Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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

Vacancy posted 9 hours ago
Similar jobs that could be interesting for youBased on the Lead Client Services Associate, Wealth Management in New York, NY vacancy
  • $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... 
    Suggested
    Permanent employment
    Work at office
    Local area

    HighTower Advisors

    New York, NY
    11 hours ago
  • $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

    HighTower Advisors

    New York, NY
    3 days ago
  • 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

    J.P. Morgan

    New York, NY
    17 hours ago
  • $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... 
    Suggested
    Full time
    Work at office

    Jefferies Financial Group

    New York, NY
    6 hours ago
  • $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... 
    Suggested
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    New York, NY
    13 days ago
  • $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 America
    Hourly pay

    Bank of America

    New York, NY
    5 hours ago
  • 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... 

    Aumni

    New York, NY
    2 days ago
  • 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

    Oppenheimer & Co. Inc.

    New York, NY
    2 days ago
  • $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,... 

    711 MS Smith Barney, LLC

    New York, NY
    4 days ago
  • $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 employment
    Work experience placement
    Internship
    Local area
    Relocation
    Monday to Friday
    Flexible hours

    HighTower Advisors

    New York, NY
    3 days ago
  • $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

    Vodia Ventures

    New York, NY
    4 days ago
  • $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 office
    Work from home

    LPL Financial

    New York, NY
    3 days ago
  •  ...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 work
    Flexible hours
    Shift work

    Chris Baily

    New York, NY
    11 hours ago
  • 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

    New York, NY
    3 days ago
  • 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... 

    Chris Baily

    New York, NY
    3 days ago
  • $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... 

    Citigroup Inc.

    New York, NY
    2 days ago
  •  ...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 office
    Immediate start

    Stifel

    Brooklyn, NY
    2 days ago
  • $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... 

    Citi

    New York, NY
    4 days ago
  • $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 pay
    Work at office

    LPL Financial

    New York, NY
    4 days ago
  •  ...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

    Titan

    New York, NY
    2 days ago
  •  ...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

    JPMorgan Chase

    Jersey City, NJ
    1 day ago
  • 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

    UBS

    New York, NY
    3 days ago
  • 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... 

    JPMorgan Chase & Co.

    New York, NY
    2 days ago
  • 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... 

    J.P. Morgan

    New York, NY
    4 days ago
  • 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... 

    J.P. Morgan

    New York, NY
    2 days ago
  • $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 employment
    Local area

    Hightower Advisors

    New York, NY
    3 days ago
  •  ...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

    PowerToFly

    New York, NY
    3 days ago
  • $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 office
    Local area
    Remote work
    Work from home
    Worldwide

    SMBC

    New York, NY
    3 days ago
  • $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 pay
    Work at office

    LPL Financial

    New York, NY
    4 days ago
  • $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 work
    Remote work

    Corps Team

    New York, NY
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Lead Client Services Associate, Wealth Management. Be the first to apply!