Wealth & Insurance Client Services Associate
Aon plc
Lenox Advisors, a subsidiary focused on wealth management and insurance services, seeks a Client Services Associate to support Relationship Manager by coordinating new policy and client service processes. You will assemble meeting documents, perform underwriting tasks, schedule exams, and maintain client communications. Strong organizational skills and client-focused service are required. #J-18808-Ljbffr Aon plc
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Wealth & Insurance Client Services Associate in New York, NY vacancy
$42.95k - $68.67k
...brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families... ...that facilitate the new policy and client service processes. The Client Services Associate must provide superior client service by identifying...SuggestedWork at officeAon plc
New York, NY5 days ago- Birch Run Financial is seeking a client-focused Client Service Associate to join our independent wealth management team in Wayne, PA. You will be the primary contact for client requests and help manage onboarding, account activity, and day-to-day operations with accuracy...Suggested
- Client Service Associate Wealth Management Are you a financial professional with a passion for providing comprehensive wealth management services to high-net-worth clients and institutions? Our client, a distinguished wealth management and registered investment advisory...Suggested
$67k - $92.1k
...diversified financial services leader with more than... ...business and institutional clients. We are a longstanding... ...asset manager and an insurer. Our unwavering focus... ...Client Service Associate, you will provide dedicated... ...planning, advice and wealth management. Columbia Threadneedle...SuggestedFull timePart timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week- Oppenheimer & Co. Inc. is hiring a Registered Client Service Associate for their Midtown East, NY branch. The role supports Financial Advisors with sales, marketing and daily operations of a wealth management practice, requiring strong interpersonal and multitasking abilities...Suggested
- Christopher Street Financial (CSF) is a growing financial planning and wealth management firm based in New York City, serving clients nationwide. The Client Service Associate role supports all stages of client relationships, including onboarding, account setup, and maintenance...Work at office
- Morgan Stanley in New York seeks a Client Service Associate to provide outstanding service to clients and support Financial Advisors and Private Wealth Advisors on a daily basis. You will build trusted relationships and respond to client needs with a client-first mindset...
- The Well in Long Island, NY is seeking a Client Services Associate for a growing wealth management firm. This full-time, on-site role delivers a high-touch client experience and supports Financial Advisors in managing relationships day to day. You’ll be a primary contact...Full time
$75k - $95k
...Sales Associate / Client Service Associate Wealth Management The Sales Associate / Client Service Associate will provide high-touch client service,... ...including estate and tax planning, cash flow modeling, insurance, and investment management coordination. Conduct client...Full timeWork at office- Madison Partners, Inc. is a fast-growing, tech-forward wealth management firm that serves as a coordinated team for clients and advisors. This role is a primary operational and service partner, requiring RIAs experience, clear communication, and ownership to keep client...Remote job
- ...Silvercrest Asset Management Group LLC is seeking a highly organized Client Associate to support a portfolio manager and client team with account administration and client service in New York City. The role emphasizes strong follow-up, professional client interactions...
Silvercrest Asset Management Group
New York, NY4 days ago - Silvercrest Asset Management Group is seeking a highly organized Client Associate to support a portfolio manager and client team with account administration and client service. The role requires strong follow up and communication, professionalism, and comfortable collaboration...
$34.32k - $90k
POSITION SUMMARY Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an... ...limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts Reports to: Business Service Officer...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
$33.28k - $85k
A leading financial services firm in New York is seeking a Registered Client Service Associate to enhance the client experience. The role involves managing client relationships, onboarding accounts, and working closely with Financial Advisors to meet client needs. Ideal...- 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,...
$80k - $100k
Work from Home Client Services Associate (Life & Health) Miller Family Agency aims to provide our sales force with innovative marketing and lead programs while offering high-quality insurance products and services to our clients. Job Summary: This is a work-from-home position...Full timePart timeWork from homeFlexible hours- Morgan Stanley is seeking a PWM Registered Client Service Associate to provide exceptional client service and administrative support. In this entry-level position, you'll engage with clients, support Financial Advisors, and manage client accounts. The ideal candidate is...
