Wealth Office Associate: Bookkeeping & Client Services
Dormont Manufacturing Co
Dormont Manufacturing Co is seeking an experienced accounting professional in New York City to provide bookkeeping services for multiple clients, including payroll and financial reporting. The ideal candidate will have 3+ years of accounting experience and knowledge of Quickbooks, with a strong emphasis on detail and efficiency. Benefits include comprehensive insurance and a flexible PTO policy. #J-18808-Ljbffr Dormont Manufacturing Co
$90k - $110k
...Accounting Associate Are you someone with impeccable attention... ...outstanding fit on our wealth management team.... ...Associate in our New York office, your responsibilities would... ...activities: Provide bookkeeping services for multiple clients including payroll, bill paying...Work at officeLocal areaFlexible hours$100k - $170k
...Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize... ...investment and advisory services for pension plans,... ...professionals across 13 offices around the world, XIG provides... ...170693 Job Category Associate Posting Date 05/18/2026...Work at officeFull timeTemporary workPart time$115k - $125k
...Relationship Management Associate Blue Owl is a... ...exceptional. This role is in office Monday to Friday.... ...essential part of our Private Wealth team and tasked with... ...a high level of service and representing themselves... ...utilizing data to optimize client engagement. Actively...Work at officePermanent employmentMonday to Friday$104.7k - $174.5k
...Wilmington Trust is seeking a Wealth Management Senior Associate to join its Family Wealth... ...-High Net Worth (UHNW) clients. The candidate will provide... ...2+ years of financial services client-facing experience (... ...Proficiency with Microsoft Office (PowerPoint emphasis) and...Work at office$104.7k - $174.5k
Wealth Management Sr Associate, Family Wealth Division page is loaded## Wealth Management... ...-High Net Worth (UHNW) clients. The candidate will... ...with 2+ years of financial services client-facing experience *... ...Proficiency with Microsoft Office (PowerPoint emphasis) and...Work at office- Wealth Management Associate - NJ, Secaucus (3937) Equitable Advisors is dedicated... ...impact in the lives of its clients. Our network of over 4,300... ...and guidance. Product and Service Consultation: Discuss financial... ...situations. Location: In‑office presence required. Work‑...Work at officeWork experience placementLocal areaFlexible hours
$120k - $166k
Asset & Wealth Management - New York - Associate, Risk Governance - 9730155 location_on New... ...conclusions to internal teams, clients and other stakeholders... ...that vary depending on office location. These generally... ...’ priorities. Health Services We offer a medical advocacy...Work at officeFull timeTemporary work$100k - $160k
Asset & Wealth Management, Public Investing, Performance Strategy, Associate - New York New York, NY, United States... ...capabilities to help clients pursue their long‑term... ...partnership, client service, integrity and excellence... ...New York, we maintain offices around the world. We...Work at officeFull timeTemporary workPart timeWork experience placement- ...industry together. Schwab Wealth Advisory is a fee based... ...on trust, personalized service, and Schwab’s... ...approach to investing. As an Associate Wealth Advisor, you’ll... ...and retaining virtual client relationships while helping... ...the importance of in‑office collaboration and fully...Work at office
- ...Team for J.P. Morgan Wealth Management, which leads... ...empowering them to help clients make the most of their... .... Advisor Onboarding Associate in the Advisor... ...brokerage or financial services industry experience Apply... ...proficiency in Microsoft Office suite Preferred...Work at officeFull timeShift work
$70k - $150k
Join to apply for the Wealth Planner role at Corient 1 week ago... ...Planner is responsible for the client service experience, manages the task... ...capabilities to work in an office environment, which may... ...Tactical Asset Allocation Team, Associate - New York Manhattan, NY $34...Work at office16 hoursPermanent employmentTemporary workFlexible hours$120k - $160k
Analyst / Associate, Client Service, Alternative Investments Who We Are Galaxy is a global leader in digital... ...headquartered in New York City, with offices across North America, Europe, the... ...management within asset management, private wealth, or institutional investing. Solid...Work at officeLocal areaFlexible hours- ...enabling them to preserve their wealth for future generations, and... ..., and organizational services. This position will report to... ...delivering exceptional services to clients, with the potential to lead less... ...capabilities to work in an office environment, which may include...Work at officePermanent employmentTemporary workFlexible hours
$80k - $100k
...The Associate Client Advisor role is an exciting opportunity to join a collaborative... ...professionals that service Bessemer's ultra-high net... ...cost information. Prepare Officers Committee account reports.... ...preferred (specifically within Wealth Management a plus)....Work at officeTemporary workRemote work- ...in New York to find an Investor Relations Associate. This role involves supporting... ...experience in Investor Relations or Private Wealth management and be comfortable interacting... ...and a detailed understanding of the family office landscape. #J-18808-Ljbffr Coda Search│StaffingWork at office
