Wealth Client Services & Operations Associate
Ieqcapital
IEQ Capital seeks a Senior Associate to help manage client relationships and operational duties, partnering with our advisory team to ensure seamless service delivery for high-value clients. You will support money movements, account setup, client meeting prep, and trade placement while building reports and client strategies. This role offers growth into more investment responsibilities over time and requires collaboration in a fast-paced environment. #J-18808-Ljbffr Ieqcapital
$42k - $90k
...institutional weight and global breadth provide our clients with a stable and reliable financial... ...or Personal Banking or our Trade Services, Commodities, Financial Institutions and... .... Overview The role of the Custody Associate will be responsible for processing securities...SuggestedWork experience placementWork at office$100k - $115k
Your Future TeamLCK Wealth is a growing wealth management... ...Ultra High Net Worth clients.This Barron’s and... ...team provides financial services primarily to high-net-... ...energy client service associate who thrives in an... ...class client service and operational processes.What You’ll...SuggestedPermanent employmentWork at officeLocal area$77k - $214k
...LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Wealth Management Tax Services Senior Associate, you will provide strategic tax planning, compliance, and advisory services to clients, helping them navigate complex tax regulations and optimize their tax...SuggestedFull timeH1b$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... ...communities in which we operate, bringing a variety of backgrounds...SuggestedTemporary workWork at officeLocal area$85k - $110k
...Our client, a boutique wealth manager in Westchester County, is looking to add a Client Services /Operations Associate to their growing team. This person will play a key role in supporting high-net-worth clients, managing complex account operations, and partnering closely...Suggested$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. Through... ...the global communities in which we operate, bringing a variety of backgrounds...Temporary workWork at officeLocal area$90k - $115k
TPG Careers Page is seeking a candidate for a role that oversees daily operations of transfer agents and service providers. This position involves supporting the operational onboarding of TPG Funds to global service providers and investigating operational queries. The ideal...$90k - $110k
...Duet — Customer Strategy & Operations Associate About us: Duet empowers Nurse Practitioners... ...expanding their patient panel, activating new services, or deepening engagement with their... ...customer success, account management, client services, or a related field....Full timeLocal area$80k
...Contingency) Job #49707 Salary: $80,000 Job Overview - Client Service Associate (Wealth Management) Atlantic Group is hiring a Client Service... ...administration, money movement, reporting, and investment operations while partnering closely with financial advisors. The...Permanent employmentWork at officeMonday to Friday- Citi in New York is seeking a Licensed Client Service Associate to deliver wealth management services under guidance from Banker teams. The role emphasizes... ...skills, multitasking ability, and a background in operations, compliance, or investments. Spanish/English bilingualism...
- H. T. PROF Group is seeking a Client Service Associate for wealth management in Wexford, PA. The role supports Advisors with daily administration, client documentation, and account processing, with exposure to financial planning software and CRM systems. The ideal candidate...
- ...Capital provides personalized wealth planning and investment... ...concentrated wealth management to help clients navigate the complexities of... ...advisor nor owned or operated by Equitable Advisors or... ...Role Description The Client Service Associate, Private Wealth Management is...Full timeWork at office
$70k - $110k
...Midtown, Manhattan. This fully onsite position requires strong client service skills and a proactive approach to client engagement and... ...administration. The ideal candidate will have experience supporting wealth management teams, be proficient in Microsoft Office, and have...Work at office- AWM - Design Operations - Associate Wealth Management The Wealth Management Design team is responsible for delivering tools and products empowering clients and customers around the world to reach their financial goals. Our advisor‑led wealth management businesses provide...
$62.62k - $87.38k
Registered Wealth Investment Services Associate Apply (opens in new window) Job Req Id: 25917838 Location(s... ...Associate Telesales Representative is a Client Service and Sales support position,... ...to banking and /or investment operations - including placing unsolicited securities...Full timeWork experience placementWork at office$145k
...of performance for our clients through multiple... ...management and advisory services to current and former... ...objective advice on long-term wealth building and create... ...-based benchmarks. We operate two core lines of... ...seeking a Trade Operations Associate to join the Finance...Full timeWork at officeRemote workFlexible hours- ...NB Private Wealth is seeking a Client Associate to deliver comprehensive operational support for a high-net-worth client base. You will assist with service, maintenance, and growth while liaising with Wealth Advisors, Portfolio Managers, and clients. The role requires...
$99k - $232k
Industry/SectorAsset and Wealth ManagementSpecialismOperationsManagement... ...& SummaryAt PwC, our people in operations consulting specialise in providing consulting services on optimising operational... ...effectiveness. These individuals analyse client needs, develop operational...Full timeH1b- ...J.P. Morgan Chase seeks a Private Client Investment Associate in New York, NY. In this role, you will... ...Client Advisors, facilitating operational requests and helping maintain strong... ...account management, promoting firm services, and engaging in risk management practices...
$68.3k - $79.8k
...Morgan Stanley is seeking Registered Client Service Associates to provide exceptional service and support to Financial Advisors and Private Wealth Advisors. The successful candidates will facilitate client relationships and assist them with various needs including transactions...- ...Morgan Stanley in New York, NY seeks a Registered Client Service Associate to support client relationships and service delivery. You will assist with onboarding, documentation, and account maintenance, while coordinating with Financial Advisors on orders, investments,...
$80k - $135k
...relationships with institutional clients, corporations, financial service providers, and fund managers. We help... ...a passion for the markets and associated client experience, with individuals... ...with Front to Back teams including Operations, Design and Engineering to develop...Full timeTemporary workPart time$110k - $190k
The Wealth Management (WM) Chief Data Office (CDO) sits within the... ...access to or misuse of client sensitive data and assets; abide... ...DescriptionThe Strategy and Operations Team within the WM CDO seeks... ...QualificationsKnowledge of the financial services industry; preferably in...Temporary workWork at office$58.6k - $93.8k
...their most significant risk, workforce, wealth management and retirement challenges... ...Specialist supports business initiatives, operational priorities, and special projects within... ...employee benefits, account management, client service, operations, or administrative support....Work at officeRemote work$77k - $202k
...ServicesSpecialismOperationsManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Provider Clinical Operations Consultant, Senior Associate, you will engage with clients in the health services sector to enhance their operational efficiency and effectiveness. Within our Management...Full timeH1b- 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
$77k - $202k
...ServicesSpecialismOperationsManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Payer Operations & Transformation Consultant, Senior Associate, you will engage with clients in the health services sector to drive operational improvements and transformative initiatives. Within...Full timeH1b- Bank of America is seeking a Client Services Associate to support multiple Financial Advisors (FAs) with client service excellence. You will help advance strategic objectives, operational goals, and client advocacy within the FA's business by tailoring solutions to each...
$34.32k - $90k
POSITION SUMMARY Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing...Work at officeLocal area$18.68 - $31.14 per hour
...including retail or commercial.Supervisory/Managerial Responsibilities:No supervisory responsibilities.Education and Experience Required:Associate’s degree, or in lieu of a degree, a minimum of 2 years’ general work experienceProven verbal and written communication...Hourly payFull time
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