Senior Client Associate - AI-Driven Wealth Support
Savvy Wealth
Savvy Wealth in New York City is seeking an experienced Senior Client Associate to deliver exceptional client service to advisors and their clients. You will act as an operational partner, manage day-to-day requests, and help shape client servicing processes while collaborating with Product and Operations to influence future roadmaps. The ideal candidate has 2+ years in a similar role at an RIA or broker-dealer, strong communication, and proficiency with Google Suite and Salesforce. #J-18808-Ljbffr Savvy Wealth
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Senior Client Associate - AI-Driven Wealth Support in New York, NY vacancy
$100k - $115k
Your Future TeamLCK Wealth is a growing wealth management practice... ...to Ultra High Net Worth clients.This Barron’s and Forbes ranked... ..., high-energy client service associate who thrives in an entrepreneurial... ....Prepare reports and supporting material for prospect and client...SeniorPermanent employmentWork at officeLocal area- Evolve Private Wealth in New York, NY seeks a Senior Associate to advance client service, portfolio support, and operational execution. You will act as an extension of Advisors, handling complex servicing needs and contributing to client experience and investment workflows...Senior
$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... ...oriented, self-motivated and results driven Business Service Officer WHAT YOU...SuggestedTemporary workWork at officeLocal areaPowerToFly
New York, NY3 days ago- A leading financial services company is seeking a Senior Product Associate to enhance products in Wealth Management. This role involves product development, user research, and collaboration across teams to innovate and improve offerings. Ideal candidates will have at least...Senior
$34.32k - $90k
...Client Service Associate 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 regular... ...self-motivated and results driven Reports To: Business...SuggestedTemporary workWork at officeLocal area- Justworks is seeking a Senior IT Support Engineer in New York City to lead advanced endpoint management and workplace technology initiatives. You will combine hands-on support with automation and AI-driven improvements to keep employees productive and secure. You will...Senior
- Infosys Consulting is seeking a Senior Consultant (Product Manager) for Wealth Management & Trust to drive product strategy and execution. You will work... ...solutions and improvements for asset and wealth management clients. Responsibilities include analytics, design thinking,...Senior
- Fartherfinance is looking for a Senior Software Engineer in New York. In this role, you'll... ...software engineering experience and fluency with AI coding tools. This position offers a... ...collaborative team and help build the future of wealth management technology! #J-18808-Ljbffr...Senior
- United States Digital Space LLC in New York seeks a Senior IT Support Engineer to deliver expert endpoint, OS, and workplace technology support... ...will combine hands-on technical help with automation and AI-driven troubleshooting to keep employees productive. You’ll own...SeniorWork at office
- Altana, the network for trusted trade, is seeking a Senior IT Support Engineer to join our Brooklyn-based IT team. You will be the escalation... ...manage Windows and Mac fleets, deploy via MDM, and drive AI-driven automation to improve service quality across the organization...Senior
- Hover seeks a Senior Customer Experience Operations Manager to steer a ~50-person BPO across... ...site leadership, and guide the shift to AI-first triage in chat and email while maintaining... ...content stays accurate as Hover expands with AI-driven workflows. #J-18808-Ljbffr HOVERSeniorShift work
- 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...Senior
- Veeva seeks a Senior Associate to join Crossix Client Analytics Services. You’ll bridge product and client goals, acting as a strategic partner to agencies... ...leverage the Crossix Measurement Suite to tell data-driven stories that underscore product value and drive...Senior
- 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...Senior
- Savvy Wealth in New York City is seeking a Senior Client Associate to deliver exceptional client service and support to multiple advisors. You will be an operational partner, handling day-to-day tasks and helping build scalable client servicing. You will collaborate with...Senior
- ...where your expertise as a Client Account Manager - Senior Associate will be the cornerstone... ...Managers to provide similar support to certain key strategic... ...business and regulatory driven projects and initiatives.... ...VeteransJ.P. Morgan Asset & Wealth Management delivers...SeniorFlexible hours
$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...Daley and Associates
New York, NY2 days ago- ...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...
National Black MBA Association
New York, NY2 days ago $65k - $75k
Junior Client Service & Relations Associate - Altium Wealth Management Purchase, Harrison, NY 10577, USA Job Description Posted Wednesday, August 12, 2026 at... ...corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant...Permanent employmentWork at officeLocal areaMonday to Friday- ...Capital provides personalized wealth planning and investment... ...concentrated wealth management to help clients navigate the complexities of... ...The Client Service Associate, Private Wealth Management is... ...Metropolitan Area. This role supports wealth advisors in delivering...Full timeWork at office
- Savvy Wealth in New York City is seeking a Senior Manager, Marketing Operations to lead the Client Marketing team. You’ll run core operations, turning bespoke services into repeatable, AI‑driven systems that scale advisor marketing as Savvy grows. You will own the operating...Senior
- 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
- Hover is seeking a Senior IT Administrator in New York to rebuild and enhance internal technology... ...involves developing automations using AI coding assistants, managing compliance... ...are reliable. With a focus on supporting employees and improving efficiency, you'll...Senior
- 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...
- J.P. Morgan Chase is seeking a Private Client Investment Associate within Wealth Management in New York, NY. You will deliver exceptional client service, support Private Client Advisors, and handle account openings, money movements and trades with precision and speed....
$70k - $110k
...Midtown, Manhattan. This fully onsite position requires strong client service skills and a proactive approach to client engagement... ...administration. The ideal candidate will have experience supporting wealth management teams, be proficient in Microsoft Office, and have...Work at office- Aeternum Capital in New York City is seeking a Client Service Associate, Private Wealth Management, to support wealth advisors with client inquiries, meeting prep, and account activities on-site in the NYC metropolitan area. You will coordinate documentation, track follow...
- ...growing team in the United States. You will support a portfolio of customers, drive adoption of Klaviyo’s platform, and help clients scale their email marketing and ecommerce strategies... ...communication skills, and comfort with AI-enabled workflows are expected. #J-18808-...Senior
- MG+M The Law Firm in New York City seeks an on-site Senior Manager, User Experience to lead end-user technology services... ...across 600+ users and 17 offices. You will guide IT support, onboarding/offboarding, and AI-enabled initiatives to improve service quality and user...Senior
- Wealth.com, a leading AI-driven wealth management platform, seeks a Senior Manager, FP&A. The role drives rolling forecasting, builds scalable financial models, and delivers narrative insights to the CFO and Board. Hybrid work in NYC with collaboration across Finance,...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Client Associate - AI-Driven Wealth Support. Be the first to apply!
Related searches
- 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
- associate support engineer New York, NY
- direct support assistant New York, NY
- it support administrator New York, NY