Wealth Management Client Service Associate — Growth & Service
Oppenheimer & Co. Inc.
Oppenheimer & Co. Inc. is looking for a Registered Client Service Associate in Summit, NJ, to support daily operations of a wealth management practice. The ideal candidate will have strong interpersonal skills, attention to detail, and a willingness to maintain the highest level of confidentiality. The position involves answering client inquiries, preparing account paperwork, and cultivating client relationships. Applicants need 5+ years of experience and must obtain relevant FINRA licenses within the first few months of hire. #J-18808-Ljbffr Oppenheimer & Co. Inc.
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Client Service Associate — Growth & Service in Summit, NJ vacancy
$32.22k - $90k
...Registered Client Service Associate Registered Client Service Associates provide exceptional service... ...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily... .../or other duties directed by local management Administrative Support: Answering...SuggestedTemporary workWork at officeLocal area- Wealth Enhancement Group, LLC in Summit, NJ is seeking a full-time Sr Client Service Associate to enhance client relationships and support financial advisors. This position requires... ...role includes onboarding new clients, managing relationships, and preparing account...SuggestedFull time
$32.22k - $90k
Registered Client Service Associate Registered Client Service Associates provide exceptional service... ...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis... .../or other duties directed by local management. Administrative Support Answer...SuggestedTemporary workWork at officeLocal area$65k - $75k
Overview Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our... ...management services to over 80,000 households... ...a Sr Client Service Associate to our team. This onsite...SuggestedFull timeTemporary workPart timeWork at officeWorldwideMonday to FridayFlexible hours$32.2k - $90k
Morgan Stanley in Morristown, NJ, is seeking a Registered Client Service Associate. This role involves providing exceptional service to clients... .... Key responsibilities include client relationship management, executing transactions, and administrative support functions...Suggested$55k - $75k
...Entry-Level Client Service Associate, Wealth Management Location: Morristown, NJ (In-office, Monday-Friday) Compensation Range: See details below.... ...Opportunity for professional mentorship ~ Long-term growth potential within operations, client service, or marketing...Full timeWork at officeMonday to Friday$45k - $60k
...Client Service Associate Are you ready to embark on a fulfilling career journey with a company that values teamwork, growth, and unparalleled client service? Look no further! At Hennion... ...Opportunities: As a rapidly growing wealth management firm, your potential for...Work at office$60k - $65k
...investment bank and full service broker-dealer. With... ...advisory and asset management services. Job Description... ...seeking a Registered Client Service Associate to join the Summit NJ... ...successful, growing wealth management practice... ...disposition seeking growth and opportunity to...$65k - $75k
Wealth Enhancement Group is looking for a Sr Client Service Associate to join their Summit, NJ office. This onsite role involves managing client relationships, financial documentation, and supporting financial advisors. Ideal candidates will have a Bachelor's degree and...Work at office- PowerToFly is looking for a Registered Client Service Associate in Morristown, NJ. This role involves providing exceptional service and support... ...relationships through effective communication and client management. The ideal candidate will have strong interpersonal skills...
$32.2k - $90k
PowerToFly is hiring a Registered Client Service Associate in Morristown, New Jersey. This role focuses on providing exceptional client service... ...services products. Essential duties include onboarding clients, managing accounts, and supporting marketing strategies. A High...- 711 MS Smith Barney, LLC is looking for Client Service Associates to deliver outstanding service to clients and support Financial Advisors. You'll help cultivate client relationships and assist with daily needs such as answering inquiries and executing transactions. The...
