Client Service Ops Leader, Private Wealth
Neuberger Berman
Neuberger Berman in New York seeks a Client Service Operations Manager for Team Kaminsky, a premier Private Wealth Management group. This hands-on leader will initially operate alongside the team while building systems, controls, and cadence to improve speed, accuracy, and scalability. You will partner with portfolio managers, Operations, Compliance, and Technology to enhance onboarding and ongoing servicing, train staff on platforms, and set daily priorities, weekly reviews, and escalation #J-18808-Ljbffr Neuberger Berman
- J.P. Morgan Chase is seeking a Private Client Investment Associate within Wealth Management in New York, NY. You will deliver exceptional client service, support Private Client Advisors, and handle account openings, money movements and trades with precision and speed. You...Suggested
- Bernstein Private Wealth Management, a premier investment unit, invites energetic associates to join its Associate Development Program (ADP). You'll work with Financial Advisors to build client service and provide portfolio analytics and wealth planning support. As an ADP...Private
$211.28k - $316.92k
...-07-13Location: New York, New York, United StatesSalary: $211,280.00 - $316,920.00Category: Private Client Product Services, Professional, WealthCompany: CitiCiti Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. Citi...PrivateFull time$150k - $190k
...dedicated to doing what’s right for our clients.At CIBC, we embrace your strengths and... ...visit CIBC.comWhat you'll be doingAs a Private Wealth Business Development Officer (BDO), you... ...wealth management space.Collaboration & Service Excellence: Establish and maintain...PrivateFull timeRemote work$170k - $300k
...2026-07-23Location: New York, New York, United StatesSalary: $170,000.00 - $300,000.00Category: Private Client Product Services, Executive, WealthCompany: CitiCiti Wealth is a leading provider of financial solutions for affluent, high net worth and ultra-high net worth...PrivateFull timeFor contractorsLocal area- The Wealth Management division of JPMorgan Chase & Co. is part of... ...years customized solutions and client service of the highest quality to... ...around the world. Job SummaryThe Private Bank’s global cross‑asset OTC... ...200 years and today we are a leader in investment banking,...Private
$80k - $86k
...Bernstein Private Wealth Associates Bernstein Private Wealth Management is a premier... ...-net-worth and ultra-high-net-worth clients. As an industry leader, we put people first and pride ourselves... ...Wealth Associates are client service professionals who exhibit drive, ambition...PrivateTemporary workFlexible hours$75k - $95k
...Sales Associate / Client Service Associate Wealth Management The Sales Associate / Client Service Associate will provide high-touch client service... ...a Wealth Management team serving executives, founders, private company clients, financial sponsors, PE/VC professionals,...PrivateFull timeWork 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 with clients, individuals in this role build trusted relationships...PrivateTemporary workWork at officeLocal area$116.25k - $159.64k
...delivering tax and business advisory services and tax compliance to small business clients. You will work side-by-side with... ...to expand your career in Private Wealth tax and accounting, becoming an... ...client issues, and assist team leaders in researching and providing additional...PrivateWork at officeLocal area$176.72k - $265.08k
...ID: 95088928496Posted: 2026-07-13Location: New York, New York, United StatesSalary: $176,720.00 - $265,080.00Category: Private Client Product Services, Professional, WealthCompany: CitiThe Investment Sales Sr. Lead is a strategic professional who closely follows latest...PrivateFull time- Citi Wealth in Brooklyn, New York, is seeking a Wealth Relationship Manager to provide holistic... ...investment guidance for high-net-worth clients within the SAFE Act framework. Identify... ...and deliver high-touch, compliant client service on-site in Brooklyn, NY. 5-8 years...
