Wealth Management Client Success Associate
$60k - $70kBetter Talent by Laveer & Co.
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 will have at least 1 year of experience in financial services and the ability to maintain strong client relationships. A salary between $60k and $70K is offered, along with benefits such as health insurance and paid time off. #J-18808-Ljbffr Better Talent by Laveer & Co.
- ...Career Opportunity: Bilingual Private Wealth Client Services Associate Ascendo is excited to present this... ...specific needs of the client base, the successful applicant must possess full... ...to ensure efficient daily workflows. Manage routine account maintenance tasks and...SuggestedWork at office
- JPMorgan Chase & Co. is seeking a Client Associate in Florida to deliver exceptional wealth management services to ultra-high net worth clients. You will assist Financial Advisors in client onboarding and account maintenance, ensuring a smooth wealth management experience...Suggested
- As a Client Associate at J.P. Morgan Advisors, you will deliver exceptional wealth management services to ultra-high net worth clients. Your role includes onboarding clients, maintaining accounts, and supporting Financial Advisors with investment recommendations and operational...Suggested
$60k - $70k
...Fellowship Financial Group empowers clients through education-driven... ...is seeking a Client Service Associate to join our team in Maitland,... ...planning services, account management, and daily operations. You'll... ...Qualifications 1+ years minimum in wealth management, financial...SuggestedWork 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...SuggestedFull time
$90k - $115k
...group’s various applications. Respond to client questions regarding accounts, policies,... ...relevant experience. Seniority level Associate Employment type Full-time Job function... ...Finance and Other Industries Investment Management Financial Services Banking Benefits...Full time- ...role Deliver a best-in-class client experience. Elevate the team’s... ...value work. What you’ll own Manage client service workflows: account... ...Point Partners is a 12‑person wealth management team at UBS serving... ..., who drive our ongoing success. We’re dedicated to our craft...Full timeWork at officeFlexible hours
- Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join... ...7 & 66 licenses upon hire or must successfully obtain within 180 days from start...Local area
- ...leading investment bank and broker-dealer in New York seeks a Registered Client Service Associate for their Sarasota branch. This mid-senior level role is focused on supporting Financial Advisors in managing client accounts and requires strong interpersonal skills and...Full time
$39.8k - $59.5k
...for a culture that puts its clients and associates first: a culture where everyone... ...everyone contributes to the success of our clients, their... ...or escalated to the Branch Manager; including suspicious client... ...a start-up. We are a global wealth management and investment banking...Work at officeImmediate startFlexible hours$60k - $85k
...their most significant risk, workforce, wealth management and retirement challenges through... ...993 we have connected employees of our clients to over $4.5 billion of income protection... ...contribute meaningfully to a growing business. Success requires a proactive, results‑driven...Full timeRemote workWorldwideMonday to Friday3 days per week- ...Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth... ...and initiatives that facilitate the new policy and client service processes. The Client Services Associate must provide superior client service by identifying...Work at office
- ...prestigious financial services firm is seeking a Bilingual Private Wealth Client Services Associate in New York. The ideal candidate will have 1+ years of... ...involves facilitating communication between teams and managing administrative tasks. This opportunity offers room for...
- Client Service Associate (Spanish Speaker) Job Category : Associate Requisition Number : CLIEN001962 Posted: April 28, 2026 Full-Time... ...organization, Itaú Private Bank applies these capabilities to wealth management, combining human expertise with intelligent, data‑driven...Full time
- ADP is hiring a Client Service Associate. Thanks for clicking! Let us tell you a little more... Are... ...' challenges and fuel their business success. Does this sound like you?... ...including sophisticated Human Capital Management areas (HR, Payroll, Tax, etc.) and software...
- ...financial services firm is seeking a Client Service Associate in New York. You will support financial... ...for clients. Responsibilities include managing retirement distributions, overseeing annuity... ...documentation. A minimum of 1 year in wealth management or related fields and...Work at office
- ADP, Inc. is seeking a Client Service Associate to build relationships and provide solutions to client challenges in a fast-paced environment. The ideal candidate will have experience in customer service and be a relationship builder who thrives in collaborative situations...
- ...coordination-focused services company dedicated to supporting clients with scheduling, reservations, and service-related needs. We emphasize... ...level of organization and attention to detail Ability to manage multiple tasks in a structured, remote environment Basic...Remote workFlexible hours
- ...prospective and existing clients and other branch staff... ...ability to organize, manage, and track multiple,... ...Registered Client Service Associate who is a motivated,... ...while also supporting successful professionals and... ...prioritizing diversity, #J-18808-Ljbffr BBF WealthWork experience placementWork at office
- Client Service Associate - RJB page is loaded## Client Service Associate - RJBlocations... ...- 4 to 6 months, Manager Experience - None**Certifications... ..., while also supporting successful professionals and helping... ...Raymond James - and why they stay. #J-18808-Ljbffr BBF WealthWork experience placementWork at officeHome office
- ...enforcement investigations and inquiries for its Wealth Management business. This includes matters related... ...to communicate effectively with clients, colleagues, and regulators. Candidates... ...outside counsel for certain matters. Success in this environment requires the...
- BNY Mellon is looking for an Associate to join the Hedge Fund Accounting team in Lake Mary, Florida. In this role, you will lead day-to-... ...support team, oversee NAV production, and assist in maintaining client relationships. Candidates should have a Bachelor's degree in...
- ...their prospective and existing clients and other branch staff team... ...as the ability to organize, manage, and track multiple, detailed... ...dynamic Registered Client Service Associate who is a motivated, detail‑... ...assets and cost basis were successfully received. Monitors available...Work experience placementWork at office
- Registered Client Service Associate (Sarasota, FL) Join to apply for the Registered Client Service... ...services and investment advisory and asset management services. Job Description... ...and day-to-day operations of a growing wealth management practice. This role requires...Full timeLocal area
- ...their prospective and existing clients and other branch staff team... ...as the ability to organize, manage, and track multiple, detailed... ...dynamic Registered Client Service Associate who is a motivated, detail... ...assets and cost basis were successfully received.* Monitors available...Work experience placementWork at office
$45k - $65k
...a Reservations Support Specialist to provide administrative and client-facing support in a fully remote setting. Responsibilities include... ...service skills, attention to detail, and the ability to manage multiple tasks efficiently. This role offers a salary range of $...Remote work- A leading financial services firm is looking for a Client Service Associate in Town of Florida, New York. This position involves providing operational... ...levels. Benefits include medical, dental, and vision insurance, plus retirement savings options. #J-18808-Ljbffr BBF Wealth
$16 per hour
...A remote work solutions provider is looking for a Client Experience Associate to manage customer calls, leads, and appointments from home. Candidates must be bilingual in English and Spanish and passionate about customer service, with excellent communication skills. The...Full timeRemote work- ...financial services firm based in New York seeks a Registered Client Service Associate to join their team. The ideal candidate will have effective... ...events. This role offers a dynamic work environment with opportunities for professional growth. #J-18808-Ljbffr BBF Wealth
$21 per hour
National Debt Relief, LLC. is hiring a Client Success Agent II to provide exceptional customer support in a remote setting. This role involves assisting clients with financial situations, utilizing CRM tools like Salesforce, and ensuring compliance and accurate documentation...Remote job
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