Wealth Management Client Services Associate
JPMorgan Chase
J.P. Morgan Chase in New York, NY is seeking a Private Client Investment Associate within Wealth Management to deliver superior client service and operational support to Private Client Advisors. Responsibilities include facilitating account openings, money movement, and investment trades; building client relationships and assisting with wealth planning. This role emphasizes risk awareness, regulatory compliance, and timely processing, with opportunities to contribute to referrals and service #J-18808-Ljbffr JPMorgan Chase
$70k - $110k
...Sales Assistant to join their investment management firm in Midtown, Manhattan. This fully onsite position requires strong client service skills and a proactive approach to client... ...candidate will have experience supporting wealth management teams, be proficient in...SuggestedWork at office$35.36k - $90k
...Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions... ...duties directed by local management Administrative Support:...SuggestedTemporary workWork at officeLocal area$85k - $110k
...Our client, a boutique wealth manager in Westchester County, is looking to add a Client Services /Operations Associate to their growing team. This person will play a key role in supporting high-net-worth clients, managing complex account operations, and partnering closely...Suggested$35.36k - $90k
...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... ...other duties directed by local management ADMINISTRATIVE SUPPORT: Answering...SuggestedTemporary workWork at officeLocal area- Bank of America—Merrill Wealth Management in Riverhead, NY—is seeking a Client Service Associate to support Financial Advisors and deliver exceptional client service. You will educate clients on banking and investment offerings, handle materials accurately, and assist...Suggested
$34.32k - $90k
...Position Summary Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard... ...’s marketing strategy by maintaining marketing materials, managing digital and social media platforms, and planning client...Work 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
- ...Morgan Stanley is seeking a PWM Registered Client Service Associate to provide exceptional client service and administrative support. In this... ...you'll engage with clients, support Financial Advisors, and manage client accounts. The ideal candidate is proactive, detail-oriented...
- ...J.P. Morgan Chase seeks a Private Client Investment Associate in New York, NY. In this role, you will provide essential support to... ...Your responsibilities include assisting with account management, promoting firm services, and engaging in risk management practices. A valid...
$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
...POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients... ...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis... .../or other duties directed by local management ADMINISTRATIVE SUPPORT: • Answering...Full timeTemporary workWork at officeLocal 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....
$70k
...Client Service Associate (Class of 2026) New York, New York, United States Overview: The Client Service... ...you drive and improve your project management and customer service skills, to... ...us to create connections that offer a wealth of perspectives. We are committed to...Contract workFor contractorsFor subcontractorSummer workCasual workInternshipH1bWork at officeImmediate startRemote workWorldwideVisa sponsorshipWork visa$60k - $70k
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft... ...investment management services to over 80,000 households... ...Client Service Associate. This role serves as...Full timeTemporary workWork at officeFlexible hours$34.32k - $90k
...POSITION SUMMARY: Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through... ...Proactively participate in firm initiatives directed by local management Regularly seek opportunities to use firm resources for...Full timeTemporary workWork at officeLocal area- ...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...
$80k - $105k
...diverse range of financial services, including banking, leasing,... ...institutional, and municipal clients. It connects a diverse client... ...of client service functions associated with supporting the... ...client inquiries related to cash management services, including payments...Work at officeLocal areaRemote workWork from homeWorldwide- ...growing advisory practice at a financial services organization. The firm provides... ...families. Services include comprehensive wealth management customized portfolio reporting and the... ...professionals who support a large and diverse client base. As the organization continues to...Visa sponsorship
$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$70k - $125k
...N10° Wealth - Intelligence, Delivered to Intelligent... ...and investment advisory service, and N10° Assets, a creator of wholesale managed investment products. The... ...a commitment to the clients and institutions who entrust... ...a Client Service Associate to support both N10° Wealth...Work at officeLocal area$67k - $80k
...growing financial planning and wealth management firm based in New York City, with clients nationwide. We offer relationship... ...advice and investment services to the LGBTQ+ community. A lot... ...Position Overview As a Client Service Associate (CSA) at Christopher Street Financial...Work experience placementWork at office- ...Lead Advisor is a wealth management recruiting and consulting firm. This role is for one of our clients a fast growing RIA in New York City. About... ...a highly capable Senior Associate to take on elevated responsibilities in client service, portfolio support, and operational...
- ...Overview Successful, Growing $1B+ AUM Independent Wealth Management Firm — Midtown Manhattan A successful, growing independent wealth management firm with $1B+ AUM is hiring a Senior Client Service Associate for a long-term client service/operations role supporting ultra...Work at officeRemote workMonday to Friday
$53.9k - $80.7k
...for a culture that puts its clients and associates first: a culture where... ...immediate supervision, Client Services Associate (Registered) assists... ...or escalated to the Branch Manager; including suspicious... ...start-up. We are a global wealth management and investment banking...Work at officeImmediate startFlexible hours$80k - $95k
...Job Overview The Client Services Associate provides primary-level problem resolution & customer... ...and optimization, review and management of exceptions in a timely manner. Demonstrate... ...on. Continuous Learning: Access a wealth of resources to grow your career and...Flexible hours$70k
...Overview: The Client Service team connects Guidepoint’s clients with... ...Guidepoint’s success. As an Associate on the Client Service team,... ...and improve your project management and customer service skills,... ...create connections that offer a wealth of perspectives. We are...Summer workCasual workInternshipWork at officeWorldwide$56k - $84k
...Overview The Client Services Associate will work across a portfolio of brands to develop growth strategies and recommendations for client websites... ...hybrid role based in New York City. The Associate Account Manager will report to the Director of Client Services and...Contract workLocal areaFlexible hours- ...Client Service Associate Axelon is a leading provider of staffing solutions, dedicated to connecting talented professionals with rewarding opportunities... ...client cash flow requests to ensure proper handling Help manage client communications to ensure timely and proactive...Work experience placement
- ...Client Services Associate The Client Services Associate sits at the intersection of Operations, Transfers... ...extension of the broader Titan wealth advisor team. Your work directly impacts... ...helping others succeed. What You'll Do Manage inbound and outbound client communication...
$70k
...Overview: Guidepoint's Client Service team connects leading investment... ...client experience. As an Associate on the Client Service team,... ...target expert profile Manage multiple fast-moving client... ...create connections that offer a wealth of perspectives. We are...Temporary workSummer workCasual workInternshipWork at officeWorldwideFlexible hours
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