- Evolve Private Wealth in New York, NY seeks a Senior Associate to advance client service, portfolio support, and operational execution. You will act as an extension of Advisors, handling complex servicing needs and contributing to client experience and investment workflows...Private
- ...Trust Relationship ManagerAura by Hex Trust is the private wealth business of Hex Trust. We bring institutional-... ...most underserved segments in the industry. HNW clients want exposure but lack a trusted, regulated, full-service partner. Aura fills that gap, combining the...PrivateWork at office
- Goldman Sachs is seeking a Private Wealth Advisor Associate in New York to serve ultra-high net worth clients, delivering tailored wealth strategies and holistic planning.... ...private wealth business through proactive client service and relationship management. The role...Private
- ...Estate Analyst to support estate settlement administration and client service within a fast-paced fiduciary environment. You will coordinate... ...communication, and collaboration across teams in a leading wealth management firm. Knowledge of probate and tax matters is valuable...Private
$68.3k - $79.8k
Morgan Stanley is seeking Registered Client Service Associates to provide exceptional service and support to Financial Advisors and Private Wealth Advisors. The successful candidates will facilitate client relationships and assist them with various needs including transactions...Private- Goldman Sachs in New York, NY seeks Wealth Management Professionals to support client service and relationship management within the Goldman Partner Office - Invest. The role focuses on operational support, risk management, and delivering comprehensive financial advice...PrivateWork at office
- BMO Financial Group in New York is seeking a wealth sales & service professional to provide support and product expertise for financial planning, business development, and client servicing for private wealth advisors and relationship managers. You will manage client relationships...Private
- Goldman Sachs Wealth Management seeks a Private Wealth Management professional to support PWAs in portfolio construction, asset allocation, and client service for high-net-worth clients in New York. You will collaborate closely with PWAs to deliver tailored investment...Private
- J.P. Morgan Chase in the United States is seeking a Private Client Investment Associate within Wealth Management to deliver exceptional client service and support to Private Client Advisors. You will manage operational requests, help with wealth planning, and strengthen...
- J.P. Morgan Chase is seeking a Private Client Investment Associate in Wealth Management to deliver exceptional client service and provide operational support to Private Client Advisors. The role emphasizes accurate account openings, money movements, and trade processing...
- JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management. You will provide comprehensive financial planning and tailored investment... ...manage investments, while upholding a culture of integrity and client-first service. #J-18808-Ljbffr JPMorganChase
- Morgan Stanley's PWM Client Service and Operations (CSO) team seeks a skilled program manager to support field engagement and adoption across CSO programs in Private Wealth Management. You will coordinate trainings, designation launches, and quarterly business reviews,...Private
$116.25k - $159.64k
...and assurance firm, providing clients with a genuine coast-to-... ...Tilly) provide professional services through an alternative practice... ...to expand your career in Private Wealth tax and accounting, becoming... ...client issues, and assist team leaders in researching and providing...PrivateWork at officeLocal areaWorldwide- Cresset is seeking a Regional Managing Director, Private Wealth Client Services to manage administrative and operational needs of Advisor and Client Associate teams. Serve as primary regional contact to support ultra-high-net-worth clients and client service associates...
- LCK Wealth is seeking a proactive, high-energy client service associate who thrives in an entrepreneurial environment and is motivated to build, lead, and scale client service and operational processes. You’ll support advisory teams, handle onboarding, data preparation,...
$88.4k - $132.6k
...Wealth Relationship Manager - Forest Hills, NY Apply (opens in new... ...counsel and/or facilitating services to others in area of specialization... ...financial needs of the client and offer solutions through a... ...-----------Job Family Group: Private Client Coverage -------------...PrivateFull timeWork at office- Citi in New York seeks a Licensed Client Service Associate to support private client coverage by delivering wealth management services under banker guidance, while applying risk and regulatory standards with clear communication. The role requires 2-5 years’ experience,...Full time
$157.04k - $235.56k
...United StatesSalary: $157 040,00 - $235 560,00Category: Private Client Product Services, Professional, WealthCompany: CitiThe Portfolio Advisor will... ...Advisors. The Portfolio Advisory team sits with the Citi Wealth Chief Investment Office (CIO) in New York at Citi’s...Full timeWork at officeDay shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Service Ops Leader, Private Wealth. Be the first to apply!
- service lead New York, NY
- tenant services coordinator New York, NY
- member services coordinator New York, NY
- IT service desk coordinator New York, NY
- service coordinator New York, NY
- family service coordinator New York, NY
- service coordinator ii New York, NY
- resident service coordinator New York, NY
- technical services lead New York, NY
- early intervention service coordinator New York, NY

