Wealth Management Client Associate — Client-Focused Support
Bank of America
Bank of America Merrill Wealth Management is seeking a Wealth Management Client Associate to support Financial Advisors in delivering tailored wealth solutions. You will provide exemplary client service, educate clients on offerings, and help maintain risk-compliant, timely client materials. Ideal candidates hold required FINRA licenses or commit to obtaining them, demonstrate client-centric communication, and adapt quickly to evolving technologies and processes in a fast-paced team environment. #J-18808-Ljbffr Bank of America
- Bank of America in Florham Park is seeking a Client Service Support position within Merrill Wealth Management. This role involves assisting Financial Advisors and providing excellent client service while educating clients on bank offerings. The ideal candidate should hold...Suggested
- Oppenheimer & Co Inc in Summit, New Jersey is seeking a Registered Client Service Associate to support a two-advisor wealth management practice. The role emphasizes impeccable client service, meticulous attention to detail, and the ability to work both independently and...Suggested
- Company Overview Merrill Wealth Management is a leading provider of comprehensive... ...and Wealth Management Client Associates help clients pursue the... ...Trust comes from transparency, supported by the investment insights... ...that is resilient, results‑focused, and effective. Role...SuggestedSeasonal workWork at office
$25 - $44 per hour
Company Overview Merrill Wealth Management is a leading provider of comprehensive... ...wealth management, helping clients plan for retirement,... ...position provides client service support to multiple Financial... ...strong work ethic and intense focus on results. Client‑centric mindset...SuggestedHourly paySeasonal workLocal areaShift workDay shift- Merrill Wealth Management is a leading provider of comprehensive... ...management, helping clients plan for retirement, education... ...Management Client Associates work closely with Financial Advisors to support client relationships... ...ethic and an intense focus on results....SuggestedSeasonal workWork from homeShift workDay shift
- ...Registered Wealth Management Client Associate Florham Park, New Jersey;Short Hills, New Jersey; Summit,... ...committed to an in-office culture that supports collaboration, engagement, and... ...a strong work ethic and an intense focus on results Demonstrates a client-...Seasonal workWork at officeWork from homeShift workDay shift
$50k - $70k
...detail-oriented Registered Client Service Associates to join our growing fi... ...outside of a purely sales-focused role. As a Registered... ...service, operational support, and relationship management. This position combines... ...supporting Financial Advisors or wealth management teams...$25 - $45 per hour
Job Summary Merrill Wealth Management is a leading provider of wealth management... ...products and services. The role supports multiple Financial Advisors by providing client service support, addressing... ...strong work ethic and an intense focus on results. Demonstrate a client...Hourly paySeasonal workWork from homeShift workDay shift- Bank of America Merrill Wealth Management in the United States is seeking a client service professional to assist Financial Advisors by addressing client needs... ..., ensuring timely, accurate client materials, and supporting day‑to‑day team needs with a client‑first mindset....Remote job
- Hennion & Walsh is seeking a motivated Registered Client Service Associate to join our financial services team in Parsippany, NJ. You will work... ...provide high‑level service, handle account inquiries, and support daily operations with a client‑centric approach. The role requires...
$50k - $53k
Northeast Private Client Group is a distinguished boutique financial... ...and often multigenerational wealth. Our firm was established... ...is seeking a Client Service Associate to support the onboarding of new... ...firm’s CRM Respond to and manage client inquiries. Troubleshoot...Full time- Bank of America is seeking a dedicated individual to join our team in Summit, New Jersey, providing client service support to multiple Financial Advisors. This role includes maintaining client relationships and ensuring timely and accurate fulfillment of all client needs...
