Lead Client Services Associate, Wealth Management
HighTower Advisors
Hightower Advisors in New York is seeking a Senior Client Service Associate to join the LCK Wealth Management team. The role focuses on providing top-notch client service and operational support to Ultra High Net Worth clients. Candidates should have over 3 years of client service experience in the financial sector, proficiency in relevant tools like Salesforce and Microsoft Office, and require Series 7 and 66 licenses. We offer a base salary of $100,000-$115,000, discretionary bonuses, and comprehensive benefits including healthcare and paid parental leave. #J-18808-Ljbffr
$100k - $115k
...Senior Client Service Associate- LCK Wealth Management 300 Madison Ave, New York, NY 10017, USA Job Description Posted Tuesday, May 12, 2026 at 5:00 AM Your... ...entrepreneurial environment and is motivated to build, lead, and scale best-in-class client service and...SuggestedPermanent employmentWork at officeLocal area$80k - $100k
...A wealth management firm in New York is seeking a Client Service Associate to provide quality service, facilitate operational tasks, and assist with client onboarding. The ideal candidate has strong interpersonal skills, experience in customer service, and a problem-solving...Suggested- J.P. Morgan in New York is seeking a Private Client Investment Associate to support Advisors with client service and operational tasks in Wealth Management. This role involves facilitating requests, resolving client issues, and assisting with wealth planning. The ideal...Suggested
$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...SuggestedFull timeWork at office$34.32k - $90k
...Registered Client Service Associate Registered Client Service Associates (CSAs) help shape the... ...in firm initiatives directed by local management Regularly seek opportunities to use... ...clients first, doing the right thing, leading with exceptional ideas, committing to...SuggestedTemporary workWork at officeLocal area$25 - $44 per hour
...America in New York is seeking a motivated individual to provide client service support to Financial Advisors. Responsibilities include... .... A competitive hourly pay between $25 and $44, along with industry-leading benefits, is offered. #J-18808-Ljbffr Bank of AmericaHourly pay- 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...
- 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
$34.32k - $90k
711 MS Smith Barney, LLC is seeking a Client Service Associate in New York, NY. This role focuses on providing exceptional... ...while supporting Financial Advisors and Private Wealth Advisors. Responsibilities include managing client relationships, executing transactions,...$80k - $100k
...Client Service Associate - Morse, Towey, White and Hoffman 300 Madison Ave, New York, NY 10017, USA... ...professionals dedicated to fulfilling the wealth management needs of families. We listen first.... ...specialties in which they are the lead, and we all know who excels in what discipline...Permanent employmentWork experience placementInternshipLocal areaRelocationMonday to FridayFlexible hours$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun...Work at office$23.52 - $39.17 per hour
...your success while helping clients pursue their financial goals... ...continue to build on your wealth management experience and opportunities... ...company.As a Senior Client Service Associate, you will provide... ...guidance. As the nation’s leading independent broker-dealer,...Work at officeWork from home- ...Overview Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...Position Overview This role provides client service support to multiple Financial...Seasonal workFlexible hoursShift work
- Chris Baily seeks a Client Service Support position within Merrill Wealth Management in New York. This role focuses on providing exceptional client service support to Financial Advisors, ensuring timely and accurate client service, and promoting the bank's offerings. The...
- Chris Baily is seeking a proactive Financial Advisor to provide client service support at Merrill Wealth Management. In this role, you will be the primary contact for Financial Advisors, ensuring excellent service and operational excellence in client relations. Key skills...
$78.32k - $109.28k
Citigroup Inc. is hiring a Licensed Client Service Associate in New York. This role involves delivering wealth management services while demonstrating strong analytical and communication skills. Candidates must have 2-5 years of relevant experience and a Bachelor's degree...- ...for a culture that puts its clients and associates first: a culture where... ...immediate supervision, Client Services Associate (NR) assists one... ...or escalated to the Branch Manager; including suspicious client... ...start-up. We are a global wealth management and investment banking...Work at officeImmediate start
$74.39k - $103.81k
Citi is looking for a Registered Client Service Associate in Bethesda, Maryland. This role integrates specialty knowledge in delivering wealth management services to clients while upholding compliance standards, risk assessment, and communication responsibilities. The...$23.52 - $39.17 per hour
...LPL Financial LLC is seeking a Senior Client Service Associate for an in-office role located in Wantagh, NY. This position will support... ...+ years of financial industry experience, preferably in wealth management, and a strong client service background. The compensation...Hourly payWork at office- ...Client Services Associate Titan is an award-winning wealth manager with a mission to increase our generation's compound growth rate. We plan to do this by putting a human wealth advisor in every pocket. Historically, wealth managers have been accessible to only the...Work at office
- ...Senior Client Service Associate As a Senior Client Service Associate within the Latin... ...experience in the investment management industry Preferred qualifications... ...Team J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and...Work at office
- A global wealth management leader is seeking a full-time Client Service Specialist to enhance client experiences and elevate brand presence. Responsibilities include managing client workflows, preparing materials, and supporting partners. The ideal candidate will have...Full time
- Private Client Investment Associate As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private... ...source management and new lead generation Assist in managing relationship...
- As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors... ...and referral source management and new lead generation Assist in managing...
- A leading financial services firm is seeking a Private Client Investment Associate to provide exceptional client service and operational support. This role includes managing account opening, investment trades, and building... ...within the wealth management space, fostering...
$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- ...PowerToFly is seeking a Client Service Associate in New Jersey to provide exceptional service and support to clients. You will assist Financial Advisors in building trusted relationships, executing transactions, and answering inquiries. The ideal candidate will possess...Work at office
$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$25.85 - $43.08 per hour
...Model by providing comprehensive client assistance. This in‑office... ..., resolving inquiries, and managing time‑sensitive tasks related... ...Educate clients and advisors on services and technology, including... ...industry experience, preferably in wealth management. 1+ years of...Hourly payWork at office$28 - $30 per hour
...Employment Type: Contract Industry: Financial Services Job Number: 17477 Field of Expertise:... ...Work Schedule Job Description Our client, a leading independent investment management firm, is seeking an experienced Client Service Associate for a 6+ month contract in either...Contract workRemote work
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