Wealth Client Services Associate
First Interstate Bank
First Interstate Bank in Billings, MT is seeking a Client Services Associate to support Wealth Advisors, Financial Consultants, and Trust Officers by delivering high-quality client experiences. You will handle onboarding, documentation, and daily service tasks with accuracy and timely follow-up. Responsibilities include scheduling appointments, managing client inquiries, preparing meeting materials, and maintaining compliant records. #J-18808-Ljbffr First Interstate Bank
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Wealth Client Services Associate in Brooklyn, NY vacancy
- Hightower is seeking a Client Service Associate for White Pine Wealth Management in Portland, ME. You will deliver a white-glove client experience, coordinating with advisors and the service team while handling sensitive financial information with utmost confidentiality...Suggested
- Client Service Associate - Argent Wealth Management Waltham, MA, USA Job Description Posted Tuesday, August 11, 2026 at 5:00 AM Your Future Team Investments, estate, tax and financial planning - all under one roof. Argent Wealth Management is an independent-minded business...SuggestedPermanent employmentWork at officeLocal area
$60k - $70k
Client Service Associate- White Pine Wealth Management Portland, ME, USA Job Description Posted Wednesday, August 26, 2026 at 5:00 AM Your Future Team White Pine Wealth Management is a team of 10 professionals servicing $1B+ in assets as of March 2026. We are based in...SuggestedPermanent employmentWork at officeLocal area- CAPTRUST is seeking a Wealth Client Management Associate to assist Client Management Consultants with day-to-day client service, research, and issue resolution. You will help prepare quarterly reviews and client materials, maintain CAPCONNECT client data, and coordinate...Suggested
- ...detail-oriented professional to support portfolio management and client service. You will assist with account openings, transfers, and ongoing... ...-tasking, and a professional client-relations approach to deliver personalized wealth management services for #J-18808-Ljbffr...Suggested
Silvercrest Asset Management Group
Brooklyn, NY4 days ago $55k - $75k
...their prospective and existing clients and other branch staff team... ...history and recognition for service and excellence in the Financial... ...Registered Client Service Associate who is a motivated, detail oriented... ...services company providing wealth management, capital markets,...Work experience placementWork at officeRaymond James Financial Services
Brooklyn, NY3 hours ago- ...years of rich history and recognition for service and excellence in the Financial... ...James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and... ...financial services company providing wealth management, capital markets, asset management...Work experience placementWork at office
- ...Stifel strives for a culture that puts its clients and associates first: a culture where everyone... ...Doing Under immediate supervision, Client Services Associate (Registered) assists one or... ...like a start‑up. We are a global wealth management and investment banking firm...Work at officeImmediate start
$53.74k - $88.29k
...At WSFS Bank, we empower our Associates to grow their careers, guide... ...locally headquartered bank and wealth management company. We are... ...Communities we serve. We Stand For Service® is more than part of our... ...and our purpose. The Senior Client Service Associate will be responsible...Work at officeFlexible hours- ...what we do for the communities we serve and why we want YOU to be a part of it. SUMMARY The Client Services Associate provides administrative and operational support to Wealth Advisor, Financial Consultants, Trust Officers, Retirement Plan Specialists, Retirement Plan...Work at officeMonday to Friday
- ...the firm: qualify prospects, support clients between advisory meetings, and drive... ...quality outreach. As an Internal Client Associate at Twin Peaks Wealth Advisors, you sit at the intersection... ...preliminary questions about fees, services, and our process. Reach out to clients...
- ...Senior Client Service Associate As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible... ..., including Disability/Veterans J.P. Morgan Asset & Wealth Management delivers industry-leading investment management...Work at office
- Join our dynamic team as a Client Service Delivery Associate II and become a vital part of our mission to elevate client experiences. As a Client Service Delivery Associate II within JPMorganChase, you will play a pivotal role in enhancing our client relationships by providing...
- ...backbone of the firm: keep onboarding, account servicing, and client experience running flawlessly. As a Client Services Associate you will run the workflows that turn great... ...owning client-facing communication when needed. #J-18808-Ljbffr Twin Peaks Wealth Advisors2 days per week
- Join our dynamic team as a Client Service Equity Swap Associate II and become a vital part of our mission to elevate client experiences. As a Client Service Equity Swap Associate II within Equity Derivatives and the Prime Financial Services group, you will play a pivotal...
