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.
$55k - $75k
Sanctuary Wealth Group, through Quorum Private Wealth - East, is seeking an Entry-Level Client Service Associate in Morristown, NJ. This role involves supporting day-to-day client servicing... ...for professional development and growth. #J-18808-Ljbffr Sanctuary Wealth GroupSuggested- ...individual to join our team in Summit, New Jersey, providing client service support to multiple Financial Advisors. This role includes maintaining... ...value a client-first mindset and expect a commitment to continuous learning and personal growth. #J-18808-Ljbffr Bank of AmericaSuggested
- Hennion & Walsh is seeking a motivated Registered Client Service Associate to join our financial services team in Parsippany, NJ. You will work... ...organizational skills. This in‑person position offers training, career growth, and a collaborative, team‑oriented #J-18808-Ljbffr...Suggested
$70k - $80k
...Overview Wealth Enhancement is an independent wealth management firm with an endless passion for enriching... ...the lives of our clients. We continually seek to... ...investment management services to over 90,000 households... ...Senior Client Service Associate will serve as the liaison...SuggestedFull timeTemporary workWork at officeFlexible hours3 days per week$51.45k - $84k
...About Wealth Enhancement Wealth Enhancement is... ...an independent wealth management firm with an endless passion... ...the lives of our clients. We continually seek... ...investment management services to over 90,000 households... ...Senior Client Service Associate . This role serves as...SuggestedFull timeTemporary workWork at officeFlexible hours3 days per week$55k - $75k
...Entry-Level Client Service Associate, Wealth Management Location: Morristown, NJ (In-office, Monday-Friday) Compensation Range: See details below. Type... ...Opportunity for professional mentorship ~ Long-term growth potential within operations, client service, or...Full timeWork at officeMonday to Friday$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$50k - $70k
...detail‑oriented Registered Client Service Associates to join our growing financial... ...support, and relationship management. This position combines... ...supporting Financial Advisors or wealth management teams Knowledge... ...in long‑term career growth within the financial services...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...$45k - $60k
...seeking a motivated and detail-oriented Client Service Associate to join our growing financial... ...looking to build a long-term career in wealth management and client service within a collaborative... ...Interest in long-term career growth within the financial services industry...- ...committed to delivering premier client service, J.P. Morgan is the place... ...you! As a Client Service Associate within the Private Bank Global... ...processing and asset management. We offer a competitive total... ...TEAM J.P. Morgan Asset & Wealth Management delivers industry...Work at office
$26.5 - $42 per hour
Bank of America is looking for a Client Service Associate in Woodbridge Township, NJ. This role involves providing client service support to Financial Advisors. Responsibilities include managing client communications and ensuring service excellence while complying with...Hourly pay- Morgan Stanley in Morristown, New Jersey is seeking a Registered Client Service Associate to provide exceptional service to clients and support Financial Advisors. The candidate will manage client accounts, assist in transactions, and build trusted relationships. Preferred...Work at office
$50k - $60k
...market investment bank and full‑service broker‑dealer. With roots... ...advisory and asset management services. Job Description The firm is seeking a Client Service Associate to join our Private Client Division... ...positive disposition seeking growth and opportunity to expand the...$50k - $53k
Northeast Private Client Group is a distinguished boutique... ...multigenerational wealth. Our firm was... ...NEPCG is seeking a Client Service Associate to support the onboarding... ...s CRM Respond to and manage client inquiries.... ...year of employment) Growth & culture: Collaborative...Full time$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...- Oppenheimer & Co. Inc. in Summit, NJ is seeking a Client Service Associate for its Private Client Division. You will service clients and advisors, manage scheduling, maintain databases, and provide organizational support in a confidential, fast‑paced environment. The role...
$32.22k - $90k
...POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients... ...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis... .../or other duties directed by local management ADMINISTRATIVE SUPPORT: • Answering...Temporary workWork at officeLocal area- Sanctuary Wealth Group LLC, operating under Quorum Private Wealth, is seeking a Client Service Associate in Morristown, NJ. This entry-level position... .... The role includes managing client communications, supporting... ...for professional growth within a dynamic team-oriented...Work at office
- OnePoint BFG Wealth Partners is a leading independent Registered... .... Our commitment to our clients is matched only by our dedication... ..., proactive Client Service Associate to join Advisor John Voigt’s... ...asset transfers. Documentation Management: Author and audit new account...Work at office
$80k - $110k
Jacobs Levy Equity Management, an institutional asset manager located in Florham Park, NJ, is seeking an energetic, dynamic individual to work in our Client Service and Business Development Group. This professional will prepare client, consultant, and prospective client...Work at office- ...mission is to understand our clients' unique needs and long-term... ...protect and grow our clients' wealth. Opportunity We are looking... ...-oriented Part‑Time Client Service Associate to support our senior... ...client meetings. Practice Management: Manage calendars, schedule...Remote jobPart timeWork at office
$50k - $60k
...Job Description Job Description Client Service Associate Employment Type ~ Full-Time (40... ..., inventory, and document creation Managing select vendor relationships, including... ...insurance, and AD&D insurance ~ Room for growth and promotions! ~ Floating holidays...Full timeTemporary workWork at officeRemote workWork from home- ...Company Overview 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... ...continuous learning and professional growth. #J-18808-Ljbffr...Seasonal workWork at office
- ...Merrill Wealth Management is a leading provider of comprehensive... ...products and services for individuals, companies... ...management, helping clients plan for retirement,... ...Wealth Management Client Associates work closely with... ...learning and professional growth. Exhibits sound...Seasonal workWork from homeShift workDay shift
- ...Registered Wealth Management Client Associate Florham Park, New Jersey;Short Hills, New Jersey; Summit,... ...management and investment products and services for individuals, companies, and... ...continuous learning and professional growth Exhibits sound judgment and discretion...Seasonal workWork at officeWork from homeShift workDay shift
$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- ...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- Corient Private Wealth LLC. seeks a Client Service Lead in Morristown, NJ to guide a team of Client Service Associates, ensuring efficient operations and outstanding client service. You will collaborate with clients, advisors, and internal teams to oversee all client-related...
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