Wealth Management Client Services Associate
National Black MBA Association
Merrill Wealth Management is seeking a client service professional to support multiple Financial Advisors, address client needs, and enhance service quality. You will act as the primary contact, coordinating with advisors and ensuring accurate materials and timely responses. The role emphasizes a client-first mindset, collaboration, and knowledge of banking products. Experience in a fast-paced environment and proficiency with MS Office and Salesforce are valued. #J-18808-Ljbffr
$100k - $115k
Your Future TeamLCK Wealth is a growing wealth management practice providing complex solutions... ...to Ultra High Net Worth clients.This Barron’s and Forbes... ...team provides financial services primarily to high-net-... ...high-energy client service associate who thrives in an...SuggestedPermanent employmentWork 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$34.32k - $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.... ...and/or other duties directed by local management Administrative Support: Answer...SuggestedTemporary workWork at officeLocal area$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... ...other duties directed by local management ADMINISTRATIVE SUPPORT: Answering...SuggestedTemporary workWork at officeLocal area- J.P. Morgan Chase in New York, NY is seeking a Private Client Investment Associate within Wealth Management to deliver superior client service and operational support to Private Client Advisors. Responsibilities include facilitating account openings, money movement, and...Suggested
$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...Work at office$65k - $75k
Junior Client Service & Relations Associate - Altium Wealth Management Purchase, Harrison, NY 10577, USA Job Description Posted Wednesday, August 12, 2026 at 5:00 AM Your Future Team Do you grow in a warm and positive environment where there is a clearly defined process...Permanent employmentWork at officeLocal areaMonday to Friday- ...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...
- Altium Wealth Management in Harrison, NY is seeking a Junior Client Service & Relations Associate to join our Client Service team. The role requires in-office presence Monday-Friday to support client meetings and service delivery. We offer comprehensive benefits including...Work at officeMonday to Friday
$80k
Location: Bergen County, NJ Type: Perm (Contingency) Job #49707 Salary: $80,000 Job Overview - Client Service Associate (Wealth Management) Atlantic Group is hiring a Client Service Associate (Wealth Management) in Bergen County, NJ for our client. This hybrid role...Permanent employmentWork at officeMonday to Friday- 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,...
- 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
- ...Aeternum Capital provides personalized wealth planning and investment management strategies for individuals and... ...wealth management to help clients navigate the complexities of significant... .... Role Description The Client Service Associate, Private Wealth Management is a full...Full timeWork at office
$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- Neuberger Wealth, part of Neuberger Berman, seeks a Client Associate to deliver operational support for a high-net-worth client base... ..., documentation, and ongoing servicing while coordinating with Wealth Advisors, Portfolio Managers, and Operations. You will maintain...
- Merrill Wealth Management is seeking a Wealth Management Client Associate to deliver outstanding client service and support a team of Financial Advisors. You will coordinate client inquiries, prepare materials, and help execute strategic client initiatives with integrity...
- ...have an enthusiasm for helping our clients, taking care of our employees, building... ...delivering extraordinary customer service while maintaining a strong... ...As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will be tasked with delivering...
- 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...
$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$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- M&T Bank Corporation is seeking a Wealth Senior Client Associate in New York, NY, to support high net worth clients through exceptional service and relationship management. This hybrid position requires a Bachelor's degree and a minimum of 2 years’ experience in financial...
- Leeds Professional Resources is seeking a Wealth Management Client Associate fluent in English and Spanish to join our client’s team in New York. You... ..., and support financial advisors in delivering a client service model. Responsibilities include preparing financial...
- J.P. Morgan Chase is seeking a Private Client Investment Associate to provide client service, operational support and wealth management assistance to Private Client Advisors within Wealth Management. You will handle account openings, money movements, and investment trades...
- J.P. Morgan Chase is seeking a Private Client Investment Associate in Wealth Management to deliver exceptional client service and provide operational support to Private Client Advisors. The role emphasizes accurate account openings, money movements, and trade processing...
$140k - $175k
...OWL) is a leading asset manager that is redefining... ...Owl is seeking a Senior Associate to support and cross‑sell... ...into the firm’s largest client relationships within the... ...closely with client service through product marketing... ...public pensions, sovereign wealth funds, E&Fs or...Permanent employmentTemporary workWork at officeFlexible hours$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...Full timeH1b- JPMorgan Chase in New York is seeking a Private Client Investment Associate in Wealth Management to deliver exceptional client service, support Private Client Advisors, and manage operational requests with precision. The role involves risk management, account reviews,...
- ...Registered Wealth Management Client Associate NEW YORK, New York To proceed with your application, you must be at least 18 years of age.... ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth...Seasonal workWork at officeWork from homeShift workDay shift
$65k - $80k
Client Services Associate Project ManagerSkip to main content#Client Services Associate Project Manager page is loaded## Client Services Associate Project ManagerApplyremote type: Remote: Work from Home Full-Timelocations: USA-New York-NY-1166 Avenue of Americas: Kansas...Local areaRemote workWork from home$125k - $290k
Asset & Wealth ManagementA career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own.... ...Sachs, we provide investment and advisory services for pension plans, sovereign wealth...Full timeTemporary workPart time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Client Services Associate. Be the first to apply!
- client relationship associate New York, NY
- client account associate New York, NY
- registered client associate New York, NY
- client services associate New York, NY
- client solutions associate New York, NY
- client engagement associate New York, NY
- client success associate New York, NY
- veterans service officer New York, NY
- information technology service management consultant New York, NY
- retail service associate New York, NY

