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
$25 - $45 per hour
...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...SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shift$25 - $44 per hour
...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...SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shift- ...Private Wealth Client Associate New York, New York To proceed with your application, you must be at least 18 years of age. Acknowledge... .... Acknowledge ( Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
Bank of America
New York, NY2 days ago - ...Registered Private Wealth Client Associate New York, New York To proceed with your application, you must be at least 18 years of age.... .... Acknowledge ( Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
Bank of America
New York, NY2 days ago - J.P. Morgan Chase seeks a Private Client Investment Associate in Wealth Management to deliver exceptional client service and assist Private Client Advisors with account openings, money movement, and trades. The role emphasizes precision, timely execution, and proactive...Suggested
$34.32k - $90k
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... ...other duties directed by local management ADMINISTRATIVE SUPPORT: Answering...Temporary workWork at officeLocal area- ...J.P. Morgan Chase in New York is seeking a Private Client Investment Associate to provide client service, support to Private Client Advisors, and... ...operational marketing and administrative tasks within Wealth Management. The role requires securities licenses (Series 7, SIE...
Next Frontier Capital
New York, NY4 days ago $75.9k - $126.5k
...Wealth Management Client Service Representative Supports servicing and related sales enablement activities to drive new client relationships... ...the Bank's retail and commercial banking systemsKnowledge of Private Banking products and services Trust experienceAbility to...Work experience placement$75k - $95k
...Client Associate / Senior 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...Work at officeLocal areaShift work- 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
- 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...
$25 - $45 per hour
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...Hourly payFull timeSeasonal workWork at officeWork from homeDay shiftBank of America
New York, NY13 days ago- ...Private Client Investment Associate At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building... ...a Private Client Investment Associate in J.P. Morgan Wealth Management, you will be tasked with delivering exceptional client...
- Job Description: Senior Associate, Digital Product -... ...Becoming a ClientJPMorgan Private Bank | Digital... ...unifying the Becoming a Client (BAC) experience. This... ...experience in product management, digital strategy, or... ...-opening processes in wealth management or bankingPreferredPrevious...Casual workBank staff
JP Morgan Chase
New York, NY22 days ago - 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...
- Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors/Private Wealth Advisors and teams. The role focuses on building trusted client relationships, handling client inquiries, and performing clerical and administrative tasks to enable...
$34.32k - $90k
POSITION SUMMARY Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an... ...Proactively participate in firm initiatives directed by local management Regularly seek opportunities to use firm resources for...Work at officeLocal area$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- RBC Wealth Management is seeking a Client Associate/Registered Client Associate to support financial advisors and clients in Red Bank, NJ. You will handle account questions, onboarding, documentation, and routine trades while upholding a client-first approach in a fast-...
$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$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 areaHightower Advisors
New York, NYa month ago- Morgan Stanley is seeking a Registered Client Service Associate in New York to support Financial Advisors and Private Wealth Advisors. You will help cultivate client relationships, process transactions, and manage account details with a client-first mindset. The role requires...Work at office
- A leading financial services firm in New York is seeking a Private Client Investment Associate to provide exceptional client service and operational support. The role involves managing accounts, opening accounts, and engaging in risk management. Candidates must possess...
$50.84k - $59.35k
...CIBC in Burlington, NJ is seeking a Client Associate to work with Investment Advisors at CIBC Wood Gundy, helping manage portfolios and engage high-net-worth clients. On-site full-time, Monday through Friday, with a base salary range of $50,840 to $59,350 and participation...Full timeMonday to FridayCIBC
New York, NY2 days ago- UBS in New York's Midtown Manhattan branch seeks a Senior Registered Client Associate to provide exceptional service to ultra/high net worth clients, keep client data current, educate clients on account services, and assist with client meeting materials. You will gather...
- Am Law firm in New York is seeking a junior to mid-level Private Client Services Associate (2nd-5th year). The role focuses on sophisticated trusts, estates, and wealth preservation for ultra-high-net-worth individuals and families. You will work within a premier private...Private practiceWork at office
$100k - $170k
Asset & Wealth Management, Quantitative Equity Solutions, Client Portfolio Manager, Associate New York, NY, United States Job Description Team Overview Goldman Sachs Asset Management's Quantitative Equity Solutions (QES) team oversees over $300BN across 70,000+ customized...Full timeTemporary workPart timeWork experience placementWork at office$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. As part of one of the world's leading asset managers with over $2 trillion in assets...Full timeTemporary workPart timeGoldman Sachs
New York, NY29 days ago- J.P. Morgan Chase seeks a Private Client Investment Associate in New York, NY. In this role, you will provide essential support to Private Client... .... Your responsibilities include assisting with account management, promoting firm services, and engaging in risk management...
- Morgan Stanley in New York, NY seeks a Registered Client Service Associate to support client relationships and service delivery. You will assist with onboarding, documentation, and account maintenance, while coordinating with Financial Advisors on orders, investments,...
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 success associate New York, NY
- registered client associate New York, NY
- client solutions associate New York, NY
- client engagement associate New York, NY
- client account associate New York, NY
- client services associate New York, NY
- client relationship associate New York, NY
- director global product management New York, NY
- junior asset management New York, NY
- creed management New York, NY