Senior Client Associate - Wealth Advisory Support
JPMorgan Chase & Co.
A leading financial institution is seeking a Client Associate in San Francisco to support Financial Advisors in delivering exceptional wealth management services. Responsibilities include client onboarding, account maintenance, and making investment recommendations. Candidates should possess a Bachelor's degree, Series 7 & 66 licenses, and strong communication skills. The role offers a competitive compensation package including health benefits, wellness programs, and opportunities for growth in a diverse, inclusive environment. #J-18808-Ljbffr JPMorgan Chase & Co.
$80k - $100k
LGBT Great is looking for a Client Associate in San Francisco. This role involves providing operational support and ensuring a high-quality client experience. Candidates should have 2+ years in client service within financial services, an undergraduate degree, and relevant...SeniorWork at office$80k - $100k
Neuberger in San Francisco is seeking a Client Associate/Senior Client Associate to provide operational support for high-net-worth clients. The successful candidate will... ...skills, a robust understanding of wealth management, and the ability to manage multiple...Senior$80k - $100k
Position Overview NB Private Wealth is Neuberger Berman’s direct-to-client wealth and investment management business... ...unique in the industry. The Client Associate / Senior Client Associate will deliver comprehensive operational support and serve as a trusted resource for...SeniorWork at officeLocal areaShift work$70k - $76k
...how to take care of people? We’re looking for a Client Associate who can provide operational and administrative support to financial advisors. You’ll: keep management... ...Your team You’ll be working as part of Private Wealth Management Americas. We help high net worth and...SuggestedFull timeWork at officeFlexible hours$32 - $44.71 per hour
Citizens Financial Group is looking for a Private Wealth Non Registered Client Associate in San Francisco, CA. The position involves supporting wealth managers, addressing client inquiries, and assisting with onboarding processes. Candidates should possess strong communication...SuggestedHourly payFull timeWork at office$34.32k - $90k
Job Description 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 interactions with clients, individuals in this role build trusted relationships...Temporary workWork at officeLocal area- ...Tobin is expanding its Financial Advisory team in San Francisco, hiring for Senior Analyst, Associate, and Senior Associate roles. You will support ultra-high-net-worth clients, developing tailored... ...analytical skills, experience in wealth management, and proven relationship...Senior
- Job Overview Merrill Wealth Management is a leading provider... ...Provide excellent client service to the bank’s clients... ...completeness of client materials and support the other Client Associates in following up on all... ...Client Solutions Advisory Pipeline Management Prioritization...Seasonal workShift workDay shift
$25 - $44 per hour
Job Description: Merrill Wealth Management is a leading provider... ...and Wealth Management Client Associates help clients pursue the life... ...personal relationship with their advisory team committed to their... ...for providing client service support to potentially multiple Financial...Hourly paySeasonal workWork at officeWork from homeShift workDay shift$68.2k
Laird Norton Wetherby in San Francisco is seeking a full-time Client Associate to assist in wealth management and client services. The ideal candidate will work closely with advisory teams to provide exceptional service, manage client inquiries, and execute operational...Full timeFlexible hours- A leading financial services company in San Francisco is seeking a Registered Client Service Associate. This role is pivotal in providing exceptional service to clients and supporting Financial Advisors in their daily operations. The ideal candidate will possess strong...
