FINRA-Licensed Client Service Associate - Wealth Management
Hennion & Walsh
Hennion & Walsh is seeking a motivated Registered Client Service Associate to join our financial services team in Parsippany, NJ. You will work closely with Financial Advisors to provide high‑level service, handle account inquiries, and support daily operations with a client‑centric approach. The role requires FINRA Series 7 and Series 63 licenses, strong communication, and excellent organizational skills. This in‑person position offers training, career growth, and a collaborative, team‑oriented #J-18808-Ljbffr Hennion & Walsh
$50k - $70k
...detail-oriented Registered Client Service Associates to join our growing fi... ...currently hold their FINRA Series 7 and Series 63 licenses and are looking to build... ..., and relationship management. This position combines... ...Financial Advisors or wealth management teams Knowledge...Suggested- Hennion & Walsh is seeking a Client Service Associate to join our wealth management team. You will assist financial advisors with account servicing, paperwork processing, and day-to-day client communications in a collaborative office environment. Ideal candidates have...SuggestedWork at office
$45k - $60k
...seeking a motivated and detail-oriented Client Service Associate to join our growing financial... ...looking to build a long-term career in wealth management and client service within a collaborative... ...communications. No securities licenses are required for this role. Position...Suggested$68k - $90k
...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 interactions... ...other duties directed by local management ADMINISTRATIVE SUPPORT:...SuggestedTemporary workWork at officeLocal area- Oppenheimer & Co. Inc.’s Private Client Division is seeking a Registered Client Service Associate to support Financial Advisors in sales, marketing and daily operations at the Florham Park, NJ branch. The role requires strong interpersonal and multitasking abilities and...Suggested
- H Cap Connect, LLC in Parsippany, NJ is seeking a Registered Client Service Associate on the Transition Team to support advisor transitions and deliver a white-glove client experience. You'll train on the firm's technology and multi-custodial environment, become a trusted...
$50k - $53k
Northeast Private Client Group is a distinguished boutique financial... ...and often multigenerational wealth. Our firm was established... ...NEPCG is seeking a Client Service Associate to support the onboarding of... ...firm’s CRM Respond to and manage client inquiries. Troubleshoot...Full time$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- Morgan Stanley is seeking a Registered Client Service Associate in Morristown, NJ to provide exceptional client service and support Financial Advisors and Private Wealth Advisors. You will build trusted relationships, answer non-investment questions, and assist with account...
- Bank of America Merrill Wealth Management is seeking a client service professional to support multiple Financial Advisors in Summit, NJ. You will educate clients on bank offerings, ensure timely materials, and help develop customized wealth strategies while maintaining...
- ...Registered Wealth Management Client Associate Summit, New Jersey To proceed with... ...and investment products and services for individuals, companies... ...: Currently holds FINRA Securities Industry Essentials... ...Lynch Life Agency Inc., a licensed insurance agency and wholly...Work experience placementSeasonal workWork at officeWork from homeShift workDay shift
$75k - $95k
...Registered Client Associate Join a Growing Wealth Management Practice Black Brook Wealth Advisors and BBDG Wealth... ...delivering exceptional client service. The successful candidate will... ...Required ~ Active FINRA Series 7 and Series 63 securities...Work at officeLocal area- ...OnePoint BFG Wealth Partners is seeking an organized and detail-oriented Client Service Associate (CSA) to support the onboarding and transition... ...the Transition Operations Manager to manage the operational... ...compliance and industry standards (FINRA, SEC, etc.) is preferred....
