Wealth Client Service Associate - Analytical & Risk-Aware
Citi
Citi in Rye, New York is seeking a Licensed Client Service Associate to deliver wealth management services under guidance from Banker teams, leveraging data analysis skills and regulatory awareness. The role emphasizes risk-aware decision making, client-facing communication, and collaboration across teams; requires Series 7/63 or 7/66 eligibility and a Bachelor's degree. The position offers a competitive salary and comprehensive benefits. #J-18808-Ljbffr Citi
- Citi Rye, NY is hiring a Registered Client Service Associate to deliver wealth management services to clients under banker guidance. You will assess risk, ensure regulatory and policy compliance, and support control reporting while engaging with clients and cross-functional...Risk
$78.32k - $109.28k
...The Licensed Client Service Associate is a developing professional role which... ...subfunction/ job family. Applies analytical thinking and knowledge of... .... Responsibilities Deliver wealth management services to... ...teams. Appropriately assess risk when business decisions are...Risk$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 role requires someone with a welcoming style? Is efficiency one of your strengths, allowing you to handle multiple tasks at once...SuggestedPermanent employmentWork at officeLocal areaMonday to Friday- Citigroup Inc. in the United States is seeking a Licensed Client Service Associate. This developing professional role blends in-depth specialty... ...collaborate to achieve subfunction objectives. It applies analytical thinking and data analysis tools, and communicates clearly...Suggested
$70k - $115k
...Solutions (ICS), is an integrated client service solution for institutional... ..., Graystone Consulting and Wealth Management Operations. The Institutional... ...on policies, procedures, and risk expectations; leverage firm... ...Word, Outlook, PowerPoint) Analytical capability to interpret and...RiskContract workTemporary workWork at officeFlexible hours- ...Wealth Management Client Associate Stamford, Connecticut To proceed with your application, you must... ...management and investment products and services for individuals, companies, and... ...protect the bank's clients, and manage risk Identifies, deepens, and maintains...RiskSeasonal workWork at officeWork from homeShift workDay shift
$25 - $44 per hour
...Merrill Wealth Management Job Opportunity Merrill Wealth Management... ...and investment products and services for individuals, companies,... ...and Wealth Management Client Associates help clients pursue the life... ...bank's clients, and manage risk Identifies, deepens, and...RiskHourly paySeasonal workWork at officeWork from homeShift workDay shift- Hightower Advisors, based in Chicago with advisors across the U.S., is seeking a Client Service professional to join the team in Purchase, NY. This in-office role supports advisors and clients, coordinating meetings, maintaining client data, and handling service requests...
$58k - $115k
...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...Temporary workWork at officeLocal area$58k - $115k
...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...Temporary workWork at officeLocal area- ...Merrill Wealth Management is a leading provider of comprehensive... ...and investment products and services for individuals, companies,... ...Advisors and Wealth Management Client Associates help clients pursue the life... ...bank's clients, and manage risk Identifies, deepens, and...RiskSeasonal workWork at officeWork from homeShift workDay shift
$58k - $115k
A financial services company is seeking a Client Service Associate in Purchase, NY. The candidate will provide exceptional service to clients, support Financial Advisors in enhancing relationships, and manage various administrative tasks. Requirements include a high school...$85k - $110k
Client Services / Operations Associate - Boutique Wealth Manager in Westchester County, NY Our client, a boutique wealth manager in Westchester County, is looking to add a Client Services/Operations Associate to their growing team. This person will play a key role in supporting...- Morgan Stanley is seeking a Portfolio Associate to support Financial Advisor teams and clients, handling routine client inquiries... ...role emphasizes accuracy, client service, and adherence to regulatory requirements within a fast-paced wealth-management environment. Candidates...