$34.32k - $90k
A leading financial services firm is looking for a Client Service Associate in San Francisco. This role focuses on providing exceptional service to clients, supporting Financial Advisors by managing client accounts, processing requests, and maintaining relationships. The...$25 - $44 per hour
Job Description: Merrill Wealth Management is a leading provider... ...and Wealth Management Client Associates help clients pursue the life... ...personal relationship with their advisory team committed to their needs... ...an in-office culture that supports collaboration, engagement, and...Hourly payFull timeSeasonal workWork at officeWork from homeShift workDay shift$85k - $110k
National Financial Partners Corp. is looking for an experienced Senior Advisor Associate in San Francisco. The successful candidate will support Wealth Advisors in providing high-quality service to clients, focusing on creating investment plans and developing client relationships...Senior$110k - $140k
RGP (Resources Connection) is looking for a Senior Consultant to join their Advisory Services Practice in San Francisco. In this role, you will support client delivery across various initiatives to enhance decision-making and performance. The ideal candidate will have...Senior$25 - $30 per hour
Bank of America is hiring for a Client Service Support role at Merrill Wealth Management in San Francisco, CA. This position involves providing exemplary client support by ensuring service offerings are communicated effectively to clients. The ideal candidate is a motivated...Hourly paySeasonal work$32 - $44.71 per hour
Description As a Private Wealth Non-Registered Client Associate, you will play a pivotal role as a trusted resource for our clients and wealth managers... ...Your primary responsibilities will include day-to-day support to enhance the effectiveness of wealth managers,...Hourly payWork experience placementWork at officeLocal areaMonday to FridayFlexible hours- JPMorganChase is seeking a Client Associate in San Francisco, CA to provide exceptional wealth management services to ultra-high-net-worth clients. The ideal candidate... ...maintenance, interface with clients, and support Financial Advisors in various investment activities...
- Citizens Bank in San Francisco, California, is seeking a Private Wealth Non-Registered Client Associate to support our clients and wealth managers. The role involves addressing client inquiries, facilitating transactions, and ensuring high-quality client service. Successful...
- Bank of America seeks a dedicated professional for its Merrill Wealth Management team in San Francisco. This position emphasizes exemplary client service, supporting both clients and Financial Advisors while ensuring adherence to bank policies. Candidates should have a...Seasonal work
- Citizens is seeking a Private Wealth Non-Registered Client Associate in San Francisco, California. In this role, you will support wealth managers and clients through administrative duties and effective communication. Responsibilities include client onboarding, documenting...
$90k - $145k
Transaction Advisory Services - Senior Associate Opportunity ID: 9481 Department: Advisory Location(s): San Francisco... .... Your Team This position will support our rapidly growing Transaction... ...due diligence and provides support to clients across a wide range of industries. Your...SeniorWork at officeFlexible hours$184k - $276k
As a Senior Manager, you will be responsible for teams that consult with Grant Thornton accounting advisory clients on complex accounting transactions. You will apply your experience and... ...with the resources, environment, and support to help you excel. You’ll build...SeniorWork at officeRemote work- Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you will play a central role in delivering exceptional wealth management services to ultra‑high net worth clients... ...career in a fast‑paced environment supported by global resources. Job...SeniorLocal area
- Client Associate - J.P. Morgan Advisors Unlock your potential as a Client Associate at J.P. Morgan... ...at the heart of delivering exceptional wealth management services to ultra‑high net... ...skills in a fast‑paced environment, supported by the global resources of one of the world...SeniorFull timeLocal area
$163k - $240k
...Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast‑to‑... ...development programs. Support the growth and development... ...philosophy, helping associates meet their professional... ...comfortably interact with senior‑level client personnel,...SeniorLocal areaWorldwideShift work$110k - $140k
...platform with access to a diverse client base trusted by approximately 90%... ...meaningful exposure to clients, senior leaders, and high impact work across... ...a Senior Consultant to join our Advisory Services Practice. This individual will support client delivery and execution...Senior$112.6k - $212.7k
..., collaborating closely with clients to deliver cutting-edge solutions... ...focuses on strategy-led work supporting clients as they make major... ..., AI architecture, and CIO advisory, with an emphasis on innovation... ...models. Your Role As a Senior Consultant, you will lead...SeniorFull timeWork at officeLocal area$75k - $90k
Position Summary:The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client... ...notes and send a summary to both the client and the advisory team.Develop knowledge of investment accounts, products...Local area$34.32k - $90k
POSITION SUMMARY: 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 interactions with clients, individuals in this role build...Temporary workWork at officeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Client Associate - Wealth Advisory Support. Be the first to apply!
- client account associate San Francisco, CA
- client solutions associate San Francisco, CA
- registered client associate San Francisco, CA
- client services associate San Francisco, CA
- client relationship associate San Francisco, CA
- client engagement associate San Francisco, CA
- client success associate San Francisco, CA
- program support assistant San Francisco, CA
- direct support assistant San Francisco, CA
- senior development executive San Francisco, CA

