Wealth Management Client Service Associate (Summit)
Oppenheimer & Co Inc
Oppenheimer & Co Inc in Summit, New Jersey is seeking a Registered Client Service Associate to support a two-advisor wealth management practice. The role emphasizes impeccable client service, meticulous attention to detail, and the ability to work both independently and as part of a small team. Responsibilities include processing paperwork, opening and servicing accounts, producing analytical reports, and assisting with marketing efforts. #J-18808-Ljbffr Oppenheimer & Co Inc
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Client Service Associate (Summit) in Summit, NJ vacancy
$60k - $65k
...positions become available. Registered Client Service Associate (Summit, NJ) Oppenheimer & Co. Inc. (“... ...services and investment advisory and asset management services. Job Description... ...operations of a successful, growing wealth management practice comprised of two...Suggested- Bank of America is seeking a dedicated individual to join our team in Summit, New Jersey, providing client service support to multiple Financial Advisors. This role includes maintaining client relationships and ensuring timely and accurate fulfillment of all client needs...Suggested
- Bank of America Merrill Wealth Management in the United States is seeking a client service professional to assist Financial Advisors by addressing client needs and coordinating materials. Responsibilities include educating clients on banking offerings, ensuring timely,...SuggestedRemote job
- Hennion & Walsh is seeking a motivated Registered Client Service Associate to join our financial services team in Parsippany, NJ. You will work closely with Financial Advisors to provide high‑level service, handle account inquiries, and support daily operations with a...Suggested
$50k - $70k
...motivated and detail-oriented Registered Client Service Associates to join our growing financial services... ...support, and relationship management. This position combines client interaction... ...Experience supporting Financial Advisors or wealth management teams Knowledge of...SuggestedHennion & Walsh Inc
Parsippany, NJ10 days ago$26.5 - $42 per hour
Bank of America is looking for a Client Service Associate in Woodbridge Township, NJ. This role involves providing client service support to Financial Advisors. Responsibilities include managing client communications and ensuring service excellence while complying with...Hourly pay$45k - $60k
...Hennion & Walsh is seeking a motivated and detail-oriented Client Service Associate to join our growing financial services team. This role is... ...for someone looking to build a long-term career in wealth management and client service within a collaborative, team-oriented...$32.2k - $90k
PowerToFly is hiring a Registered Client Service Associate in Morristown, New Jersey. This role focuses on providing exceptional client service... ...services products. Essential duties include onboarding clients, managing accounts, and supporting marketing strategies. A High...- ...Company Overview Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they...Seasonal workWork at office
Bank of America
Summit, NJ1 day ago - ...Registered Client Service Associate (Transition Team) Location: Parsippany, NJ (Onsite) We're partnering with a growing wealth management firm seeking an experienced RegisteredClient Service Associate (CSA) to play a critical role in advisor transitions and delivering...Permanent employmentImmediate startShift work
H Cap Connect, LLC.
Parsippany, NJ4 days ago $25 - $45 per hour
Job Summary Merrill Wealth Management is a leading provider of wealth management and investment products and services. The role supports multiple Financial Advisors by providing client service support, addressing client needs, achieving operational excellence, and advocating...Hourly paySeasonal workWork from homeShift workDay shift- ...Registered Client Service Associate Registered Client Service Associates provide exceptional service... ...support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis.... .../or other duties directed by local management Administrative Support: Answer...Work at officeLocal area
- POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and... ...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis... .../or other duties directed by local management ADMINISTRATIVE SUPPORT: • Answering...Temporary workWork at officeLocal area
$75k - $105k
PGIM Custom Harvest - Client Service Associate (Finance) Job Classification: Sales - Sales What you... ...Associate to focus on Retail Separately Managed Accounts. The Client Service Associate... ...Harvest, a division of PGIM Global Wealth, is a pioneer in the development of tax...Part time$50k - $53k
Northeast Private Client Group is a distinguished boutique financial... ...and often multigenerational wealth. Our firm was established... ...NEPCG is seeking a Client Service Associate to support the onboarding of... ...firm’s CRM Respond to and manage client inquiries. Troubleshoot...Full time$50k - $60k
...Job Description Job Description Client Service Associate Employment Type ~ Full-Time (4... ..., New Jersey, United States Summit Prep is hiring! Join a premier academic... ..., inventory, and document creation Managing select vendor relationships, including...Full timeTemporary workWork at officeRemote workWork from home$25 - $44 per hour
...Company Overview Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. We... ...goals‑based wealth management, helping clients plan for retirement, education,...Hourly paySeasonal workLocal areaShift workDay shiftBank of America
Florham Park, NJ4 days ago- ...life while advancing your career. You will join a supportive environment with mentorship from experienced leaders, a strong Customer Service focus, and opportunities to lead teams and develop professionally. Interviews will be conducted via Zoom. #J-18808-Ljbffr...Remote jobWork from homeFlexible hours
- Corient Private Wealth LLC. seeks a Client Service Lead in Morristown, NJ to guide a team of Client Service Associates, ensuring efficient operations and outstanding client service. You will collaborate with clients, advisors, and internal teams to oversee all client-related...
