UHNW Wealth Client Services Associate
JPMorganChase
JPMorganChase in New York seeks a Client Associate to manage client onboarding and account maintenance, interact with clients for data collection and investment recommendations. Ideal candidates hold a Bachelor's degree, Series 7 & 66 licenses, and demonstrate effective communication skills in a fast-paced environment. The role includes support for Financial Advisors and requires proficiency in Word, PowerPoint, and Excel. We offer competitive rewards, healthcare, and wellness benefits. #J-18808-Ljbffr JPMorganChase
$60k - $70k
...Fellowship Financial Group empowers clients through education-driven... ...innovation, and exceptional service. If you’re passionate about... ...is seeking a Client Service Associate to join our team in Maitland,... ...Qualifications 1+ years minimum in wealth management, financial...SuggestedWork at office- A financial services firm in Stuart, Florida is seeking a Client Services Associate to support their Wealth Management team. In this high-touch role, you will manage client onboarding, account maintenance, and ongoing relationship management. Candidates should have a Bachelor...Suggested
- ...An established, employee-owned financial services firm is seeking a Client Services Associate to join their Wealth Management team in Stuart, Florida. This is a high-touch client service and operational support role working directly with Financial Advisors and their high...Suggested
$70k - $80k
...About Wealth Enhancement Wealth Enhancement is an independent wealth... ...enriching the lives of our clients. We continually seek to... ...plans and investment management services to over 90,000 households from... ...hiring a Senior Client Service Associate. This role serves as the...SuggestedFull timeTemporary workWork at officeFlexible hours3 days per week- Merrill Wealth Management, a leading provider of wealth management solutions, is seeking a Client Service Associate to support our Financial Advisors (FAs) and their clients. Role Summary Act as the primary point of contact for FA client service needs, delivering timely...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
$39.8k - $59.5k
...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- Wealth Enhancement Group is seeking a Sr Client Service Associate in Florida to act as a liaison between clients and Financial Advisors. This remote position requires experience in financial services and exceptional communication skills. The ideal candidate will have a...Remote job
$70k - $80k
Wealth Enhancement Group in Town of Florida is hiring a Senior Client Service Associate to act as the primary liaison between clients and financial advisors. The ideal candidate will ensure smooth office operations, prepare client documentation, and deliver exceptional...Work at office3 days per week- ...The Firm is seeking exceptional bilingual (Spanish) candidates for the full-time position of Client Services Associate, reporting to the Director of Client Services. This person will be responsible for supporting the firm’s Portfolio Managers by ensuring the smooth functioning...Full timeWork at officeWork from home1 day per week
- ...experience and training to assist Financial Advisors and provide clients with quality service. Follows established procedures to perform routine tasks... ..., Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail‑oriented and creative problem...Work experience placementWork at office
$405k
...in person, and hungry to grow fast, our Associate role at Third Bridge could be your next... ...hedge funds to leading consultancies, our clients count on us to find the exact expert... ...offering a career launchpad. As a Client Services Associate, you’ll develop the commercial...Work experience placementInternshipRelocationVisa sponsorshipFlexible hours$24.8 - $31 per hour
Job Summary This Client Service role supports existing Registered Investment Advisory (RIA) clients within a fast-growing area of the business... ..., and hands‑on training through shadowing experienced associates, with full ramp‑up expected within 3-4 weeks. Pay Rate Range...Hourly payContract work- A financial advisory firm is seeking a Client Services Associate in Florida. The role involves supporting Portfolio Managers and providing exceptional service to Ultra High Net Worth clients. Candidates must be detail-oriented with strong communication and organizational...Work from home1 day per week
- Job Summary Raymond James is seeking a Registered Client Service Associate to provide high‑quality administrative support to Financial Advisors and their clients. The role requires effective communication across phone, email, in‑person, and virtual channels, organization...Work at office
- ...experience and training to assist Financial Advisors and provide clients with quality service. Follows established procedures to perform routine tasks... ..., Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail‑oriented and creative problem...Work experience placementWork at office
- Third Bridge Group is seeking a Client Services Associate for an on-site opportunity in Hong Kong. You will develop commercial awareness and the business acumen needed for long-term careers in sales, account management, and research, with fast promotion prospects and internal...Visa sponsorship
- We are seeking a bilingual (English/Spanish), client focused, and driven Client Services Associate to join our team. This role offers the opportunity to work at the center of client interaction, operations, and service excellence, delivering timely solutions while building...Work at office
- Registered Client Service Associates Registered Client Service Associates 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 engaging...Work at officeLocal area
- ...Position Overview: The Registered Wealth Management Client Associate role is a sales support position, typically providing dedicated operational and... ...considered. Responsibilities: Provides excellent Client Service to the bank’s clients through educating them on all of...Seasonal workWork at officeShift workDay shift
- Dormont Manufacturing Co is seeking a Registered Wealth Management Client Associate to provide dedicated operational and sales support to Financial Advisors. The role requires excellent client service skills and a strong client-centric mindset. Candidates must possess SEC...
- Fairygodboss is looking for a Client Associate at J.P. Morgan Advisors in Town of Florida, NY. In this pivotal role, you'll provide... ...and their clients while delivering personalized wealth management services to ultra-high net worth individuals. Ideal candidates will...
- Fairygodboss is seeking a Client Associate to deliver exceptional wealth management services to ultra-high net worth clients. You'll work closely with Financial Advisors, providing tailored solutions and building strong client relationships. If you're a proactive individual...
- JPMorgan Chase & Co. seeks a Client Associate for its Advisors team in Town of Florida, NY. This role focuses on delivering outstanding wealth management services to ultra-high net worth clients, supporting Financial Advisors, and managing client relationships. The ideal...
- Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you will be at the heart of delivering exceptional wealth management services to ultra‑high net worth clients. Join our dynamic and growing team to work closely with Financial Advisors, providing...Local area
- RBC in the Town of Florida is looking for a Client Associate to support financial advisors by managing client relations and account inquiries... ...facilitating transactions, and providing excellent customer service. Applicants should hold a Bachelor’s degree or equivalent...
$52k - $65.2k
BNY is seeking a Specialist in Client Service Management I for Wealth Services Ops to serve as a key contact for clients, resolve issues, and maintain positive client relationships. Ideal candidates should have a Bachelor's degree and 2-3 years of experience in client...- Carr, Riggs & Ingram is looking for a Senior Associate in Client Accounting & Advisory Services based in New York. This role involves managing client accounts, bookkeeping, payroll, and various consulting services. Candidates should have a Bachelor's degree in accounting...Visa sponsorship
$60k - $70k
Better Talent by Laveer & Co. is looking for a Client Service Associate to join their team in New York. This role is vital for providing clients with seamless coordination of retirement planning services while supporting advisors in daily operations. The ideal candidate...- Fwainvest is hiring a Registered Client Service Associate in their Palm Beach Gardens, FL office. This role supports Financial Advisors and clients, requiring effective communication and multitasking skills in a dynamic environment. Responsibilities include onboarding...Work at office
- Dormont Manufacturing Co is seeking a dedicated Client Associate in the Town of Florida, NY. This role focuses on building strong client relationships, assisting financial advisors, and maintaining compliance standards. Candidates should possess a Bachelor’s degree or...Flexible hours
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