Private Wealth Client Associate - NYC
$70k - $76kUBS Financial Services Inc.
UBS is hiring a Client Associate in New York City to join a Private Wealth Management team, focusing on client care and service. You will maintain client records, educate clients on services, and prepare reports for meetings. The ideal candidate has at least 1 year of experience in client service, ideally within finance, and holds a bachelor’s degree in a related field. Compensation includes a gross base salary range of USD 70,000 – 76,000 per annum, plus additional variable compensation and benefits. #J-18808-Ljbffr
- ...Solutions is working with an AmLaw NYC firm that is seeking Private Client talent for its Chambers Ranked practice... ...of trusts & estates planning and wealth transfer strategies, serving as a... ...Current experience as a trust & estate associate at an AmLaw firm is required....SuggestedTemporary workWork at officeLocal areaFlexible hours3 days per week
- Asset & Wealth Management, Sustainability and Impact Client Solutions, Associate - New York New York, NY, United States Job Description... ...associate to join the team in NYC to fill a unique role focused... ...Investing across public and private markets. In addition, this role...Suggested
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$51k - $60k
...Billing Associate NFP, an Aon company, is a multiple Best Places to... ...significant risk, workforce, wealth management and retirement challenges... ...handling the billing for our clients, as well as collaborating with... ...will need to be in the NYC office for training up to three...Full timeRemote workMonday to Friday3 days per week$52k - $60k
...significant risk, workforce, wealth management, and retirement challenges... ...Summary The Communications Associate is a central role responsible... ...needs of institutional clients for enrollment and policy retention... ...employee will need to be in the NYC office for training up to...Full timeWork at officeRemote workMonday to Friday3 days per week- Private Client Investment Associate As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. Job Responsibilities...
$28.85 - $39.9 per hour
J.P. Morgan Wealth Management - Private Client Investment Associate - Somerset, NJ Locations: 460 Elizabeth Ave, Somerset, NJ, 08873, US; 9 Mount Bethel Rd, Ste 211, Warren, NJ, 07059, US Job Schedule: Full time Base Pay/Salary: Somerset, NJ $28.85-$39.90; Warren, NJ...Full time- A leading financial services firm is seeking a Private Client Investment Associate to provide exceptional client service and operational support. This... .... This position offers valuable experiences within the wealth management space, fostering a positive team environment....
- ...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... ...guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal...Seasonal workWork at officeShift workDay shift
- ...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...
- ...BCG Attorney Search is seeking a mid-level associate for its Private Client and Family Office practice in New York, NY. This role focuses on sophisticated domestic and international planning matters for ultra-high-net-worth individuals and family offices, emphasizing...Work at office
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- Chris Baily is seeking a proactive Financial Advisor to provide client service support at Merrill Wealth Management. In this role, you will be the primary contact for Financial Advisors, ensuring excellent service and operational excellence in client relations. Key skills...
- 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
$29.57 - $43.99 per hour
...Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth and Ultra-High Net Worth client relationships in Wealth Management. Partners and communicates with key stakeholders within the Wealth...Hourly payRotational programWork experience placementInternshipLocal area- Chris Baily seeks a Client Service Support position within Merrill Wealth Management in New York. This role focuses on providing exceptional client service support to Financial Advisors, ensuring timely and accurate client service, and promoting the bank's offerings. The...
- 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...
- Overview Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals... ...advice and guidance. Position Overview This role provides client service support to multiple Financial Advisors (FAs) and serves...Seasonal workFlexible hoursShift work
$34.32k - $90k
...Registered Client Service Associate 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...Temporary workWork at officeLocal area$80k - $100k
...Technical Client Services Associate NYC Metropolitan Area | 50–75% Local Travel A high‑growth, innovation‑driven organization is building out its field‑facing talent and is seeking a top‑tier Technical Client Services Associate to take ownership of critical customer relationships...Local areaImmediate start$100k - $115k
Senior Client Service Associate- LCK Wealth Management 300 Madison Ave, New York, NY 10017, USA Job Description Posted Tuesday, May 12, 2026 at 5:00 AM Your Future Team LCK Wealth is a growing wealth management practice providing complex solutions to Ultra High Net Worth...Permanent employmentWork at officeLocal area$74.39k - $103.81k
Citi is looking for a Registered Client Service Associate in Bethesda, Maryland. This role integrates specialty knowledge in delivering wealth management services to clients while upholding compliance standards, risk assessment, and communication responsibilities. The successful...- J.P. Morgan in New York is seeking a Private Client Investment Associate to support Advisors with client service and operational tasks in Wealth Management. This role involves facilitating requests, resolving client issues, and assisting with wealth planning. The ideal...
$23.52 - $39.17 per hour
LPL Financial LLC is seeking a Senior Client Service Associate for an in-office role located in Wantagh, NY. This position will support financial... ...2+ years of financial industry experience, preferably in wealth management, and a strong client service background. The compensation...Hourly payWork at office- A global wealth management leader is seeking a full-time Client Service Specialist to enhance client experiences and elevate brand presence. Responsibilities include managing client workflows, preparing materials, and supporting partners. The ideal candidate will have...Full time
$75k - $95k
...Sales Associate / Client Service Associate Wealth Management The Sales Associate / Client Service Associate will provide high-touch client service,... ...Wealth Management team serving executives, founders, private company clients, financial sponsors, PE/VC professionals...Full timeWork at office$260k - $390k
...Recruitment are working alongside our client, a international law firm, who are looking to recruit an experienced Associate to join their Private Client team based in New York.... ...families, and fiduciaries on sophisticated wealth planning matters across multiple jurisdictions...Permanent employmentFull time
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