$58.5k - $65k
...with peers. We’re looking for an experienced and motivated client services professional to join our Client Success Organization. You... ...you are an extremely organized individual, have the ability to manage multiple priorities, excel in a deadline-driven environment,...Full timePart timeWorldwideFlexible hoursWebMD
Newark, NJmore than 2 months ago- ...investment strategies. Our commitment to our clients is matched only by our dedication to... .... We are seeking a dynamic Client Service Associate to join Advisors, Mark Feldman and Michael... ..., phones and compliance emails. Manage and maintain Constant Contact correspondence...Contract workWork at office
$80k - $110k
This position will be responsible for client, consultant, and prospective client reports,... ...dynamic individual to work in our Client Service and Business Development Group. This professional... ...reports ~Assisting in preparing and managing RFPs and questionnaires by drafting...Work at office$2,314 per week
...Registered Nurse (RN) | Case Manager Location: Summit, NJ Agency: Prime Staffing Pay: $2,314 per week Shift Information: Days... ...: The RN Case Manager coordinates patient care plans and services across the continuum of care. Works closely with providers...Full timeContract workShift workPrime Staffing
Summit, NJ1 day ago- ...employee-owned, full-service leading... ...comprehensive service to our client’s and their... ...delivering comprehensive wealth planning and... ...professional asset management services, private... ...level Seniority level Associate Employment type... ...Management Associate Summit, NJ $65,000.00-$75...Full timeFor contractorsRelocation
$46.71 - $52.2 per hour
...broker, providing property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB supports over 20,000 professionals... ...Ongoing service and communication with clients, promoting client/insurer relationships...Hourly payContract workWork at officeLocal area- ...EPIC Insurance Brokers & Consultants is seeking a Private Client Associate to support Private Client Relationship Managers in delivering exceptional service to our Private Clients. This role involves teamwork with producers, sales support, and other team members to handle...
Epic-Insurance-Brokers-
Summit, NJ1 day ago - ...Job Description Driving the future of Wealth Management, the Client and Account Data Product Manager leads innovation and excellence in data... ...and implementation of reusable data capabilities and micro-services across Wealth Management Conduct data quality...
JPMorgan Chase & Co.
Newark, NJmore than 2 months ago $110k - $180k
...social, and email—helping organizations manage risk, ensure regulatory compliance,... ...Morristown, New Jersey, and serves clients across financial services and other regulated markets.Come as you... ...verticals, including insurance and wealth management. We're looking for a Senior...Remote work$200k - $215k
Join to apply for the Managing Director-Fund Services role at CSC Join to apply for the Managing Director-... ...Services role at CSC Managing Director of Client Services-Private Equity Fund... ...Business Transformation Program Services - Wealth Management New York, NY $110,000.00-$...Full timeWork at officeMonday to Friday$120k - $145k
...most through a broad array of insurance, retirement, and wealth management products and services. HUB is one of the world's largest insurance brokerages... ...are supporting a local business, helping a national client navigate complex risk, or building your expertise in a...Work experience placementLocal areaFlexible hoursSquaremouth
Berkeley Heights, NJ1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Client Service Associate (Summit). Be the first to apply!
Related searches
- community services specialist Summit, NJ
- professional services specialist Summit, NJ
- toyota service advisor Summit, NJ
- environmental services attendant Summit, NJ
- service administrator Summit, NJ
- health services administrator Summit, NJ
- car service advisor Summit, NJ
- facility service associate Summit, NJ
- nutrition services aide Summit, NJ
- service worker Summit, NJ