and check-... 
    Hourly pay
    Full time
    Bank staff
    Flexible hours

    Independent Bank Corporation

    Franklin, MI
    14 days ago
  • $15k

     ...believe in empowering our clients, and we do so by...  ...property, casualty, risk management, life and health, employee...  ...benefits, investment and wealth management products and services. With over 20,000 employees...  ...team environment, mentoring Associate Account Managers and Team... 
    Local area
    Flexible hours

    HUB International

    Troy, MI
    2 days ago
  •  ...believe in empowering our clients, and we do so by...  ...property, casualty, risk management, life and health, employee...  ...benefits, investment and wealth management products and services. With over 21,000 employees...  ...and/or civic associations on behalf of HUB. Cultural... 
    Work at office
    Local area
    Flexible hours

    HUB International

    Troy, MI
    3 days ago
  • Summary: The Treasury Mgmt Service Specialist II provides support to the Treasury Management - National Settlement Team Segment. Prioritizes complex onboarding and...  ...treasury management, banking operations, or a related client implementation or service role. 3+ years working... 
    Full time
    Work at office

    Huntington National Bank

    Birmingham, MI
    2 days ago
  • POSITION SUMMARYService Associates perform operational support and oversight...  ...Market as well as general management support functions and special...  ...and various approvals. The Service Associatemust have the...  ...services and solutions that support clients’ needs including secure,... 
    Work at office
    Remote work
    Home office
    Night shift

    Morgan-Stanley

    Troy, MI
    1 day ago
  • $200k

     ...believe in empowering our clients, and we do so by...  ...property, casualty, risk management, life and health, employee...  ...benefits, investment and wealth management products and services. With over 20,000 employees...  ...Mentor, support and train Associate Account Managers and Team... 
    Local area
    Flexible hours

    HUB International

    Troy, MI
    1 day ago
  •  ...About Rockefeller Capital Management Rockefeller Capital Management...  ...independent financial advisory services firm. Originally founded in 1...  ...Firm oversees $221 billion in client assets as of May 31, 2026....  ...its growing team as a Client Associate. The Client Associate will work... 
    Work at office
    Local area

    Rockefeller Financial

    Birmingham, MI
    1 day ago
  • A leading financial services firm in Bloomfield Hills is seeking a Private Client Advisor to provide comprehensive financial planning and advice to a diverse client base. The ideal candidate will excel in building client relationships and have a solid understanding of financial... 

    JPMorgan Chase & Co.

    Bloomfield Hills, MI
    4 days ago
  • A leading mortgage company is seeking an Entry Client Solutions Specialist to manage client updates and maintain strong client relationships. The ideal candidate will have strong analytical skills, excellent communication abilities, and proficiency in Microsoft Office.... 
    Work at office

    United Wholesale Mortgage

    Pontiac, MI
    1 day ago
  • Overview Job Summary: Responsible to provide internal support to an account management team for an assigned book of business; collaborates with sales and service staff by account, interfaces with clients and carriers, maintains records, and performs other general... 

    Oswald Companies

    Bloomfield Hills, MI
    21 hours ago
  •  ...we have an enthusiasm for helping our clients, taking care of our employees, building...  ...and delivering extraordinary customer service while maintaining a strong commitment to...  ...As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial... 

    JPMorgan Chase & Co.

    Troy, MI
    more than 2 months ago
  • United Shore Financial Services LLC is seeking Welcome Associates in Pontiac, MI to provide top-tier client experiences. Successful candidates will manage inbound calls, requiring strong communication skills and the ability to thrive in a fast-paced call center environment... 

    United Shore Financial Services LLC

    Pontiac, MI
    1 day ago

Do you want to receive more vacancies?

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