Private Client Associate - Wealth Management
Rockefeller Capital Management
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. You will engaging directly with clients and assist in preparing presentations and reports for meetings. The ideal candidate brings 2+ years in client service in financial services, strong communication and organization, and #J-18808-Ljbffr Rockefeller Capital Management
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Private Client Associate - Wealth Management 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
- 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
- ...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
$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:...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 products... ....Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal...SuggestedHourly payFull timeSeasonal workWork at officeWork from homeDay shift$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...Temporary workWork at officeLocal area$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, NY4 days 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 workWork at officeWork from homeShift workDay shift
Bank of America
New York, NY2 days 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,...
- ...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...
$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- 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...
- 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...
- 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
- 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 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 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...
- 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...
- 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 workWork at officeWork from homeShift workDay shift
$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$100k - $120k
...goals is the best way to help our clients and advance our business. We take... ...currently recruiting a Senior Client Associate to join our Latin America private banking team in our New York... ...servicing and assisting Relationship Managers (RMs). The Sr CA will be the primary...Full timeWork at officeLocal area- 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...
- 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 for individuals and... ...wealth management to help clients navigate the complexities of significant... ...Description The Client Service Associate, Private Wealth Management is a full-time,...Full timeWork at office
$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 high-net-worth clients, managing complex account operations, and partnering closely...$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$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 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...
$125k - $290k
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. As part of one of the world's leading asset managers with over $2 trillion in assets...Full timeTemporary workPart time$100k - $170k
Team OverviewGoldman Sachs Asset Management's Quantitative Equity Solutions (QES) team oversees... ...Net Worth, Institutional and Retail clients. As a focal point for one of the division... ...investing, income, management of wealth concentration and values alignment.Our team...Full timeTemporary workPart time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Client Associate - Wealth Management. Be the first to apply!
Related searches
- 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
- focus workforce management New York, NY
- director workforce management New York, NY
- event management intern New York, NY