- ...looking for a Registered Client Service Associate to: • keep management systems up-to-date with... ...working with a Private Wealth Management team in the Florham... ...solutions and focused investment banking capabilities... ...with new challenges, a supportive team, opportunities to...Work at officeFlexible hours
$32.2k - $90k
PowerToFly is hiring a Registered Client Service Associate in Morristown, New Jersey. This role focuses on providing exceptional client service and supporting Financial Advisors. Candidates should... ...include onboarding clients, managing accounts, and supporting marketing...$75k - $105k
PGIM Custom Harvest - Client Service Associate (Finance) Job Classification... ...Service Associate to focus on Retail Separately Managed Accounts. The Client Service... ...division of PGIM Global Wealth, is a pioneer in the... ...reimbursement of items purchased to support personal wellbeing needs...Part time$60k - $65k
...become available. Registered Client Service Associate (Summit, NJ) Oppenheimer &... ...investment advisory and asset management services. Job Description... ...responsibility of the role is to support the day-to-day operations of a successful, growing wealth management practice...- ADP is seeking an Associate Client Support Consultant for Spring 2026 graduates. You will be on the frontline solving clients’ challenges, resolving... ...on ADP technology to ensure client satisfaction. The role focuses on serving clients with 1-49 employees, thrives in a...
$45k - $60k
...seeking a motivated and detail-oriented Client Service Associate to join our growing financial... ...looking to build a long-term career in wealth management and client service within a collaborative... ...and fellow service team members to support clients with account servicing,...$44k - $72k
...is the Opportunity? Embrace RBC Wealth Management’s core values and inclusive culture... ...serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become... ...stock where applicable Leaders who support your development through coaching...Full timeFlexible hours$58.5k - $65k
...looking for an experienced and motivated client services professional to join our Client... ...organized individual, have the ability to manage multiple priorities, excel in a deadline-... ..., including onsite presence as needed Support overall client satisfaction by providing...Full timePart timeWorldwideFlexible hours$32.9k - $90k
...Registered Client Service Associate Registered Client Service Associates provide exceptional... ...service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily... ...other duties directed by local management Administrative Support:...Temporary workWork at officeLocal area- ...Registered Client Service Associate (Transition Team) Location: Parsippany, NJ (Onsite) We're partnering with a growing wealth management firm seeking an experienced RegisteredClient Service Associate... ...environment so you're ready to support advisors as they join the firm....Permanent employmentImmediate startShift work
$50k - $60k
...Description Job Description Client Service Associate Employment Type ~... ...curious, and supportive team. We strive for excellence... ...candidate for this job is client-focused, resourceful, extremely... ..., and document creation Managing select vendor relationships...Full timeTemporary workWork at officeRemote workWork from home- ...helping high-profile clients understand, analyze, and... ...Client Group (GEPC) Associate to join our Business Tax... ...:Accountable for supporting and overseeing large outsourcing... ...processSupport the management of day-to-day services... ...a service focus centered on supporting...Work at officeLocal areaRelocation
$60k - $70k
Northeast Private Client Group is a boutique financial... ...multigenerational — wealth. We operate as strategic... ...the infrastructure to support both. About the Opportunity... ...Client Relationship Associate is the primary... ...through to completion, and manages the client communication...Full time- ...Our commitment to our clients is matched only by our... ...dynamic Client Service Associate to join Advisors, Mark... ...Klein’s team and support our growing initiatives... ...compliance emails. Manage and maintain Constant... ...· Culture activities focused on health & wellness,...Contract workWork at office
$80k - $110k
This position will be responsible for client, consultant, and prospective client reports,... ...client reports ~Assisting in preparing and managing RFPs and questionnaires by drafting... ...data and reports, and assembling detailed support information ~Assisting in preparing and...Work at office- ...EPIC Insurance Brokers & Consultants is seeking a Private Client Associate to support Private Client Relationship Managers in delivering exceptional service to our Private Clients. This role involves teamwork with producers, sales support, and other team members to handle...
$33.34 - $41.03 per hour
...Private Client Associate Come join our team! There are many reasons why EPIC Insurance Brokers... ...knowledge and industry expertise helps support our clients' regional and global needs.... ...the Private Client Relationship Managers in providing exceptional service to our...Hourly payLocal area$49.5k - $77k
...with 3+ years in a Registered Client Associate position and active Series 7... ..., you’ll be more than just support, you’ll be a trusted... ...expertise to help advisors manage and grow their business.... ...career growth opportunity. RBC Wealth Management is committed to your...Full timeFlexible hours
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