UHNW Wealth Client Associate - Onboarding & Service
JPMorgan Chase & Co.
JPMorgan Chase & Co. is seeking a Client Associate to join their Wealth Management team in New York. In this role, you will assist Financial Advisors and provide personalized solutions to ultra-high net worth clients. Your contributions will directly impact clients' financial well-being while offering you development opportunities in a fast-paced environment. The ideal candidate holds a Bachelor's degree and must obtain Series 7 & 66 licenses within 180 days. Strong communication and problem-solving skills are essential to excel in this position. #J-18808-Ljbffr JPMorgan Chase & Co.
- JPMorganChase is seeking a Client Associate in the Town of Florida, New York, to deliver exceptional wealth management services to ultra-high net worth clients. You will manage client onboarding, account maintenance, and provide support to Financial Advisors, ensuring compliance...Suggested
- JPMorganChase is looking for a Client Associate in the Town of Florida, NY. You will provide wealth management services to ultra-high net worth clients, interacting directly... ...communication skills. You will support client onboarding, account maintenance, and perform various...Suggested
- JPMorgan Chase & Co. is seeking a Client Associate in New York to provide exceptional wealth management services to ultra-high net worth clients. You will assist Financial... ...80 days. Key responsibilities include client onboarding, support across products, and maintaining...Suggested
- 711 MS Smith Barney, LLC in New York seeks a client support specialist to provide exceptional service to clients and support Financial Advisors. The role involves... ...executing transactions, answering inquiries, onboarding accounts, and assisting with marketing strategies....SuggestedWork at office
- Women Veterans Interactive is seeking a dedicated Client Service Support professional for Merrill Wealth Management in New York. The role focuses on providing high-quality client service and fostering strong relationships with clients, ensuring they are educated on all...SuggestedWork at office
$60k - $70k
...Fellowship Financial Group empowers clients through education-driven... ...innovation, and exceptional service. If you’re passionate about... ...is seeking a Client Service Associate to join our team in Maitland,... ...Qualifications 1+ years minimum in wealth management, financial...Work at office- A prestigious financial services firm is seeking a Bilingual Private Wealth Client Services Associate in New York. The ideal candidate will have 1+ years of experience dealing with high-net-worth individuals, along with full professional proficiency in both English and...
$60k - $70k
Better Talent is seeking a Client Service Associate to support our financial advisors and clients in Florida. Your role will involve managing retirement... ...organizational skills and at least 1 year of experience in wealth management. The role offers a collaborative work...- ...0746081 Job Category Banking Associates Business Unit Consumer & Community... ...enthusiasm for helping our clients, taking care of our employees... ...extraordinary customer service while maintaining a strong commitment... ...Associate in J.P. Morgan Wealth Management, you will provide...Full time
- ...Join Chase as a Client Associate in Town of Florida, NY, where you'll deliver exceptional wealth management services to ultra-high net worth clients. This role requires managing client onboarding, providing personalized investment recommendations, and supporting Financial...
- ...PowerToFly is seeking a Client Service Associate in Town of Florida, NY to provide exceptional client support to Financial Advisors and teams. The ideal candidate will be detail-oriented, possess strong organizational skills, and excel in Microsoft Office. Responsibilities...Work at office
- ...Responsibilities Provide exceptional service to clients and support Financial Advisors and Private Wealth Advisors, building strong client relationships and assisting... ...tools (e.g., MSOnline, eSign, eAuthorization). Onboard and maintain client accounts, collecting required...Work at officeLocal area
- ...Job Description Merrill Wealth Management is a leading provider of comprehensive wealth... ...management and investment products and services for individuals, companies, and... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...Seasonal workWork at officeWork from homeShift workDay shift
- Job Description Merrill Wealth Management is a leading provider of comprehensive wealth... ...management and investment products and services for individuals, companies, and... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...Seasonal workWork at officeShift workDay shift
- ...Fairygodboss is looking for a Client Associate at J.P. Morgan Advisors in Town of Florida, NY. In this pivotal role, you'll provide... ...and their clients while delivering personalized wealth management services to ultra-high net worth individuals. Ideal candidates will...
- ...Overview Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they...Seasonal workWork at officeWork from homeShift workDay shift
- JPMorgan Chase & Co. seeks a Client Associate for its Advisors team in Town of Florida, NY. This role focuses on delivering outstanding wealth management services to ultra-high net worth clients, supporting Financial Advisors, and managing client relationships. The ideal...
- Exceptional Career Opportunity: Bilingual Private Wealth Client Services Associate Ascendo is excited to present this opportunity in the financial services industry. We are partnering with a prestigious multi-family office that is currently experiencing an amazing period...Work at office
- Fairygodboss is seeking a Client Associate to deliver exceptional wealth management services to ultra-high net worth clients. You'll work closely with Financial Advisors, providing tailored solutions and building strong client relationships. If you're a proactive individual...
- ...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 this role build trusted relationships...Work at officeLocal area
- ...their prospective and existing clients and other branch staff team... ...history and recognition for service and excellence in the Financial... ...Registered Client Service Associate who is a motivated, detail oriented... ...the team’s performance.* Onboards new clients, opens new client...Work experience placementWork at office
- ...their prospective and existing clients and other branch staff team... ...history and recognition for service and excellence in the Financial... ...Registered Client Service Associate who is a motivated, detail‑oriented... ...advisors and branch office. Onboards new clients, opens new client...Work experience placementWork at office
$39.8k - $59.5k
...Stifel strives for a culture that puts its clients and associates first: a culture where everyone... ...Under immediate supervision, Client Services Associate (NR) assists one or more Financial... ...like a start-up. We are a global wealth management and investment banking firm...Work at officeImmediate startFlexible hours- Position Summary Registered Client Service Associates help shape the future of service by modernizing the client experience through an elevated... ...authorization and authenticate client when processing requests Onboard and maintain client accounts, including collecting client...Work at officeLocal area
- ...their prospective and existing clients and other branch staff team... ...history and recognition for service and excellence in the Financial... ...Registered Client Service Associate who is a motivated, detail oriented... ...advisors and branch office.* Onboards new clients, opens new client...Work experience placementWork at office
- A global wealth management firm seeks a Client Service Associate to enhance client experiences and elevate the brand. The ideal candidate will have a Bachelor's degree and 2+ years in client services within financial services. You will manage workflows, maintain CRM accuracy...Full time
$90k - $115k
...join an established and growing financial services firm with significant operations in... ...group’s various applications. Respond to client questions regarding accounts, policies,... ...of relevant experience. Seniority level Associate Employment type Full-time Job function Finance...Full time- Job Overview This role provides client service support to multiple Financial Advisors, supporting enterprise objectives, operational excellence, and client advocacy within their business. The associate serves as the primary point of contact within the firm for all service...Seasonal workShift workDay shift
- Northern Trust Corp is seeking a Registered Associate II in Bonita Springs, FL. This role entails supporting Financial Advisors through client service management and account onboarding. The ideal candidate will have financial knowledge, strong communication, and organizational...
$60k - $70k
Better Talent by Laveer & Co. is looking for a Client Service Associate to join their team in New York. This role is vital for providing clients with seamless coordination of retirement planning services while supporting advisors in daily operations. The ideal candidate...
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