Wealth Management Operations & Client Services Associate
Morgan Stanley
Morgan Stanley is seeking a Service Associate in New York to provide operational support and general management assistance. You will handle document maintenance, money movement, trade support, and several approvals, while collaborating with service, risk, and branch teams. The role emphasizes problem resolution using available resources, adherence to policy, and support for special projects like onboarding. Base pay is disclosed and comprehensive benefits follow. #J-18808-Ljbffr Morgan Stanley
$75k - $95k
...Sales Associate / Client Service Associate Wealth Management The Sales Associate / Client Service Associate will provide high-touch client service, sales support, operational coordination, and select trading support to a Wealth Management team serving executives, founders...OperationsFull timeWork at office$85k - $110k
Our client, a boutique wealth manager in Westchester County, is looking to add a Client Services /Operations Associate to their growing team. This person will play a key role in supporting high-net-worth clients, managing complex account operations, and partnering closely...Operations- Neuberger Wealth, part of Neuberger Berman, seeks a Client Associate to deliver operational support for a high-net-worth client base. You will... ..., documentation, and ongoing servicing while coordinating with Wealth Advisors, Portfolio Managers, and Operations. You will...Operations
$100k - $115k
Your Future TeamLCK Wealth is a growing wealth management practice providing... ...Ultra High Net Worth clients.This Barron’s and... ...provides financial services primarily to high-net... ...client service associate who thrives in an entrepreneurial... ...client service and operational processes.What You’...SuggestedPermanent employmentWork at officeLocal area- ...Professional Resources is seeking a Wealth Management Client Associate fluent in English and Spanish to join... ...advisors in delivering a client service model. Responsibilities include preparing... ...tasks to ensure smooth daily operations in a wealth management #J-18808-Ljbffr...Operations
- Altium Wealth Management in Harrison, NY is seeking a Junior Client Service & Relations Associate to join our Client Service team. The role requires in-office presence Monday-Friday to support client meetings and service delivery. We offer comprehensive benefits including...Work at officeMonday to Friday
$75.9k - $126.5k
...Wealth Management Client Service Representative Supports servicing and related sales enablement activities to drive new client relationships... ...communicates with key stakeholders within the Wealth Management operating model to ensure clients have access to all resources and...OperationsWork experience placement- J.P. Morgan Chase is seeking a Private Client Investment Associate within Wealth Management in New York, NY. You will deliver exceptional client service, support Private Client Advisors, and handle account openings, money movements and trades with precision and speed. You...
- Citi in New York seeks a Licensed Client Service Associate to support private client coverage by delivering wealth management services under banker guidance, while applying risk and regulatory standards with clear communication. The role requires 2-5 years’ experience,...Full time
$70k - $110k
...Sales Assistant to join their investment management firm in Midtown, Manhattan. This fully onsite position requires strong client service skills and a proactive approach to client... ...candidate will have experience supporting wealth management teams, be proficient in...Work at office$65k - $75k
Junior Client Service & Relations Associate - Altium Wealth Management Purchase, Harrison, NY 10577, USA Job Description Posted Wednesday, August 12, 2026 at 5:... ...to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant...Permanent employmentWork at officeLocal areaMonday to Friday- A financial services firm in Manhattan is seeking a Client Services Associate to manage client operations and communications. The role requires a Bachelor’s degree, 1-6 years of experience in the financial services or banking industry, and proficiency in Microsoft Office...OperationsWork at office
- Our client is a prominent, well respected Midtown NYC Alternative Asset Management firm currently seeking to add a talented Associate to their growing Client & Shareholder Services team. Ideal candidate must be self-motivated... ...vision for client operations process to reflect...OperationsWork at office
$100k - $120k
...highly diversified global investment manager with approximately $49 billion... ...2,000 institutional clients and private investors worldwide... ...with at least 4 years of financial services experience - fund administration, fund operations, or fund accounting experience is...OperationsPermanent employmentLocal areaWorldwide$80k - $85k
Position Overview Investment Management firm based in Manhattan is seeking a Client Services Associate to join the Client Services department. The Client Services Associate... ...will serve as the main client contact for all operational and administrative matters involving the...OperationsFull timeWork at office$80k - $105k
...Cash Management Client Service - Associate Job Level: Associate Job Function: Client Service Location: New York, NY, US, 10172 Charlotte, NC, US... ...the organization's extensive global network. The Group's operating companies in the Americas include Sumitomo Mitsui...OperationsFull timeWork at officeLocal areaRemote workWork from homeWorldwide- ...P. Morgan Chase seeks a Private Client Investment Associate in New York, NY. In this role, you... ...Client Advisors, facilitating operational requests and helping maintain strong... ...include assisting with account management, promoting firm services, and engaging in risk management...