- ...resolve billing questions, and keep customers informed throughout the service process while maintaining accurate documentation. What We\'re Looking For 2+ years of experience in customer service, client services, or customer support Experience managing high volumes of...Work at officeRemote work
NomadesDigitais
Brooklyn, NY1 day ago - ...Are Do you want to work for the global leader in the language services and technology industry? Are you interested in helping international... ...and training, and legal support services. All services and client partnerships are aided by best-in-breed software platforms, specialized...InternshipLocal area
TransPerfect
Brooklyn, NY1 day ago - ...Client Services Associate Jersey City, New Jersey, United States Hello Sunshine Travels is a growing travel business dedicated to helping individuals turn their passion for travel into income. We specialize in providing the tools, training, and support for motivated individuals...Full timeRemote work
Hello Sunshine Travels
Jersey City, NJ1 day ago - Northern Trust, a global leader in wealth management and asset servicing, seeks a client-focused professional in Tempe to support account opening, servicing, and trade execution. You will assist Financial Advisors in tailoring investment objectives to risk and market conditions...
- ...Job Description Join our dynamic team as a Client Service Delivery Associate II and become a vital part of our mission to elevate client experiences. As a Client Service Delivery Associate II within JPMorganChase, you will play a pivotal role in enhancing our client...
JPMorgan Chase & Co.
Brooklyn, NY14 days ago - Client Services - Client Success Associate, ADR Baton Rouge, LA, USA • Veritext, 721 Government Street, Baton Rouge, Louisiana, United States of America Job Description At Veritext, we focus on the details - so legal teams can focus on the case. About the role: Providing...Temporary workSummer workWork at officeLocal areaRemote work
- SPS Global is seeking a professional and service-driven Client Services Associate to support daily office, mail, shipping, and workplace operations. This role is ideal for someone who enjoys staying organized, working across different responsibilities, and providing exceptional...Full timeTemporary workPart timeWork at office
$500 per month
Careers / Alpaca / Registered Brokerage Client Service Associate - Pacific Timezone Registered Brokerage Client Service Associate - Pacific Timezone Posted 1 day ago Your Role: This is an opportunity to join a Fintech firm specializing in many facets of the broker-dealer...Remote workHome office$16.54 - $22.67 per hour
...with humility. We thrive on providing exceptional customer service, and we look for friendly professionals dedicated to helping... ...transactions and building strong relationships? As a Client Services Associate, you'll be at the forefront of our commitment to exceptional...Hourly payLocal area$23 - $31 per hour
...advanced cancer. For more information, visitguardanthealth.comand follow the company onLinkedIn,X (Twitter)andFacebook. The Client Services Associate (CSA) plays a crucial role in delivering exceptional support to clients and patients within their designated territory....Work experience placementWork at officeRemote workWork from home- ...we have an enthusiasm for helping our clients, taking care of our employees,... ...and delivering extraordinary customer service while maintaining a strong commitment... ...needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will be tasked with delivering...
- ...Senior Client Service Associate As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for maintaining, deepening and enriching client relationships. You will serve as the primary point of contact for all service...Work at office
- TBK Bank is hiring a Client Services Associate to drive accurate financial transactions and build strong customer relationships. You will profile customers, offer tailored banking products, and ensure every interaction enhances loyalty and cross-sell potential. The role...Local area
- CAPTRUST in Newton, MA is seeking a Senior Client Management Associate to support Client Management Consultants with day-to-day client service, research, and issue resolution. You will help prepare quarterly reviews, manage onboarding, and coordinate with advisors, while...
- ...Job Description Merrill Wealth Management is a leading provider of comprehensive wealth... ...management and investment products and services for individuals, companies, and... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...Seasonal workWork at officeWork from homeShift workDay shift
National Black MBA Association
Brooklyn, NY3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Client Services Associate. Be the first to apply!
Related searches
- client engagement associate Brooklyn, NY
- client relationship associate Brooklyn, NY
- client account associate Brooklyn, NY
- registered client associate Brooklyn, NY
- client services associate Brooklyn, NY
- client solutions associate Brooklyn, NY
- client success associate Brooklyn, NY
- card services specialist Brooklyn, NY
- ultimate staffing services Brooklyn, NY
- entry level service advisor Brooklyn, NY