- REAL Insurance Lady (T.R.I.L.) is seeking an Agency Associate to deliver exceptional client service, manage communications, and support enrollment and renewals while collaborating with licensed Agents. The role is an independent contractor position requiring operating...For contractors
- JCW Group in New York is seeking a Client Service and Operations Associate to support client service, account administration, and daily operating workflows. You will work closely with the leadership team to ensure accurate, timely processing across the practice. You will...
- Bank of America Corporation's Merrill Wealth Management is recruiting for the Wealth Management Client Associate - Advisor Development Program (WMCA-ADP). This entry role focuses on client service support to Financial Advisors as you progress toward earning Securities...Traineeship
$100k - $170k
...StatesPosted: 2026-08-12Asset & Wealth ManagementA career with Goldman... ...Management is an opportunity to help clients across the globe realize their... ...provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments,...Full timeTemporary workPart timeGoldman Sachs
New York, NY4 days ago- ...UBS is seeking a Client Associate in Houston to support the wealth management team. You will keep client information up-to-date, educate clients on services, and assist with client meeting materials and reporting. You will help collect documentation for new accounts and...
UBS
New York, NY2 days ago $61.5k - $80k
...Work award winner in Business Insurance. We are an organization of... ...significant risk, workforce, wealth management and retirement challenges... ...connected employees of our clients to over $4.5 billion of... ...the benefits they need and the service they deserve. Position Summary...Full timeWork at officeRemote workMonday to Friday3 days per weekAON
New York, NY2 days ago$35.36k - $90k
...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. Leading...Temporary workWork at officeLocal areaWork visaMorgan Stanley
New York, NY1 day ago$33.28k - $85k
...Morgan Stanley Registered Client Service Associate Job Description POSITION SUMMARY... ...support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily... ...bonds, options, mutual funds, annuities, insurance, and managed accounts # Detail...Temporary workWork at officeLocal areaMorgan Stanley
New York, NY2 days ago$65k - $75k
...FutureFWD Advisors, a Private Wealth Advisory Practice of Ameriprise Financial is seeking a detail-oriented and proactive licensed client service associate to support our growing team. This remote role requires working Eastern Time Zone hours (applicants must reside...Private practiceRemote workJambalaya Group
New York, NY5 days ago- ## Client Service AssociateApply: Wayne, Pennsylvania - United States:... ...Financial is an independent wealth management practice guided by... ...Summary**The Client Service Associate is a highly visible, client-... ...:** Medical, Dental, Vision Insurance (80% paid for associate), Retirement...Full timeFor contractorsWork at office
Raymond James
New York, NY1 day ago - ...Overview Waldron Private Wealth (Waldron) is looking for a Client Service Associate to provide operational and administrative assistance to the Client Services... ...with client transactions (e.g., cash management, insurance, tax payments, real estate transactions, payments,...
Waldron Private Wealth
New York, NY2 days ago $75k - $100k
...Client Service Associate WHO WE ARE Procyon is a vibrant and growing wealth management platform comprised of a Registered Investment Advisor (RIA), Benefits, Tax and Risk practices. As a wealth management firm, we currently have 3,500 clients and are entrusted with...Full timePart timeWork at officeRemote workWork from homeMonday to FridayLinkedIn
New York, NY3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth & Insurance Client Services Associate. Be the first to apply!
Related searches
- property casualty insurance agent New York, NY
- insurance agent training New York, NY
- p&c insurance agent New York, NY
- allstate insurance agent New York, NY
- health insurance agents New York, NY
- insurance professional New York, NY
- medical insurance claims specialist New York, NY
- insurance account executive New York, NY
- healthcare insurance specialist New York, NY
- insurance broker New York, NY