$34.32k - $90k
POSITION SUMMARY Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an... ...Proactively participate in firm initiatives directed by local management Regularly seek opportunities to use firm resources for...Work at officeLocal area- 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
- Morgan Stanley in New York, NY seeks a Registered Client Service Associate to support client relationships and service delivery. You will assist with onboarding, documentation, and account maintenance, while coordinating with Financial Advisors on orders, investments,...
$35.36k - $90k
...POSITION SUMMARY Client Service Associates provide exceptional service to our... ...Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on... ...other duties directed by local management ADMINISTRATIVE SUPPORT... ...communities in which we operate, bringing a variety of backgrounds...Full timeTemporary workWork at officeLocal area- ...collaborative culture, institutional client base, and commitment to... .... The Role The Client Services Associate will play a key role in... ...with investment, sales, and operations teams. Key Responsibilities... ...or operations within asset management, hedge funds, or financial...OperationsWork at office
- ...enthusiasm for helping our clients, taking care of our... ...extraordinary customer service while maintaining a strong... ...Private Client Investment Associate in J.P. Morgan Wealth Management, you will be tasked with... ...client service, operational marketing, and administrative...
$88.08k - $140.93k
...stronger community of associates united by our... ...day: Integrity, Client Focus, Diverse Perspectives... ...a Private Client Services Associate -... ...construction and wealth planning advice... ..., turnkey asset management platforms, and... ...interest in investment operations, financial...OperationsFull timeTemporary workLocal areaFlexible hours$25 - $45 per hour
...Merrill Wealth Management Client Service SupportMerrill Wealth Management is a leading provider of comprehensive... ...and Wealth Management Client Associates help clients pursue the life they... ...enterprise strategic objectives, operational excellence goals, and client advocacy...Hourly paySeasonal workWork at officeWork from homeShift workDay shift- Job Description: Senior Associate, Digital Product -... ...unifying the Becoming a Client (BAC) experience. This... ...advisor workflows, and operations — and you'll be... ...experience in product management, digital strategy, or... ...-opening processes in wealth management or bankingPreferredPrevious...OperationsCasual workBank staff
$100k - $170k
...OverviewGoldman Sachs Asset Management's Quantitative Equity Solutions... ..., Institutional and Retail clients. As a focal point for one of... ...priority initiatives, the team operates in an entrepreneurial environment... ..., income, management of wealth concentration and values alignment...OperationsFull timeTemporary workPart time- ...Bank Corporation is seeking a Wealth Senior Client Associate in New York, NY, to support high... ...worth clients through exceptional service and relationship management. This hybrid position requires... ...and ensuring compliance with operational standards. Join a reputable bank...
- J.P. Morgan Chase is seeking a Private Client Investment Associate in Wealth Management to deliver exceptional client service and provide operational support to Private Client Advisors. The role emphasizes accurate account openings, money movements, and trade processing...
- ...Registered Client Service Associate, Bilingual Korean/English Preferred Working at Citi is far... ...teams. Responsibilities: Deliver wealth management services to clients with guidance from... ...and interest in the fields of operations and compliance; previous sales referral...Operations
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