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.
$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$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- 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
$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$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...SuggestedWork at office$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,... ...of a growing wealth management practice comprised... ...disposition seeking growth and opportunity to...$60k - $85k
...their most significant risk, workforce, wealth management and retirement challenges through... ...993 we have connected employees of our clients to over $4.5 billion of income protection... ...them to the benefits they need and the service they deserve. Position Summary The Account...Full timeRemote workMonday to Friday3 days per week- 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...- Morgan-Stanley is looking for Registered Client Service Associates in Morristown, NJ, to provide excellent service to clients and support Financial... .... This role entails building client relationships, managing transactions, and assisting with account management. The ideal...
$50k - $70k
Hennion & Walsh, Inc. is seeking a Registered Client Service Associate in Parsippany, NJ. This role requires Series 7 and 63 licenses and offers a competitive salary range of $50,000-$70,000 per year. Ideal candidates will possess strong client service and organizational...$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$50k - $70k
Registered Client Service Associate (Series 7 Required) Parsippany, NJ At Hennion & Walsh, a Licensed... ...through conservative income and growth strategies. We are searching for highly... .... Excellent organizational and time‑management skills. Highly professional verbal,...Work at officeImmediate start- ...Job Description Job Title: Client Services & Business Development Associate – IT Workforce Solutions Location... ...This role combines client account management and business development, offering... ..., client engagement, and revenue growth within the IT staffing industry....
- 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
- ...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- 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...
- ...Registered Wealth Management Client Associate Florham Park, New Jersey To proceed with your application... ...and investment products and services for individuals, companies, and institutions... ...learning and professional growth Exhibits sound judgment and discretion...Seasonal workWork at officeWork from homeShift workDay shift
$55k - $75k
...Registered Senior Client Service Associate, Wealth Management Location: Morristown, NJ (In-office, Monday-Friday) Compensation Range: See details... ...Opportunity for professional mentorship ~ Long-term growth potential within operations, client service, or marketing...Full timeWork at officeMonday to Friday$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...$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 shift$29 - $33 per hour
...planning, investment management, business management,... ...bound to act in our clients' best interests — always... ...– including size, growth, service quality, technology,... ...The Service Operations Associate I is a critical operational... ...Managers and Wealth Advisors to support client...Temporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours$80k - $110k
This position will be responsible for client, consultant, and prospective client reports,... ...dynamic individual to work in our Client Service and Business Development Group. This professional... ...reports ~Assisting in preparing and managing RFPs and questionnaires by drafting...Work at office$21 per hour
...Group Job Post Connecting clients to markets and talent to... ...providing world-class products and services to all types of investors.... ...for progression and growth. Business Segment Overview... ...master an exciting world of wealth management tools. Responsibilities...Work at officeRemote work- ...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
- Cintas, located in Union, NJ, is hiring a Route Service Representative for a physical, fast-paced role managing customer accounts in the Rental Division. This position... ...standards, and upselling products. Enjoy unique growth opportunities and a supportive work environment....
$80k - $100k
...Parsippany, NJ is seeking a full-time Client Relationship Associate to support their wealth advisors. This hybrid role... ...degree and experience in financial services. The firm emphasizes a team-oriented... ...culture with opportunities for growth. Salary ranges from $80,000 to $1...Full timeWork at office2 days per week
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