Wealth Management Client Success Associate
Bank of America
Bank of America is seeking an enthusiastic individual to provide client service support to Financial Advisors. Responsibilities include ensuring client satisfaction and operational excellence by educating clients on bank offerings and managing requests effectively. The candidate must demonstrate a client-centric approach and possess strong communication skills. A High School Diploma is required, along with proficiency in various computer applications. This position offers a first shift schedule with a focus on outstanding client experiences. #J-18808-Ljbffr Bank of America
$25 - $44 per hour
Bank of America is looking for a Client Service Associate at Merrill Wealth Management. This role involves supporting Financial Advisors and delivering high-quality service to clients, while promoting wealth-management solutions and strengthening client relationships. To...SuggestedHourly pay- Asset & Wealth Management, Sustainability and Impact Client Solutions, Associate - New York New York, NY, United States Job Description Asset & Wealth Management A career... ...craft, our clients, and building sustainable success. Bringing together traditional and alternative...Suggested
- Merrill Wealth Management is looking for a dedicated client service support professional to assist Financial Advisors and enhance client relationships. The successful candidate will ensure accuracy in client documentation and provide exceptional service while aligning...SuggestedWork at office
$25 - $45 per hour
...Description: Job Description Merrill Wealth Management is a leading provider of comprehensive... ...Advisors and Wealth Management Client Associates help clients pursue the life they envision... ...business and/or group; and the overall success of the Company. Benefits This role is...SuggestedHourly payFull timeSeasonal workWork at officeWork from homeShift workDay shift$26.5 - $45 per hour
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management... ...Advisors and Wealth Management Client Associates help clients pursue the life they... ...business and/or group; and the overall success of the Company. Benefits This role is...SuggestedHourly payFull timeSeasonal workWork at officeWork from homeShift workDay shift- Job Description: This role is responsible for providing client service support to potentially multiple Financial Advisors (FAs) at Merrill Wealth Management. Responsibilities Provide excellent client service by educating clients on all bank services and banking offerings...Seasonal workWork from homeShift workDay shift
- Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services... .... Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal...Seasonal workWork at officeWork from homeShift workDay shift
- Chris Baily seeks a Client Service Support position within Merrill Wealth Management in New York. This role focuses on providing exceptional client service support to Financial Advisors, ensuring timely and accurate client service, and promoting the bank's offerings. The...
$80k - $100k
Position Overview Neuberger Wealth is a direct-to-client wealth and investment management business that manages over $80B in client assets. This role provides dedicated operational and administrative support to a globally focused Wealth Advisor team, with a strong emphasis...Work at officeLocal areaShift work- Overview Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals... ...advice and guidance. Position Overview This role provides client service support to multiple Financial Advisors (FAs) and...Seasonal workFlexible hoursShift work
$80k - $100k
A wealth management firm in New York is seeking a Client Service Associate to provide quality service, facilitate operational tasks, and assist with client onboarding. The ideal candidate has strong interpersonal skills, experience in customer service, and a problem-solving...$100k - $115k
Senior Client Service Associate- LCK Wealth Management 300 Madison Ave, New York, NY 10017, USA Job Description Posted Tuesday, May 12, 2026 at 5:00 AM Your Future Team LCK Wealth is a growing wealth management practice providing complex solutions to Ultra High Net Worth...Permanent employmentWork at officeLocal area- J.P. Morgan in New York is seeking a Private Client Investment Associate to support Advisors with client service and operational tasks in Wealth Management. This role involves facilitating requests, resolving client issues, and assisting with wealth planning. The ideal...
- A global wealth management leader is seeking a full-time Client Service Specialist to enhance client experiences and elevate brand presence. Responsibilities include managing client workflows, preparing materials, and supporting partners. The ideal candidate will have...Full time
- Hightower Advisors in New York is seeking a Senior Client Service Associate to join the LCK Wealth Management team. The role focuses on providing top-notch client service and operational support to Ultra High Net Worth clients. Candidates should have over 3 years of client...Work at office
- ...financial services firm is seeking a Private Client Investment Associate to provide exceptional client service... ...support. This role includes managing account opening, investment trades, and... ...valuable experiences within the wealth management space, fostering a positive...
- As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. Job Responsibilities Support Advisors book of business including...
$75k - $85k
...Your role • Keep management systems up-to-date with client information • Educate clients... ..., who drive our ongoing success. We're dedicated to our... .... As a Registered Client Associate, you'll play an important... ...leading and truly global wealth manager and the leading universal...Full timeWork at officeFlexible hours$60k - $70k
CreativeX in New York is seeking a Client Success Associate (CSA) to enhance client experiences and support operational excellence. This role is... ...to internal projects. You will partner with Client Success Managers and work with global brands, with structured career...- ...role Deliver a best-in-class client experience. Elevate the team’s... ...value work. What you’ll own Manage client service workflows: account... ...Point Partners is a 12‑person wealth management team at UBS serving... ..., who drive our ongoing success. We’re dedicated to our craft...Full timeWork at officeFlexible hours
- A leading financial services firm in New York is seeking a Private Client Investment Associate to support Private Client Advisors. The role focuses on delivering client service, managing operational requests, and enhancing client relationships. Ideal candidates should have...
- ...leading financial services firm in New York seeks a Private Client Investment Associate. The role involves delivering exceptional client service... ...support to Private Client Advisors. Responsibilities include managing account openings and investment trades, fostering client...
$35 - $44 per hour
Description The Wealth Manager Client Service Associate (CSA) is responsible for providing day-to-day support to Wealth Managers. The CSA leads onboarding... ...offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial...Hourly payLocal areaMonday to FridayFlexible hours$70k - $100k
A global financial services firm is seeking a Client Associate in New York, responsible for servicing complex client requirements and performing administrative tasks. The ideal candidate has a BA, 2-3 years of experience in client support, and skills in Microsoft Office...Work at office$34.62 - $52.4 per hour
...Senior Registered Client Associate In Wealth And Investment Management Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment... ..., military experience, education ~ US only: Successfully completed Financial Industry Regulatory Authority (...Ongoing contractWork experience placementWork at officeImmediate start$34.32k - $90k
...Registered Client Service Associate Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client... ...Proactively participate in firm initiatives directed by local management Regularly seek opportunities to use firm resources for...Temporary workWork at officeLocal area- ...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals... .... Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...Seasonal workWork at officeWork from homeShift workDay shift
- ...asset tokenization platform that helps clients unlock new utility from their... ...Singapore, and New York, this role involves managing the onboarding of new applications alongside... ...existing clients. As a Client Success Senior Associate on the Kinexys Market Development team...
$74.39k - $103.81k
Citi is looking for a Registered Client Service Associate in Bethesda, Maryland. This role integrates... ...specialty knowledge in delivering wealth management services to clients while upholding... ...communication responsibilities. The successful candidate will have 2-5 years of...- ...for a culture that puts its clients and associates first: a culture where everyone... ...everyone contributes to the success of our clients, their... ...or escalated to the Branch Manager; including suspicious client... ...a start-up. We are a global wealth management and investment banking...Work at officeImmediate start
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