Wealth Client Services Associate
$34.32k - $90k711 MS Smith Barney, LLC
711 MS Smith Barney, LLC is seeking a Client Service Associate in New York, NY. This role focuses on providing exceptional service to clients while supporting Financial Advisors and Private Wealth Advisors. Responsibilities include managing client relationships, executing transactions, and assisting with administrative tasks. The ideal candidate should possess strong organizational and interpersonal skills, with a high school diploma required and a preference for college education. Salary ranges from $34,320 to $90,000 based on individual qualifications. #J-18808-Ljbffr 711 MS Smith Barney, LLC
$80k - $100k
A wealth management firm in New York is seeking a Client Service Associate to provide quality service, facilitate operational tasks, and assist with client onboarding. The ideal candidate has strong interpersonal skills, experience in customer service, and a problem-solving...Suggested$95k - $105k
Jefferies Wealth Management is seeking a Client Service Associate (CSA) to support Financial Advisors and Relationship Managers in delivering a high‑touch, client‑centric wealth management experience. The CSA will serve as a key point of contact for clients and play a critical...SuggestedFull timePart timeWork at officeLocal area$100k - $115k
Senior Client Service Associate- LCK Wealth Management 300 Madison Ave, New York, NY 10017, USA Job Description Posted Tuesday, May 12, 2026 at 5:00 AM Your Future Team LCK Wealth is a growing wealth management practice providing complex solutions to Ultra High Net Worth...SuggestedPermanent employmentWork at officeLocal area$68k - $120k
Morgan Stanley is seeking a Wealth Management Associate in New York, NY. The ideal candidate will provide exceptional client service, support financial advisors in business development, and possess a strong background in financial services. Applicants should have over...Suggested$78.32k - $109.28k
Citigroup Inc. is hiring a Licensed Client Service Associate in New York. This role involves delivering wealth management services while demonstrating strong analytical and communication skills. Candidates must have 2-5 years of relevant experience and a Bachelor's degree...Suggested- Hightower Advisors in New York is seeking a Senior Client Service Associate to join the LCK Wealth Management team. The role focuses on providing top-notch client service and operational support to Ultra High Net Worth clients. Candidates should have over 3 years of client...Work at office
$23.52 - $39.17 per hour
LPL Financial LLC is seeking a Senior Client Service Associate for an in-office role located in Wantagh, NY. This position will support financial... ...2+ years of financial industry experience, preferably in wealth management, and a strong client service background. The compensation...Hourly payWork at office$34.32k - $90k
...Registered Client Service Associate Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through...Temporary workWork at officeLocal area$25 - $44 per hour
Bank of America in New York is seeking a motivated individual to provide client service support to Financial Advisors. Responsibilities include ensuring excellent service, maintaining client relationships, and aligning practices with bank policies. Candidates should have...Hourly pay- J.P. Morgan Chase seeks a Private Client Investment Associate in New York, NY. In this role, you will provide essential support to Private Client... ...include assisting with account management, promoting firm services, and engaging in risk management practices. A valid Series...
- ...join their team. In this role, you will serve as a trusted point of contact for high-net-worth clients, ensuring accuracy in account maintenance and delivering exceptional service. The position requires a Bachelor's degree in Finance or Economics, 1-2 years of relevant...
- 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
$61.28k - $85.52k
...Client Services Associate Apply (opens in new window) Job Req Id: 26966068 Location(s): Great Neck, New York, United States Job Type: Hybrid Posted... ...RO's, Investment Counselors, Securities Specialists and/or Wealth Team including Advisors, Relationship Managers, Investment...Full timeWork at office$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun...Work at office- Description The Wealth Manager Client Service Associate (CSA) is responsible for providing day‑to‑day support to Wealth Managers. The CSA leads onboarding and service for new and existing clients. The incumbent is responsible for client relationship management, which includes...Local areaMonday to Friday
$55k - $65k
Registered Client Service Associate (Midtown East, New York) Join to apply for the Registered Client Service Associate (Midtown East, New York)... ...in sales, marketing and day-to-day operations of a growing wealth management practice. This role requires superior interpersonal...Full timeLocal area$60k - $70k
Senior Client Service Associate - Little Silver, NJ We are seeking a Senior Client Service Associate to serve as the liaison between clients and... ..., or any other protected status. The organization participates in E‑Verify. #J-18808-Ljbffr Wealth Enhancement Group, LLCFull timeTemporary workWork at officeFlexible hours- Client Services Associate The Client Services Associate sits at the intersection of Operations, Transfers, Client Experience, and Advisor Support... ...as a steady, reliable extension of the broader Titan wealth advisor team. Your work directly impacts client confidence,...
- ...Stifel strives for a culture that puts its clients and associates first: a culture where everyone... ...Doing Under immediate supervision, Client Services Associate (NR) assists one or more... ...thinking like a start-up. We are a global wealth management and investment banking firm...Work at officeImmediate start
$33.28k - $85k
Morgan Stanley Registered Client Service Associate Job Description POSITION SUMMARY Registered Client Service Associates provide exceptional service... ...clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular...Temporary workWork at officeLocal area$23.52 - $39.17 per hour
Job Overview Senior Client Service Associate - In‑office role located in Wantagh, NY. Supports financial advisors under LPL’s Employee Advisor... ...Requirements 2+ years of financial industry experience, preferably in wealth management. 2+ years of client service experience....Hourly payWork at office$51k - $60k
Client Service Associate, Billing (Hybrid NYC) Job Category: Client Service Requisition Number: SPECI015326 Posted: May 26, 2026 Full-Time... ...the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions...Full timeRemote workMonday to Friday3 days per week$80k - $100k
Client Service Associate - Morse, Towey, White and Hoffman 300 Madison Ave, New York, NY 10017, USA Job Description Posted Thursday, February... ...tight-knit team of professionals dedicated to fulfilling the wealth management needs of families. We listen first. Each member...Permanent employmentWork experience placementInternshipLocal areaRelocationMonday to FridayFlexible hours$60k - $65k
...re not just in the business of helping clients with their financial goals - we also help... ....Job DescriptionRole SummaryThe Client Service Associate supports Financial Advisors by... ...advisor requests.Join a boutique Private Wealth Advisory practice of Ameriprise Financial...Full timePrivate practiceImmediate startHome office$31.2k - $90k
Client Service Associate JD: 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...Temporary workWork at officeLocal area$22 - $25 per hour
...Client Service Associate Location: New York, NY Pay Rate: $22-$25 per hour + performance-based bonuses Type: Full-Time | Onsite Industry: Financial Services (Wealth Management & Private Equity) Position Overview A well-established financial services organization...Hourly payFull timeWork at office$95k - $105k
...Client Service Associate (CSA) Jefferies Wealth Management is seeking a Client Service Associate (CSA) to support Financial Advisors and Relationship Managers in delivering a high-touch, client-centric wealth management experience. The CSA will serve as a key point of...Full timeWork at office- ...Senior Client Service Associate If you are a collaborative team member, solutions orientated and delivers premier client service, JP Morgan... ...Disability/Veterans About the Team J.P. Morgan Asset & Wealth Management delivers industry-leading investment management...Work at office
$90k - $110k
Neuberger, located in New York, NY, seeks a Senior Client Associate to provide operational support for their Wealth Advisor Team, managing over $2 billion in assets. Responsibilities include client service, investment assistance, and team leadership. Ideal candidates have...- A global wealth management leader is seeking a full-time Client Service Specialist to enhance client experiences and elevate brand presence. Responsibilities include managing client workflows, preparing materials, and supporting partners. The ideal candidate will have...Full time
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