Wealth Management Client Services Associate
Morgan-Stanley
Morgan-Stanley is seeking a Registered Client Service Associate in Greenwich, Connecticut, to provide exceptional service to clients and support Financial Advisors daily. This role involves building trusted relationships and assisting clients with their account needs. The ideal candidate should possess strong interpersonal skills and relevant Series licenses, with experience in the financial services industry. Candidates will support team marketing strategies and maintain current knowledge of firm policies and procedures. #J-18808-Ljbffr Morgan-Stanley
- A leading financial services firm in Greenwich, CT seeks a Client Associate to support Financial Advisors. You will manage client information, educate clients on services, and assist with administrative functions. The ideal candidate will have 3-5 years in client service...SuggestedFull time
$65k - $75k
...Altium Wealth Client Service Team Position Do you grow in a warm and positive environment where there is a clearly defined process and your... ...? Do you want to begin a career in the dynamic wealth management industry? Altium Wealth is looking for a strategic professional...SuggestedPermanent employmentWork at officeLocal areaMonday to Friday- The Strategic Implementer in White Plains, NY is looking for a permanently remote Client Service Associate to respond to client inquiries, assist advisors, and handle various administrative tasks. Candidates should have at least 5 years of financial services experience...SuggestedRemote jobPermanent employment
- PowerToFly is seeking a Registered Client Service Associate in Greenwich, Connecticut, to deliver exceptional client service while supporting Financial Advisors. This role requires strong organizational and interpersonal skills to foster client relationships and assist...SuggestedWork at office
$75k - $95k
...an established independent wealth management and financial planning firm... ...region. Our firm has helped clients navigate important financial... ...a combination of: client service operational coordination... ...into: Senior Client Service Associate Operations or Office...SuggestedWork at office$43.8k - $65.5k
...for a culture that puts its clients and associates first: a culture where... ...immediate supervision, client services associate (NR) assists one... ...or escalated to the branch manager; including suspicious client... ...start-up. We are a global wealth management and investment banking...Work at officeImmediate startFlexible hours- Overview The Client Services Associate provides insurance and investment service support by handling client... ...CRM, client service workflow, and manages the annual review process (scheduling,... ...Demonstrated industry experience in wealth management, brokerage, banking, or a related...Permanent employmentShift work
$80k - $100k
Alta Wealth Partners is a growing wealth management firm located in White Plains, NY. We are seeking a PERMANENTLY REMOTE Client Service Associate to join our team. If you’d like to join a full-service wealth management team that is dedicated to its clients and be part...Full timeWork experience placementRemote workWork from homeMonday to Friday- Registered Client Service Associates provide exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teamson a daily basis.Through regular... ...or other duties directed by local management ADMINISTRATIVE SUPPORT Answering inbound...Work at officeLocal area
$65k - $75k
Hightower Advisors is seeking a Junior Client Service & Relations Associate in Purchase, NY. This role involves serving as a liaison between clients and advisors, coordinating client meetings, and maintaining client data in Salesforce. Candidates should have 1+ years of...$25 - $44 per hour
Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they...Hourly paySeasonal workWork at officeShift workDay shift- ...Registered Client Service Associate Registered Client Service Associates provide exceptional service... ...support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis.... .../or other duties directed by local management Administrative Support: Answering...Work at officeLocal area
$54k - $72k
...Client Service Associate At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.... ...job to do for our clients. That's why we are committed to managing our clients' investments by truly understanding them as people...- Client Service Associate Accounting & Finance Darien , Connecticut Direct Hire May 19, 2026 Our client is seeking a Client Service Associate.... ...workflows, update records, and track activities Coordinate and manage heavy calendaring for the CEO Schedule internal and...Work at office
$58k - $115k
...Client Service Associate JD: POSITION SUMMARY Client Service Associates provide exceptional... ...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis... .../or other duties directed by local management ADMINISTRATIVE SUPPORT : •...Full timeTemporary workWork at officeLocal area- ...Connecticut. Responsible for the general servicing and support of the Financial Advisors. This... ...a consistent and effective level of client servicing when the Financial Advisor is unavailable... ...such as answer and return calls, manage the expense report process, prepare routine...Work at office
- RightClick is looking for a Client Service Associate in Darien, Connecticut. The ideal candidate will manage client profiles, respond to inquiries, and support the CEO with heavy calendaring duties. A strong background in administrative roles and proficiency in Salesforce...Work at office
$17.76 - $26.64 per hour
QUEST DIAGNOSTICS INC is seeking a Client Service Representative I based in White Plains, NY. The role requires delivering exceptional customer service through various communication channels. Ideal candidates will have at least one year of experience in a similar role,...Hourly pay$54k - $72k
Client Service Associate, Shared Support As a member of the Client Services team, you will partner with the Financial Planner and provide a high level of customer service to our clients. You will be responsible for building and encouraging client relationships, performing...- Edelman Financial Engines is seeking a Client Service Associate in White Plains, NY. This role involves partnering with the Financial Planner to provide exceptional customer service, manage client account activities, and support new account setups. Ideal candidates should...
- ...Relationship Manager The Client Specialist is a sophisticated wealth expert who focuses on creating new wealth relationships and deepening existing relationships... ...introduces appropriate JPMorgan Chase wealth services to best meet the objectives of each client. As...
$100k - $115k
...Associate In Wealth Management Finance We're seeking someone to join our Financial Advisor Compensation Services Team as an Associate in Wealth Management Finance to serve as a central... ...and innovating to better serve our clients and our communities in more than 40...Temporary workHome office- ...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they...Seasonal workWork at officeWork from homeShift workDay shift
$75k - $85k
...iCapital is looking for a Client Delivery Specialist Associate to join the Data Solutions... ...relationships: * Help manage client onboarding, client... ...program * Excellent customer service skills and the ability to... ...instruments * Experience with RIA/Wealth management policies,...Full timeWork at officeRemote work- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our... ...and delivering extraordinary customer service while maintaining a strong commitment to... .... As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial...
- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our... ...and delivering extraordinary customer service while maintaining a strong commitment to... .... As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial...
- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our... ...and delivering extraordinary customer service while maintaining a strong commitment to... .... As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial...
- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our... ...and delivering extraordinary customer service while maintaining a strong commitment to... .... As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial...
- Vista Wealth Solutions in Armonk, NY is looking for a Client Services Associate to provide exceptional support in insurance and investment services. This role involves... ..., liaising with financial partners, and managing client communication effectively. The ideal candidate...
$25 - $44 per hour
Bank of America is looking for a Client Service Associate in Greenwich, CT to provide comprehensive client service support. This role requires a strong customer-centric mindset, accountability, and effective communication skills. Candidates should possess a high school...Hourly pay
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