$175k - $225k
...privately held companies. Our services include mergers and... ...in more than 30 offices in 14 countries, offering... ...a deep commitment to client success. With... ...International is seeking Associates to join our rapidly growing... ...Services, FIG, Asset & Wealth Management M&A...Work at officeFull timeCurrently hiringRemote workWork visaMonday to ThursdayShift work- Coda Search is partnering with an asset management firm that is seeking an Investor Relations Associate to support its family office/private wealth channel. This is a dynamic fund that has consistently been recognised as a top performer in the industry. This role will have...Work at office
- About Titan Titan is an award-winning wealth manager with a mission to increase our generation... ...superpowers, enabling them to serve clients they historically never could. We manage... ...trenches in person (you’ll see our founders in office every day). Compensation: Titan offers...Work at office
- ...Our client is a multi-family office in NYC that manages a substantial amount of capital for a small... ...investment management and wealth management services to a sophisticated client base. They... ...They are seeking a Client Portfolio Associate based in NYC. The Associate will...Work at office
$45k - $52k
...producers, and other high-profile clients in the entertainment space.... ...fill the position of Junior Associate. Responsibilities Tour... ...paperwork to open new accounts. Bookkeeping – accounts payable, accounts... ...Excellent knowledge of Microsoft Office applications including Word,...Work at office$50k
...My Account Openings Community Associate, Civic Awareness Unit Community Associate, Civic... ...: 1249 Location: Kew Gardens, NY Department: Client Services Job Type: N/A More about this job Description The Office of the Queens County District Attorney (QDA)...Work at officeWeekend workAfternoon shift$90k - $110k
...Associate, Client Service, 2027 (Campus Resume Drop) New York, New York, United States Start Dates Available: January 2027 Looking to... ...compensation matched dollar-for-dollar. ~ Prime midtown office with state-of-the-art amenities; option to WFH each Friday....Work at officeInternshipImmediate startWork from homeWorldwideVisa sponsorship- ...Patient Associate Apicha Community Health Center aims to improve community... ...primary care, preventive health services, mental health, and supportive... ...appointments Perform light bookkeeping, filing, maintenance of an appropriate office environment. Compliance:...Work at officeWork experience placementFlexible hoursAfternoon shift
$145k - $175k
...call it Relentless Excellence ®. Both our client service and culture are second to none,... ...ll Make Stout is seeking an experienced Associate to join our Investment Banking group, specifically... ...proficiency in Excel, Microsoft Office, Word, and PowerPoint Beginner or intermediate...Work at officeLocal areaFlexible hours- ...Associate, Latin America Subsidiary Banking As an Associate on the Latin America... ...American subsidiaries of global corporate clients, offering services in Cash Management, Trade, FX & Rates... ...America and the Caribbean from our office in New York. Job responsibilities...Work at officeLocal area
- ...Job Description As an Associate on the Latin America Subsidiary Banking team you will... ...subsidiaries of global corporate clients, offering services in Cash Management, Trade, FX & Rates... ...Central America and the Caribbean from our office in New York. We are seeking an...Work at officeLocal area
$100k
...eager to learn and grow in the financial services industry. As a Financial Representative,... ...Make good.” Responsibilities Partner with clients to build comprehensive financial profiles... ...work environment requires occasional in‑office presence, so candidates must be local to...Work at officePermanent employmentTemporary workLocal areaRemote work$85k - $115k
...experts with relevant experience to meet client needs. Reach out to experts to confirm... ...development. Diverse industry exposure—Associates are never siloed into a single sector.... ...commuting and mobile phone stipends. Daily office perks: free lunch, snacks, Monday...Work at officeFull timeSummer workInternshipWorldwide- ...Winter 2026 job at Rea & Associates. Ohio. Are you looking... ...focus. Gain experience in bookkeeping, business returns, 1040... ...well as meet with our clients and participate in community service events. Discover the difference... ...members of the assigned office and will be assigned to...Work at officeFull timeInternshipLocal areaVisa sponsorship
- ...00+, serving over 400 clients, including several of... ...looking for a Senior Associate to support Arch’s various... ...as RIAs, Multi‑Family Offices, and advisory firms.... ...to Have Experience in wealth management, private funds... ...deliver exceptional service to our clients. For...Work at officeFull timeRelocation
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