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
$100k - $115k
Your Future TeamLCK Wealth is a growing wealth management practice providing complex solutions... ...to Ultra High Net Worth clients.This Barron’s and Forbes... ...team provides financial services primarily to high-net-... ...high-energy client service associate who thrives in an...SuggestedPermanent employmentWork at officeLocal area$34.32k - $90k
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... ...other duties directed by local management ADMINISTRATIVE SUPPORT: Answering...SuggestedTemporary workWork at officeLocal area- Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors/Private Wealth Advisors and teams. The role focuses on building trusted client relationships, handling client inquiries, and performing clerical and administrative tasks to enable...Suggested
$65k - $75k
Junior Client Service & Relations Associate - Altium Wealth Management Purchase, Harrison, NY 10577, USA Job Description Posted Wednesday, August 12, 2026 at 5:00 AM Your Future Team Do you grow in a warm and positive environment where there is a clearly defined process...SuggestedPermanent employmentWork at officeLocal areaMonday to Friday- RBC Wealth Management is seeking a Client Associate/Registered Client Associate to support financial advisors and clients in Red Bank, NJ. You will handle account questions, onboarding, documentation, and routine trades while upholding a client-first approach in a fast-...Suggested
$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...Work at office- ...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...
- Morgan Stanley in New York, NY seeks a Registered Client Service Associate to support client relationships and service delivery. You will assist with onboarding, documentation, and account maintenance, while coordinating with Financial Advisors on orders, investments,...
- 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
$34.32k - $90k
POSITION SUMMARY Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an... ...Proactively participate in firm initiatives directed by local management Regularly seek opportunities to use firm resources for...Work at officeLocal area- Morgan Stanley is seeking a Registered Client Service Associate in New York to support Financial Advisors and Private Wealth Advisors. You will help cultivate client relationships, process transactions, and manage account details with a client-first mindset. The role requires...Work at office
- Morgan Stanley is seeking a Service Associate in New York to provide operational support and general management assistance. You will handle document maintenance, money movement, trade support, and several approvals, while collaborating with service, risk, and branch teams...
- ...have an enthusiasm for helping our clients, taking care of our employees, building... ...delivering extraordinary customer service while maintaining a strong... ...As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will be tasked with delivering...
$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- Provide client service support to potentially multiple Financial Advisors Support enterprise strategic objectives, operational excellence... ...procedures Support operational excellence, protect bank clients, and manage risk Identify, deepen, and maintain client relationships...Seasonal workWork at office
- J.P. Morgan Wealth Management is seeking a Private Client Investment Associate to provide client service, operational support, and administrative assistance to Private Client Advisors. Responsibilities include facilitating account openings, money movement, and investment...Full time
- ...Registered Wealth Management Client Associate NEW YORK, New York To proceed with your application, you must be at least 18 years of age.... ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth...Seasonal workWork at officeWork from homeShift workDay shift
$77k - $214k
...LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Wealth Management Tax Services Senior Associate, you will provide strategic tax planning, compliance, and advisory services to clients, helping them navigate complex tax regulations and optimize their tax...Full timeH1b- ..., highly diversified global investment manager with approximately $55 billion of assets... ...on behalf of over 2,000+ institutional clients and private investors worldwide across... ...affiliate offices around the globe. Client Service Associate New York, NY Responsibilities...Permanent employmentLocal areaWorldwide
- ...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...
$100k - $170k
Asset & Wealth ManagementA career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own.... ...Sachs, we provide investment and advisory services for pension plans, sovereign wealth...Full timeTemporary workPart time- ...Client Services Associate - New York: Mandarin & Cantonese Working at Citi is far more than just a... ...Reuters and Microsoft Office Monitor money managers performance and update monthly... ...Counselors, Securities Specialists and/or Wealth Team including Advisors, Relationship...Work at office
$22 - $25 per hour
...Client Service Associate Location: New York, NY Pay Rate: $22-$25 per hour + performance-based bonuses Type: Full-Time | Onsite Industry: Financial Services (Wealth Management & Private Equity) Position Overview A well-established financial services organization...Hourly payFull timeWork at office$41.2k - $76.8k
...Client Service Associate, Business Insurance Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard... ...Property & Casualty Group, you will support the Account Management and Sales teams, ensuring the client's needs and expectations...Work at officeLocal areaNight shift$67k - $75k
...Client Service Associate The Cerity Partners Family Office is seeking a driven, team-oriented Client... ...in a professional manner Project Management & Execution Collaborate with... ...Qualifications: ~1-3 years of experience, in wealth management a plus ~ Bachelor's...Work at officeLocal areaFlexible hours- Bank of America in New York, NY seeks a Portfolio Management Assistant to support integrated investment services and client portfolios. You will coordinate internal delivery, seek new business opportunities, and assist client-facing Portfolio Managers as needed. Responsibilities...
- Applecart in New York City is seeking a Client Services Associate to manage marketing campaigns for top clients and to deliver audience insights end-to-end. You’ll work on cross-functional teams, write client communications, and ensure on-time delivery while building audiences...
- Investment Management firm based in Manhattan is seeking a Client Services Associate to join their Client Services department. The Client Services Associate will serve as the main client contact for all operational and administrative matters involving the account. Experience...Full timeWork at office
$55k - $65k
Registered Client Service Associate (Midtown East, New York) Join to apply for the Registered Client... ...and investment advisory and asset management services. Who We Are Oppenheimer & Co... ...and day-to-day operations of a growing wealth management practice. This role...Full timeLocal area$80k - $85k
Position Overview Investment Management firm based in Manhattan is seeking a Client Services Associate to join the Client Services department. The Client Services Associate will serve as the main client contact for all operational and administrative matters involving the...Full timeWork at office
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