Wealth Client Service Associate
PowerToFly
PowerToFly is seeking a Client Service Associate in New Jersey to provide exceptional service and support to clients. You will assist Financial Advisors in building trusted relationships, executing transactions, and answering inquiries. The ideal candidate will possess strong interpersonal skills and advanced Microsoft Office capabilities. This role offers the opportunity to participate in employee benefits and potential bonuses. #J-18808-Ljbffr
$34.32k - $90k
711 MS Smith Barney, LLC is seeking a Client Service Associate in New York, NY. This role focuses on providing exceptional service to clients while supporting Financial Advisors and Private Wealth Advisors. Responsibilities include managing client relationships, executing...Suggested$80k - $100k
...A wealth management firm in New York is seeking a Client Service Associate to provide quality service, facilitate operational tasks, and assist with client onboarding. The ideal candidate has strong interpersonal skills, experience in customer service, and a problem-solving...Suggested$78.32k - $109.28k
...Citigroup Inc. is hiring a Licensed Client Service Associate in New York. This role involves delivering wealth management services while demonstrating strong analytical and communication skills. Candidates must have 2-5 years of relevant experience and a Bachelor's degree...Suggested$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...SuggestedHourly payWork at office$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...Suggested$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$68k - $120k
Morgan Stanley is seeking a Wealth Management Associate in New York, NY. The ideal candidate will provide exceptional client service, support financial advisors in business development, and possess a strong background in financial services. Applicants should have over...- 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...
$95k - $105k
Jefferies Wealth Management is seeking a Client Service Associate (CSA) to support Financial Advisors and Relationship Managers in delivering a high‑touch, client‑centric wealth management experience. The CSA will serve as a key point of contact for clients and play a critical...Full timePart timeWork at officeLocal area- Hightower Advisors in New York is seeking a Senior Client Service Associate to join the LCK Wealth Management team. The role focuses on providing top-notch client service and operational support to Ultra High Net Worth clients. Candidates should have over 3 years of client...Work at office
$25 - $44 per hour
...Bank of America in New York is seeking a motivated individual to provide client service support to Financial Advisors. Responsibilities include ensuring excellent service, maintaining client relationships, and aligning practices with bank policies. Candidates should have...Hourly pay$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- A leading investment bank is seeking a Registered Client Service Associate for their Midtown East office. The role involves supporting Financial Advisors, managing client relationships, and ensuring service excellence. Candidates should possess strong interpersonal skills...Work at office
- ...join their team. In this role, you will serve as a trusted point of contact for high-net-worth clients, ensuring accuracy in account maintenance and delivering exceptional service. The position requires a Bachelor's degree in Finance or Economics, 1-2 years of relevant...
- ...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...
- ...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...
$25 - $44 per hour
...Job Overview As a Client Service Associate at Merrill Wealth Management, you will support one or more Financial Advisors by delivering high‑quality client service, ensuring operational excellence, and promoting Merrill’s wealth‑management solutions. Your role is to be...Hourly paySeasonal workWork from home$31.2k - $90k
...Client Service Associate JD: 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 regular interactions with clients, individuals in...Temporary workWork at officeLocal area$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun...Work at office$51k - $60k
...Client Service Associate, Billing (Hybrid NYC) Job Category: Client Service Requisition Number: SPECI015326 Posted: May 26, 2026 Full-Time Hybrid... ...the globe address their most significant risk, workforce, wealth management and retirement challenges through custom...Full timeRemote workMonday to Friday3 days per week$80k - $100k
...Client Service Associate - Morse, Towey, White and Hoffman 300 Madison Ave, New York, NY 10017, USA Job Description Posted Thursday, February... ...tight-knit team of professionals dedicated to fulfilling the wealth management needs of families. We listen first. Each member...Permanent employmentWork experience placementInternshipLocal areaRelocationMonday to FridayFlexible hours$25.85 - $43.08 per hour
...Advisor Model by providing comprehensive client assistance. This in‑office role in Bridgewater... .... Educate clients and advisors on services and technology, including eSignature and... ...financial industry experience, preferably in wealth management. 1+ years of experience in...Hourly payWork at office$23.52 - $39.17 per hour
...Job Overview Senior Client Service Associate – In‑office role located in Wantagh, NY. Supports financial advisors under LPL’s Employee Advisor... ...Requirements 2+ years of financial industry experience, preferably in wealth management. 2+ years of client service experience....Hourly payWork at office$60k - $65k
...re not just in the business of helping clients with their financial goals – we also help... ....Job DescriptionRole SummaryThe Client Service Associate supports Financial Advisors by... ...advisor requests.Join a boutique Private Wealth Advisory practice of Ameriprise Financial...Full timePrivate practiceImmediate startHome office- ...Overview Waldron Private Wealth (Waldron) is looking for a Client Service Associate to provide operational and administrative assistance to the Client Services (CS) department. Responsibilities Process forms and documentation for custodial related items including opening...
$34.32k - $90k
...POSITION SUMMARY Client Service Associates provide exceptional service to clients and support Financial Advisor(s) (FAs)/Private Wealth Advisor(s) (PWAs)/teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...Work at officeLocal area- ...Management Associate Step into a dynamic role where you'll drive strategic projects... ...Management Associate supporting the Head of Client Service Asset Management – Americas, you will... ...About the Team J.P. Morgan Asset & Wealth Management delivers industry-leading investment...Immediate start
$35 - $44 per hour
Description The Wealth Manager Client Service Associate (CSA) is responsible for providing day-to-day support to Wealth Managers. The CSA leads onboarding and service for new and existing clients. The incumbent is responsible for client relationship management, which includes...Hourly payLocal areaMonday to FridayFlexible hours$55k - $65k
Registered Client Service Associate (Midtown East, New York) Join to apply for the Registered Client Service Associate (Midtown East, New York)... ...in sales, marketing and day-to-day operations of a growing wealth management practice. This role requires superior interpersonal...Full timeLocal area$33.28k - $85k
Morgan Stanley Registered Client Service Associate Job Description POSITION SUMMARY Registered Client Service Associates provide exceptional service... ...clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular...Temporary workWork at officeLocal area
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