Wealth Client Services Associate - Growth & Compliance
Citigroup Inc.
Citigroup Inc. in San Francisco, CA, seeks a Licensed Client Service Associate to support wealth management services under guidance from Banker teams. The role emphasizes risk awareness, regulatory compliance, and client interaction to safeguard Citi and assets. The role requires 2-5 years of experience, strong communication skills, and a Bachelor’s degree. Licenses (Series 7/63 or 7/66) are expected, with Mandarin/Cantonese being a plus for bilingual capability. #J-18808-Ljbffr Citigroup Inc.
$90k - $122k
Threadline Wealth is an independent SEC-registered... ...personalized client experience. We... ...focused on long-term growth, operational... ...operations, and client service teams. Role... ...Senior Client Service Associate is an experienced... ...initiatives. Partner with Compliance, Operations, and...SuggestedWork at officeRemote work3 days per week1 day per week$130k - $175k
...infrastructure, life sciences, growth equity, secondaries and... .... Blackstone Private Wealth was established to... ...these firms and their clients as well as providing... ...and other third-party service providers relating to client... ...The Investor Services Associate should exhibit strong...SuggestedLocal area- ...a well-established and highly respected Wealth Management firm in San Francisco to identify an experienced Client Service Associate (Operations Manager) to lead a team. This... ...improve operational efficiency, and ensure compliance with industry regulations. The ideal...SuggestedWork at office
$25 - $44 per hour
...Job Overview Provides client service support to multiple Financial Advisors, acting as the primary... ...continuous learning and professional growth. Exhibits sound judgment and discretion... .... Legal and Employment Information Compliance with FDIC and FINRA hiring restrictions...SuggestedHourly paySeasonal workWork from homeShift workDay shift- JPMorgan Chase is seeking a Client Associate within the JPMorgan Advisors... ...in delivering personalized wealth management solutions. You will... ...regulatory and firm policy compliance. You will interface with clients... ...support a broad range of services across planning, banking,...Suggested
- ...enthusiasm for helping our clients, taking care of our... ...customer service while maintaining a... ...Private Client Investment Associate in J.P. Morgan Wealth Management, you will... ...operational procedures and compliance requirements (e.g.... ...sales and deposit growth and have the most-...
$90k - $120k
...Client Service Associate The Client Service Associate provides operational support to our Wealth Advisors and/or Partners, providing services for 100 to 150 clients. The Client... ...other business entities. This includes compliance with legal, professional, and...Local areaFlexible hours- ...Registered Client Service Associate Working at Citi is far more than just a job. A career with... ...activities. Responsibilities: Deliver wealth management services to clients with... ..., its clients and assets, by driving compliance with applicable laws, rules and regulations...
$34.32k - $90k
Job Description 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 this role build trusted relationships...Temporary workWork at officeLocal area$61.28k - $109.28k
The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty... ...teams. Responsibilities: Deliver wealth management services to clients with... ..., its clients and assets, by driving compliance with applicable laws, rules and...Full time$34.32k - $90k
Job Description 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 interactions with clients, individuals in this role build trusted...Temporary workWork at officeLocal area- Jobtailor is seeking a dedicated colleague with a career path in wealth management. If you are an energetic self-starter, you will... ...door team environment and grow with us. Ideal candidates bring a client‑centric mindset, strong communication, and exceptional attention...Work at office
- ...part of JPMorgan Chase & Co., seeks a Client Associate to support Financial Advisors in delivering personalized wealth management services to ultra-high net worth clients. You will... ...while maintaining regulatory compliance and client service excellence. You will...
- ...Co. in San Francisco seeks a Private Client Investment Associate within Wealth Management to support Private Client Advisors with client service, operational requests, and wealth planning... ..., risk awareness, regulatory compliance, and strong client relationships to deepen...
$70k
...Client Service Associate (December 2026 Graduates) San Francisco, California, United States Guidepoint... ...is passionate about your career growth: Check out our Client Service Career Trajectory... ...us to create connections that offer a wealth of perspectives. We are committed to...Temporary workSummer workCasual workInternshipWork at officeWorldwideFlexible hours- UBS is hiring a Client Associate in San Francisco to support client service, educate clients on account services, and prepare meeting materials. The role requires 1-3 years in finance client service, a finance-focused degree, and strong communication skills. Cantonese/Mandarin...Full time
- A leading financial services company in San Francisco is seeking a Registered Client Service Associate. This role is pivotal in providing exceptional service to clients and supporting Financial Advisors in their daily operations. The ideal candidate will possess strong...
- PowerToFly is seeking a Registered Client Service Associate to provide exceptional support for Financial Advisors and clients. The successful candidate will build trusted relationships while assisting clients with services, executing transactions, and managing various...Work at office
- ...Investor Relations, Client Services Associate Location: San Francisco | Hybrid (4 days in, 1 remote) Industry: Asset Management / Financial... ...processes and cash flow tracking Coordinate recurring compliance and regulatory reporting requirements Respond to...Work at officeRemote work
- ...enthusiasm for helping our clients, taking care of our... ...delivering extraordinary customer service while maintaining a strong... ...Private Client Investment Associate in J.P. Morgan Wealth Management, you will... ...operational procedures and compliance requirements (e.g. completion...
- UBS in San Francisco is seeking a Registered Client Associate to support high-net-worth clients. You will keep systems up-to-date, educate clients on account services, and assist in preparing materials for client meetings. The role requires Series 7 and 66 licenses (for...Work at office
$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$80k - $111k
...Senior Client Service Associate The Senior Client Service Associate will provide administrative, operational, and analytical support to one... ...combination of education and internships relating to Private Wealth Management. Preferred: Experience in Private Wealth...InternshipFlexible hours$100k
...Since 1983, our unwavering commitment to clients and their investments has guided every decision... ...for a professional passionate about wealth management. The ideal candidate will be... ...supervision. Duties and Responsibilities Client Service and Account Maintenance Provide support...Work at office- Morgan Stanley is seeking Registered Client Service Associates in Oakland, California to provide exceptional service to clients and support Financial Advisors and teams. The role involves building trusted relationships through effective communication, and a client-first...
- ...of our 100+ offices has its own individual identity, and each also has its own unique rewards.OverviewWe’re looking for a Client Services Associate to join our team! In this role, you’ll be the main point of contact for clients, working closely with our Production team...Full time
- Unlock your potential as a Client Associate at J.P. Morgan Advisors,... ...of delivering exceptional wealth management services to ultra-high net worth clients... ...a commitment to career growth and mobility, you'll have... ...team, branch management, compliance and various other business...Local area
$25 - $44 per hour
...Job Description Merrill Wealth Management is a leading provider... ...and investment products and services for individuals, companies,... ...Advisors and Wealth Management Client Associates help clients pursue the life... ...learning and professional growth Exhibits sound judgment and...Hourly paySeasonal workWork at officeWork from homeShift workDay shift$25 - $45 per hour
...Job Description: Merrill Wealth Management is a leading provider... ...and investment products and services for individuals, companies,... ...Advisors and Wealth Management Client Associates help clients pursue the life... ...learning and professional growth Exhibits sound judgment and...Hourly paySeasonal workWork at officeWork from homeShift workDay shift$365k - $420k
...is based on collaboration, dedication to serving our clients, and mutual respect. We are regularly recognized for... ...tax controversy matters before the Internal Revenue Service.We are seeking an experienced associate with 4-6 years of relevant transactional experience in...Full time
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