Wealth Management Client Services Associate
RBC Capital Markets, LLC
RBC Wealth Management is seeking a Client Associate/Registered Client Associate to support financial advisors and clients in Red Bank, NJ. You will handle account questions, onboarding, documentation, and routine trades while upholding a client-first approach in a fast-paced environment. You'll apply strong communication, attention to detail, and regulatory awareness to help advisors grow their business. Training and development opportunities accompany a comprehensive benefits package. #J-18808-Ljbffr RBC Capital Markets, LLC
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Client Services Associate in New York, NY vacancy
$100k - $115k
Your Future TeamLCK Wealth is a growing wealth management practice providing complex solutions... ...to Ultra High Net Worth clients.This Barron’s and Forbes... ...team provides financial services primarily to high-net-... ...high-energy client service associate who thrives in an...SuggestedPermanent employmentWork at officeLocal area$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...SuggestedWork at office- 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,...SuggestedFull time
$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...Suggested$65k - $75k
Junior Client Service & Relations Associate - Altium Wealth Management Purchase, Harrison, NY 10577, USA Job Description Posted Wednesday, August 12, 2026 at 5:00 AM Your Future Team Do you grow in a warm and positive environment where there is a clearly defined process...SuggestedPermanent employmentWork at officeLocal areaMonday to Friday$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...Full timeWork at office- J.P. Morgan Chase seeks a Private Client Investment Associate in New York, NY. In this role, you will provide essential support to... ...Your responsibilities include assisting with account management, promoting firm services, and engaging in risk management practices. A valid...
$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- 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...
- 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,...
- 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
- 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
$35.36k - $90k
...POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support... ...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis... .../or other duties directed by local management ADMINISTRATIVE SUPPORT: •...Full timeTemporary workWork at officeLocal area- Neuberger Wealth, part of Neuberger Berman, seeks a Client Associate to deliver operational support for a high-net-worth client base... ..., documentation, and ongoing servicing while coordinating with Wealth Advisors, Portfolio Managers, and Operations. You will maintain...
- 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...
$25 - $45 per hour
...Merrill Wealth Management Client Service SupportMerrill Wealth Management is a leading provider of comprehensive wealth management and investment... ...Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...Hourly paySeasonal workWork at officeWork from homeShift workDay shiftBank of America
New York, NY3 days ago- Description Summary Responsible for managing the firm’s Client Service team, including its staff, daily operations, as well as team engagement with clients... ...to open and/or service portfolio accounts per request of Wealth Advisor Attend meetings with clients as needed Team...Work at officeRemote workWork from homeFlexible hours
$75.9k - $126.5k
...Wealth Management Client Service Representative Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management...Work experience placement- Commerce Bank is seeking a Private Client Advisor Associate to support Private Client Advisors delivering wealth management advisory services to high-net-worth clients from Commerce Trust. This role focuses on client service, account administration, and coordination for...
- ...have an enthusiasm for helping our clients, taking care of our employees, building... ...delivering extraordinary customer service while maintaining a strong... ...As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will be tasked with delivering...
- Robert Half Financial Services are currently recruiting for a Client Relationship Associate role, at a growing Registered Investment Advisor... ...years’ Client Services or Relationship Management experience within investment advisory, wealth management or private banking. The...Work at officeRemote work3 days per week
$80k - $105k
...Cash Management Client Service - Associate Job Level: Associate Job Function: Client Service Location: New York, NY, US, 10172 Charlotte, NC, US, 28202 Employment Type: Full Time SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 4...Full timeWork at officeLocal areaRemote workWork from homeWorldwideSmbc Global Foundation Inc
New York, NY1 day ago- 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...
- M&T Bank Corporation is seeking a Wealth Senior Client Associate in New York, NY, to support high net worth clients through exceptional service and relationship management. This hybrid position requires a Bachelor's degree and a minimum of 2 years’ experience in financial...
- Leeds Professional Resources is seeking a Wealth Management Client Associate fluent in English and Spanish to join our client’s team in New York. You... ..., and support financial advisors in delivering a client service model. Responsibilities include preparing financial...
- J.P. Morgan Chase in the United States is seeking a Private Client Investment Associate within Wealth Management to deliver exceptional client service and support to Private Client Advisors. You will manage operational requests, help with wealth planning, and strengthen...
$140k - $175k
...OWL) is a leading asset manager that is redefining... ...Owl is seeking a Senior Associate to support and cross-sell... ...into the firm’s largest client relationships within the... ...closely with client service through product marketing... ...public pensions, sovereign wealth funds, E&Fs or...Permanent employmentTemporary workWork at officeFlexible hours$88.08k - $140.93k
...stronger community of associates united by our mission.... ...every day: Integrity, Client Focus, Diverse Perspectives... ...as a Private Client Services Associate - Outsourced... ...construction and wealth planning advice to the... ...solicitation, turnkey asset management platforms, and direct-...Full timeTemporary workLocal areaFlexible hours$77k - $214k
...LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Wealth Management Tax Services Senior Associate, you will provide strategic tax planning, compliance, and advisory services to clients, helping them navigate complex tax regulations and optimize their tax...Full timeH1b- J.P. Morgan Chase Wealth Management seeks a Private Client Investment Associate to deliver exceptional client service, support Private Client Advisors, and manage routine operational requests with precision. You will help with account openings, money movement, and investment...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Client Services Associate. Be the first to apply!
Related searches
- client engagement associate New York, NY
- client relationship associate New York, NY
- client account associate New York, NY
- registered client associate New York, NY
- client services associate New York, NY
- client solutions associate New York, NY
- client success associate New York, NY
- card services specialist New York, NY
- ultimate staffing services New York, NY
- entry level service advisor New York, NY