Senior Wealth Client Associate
JPMorgan Chase & Co.
JPMorgan Chase & Co. is seeking a Client Associate in Florida to deliver exceptional wealth management services to ultra-high net worth clients. You will assist Financial Advisors in client onboarding and account maintenance, ensuring a smooth wealth management experience. Candidates should have a Bachelor's degree, strong communication skills, and a Series 7 & 66 licenses (or willingness to obtain within 180 days). Proficiency in Word, PowerPoint, and Excel is preferred. Join our team to make a substantial impact on our clients' financial well-being. #J-18808-Ljbffr JPMorgan Chase & Co.
- Exceptional Career Opportunity: Bilingual Private Wealth Client Services Associate Ascendo is excited to present this opportunity in the financial services industry. We are partnering with a prestigious multi-family office that is currently experiencing an amazing period...SuggestedWork at office
- As a Client Associate at J.P. Morgan Advisors, you will deliver exceptional wealth management services to ultra-high net worth clients. Your role includes onboarding clients, maintaining accounts, and supporting Financial Advisors with investment recommendations and operational...Suggested
- ...leading financial services firm in New York seeks a Registered Client Service Associate to support financial advisors and clients. The ideal... ...certifications like Series 7. This position offers a remote work option and a collaborative team environment. #J-18808-Ljbffr BBF WealthSeniorRemote work
- Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our dynamic and growing team and take advantage of a unique opportunity to work closely...SeniorLocal area
- ...advisors and their prospective and existing clients and other branch staff team members.... ...seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and... ...and enriching networking groups to prioritizing diversity, #J-18808-Ljbffr BBF WealthSeniorWork experience placementWork at office
- A prestigious financial services firm is seeking a Bilingual Private Wealth Client Services Associate in New York. The ideal candidate will have 1+ years of experience dealing with high-net-worth individuals, along with full professional proficiency in both English and...
$60k - $70k
...Overview Fellowship Financial Group empowers clients through education-driven financial... ...Financial Group is seeking a Client Service Associate to join our team in Maitland, FL. This... ...Qualifications 1+ years minimum in wealth management, financial services, retirement...Work at office- A global wealth management firm seeks a Client Service Associate to enhance client experiences and elevate the brand. The ideal candidate will have a Bachelor's degree and 2+ years in client services within financial services. You will manage workflows, maintain CRM accuracy...Full time
- A leading financial services firm is seeking a Client Service Associate in New York. You will support financial advising activities and ensure... ...maintaining comprehensive documentation. A minimum of 1 year in wealth management or related fields and proficiency in Microsoft...Work at office
$60k - $85k
...individuals worldwide address their most significant risk, workforce, wealth management and retirement challenges through custom solutions... ...large employers. Since 1993 we have connected employees of our clients to over $4.5 billion of income protection. We have also...SeniorFull timeRemote workWorldwideMonday to Friday3 days per week$90k - $115k
...team utilizing our group’s various applications. Respond to client questions regarding accounts, policies, and procedures.... ...related duties. Requirements 3+ years of relevant experience. Seniority level Associate Employment type Full-time Job function Finance and Other...Full time$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...- ...Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication... ..., Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver...SeniorWork experience placementWork at office
- ...professional to oversee the investment team and manage complex client portfolios. The role involves developing tailored investment strategies... .... Ideal candidates will have significant experience in wealth management, strong leadership capabilities, and a proactive approach...Senior
- A leading investment bank and broker-dealer in New York seeks a Registered Client Service Associate for their Sarasota branch. This mid-senior level role is focused on supporting Financial Advisors in managing client accounts and requires strong interpersonal skills and...Full time
- ...a skilled individual for a financial services role focused on acquiring and managing client relationships. Responsibilities include business development, providing integrated wealth solutions, and leading client management processes. Candidates should have over 12 years...Senior
- TwinThread is seeking a Private Banker to work with clients in the U.S. Private Bank. Responsibilities include managing client relationships... ..., generating new business, and advising on investments and wealth planning. Candidates should have over six years of experience...Senior
- ...searching for a Private Banker to join their U.S. Private Bank team in New York. The role involves advising families on wealth management, building client relationships, and utilizing knowledge of investments and financial services. Candidates must have a Bachelor's...SeniorBank staff
- J.P. Morgan Wealth Management is seeking a Vice President, Private Wealth Planner in New York. In this role, you will provide holistic... ...and Advice team. You will work closely with advisors and clients, delivering tailored financial strategies and insights. Ideal candidates...Senior
- Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior... ...wealth management advice and building long‑term relationships with clients. The role partners closely with high-net‑worth individuals and...Senior
- Your role Deliver a best-in-class client experience. Elevate the team’s brand. Make the partners... ...team Clear Point Partners is a 12‑person wealth management team at UBS serving ultra‑high... ...Nice to have Experience supporting senior partners with fast‑turn requests Brand...Full timeWork at officeFlexible hours
- ...together sophisticated solutions in wealth management and insurance services... ...facilitate the new policy and client service processes. The Client Services Associate must provide superior client service... ...after Mastering this Role: Senior Client Service Associate (Client...Work at office
- Registered Client Service Associate (Sarasota, FL) Join to apply for the Registered Client Service Associate... ...day-to-day operations of a growing wealth management practice. This role... ...completion with little or no supervision Seniority level Mid-Senior level Employment type...Full timeLocal area
- Client Service Associate (Spanish Speaker) Job Category : Associate Requisition Number : CLIEN001962 Posted: April 28, 2026 Full-Time Hybrid... ..., Itaú Private Bank applies these capabilities to wealth management, combining human expertise with intelligent, data...Full time
- Client Service Associate - RJB page is loaded## Client Service Associate - RJBlocations: Saint Petersburg, Florida - United Statestime type: Full... ...in our . Check it out to see why many choose to work at Raymond James - and why they stay. #J-18808-Ljbffr BBF WealthWork experience placementWork at officeHome office
- 6AM City, LLC is seeking an experienced professional to manage client portfolios and build meaningful relationships by providing comprehensive investment planning in the Town of Florida, NY. The role involves developing investment strategies and ensuring compliance with...Senior
$39.8k - $59.5k
...Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome,... ...years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation...Work at officeImmediate startFlexible hours- ...the future.**Job Description**The Senior Product Manager will operate within the Wealth Management Technology group,... ...Management Services (AMS) group. The associate will have extensive knowledge and... ...stakeholders.* Serves as a liaison between client business units and technical...SeniorWork experience placementWork at office
- ...experience (8+ years) and a Bachelor's degree. PNC offers a comprehensive benefits package, including medical coverage, 401(k) match, and generous paid time off. This position aims to enhance client relationships and deliver exceptional fiduciary services. #J-18808-Ljbffr PNCSenior
- A leading financial services firm seeks a Private Client Relationship Manager in Palm Beach, FL. The role involves managing relationships with high-net-worth clients, providing tailored banking, lending, and investment solutions. Candidates should have at least five years...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Client Associate. Be the first to apply!
- client account associate Florida, NY
- client solutions associate Florida, NY
- registered client associate Florida, NY
- client services associate Florida, NY
- client relationship associate Florida, NY
- client success associate Florida, NY
- senior development executive Florida, NY
- senior manager data science Florida, NY
- senior platform engineer Florida, NY
- senior procurement Florida, NY