- ...Registered Client Service AssociateRegistered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through... ...Wealth Advisors/teams as needed)Managing the calendar including...Work at officeLocal area
$60k - $65k
...investment bank and full service broker-dealer.... ...and asset management services. Job Description... .... Inc.’s Private Client Division is... ...Registered Client Service Associate for their Florham... ...of a growing wealth management practice... ...thoroughness ~ FINRA Registrations: Series...- Registered Client Service Associate (Transition Team) Location: Parsippany, NJ (Onsite) We're partnering with a growing wealth management firm seeking an experienced RegisteredClient Service Associate... ...solve problems and support others FINRA registrations are required Why...Permanent employmentImmediate startShift work
$32.2k - $90k
PowerToFly is hiring a Registered Client Service Associate in Morristown, New Jersey. This role focuses on providing exceptional client service... ...services products. Essential duties include onboarding clients, managing accounts, and supporting marketing strategies. A High...$120k
...Mahmoud Adam, CPA — and send me your resume directly!💰 Private Client Service Associate | $100K-$120K + Bonus + Profit Sharing📍 San Francisco | Hybrid 🚀 Established Investment Firm | Wealth Management | Excellent BenefitsI’m working on an opportunity with a well-respected...- ...enthusiasm for helping our clients, taking care of our... ...customer service while maintaining a... ...Client Investment Associate in J.P. Morgan Wealth Management, you will provide client... ...active Series 7 license is required or may... ...advisor, member of FINRA and SIPC. Annuities...
- Oppenheimer & Co. Inc in Florham Park, NJ is seeking a Client Service Associate to join the Private Client Division. The role focuses on servicing clients, marketing, scheduling meetings, managing databases, and providing organizational support. The ideal candidate will...
- POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and... ...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis... .../or other duties directed by local management ADMINISTRATIVE SUPPORT: • Answering...Temporary workWork at officeLocal area
- ...enthusiasm for helping our clients, taking care of... ...customer service while maintaining... ...focus on relationship management, not portfolio management... ...Series 66 (63/65) license is required or... ..., member of FINRA and SIPC. Annuities... ...Bank, J.P. Morgan Wealth Management is committed...
- ...pioneering financial services firm that invests... ...of services, clients can receive tailored... ...The Client Service Associate is a key role... ...service. This person manages client interactions... ...submit insurance licensing, renewal and appointments... ...service for a wealth management firm....Full timeTemporary workPart timeRemote workFlexible hours
- Morgan Stanley is seeking a Registered Client Relationship Analyst to provide exceptional client service and support for Financial Advisors and Private Wealth Advisors. The role emphasizes building trusted client relationships, handling inquiries, and assisting with account...
- ...Director to provide exceptional service to Financial Advisors and Private Wealth Advisors, shaping the client service model and overseeing... ..., implementation, and management of all elements of the team’... ...certifications, and active securities licenses. #J-18808-Ljbffr PowerToFly
$105.38k - $215.38k
...gifts, trusts, or wealth transfer? If so, this Tax Manager opportunity within... ...our Individual Tax Services - High Net Worth group... ....Build strong client relationships through... ...accreditations obtained:Licensed CPA in state of... ...geographic differential associated with the location...Work at officeLocal area- Morgan Stanley is seeking a Wealth Management Associate to support Financial Advisors and Private Wealth Advisors in a high-volume client-service role based in Morristown, NJ. You will help coordinate client meetings, manage follow-ups, and assist with digital tools and...
- AO Garcia Agency is seeking motivated individuals for a remote career with upside. You will talk with people who already requested help on financial-protection options, be trained and coached, and measured on activity and results. Interviews are on Zoom and you’ll work ...Remote job
$44k - $72k
...Opportunity? Embrace RBC Wealth Management’s core values and... ...advisors and our clients. As a Client Associate/Registered Client... ..., and client service skills Attention... ...and 66 (or 63/65) licenses or the willingness... ...to-have Current FINRA registrations Financial...Full timeFlexible hours- ...Merrill Wealth Management is a leading provider of comprehensive... ...and investment products and services for individuals, companies,... ...Advisors and Wealth Management Client Associates help clients pursue the life... ...Qualifications: Currently holds FINRA Securities Industry...Work experience placementSeasonal workWork at officeWork from homeShift workDay shift
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