Wealth Management Client Services Associate
Lenox Advisors, Inc.
A financial services firm in New York is looking for a Client Services Associate to support the Relationship Manager by providing exceptional service to high-net-worth clients. Responsibilities include scheduling meetings and managing all client service requests, as well as coordinating seminars. The ideal candidate should have strong communication skills, attention to detail, and proficiency in Microsoft Office. A high school diploma is required, with preference for candidates possessing a college degree and relevant experience. #J-18808-Ljbffr Lenox Advisors
$60k - $70k
...Financial Group empowers clients through education-... ...innovation, and exceptional service. If you’re passionate... ...a Client Service Associate to join our team in Maitland... ...services, account management, and daily operations.... ...1+ years minimum in wealth management, financial...SuggestedWork at office$60k - $70k
Better Talent is seeking a Client Service Associate to support our financial advisors and clients in Florida. Your role will involve managing retirement planning services, account management... ...and at least 1 year of experience in wealth management. The role offers a...Suggested- ...leading investment bank and broker-dealer in New York seeks a Registered Client Service Associate for their Sarasota branch. This mid-senior level role is focused on supporting Financial Advisors in managing client accounts and requires strong interpersonal skills and...SuggestedFull time
- A financial services firm in Stuart, Florida is seeking a Client Services Associate to support their Wealth Management team. In this high-touch role, you will manage client onboarding, account maintenance, and ongoing relationship management. Candidates should have a Bachelor...Suggested
- A prestigious financial services firm is seeking a Bilingual Private Wealth Client Services Associate in New York. The ideal candidate will have 1+ years of experience... ...facilitating communication between teams and managing administrative tasks. This opportunity offers...Suggested
- ...brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families... ...that facilitate the new policy and client service processes. The Client Services Associate must provide superior client service by identifying...Work at officeNight shift1 day per week
$60k - $85k
...their most significant risk, workforce, wealth management and retirement challenges through... ...993 we have connected employees of our clients to over $4.5 billion of income protection... ...firms, providing administration and client service support for their individual disability...Full timeRemote workWorldwideMonday to Friday3 days per week- Exceptional Career Opportunity: Bilingual Private Wealth Client Services Associate Ascendo is excited to present this opportunity in the financial... ...support to advisory teams to ensure efficient daily workflows. Manage routine account maintenance tasks and oversee...Work at office
- Northern Trust, a respected financial institution in New York, is seeking a team player for client servicing roles. Candidates should have 1-3 years of experience and knowledge of personal financial planning products. The position involves responding to client inquiries...Flexible hours
- An established, employee-owned financial services firm is seeking a Client Services Associate to join their Wealth Management team in Stuart, Florida. This is a high-touch client service and operational support role working directly with Financial Advisors and their high...
$39.8k - $59.5k
...for a culture that puts its clients and associates first: a culture where... ...immediate supervision, 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 officeImmediate startFlexible hours- ...746081 Job Category Banking Associates Business Unit Consumer & Community... ...enthusiasm for helping our clients, taking care of our... ...delivering extraordinary customer service while maintaining a strong... ...Investment Associate in J.P. Morgan Wealth Management, you will provide client...Full time
$60k - $85k
Account Manager The Account Manager position is an integral part of a eight-person team. The... ...managing relationships with corporate clients and overseeing internal operations among... ...firms providing administration and client service support for their individual disability insurance...Full timeRemote workMonday to Friday3 days per week- A global wealth management firm seeks a Client Service Associate to enhance client experiences and elevate the brand. The ideal candidate will have a Bachelor's degree and 2+ years in client services within financial services. You will manage workflows, maintain CRM accuracy...Full time
- Registered Client Service Associate (Sarasota, FL) Join to apply for the Registered Client Service... ...services and investment advisory and asset management services. Job Description... ...and day-to-day operations of a growing wealth management practice. This role requires...Full timeLocal area
- ADP is hiring a Client Service Associate. Thanks for clicking! Let us tell you a little more... Are you a customer service superhero who gets... ...thinking skills, including sophisticated Human Capital Management areas (HR, Payroll, Tax, etc.) and software-related information...
- A leading financial services firm in New York seeks a Registered Client Service Associate to support financial advisors and clients. The ideal candidate must have effective communication skills and the ability to manage multiple tasks in a fast-paced environment. Responsibilities...Remote work
- A benefits solutions provider is seeking motivated individuals for a remote role focused on client interactions and personalized insurance solutions. Candidates will work virtually from any location, offering comprehensive training and opportunities for career growth....Remote work
$52k - $65.2k
BNY is seeking a Specialist in Client Service Management I for Wealth Services Ops to serve as a key contact for clients, resolve issues, and maintain positive client relationships. Ideal candidates should have a Bachelor's degree and 2-3 years of experience in client...- Position Overview The Registered Wealth Management Client Associate role is a sales support position, typically providing dedicated operational and... ...with Merrill. Responsibilities Provides excellent Client Service to the bank's clients through educating them on all of...Seasonal workWork at officeShift workDay shift
$24.8 - $31 per hour
Job Summary This Client Service role supports existing Registered Investment Advisory (RIA) clients... ...and complete resolution of inquiries. Manage multiple open client requests... ...training through shadowing experienced associates, with full ramp‑up expected within 3-4...Hourly payContract work- ...information about HOA processes and procedures. Support Community Association Managers (CAMs) with in-office assistance and coverage during... .... Perform any additional duties within the scope of the Client Services Associate and as assigned by the manager. Qualifications...
- ...their prospective and existing clients and other branch staff team... ...as the ability to organize, manage, and track multiple, detailed... ...history and recognition for service and excellence in the Financial... ...dynamic Registered Client Service Associate who is a motivated, detail...Work experience placementWork at office
- Introduction At Gallagher, we help clients face risk with confidence because we believe... ...'ll make an impact The Branch Client Service Associate I is accountable for delivering high... ...into either the Branch Client Service Management Manager or the Branch Client Service Supervisor...Full timeLive outWork at officeLocal areaFlexible hours
- ...their prospective and existing clients and other branch staff team... ...as the ability to organize, manage, and track multiple, detailed... ...history and recognition for service and excellence in the Financial... ...dynamic Registered Client Service Associate who is a motivated, detail‑...Work experience placementWork at office
- A financial advisory firm is seeking a Client Services Associate in Florida. The role involves supporting Portfolio Managers and providing exceptional service to Ultra High Net Worth clients. Candidates must be detail-oriented with strong communication and organizational...Work from home1 day per week
- ...bilingual (Spanish) candidates for the full-time position of Client Services Associate, reporting to the Director of Client Services. This person will be responsible for supporting the firm’s Portfolio Managers by ensuring the smooth functioning of all non-trading...Full timeWork at officeWork from home1 day per week
- ...in the Town of Florida, New York, is seeking a Registered Wealth Management Client Associate to provide sales and operational support to Financial Advisors. The role involves ensuring excellent client service, accuracy in client materials, and maintaining strong client...
- Family Wealth Services provides ultra-high-net-worth families with tailored solutions to manage and grow their wealth. The platform includes Family Engagement... ...Family Office offerings. Associates help deliver these services by supporting client education, business...Work experience placementWork at office
- A leading staffing and consulting firm is seeking a Client Service Representative II to support clients in the Banking Industry. The... ...Candidates should have over 3 years of client service experience in Wealth Management and be comfortable multitasking in a fast-paced environment...Contract workWork at office
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