$33.11k - $90k
Job Summary Client Service Associates provide exceptional service to our clients and support Financial Advisors (FAs), Private Wealth Advisors (PWAs), and teams on a daily basis. Through regular... ...or other duties directed by local management. Administrative Support Answer...Temporary workWork at officeLocal area$50k - $70k
Licensed Client Service Associate (Series 7 Required) Parsippany, NJ At Hennion & Walsh, a Licensed... ...goals through conservative income and growth strategies. Responsibilities Provides... ...professional work ethic. Ability to manage multiple responsibilities and take initiative...Work at office- Sanctuary Wealth Group LLC is seeking a Registered Senior Client Service Associate in Morristown, NJ to support high-net-worth clients and oversee operational workflows... ...service skills. The ideal candidate will manage client requests and operational tasks with professionalism...Full time
$75k - $85k
...Your role We’re looking for a Registered Client Associate to assist financial advisors in client... ...and business development activities. Keep management systems up‑to‑date with client information. Educate clients on account services and capabilities. Help with the...Full timeWork at office$120k - $125k
Client Service Associate Seeking an energetic articulate individual to work in a Client Service and Business Development Group. This professional... ...detailed support information Assist in preparing and managing email campaigns Update and help manage consultant databases...Work at office- ...strategies. Our commitment to our clients is matched only by our... ...are seeking a dynamic Client Service Associate to join Advisors, Mark... ...phones and compliance emails. Manage and maintain Constant Contact... ...to play a key role in the growth and success of a leading RIA...Contract workWork at office
$31.2k - $90k
...Senior Registered Service Associates perform operational support and oversight on behalf of the Complex as well as general management support functions and special projects. The role is responsible... ...services and solutions that support clients’ needs including secure, digital...Full timeTemporary workWork at officeLocal areaRemote workHome officeNight shift$25 - $44 per hour
Job Description: Merrill Wealth Management is a leading provider of comprehensive... ...investment products and services for individuals, companies,... ...and Wealth Management Client Associates help clients pursue the... ...learning and professional growth Exhibits sound judgment and...Hourly payFull timeSeasonal workWork at officeWork from homeShift workDay shift- Bank of America in Florham Park is seeking a Client Service Support position within Merrill Wealth Management. This role involves assisting Financial Advisors and providing excellent client service while educating clients on bank offerings. The ideal candidate should hold...
$25 - $44 per hour
...Company Overview Merrill Wealth Management is a leading provider of comprehensive... ...and investment products and services for individuals, companies,... ...wealth management, helping clients plan for retirement,... ...continuous learning and professional growth. Sound judgment and...Hourly paySeasonal workLocal areaShift workDay shiftBank of America
Florham Park, NJ4 days ago- ...with Purpose. Partner with Impact. The Client Services & Operations Manager oversees high-level administrative... ..., development, and long-term growth within the firm You acknowledge that... ...discrimination or harassment. #J-18808-Ljbffr Bluespring Wealth Partners, LLCSummer internshipWork at office
$50k - $70k
Hennion & Walsh is seeking a Licensed Client Service Associate in Parsippany, NJ. This role involves providing high-quality client service to financial... ...service skills and a professional work ethic, capable of managing multiple responsibilities. The position offers a...$105k - $135k
...Firm: Quorum Private Wealth - East Join Our Team... ...Quorum Private Wealth - Managing meaningful wealth brings... ...excellence, proactive client service, and seamless behind-... ...Senior Client Associate to act as a trusted partner... ...mentorship Long-term growth potential within operations...Full timeWork at officeMonday to Friday- ...Swim School in Plainfield, NJ is seeking a Front Desk Customer Service Representative to deliver exceptional service and assist families... ...include scheduling, billing support, and community growth through membership sales. Ideal candidates possess great communication...Flexible hours
$21 per hour
...Job Opportunity Connecting clients to markets and talent to... ...providing world-class products and services to all types of investors.... ...for progression and growth. Empower individual investors... ...master an exciting world of wealth management tools. Responsibilities...Work at officeRemote work$18 per hour
...in Madison, NJ is seeking a motivated Automotive Service BDC Consultant to join our dynamic team. This... ...and includes comprehensive training and career growth opportunities. Your key responsibilities will include managing inbound and outbound calls to schedule appointments...Hourly payFull time$105k - $135k
Sanctuary Wealth Group is looking for a Registered Senior Client Associate in Morristown, NJ, to function as a trusted partner for advisors and... ...relationships. This individual will manage operational workflows, oversee client service requests, and enhance the client experience...Full time$104.6k - $165.7k
Requisition: 83850 PSEG Company: Public Service Electric & Gas Co. Salary Range: $104,60... ...current PSEG employees are being considered. Manage operational components of the Outdoor... ...opportunities that result in revenue growth and identifying opportunities that will improve...Permanent employmentFor contractorsLocal areaFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Client Service Associate — Growth & Service. Be the first to apply!
Related searches
- toyota service advisor Summit, NJ
- guest services associate Summit, NJ
- community services specialist Summit, NJ
- member services specialist Summit, NJ
- environmental service worker Summit, NJ
- service consultant Summit, NJ
- full time service advisor Summit, NJ
- human services program consultant Summit, NJ
- environmental service aide Summit, NJ
- health services administrator Summit, NJ