Wealth Management Client Associate
$65k - $75kJanney-Montgomery-Scott-LLC
Janney Montgomery Scott LLC in Midtown, NY is seeking a Registered Private Client Associate to support Financial Advisors and deliver a high-quality, relationship-driven client experience. You’ll gain hands-on exposure to wealth management, client service, and financial planning as part of a high-performing team. This role offers a long-term career path in wealth management, with a base salary in the $65,000–$75,000 range, eligibility for bonus, and a comprehensive benefits package including #J-18808-Ljbffr Janney-Montgomery-Scott-LLC
$25 - $45 per hour
Job Description:Job DescriptionMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products... ....Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal...SuggestedHourly payFull timeSeasonal workWork at officeWork from homeDay shift- ...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals... .... Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
$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 ranked team provides financial... ...proactive, high-energy client service associate who thrives in an entrepreneurial environment...SuggestedPermanent employmentWork at officeLocal area$75k - $85k
...Client Associate Neuberger Wealth is Neuberger's direct-to-client wealth and investment management business. Managing $70b+ in client assets across 40+ seasoned wealth and investment teams, with access to a deep breadth of customized investment solutions, the platform...SuggestedWork at officeLocal areaShift work$75.9k - $126.5k
...Wealth Management Client Service Representative Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management...SuggestedWork experience placement- RBC Wealth Management in New York is seeking a Senior Registered Client Associate to be a trusted resource for clients, advisors and the branch. You will use your administrative and operational skills to help advisors grow their business, meet compliance standards, onboard...
- 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...
- Job Description: This role is responsible for providing client service support to potentially multiple Financial Advisors (FAs) at Merrill Wealth Management. Responsibilities Provide excellent client service by educating clients on all bank services and banking offerings...Seasonal workWork from homeShift workDay shift
- J.P. Morgan Chase is seeking a Private Client Investment Associate within Wealth Management in New York. The role focuses on delivering exceptional client service and supporting Private Client Advisors with account openings, money movements, and trades. You will participate...
- A wealth management firm is seeking a Senior Associate, Client Relationship Manager, in New York, NY. The ideal candidate will enhance client experience, provide operational support to Wealth Advisors, and manage client relationships and inquiries. The firm offers a hybrid...
- Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services... .... Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal...Seasonal workWork at officeWork from homeShift workDay shift
- 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...
- .... Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships,... ...their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing...
$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...Temporary workWork at officeLocal area$70k - $110k
...Registered 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... ...candidate will have experience supporting wealth management teams, be proficient in...Work at office$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...Temporary workWork at officeLocal area- Citi in New York is seeking a Licensed Client Service Associate to deliver wealth management services under guidance from Banker teams. The role emphasizes client-facing interaction, risk awareness, and adherence to regulatory and Citi policies. The candidate should possess...
- Merrill Wealth Management is seeking a client service professional to support multiple Financial Advisors, address client needs, and enhance service... ...paced environment and proficiency with MS Office and Salesforce are valued. #J-18808-Ljbffr National Black MBA Association
$100k - $120k
...personal goals is the best way to help our clients and advance our business. We take that... ...is currently recruiting a Senior Client Associate to join our Latin America private... ...relationship servicing and assisting Relationship Managers (RMs). The Sr CA will be the primary...Full timeWork 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...$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- ...Aeternum Capital provides personalized wealth planning and investment management strategies for individuals and... ...concentrated wealth management to help clients navigate the complexities of... ...Role Description The Client Service Associate, Private Wealth Management is a full...Full timeWork at office
$75k - $95k
...Sales Associate / Client Service Associate Wealth Management The Sales Associate / Client Service Associate will provide high-touch client service, sales support, operational coordination, and select trading support to a Wealth Management team serving executives, founders...Full timeWork at office- .... Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships,... ...their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational...
- 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,...
$100k - $170k
Team OverviewGoldman Sachs Asset Management's Quantitative Equity Solutions (QES) team oversees... ...Net Worth, Institutional and Retail clients. As a focal point for one of the division... ...investing, income, management of wealth concentration and values alignment.Our team...Full timeTemporary workPart time$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. As part of one of the world's leading asset managers with over $2 trillion in assets...Full timeTemporary workPart time- A leading financial services firm in New York is seeking a Private Client Investment Associate to support Private Client Advisors. The role focuses on delivering client service, managing operational requests, and enhancing client relationships. Ideal candidates should have...
- Rockefeller Capital Management is seeking a Client Associate for its Private Advisor team within the Rockefeller Global Family Office. The role supports high-net-worth clients, handling account openings, asset transfers, and documentation with meticulous attention to detail...Work at office
- ...leading financial services firm in New York seeks a Private Client Investment Associate. The role involves delivering exceptional client service... ...support to Private Client Advisors. Responsibilities include managing account openings and investment trades, fostering client...
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