Wealth Management Client Services Associate
Morgan Stanley
Morgan Stanley is seeking a PWM Registered Client Service Associate to provide exceptional client service and administrative support. In this entry-level position, you'll engage with clients, support Financial Advisors, and manage client accounts. The ideal candidate is proactive, detail-oriented, and possesses strong interpersonal skills, all while aiming to deliver first-class service in a collaborative environment. #J-18808-Ljbffr
$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$35.36k - $90k
...Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions... ...duties directed by local management Administrative Support:...SuggestedTemporary workWork at officeLocal area$34.32k - $90k
Registered 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. Through regular... ...other duties directed by local management ADMINISTRATIVE SUPPORT...SuggestedTemporary workWork at officeLocal area- Citi in New York is seeking a Licensed Client Service Associate to deliver wealth management services under guidance from Banker teams. The role emphasizes client-facing interaction, risk awareness, and adherence to regulatory and Citi policies. The candidate should possess...Suggested
$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...SuggestedFull timeWork at office- ...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
$33.28k - $85k
A leading financial services firm in New York is seeking a Registered Client Service Associate to enhance the client experience. The role involves managing client relationships, onboarding accounts, and working closely with Financial Advisors to meet client needs. Ideal...$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- 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...
$25 - $44 per hour
Bank of America in New York is seeking a motivated individual to provide client service support to Financial Advisors. Responsibilities include ensuring excellent service, maintaining client relationships, and aligning practices with bank policies. Candidates should have...Hourly pay$34.32k - $90k
...POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients... ...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis... .../or other duties directed by local management ADMINISTRATIVE SUPPORT: • Answering...Full timeTemporary workWork at officeLocal area$70k
...Client Service Associate (Class of 2026) New York, New York, United States Overview: The Client Service... ...you drive and improve your project management and customer service skills, to... ...us to create connections that offer a wealth of perspectives. We are committed to...Contract workFor contractorsFor subcontractorSummer workCasual workInternshipH1bWork at officeImmediate startRemote workWorldwideVisa sponsorshipWork visa- 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...
- A financial services firm is seeking a Client Service Associate in New York. The ideal candidate will deliver exceptional client service, manage transfers, and support portfolio management activities. They will need relevant experience, strong organizational skills, and...
$34.32k - $90k
...POSITION SUMMARY: Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through... ...Proactively participate in firm initiatives directed by local management Regularly seek opportunities to use firm resources for...Full timeTemporary workWork at officeLocal area- ...dollar registered investment advisory firm is seeking a Client Service Associate to support the client advisory team and help deliver exceptional... ...3-6 years of client service experience in an RIA or wealth management setting, are organized, communicative, and comfortable...
- Blue Owl Capital Inc. in New York City is seeking a Private Wealth Sales Service Associate to partner with the Market Team and serve investors with high‑quality administrative support. The role emphasizes CRM reporting, account updates, and coordination between operations...
- JPMorgan Chase & Co. in New York seeks a Private Client Investment Associate within Wealth Management to provide client service and administrative support to Private Client Advisors. You will assist with operational tasks, client requests, and wealth management services...
$100k - $115k
...within Hightower Advisors, a financial services company. Established in 1988, Treasury... .... These services include comprehensive wealth management, customized portfolio reporting, and development... ...in New York City and services over 500 clients with over $22 billion in client assets...Permanent employmentLocal area- ...Chris Baily is seeking a proactive Financial Advisor to provide client service support at Merrill Wealth Management. In this role, you will be the primary contact for Financial Advisors, ensuring excellent service and operational excellence in client relations. Key skills...
$80k - $105k
...diverse range of financial services, including banking, leasing,... ...institutional, and municipal clients. It connects a diverse client... ...of client service functions associated with supporting the... ...client inquiries related to cash management services, including payments...Work at officeLocal areaRemote workWork from homeWorldwide$42.5k - $126k
## Client Service Associate / Client Service ManagerApplylocations: Malvern, PAtime type: Full timeposted on:... ...Days Agojob requisition id: R-102570**About Wealth Enhancement** Wealth Enhancement is an independent wealth management firm with an endless passion for enriching...Full timeTemporary workWork at officeFlexible hoursNight shift- ...growing advisory practice at a financial services organization. The firm provides... ...families. Services include comprehensive wealth management customized portfolio reporting and the... ...professionals who support a large and diverse client base. As the organization continues to...Visa sponsorship
$90k - $110k
...Vise is looking for a Client Service Associate to join the Account Management Team. You'll be an indispensable resource for our financial advisor clients and... ...experience in a client operations role—preferably in wealth management, fintech, investment management, or a...Work at office- ...remains largely untouched: wealth management. Legacy Wall Street institutions... ...wealth, gatekeeping their services behind extremely high... ...used to take a team, serving clients a Wall Street team never could... ...Role The Client Services Associate sits at the intersection of...
$80k - $95k
...Job Overview The Client Services Associate provides primary-level problem resolution & customer... ...and optimization, review and management of exceptions in a timely manner. Demonstrate... ...on. Continuous Learning: Access a wealth of resources to grow your career and...Flexible hours$70k - $125k
...N10° Wealth - Intelligence, Delivered to Intelligent... ...and investment advisory service, and N10° Assets, a creator of wholesale managed investment products. The... ...a commitment to the clients and institutions who entrust... ...a Client Service Associate to support both N10° Wealth...Work at officeLocal area$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun...Work at office$67k - $80k
...growing financial planning and wealth management firm based in New York City, with clients nationwide. We offer relationship... ...advice and investment services to the LGBTQ+ community. A lot... ...we are. As a Client Service Associate (CSA) at Christopher Street Financial...Work experience placementWork at office- JPMorgan Chase & Co. in New York seeks a Private Client Investment Associate within Wealth Management to provide client service, operational support, and relationship building for Private Client Advisors. You will handle account openings, trade processing, risk management...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Client Services Associate. Be the first to apply!
- client engagement associate New York, NY
- client relationship associate New York, NY
- client services associate New York, NY
- registered client associate New York, NY
- client account associate New York, NY
- client solutions associate New York, NY
- client success associate New York, NY
- service advisor automotive New York, NY
- loan servicing specialist New York, NY
- service consultant New York, NY