$90k - $105k
Wealth Management Client Service, Investment & Operations Associate Base pay range: $90,000.00/yr - $105,000.00/yr Additional compensation types: Annual Bonus About the Role A well-established boutique financial services firm is seeking a Client Service, Investment & Operations...Permanent employmentFull timeRemote work$43.8k - $65.5k
...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- ...Private Client Advisor In Chase Wealth Management At J.P. Morgan Chase, we have an enthusiasm for helping... ...delivering extraordinary customer service while maintaining a strong commitment... ...ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE...Risk
$19 - $20 per hour
...Client Services Associate (Copy and Print) White Plains, New York, United States Support the Work Behind the Workplace We're seeking a detail-oriented and service-driven Client Services Associate (Copy & Print) to support daily print, reprographics, mailroom, and...Temporary workWork at officeImmediate start$100k - $275k
...and delivering for our clients, teammates, communities... ...bank's capabilities and services to meet specific client... ...the bank's established risk appetite Leads the... ...preferences, and overall wealth strategy, being... ...Wealth Planning Analytical Thinking Oral Communications...RiskWork at officeShift workDay shift$19 - $20 per hour
Reports To: Client Services Supervisor, Client Services Manager, or equivalent leadership Typical Schedule: Monday-Friday | 8:00AM-5:00PM... ...Workplace: detail‑oriented and service‑driven Client Services Associate (Copy & Print) to support daily print, reprographics,...Temporary workWork at officeMonday to Friday- ...Client Services Associate Where Precision Meets Purpose in a Firm Built on Legacy, Expertise, and Design At Integrity Advisors Pension... ...Makes You a Great Fit Knowledge & Skills Experience in wealth management, brokerage, banking, or financial services. Ability...Permanent employmentFull timeLive in
- ...organization in Rye, New York, is seeking a skilled Insurance and Risk Management Coordinator. In this hybrid role, you will manage... ...programs, assist in risk management processes, and produce relevant analytics. Collaborating extensively with various departments, you will...Risk
$85k - $140k
...Complex Products Risk (CPR) team provides... ...supporting HNW / UHNW clients to address complex... ...across Wealth Management (Risk,... ...key themes. Build awareness and adoption of CPR... ...regulated financial services environment. Working... ...exchange rules). Highly analytical, curious and...RiskTemporary workLocal areaFlexible hours$85k - $140k
Morgan Stanley is seeking a Risk Manager for the Wealth Management Platforms division based in Purchase, New York. The role involves providing comprehensive... ...will have at least 5 years of experience in Financial Services or Risk Management, alongside strong leadership and...Risk$110k - $120k
...Analyst to join our U.S. Wealth team. As part of... ...for education, awareness and managing new and current client relationships for AQR... ...helping to service clients, quantify prospects... ...Legal, Operations, Risk, and Trading teams... ...a team Exceptional analytical and problem solving...RiskFull timeWork at office- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm... ...extraordinary customer service while maintaining a strong commitment... ...Client Advisor in Chase Wealth Management, you will offer comprehensive... ...SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE...Risk
- ...seeks a Senior Quantitative Researcher for PM Engagement to advance portfolio construction and risk management for equity strategies. The role focuses on developing models, analytics, and insights for Portfolio Managers and senior leadership. You will collaborate with cross...Risk
- ...Private Banker for the U.S. Private Bank to advise families on wealth strategies, risk management and balance sheet optimization. You will work... ...‑line collaboration. The role emphasizes building trusted client relationships, expanding the client base and delivering thoughtful...RiskLocal area
$95k - $120k
A leading global financial services firm in Purchase, NY is seeking an Entry-level Financial Crimes Risk, Data Analytics and Reporting Analyst. The role involves providing analytical support and data management to enhance the firm's financial crimes risk program. Ideal...Risk- ...At Gallagher, we help clients face risk with confidence because we... ...be met. Advanced data and analytics providing a comprehensive overview... ...solutions? As a Private Client Service Manager at Gallagher, you’... ...Service Managers and Associates, fostering continuous learning...Risk
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