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
$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$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- ...in Florham Park, NJ seeks a Registered Client Service Associate to support Financial Advisors in sales, marketing, and day-to-day wealth-management operations. The role requires... ...independently as part of a small team. FINRA Series 7 and 63/65 (or 66) and 5+ years...Suggested
$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...SuggestedWork at office- ...Registered Client Service Associate Registered Client Service Associates provide exceptional service... ...support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis.... .../or other duties directed by local management Administrative Support: Answering...SuggestedWork at officeLocal area
$60k - $65k
...Oppenheimer & Co. Inc.'s Private Client Division is currently seeking a Registered Client Service Associate for their Florham Park, NJ... ...day operations of a growing wealth management practice. This role requires... ...detail and thoroughness ~ FINRA Series 7 and 63/65 (or 66)...- ...Registered Client Service Associate (Transition Team) Location: Parsippany, NJ (Onsite) Travel... ...% We're partnering with a growing wealth management firm seeking an experienced Registered... ...problems and support others FINRA registrations are required Why This...Permanent employmentImmediate startShift work
$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- ...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...
- ...investment strategies. Our commitment to our clients is matched only by our dedication to... .... We are seeking a dynamic Client Service Associate to join Advisors, Mark Feldman and Michael... ..., phones and compliance emails. Manage and maintain Constant Contact correspondence...Contract workWork at office
- 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
$31.2k - $90k
...Registered Service Associate Registered Service Associates perform operational... ...market as well as general management support functions and... ...management team If supervisory licenses are held Possibility of... ...and solutions that support clients' needs including secure, digital...Temporary workWork at officeLocal areaRemote workHome officeNight shift$45k - $70k
...Description 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$50k - $60k
...Job Description Job Description Client Service Associate Employment Type ~ Full-Time (40+ hours ) Benefits Offered ~ Dental... ...printing test packets, inventory, and document creation Managing select vendor relationships, including service requests and...Full timeTemporary workWork at officeRemote workWork from home$125k - $226.25k
About the roleWealth Services is a strategic growth area, and we are seeking an experienced Product Manager to help shape, scale, and modernize the capabilities that support our wealth clients, relationship teams, operations partners, and technology stakeholders.This role...Full timeTemporary workWork at officeFlexible hours3 days per week- ...enthusiasm for helping our clients, taking care of our... ...customer service while maintaining a strong... ...Client Advisor in Chase Wealth Management, you will offer comprehensive... ...Series 66 (63/65) license is required or must be... ...investment advisor, member of FINRA and SIPC. Annuities...
- ...- so legal teams can focus on the case. About the role:Providing our clients with exceptional service is the foundation of our business. The Client Scheduling Associate (Corporate Services) manages all aspects of deposition scheduling, creating a positive experience for...Temporary workFor subcontractorSummer workLocal areaRemote work
- ...in immigration sponsorship for this position.The Wealth Center Operations Manager oversees the operational, service and compliance related activities within the... ..., skill set, depth of experience and education, licensing/certification requirements, internal relativity,...
$100k - $239.2k
...success. As a Premier Client Regional Sales Manager within PNC's Wealth Management... ...PNC's products and services to the client. Leverages... ...all of the risks associated with their... ...Enforcement for Mortgage Licensing Act of 2008 (SAFE... ...Regulatory Authority (FINRA), which prohibit...Full timeTemporary workPart timeWork experience placementWork at office- ...Rewards. Employees enjoy multiple wealth-building opportunities... ...Job OverviewThe Senior Product Manager, 5G Advanced Network Solutions... ...products, platforms, services, experiences envisioned and created... ...parties to assess partnerships and licensing opportunities.Maintains...Full timeTemporary workPart timeWork experience placementLocal areaFlexible hours
- ...experienced Assistant Salon Manager to join our Sport Clips team.... ...ideal candidate should be a licensed hair stylist and have a passion... ...providing excellent customer service. As an Assistant Salon Manager... ...environment for both our clients and our hair stylists team members...Afternoon shift
- Peapack Private Bank & Trust in Morristown, NJ is seeking a Client Service Officer II to support Wealth Advisors and Trust Officers, handling onboarding and day-to-day client service. You will manage KYC docs, open and fund accounts, and maintain data in Tamarac and the...
$58.5k - $65k
...with peers. We’re looking for an experienced and motivated client services professional to join our Client Success Organization. You... ...you are an extremely organized individual, have the ability to manage multiple priorities, excel in a deadline-driven environment,...Full timePart timeWorldwideFlexible hours$90k - $125k
...while enabling them to preserve their wealth for future generations, and provide for... ...Lead and oversee a team of Client Service Associates, fostering a culture of collaboration,... ...accountability for team's output. Manage workload distribution, set priorities,...Permanent employmentTemporary workWork at officeFlexible hours- IntroductionAt Gallagher, we help clients face risk with... ...both account management and production responsibilities... ...high level of client service to assigned accounts.... ...experience required. License required. Preferred:... ...Insurance Counselor (CIC) or Associate in Risk Management (...Local area
$110k - $180k
...social, and email—helping organizations manage risk, ensure regulatory compliance,... ...Morristown, New Jersey, and serves clients across financial services and other regulated markets.Come as you... ...verticals, including insurance and wealth management. We're looking for a Senior...Remote work- ...employee-owned, full-service leading independent private... ...service to our client’s and their families.... ...delivering comprehensive wealth planning and investment... ...implementation, professional asset management services, private... ...level Seniority level Associate Employment type...Full timeFor contractorsRelocation
$60k - $70k
Northeast Private Client Group is a boutique... ...— wealth. We operate as strategic... ...Client Relationship Associate is the primary administrative... ...completion, and manages the client... ...carried out across our service, planning, insurance... ...or insurance licenses are required to start...Full time$15.92 per hour
...Insurance Agency is hiring an Account Manager II at the corporate location in... ...responsible for providing excellent customer service to a growing group of clients in multiple states, responding to... ...Education, Certification, and License Requirements High school diploma...Hourly payFull timeWork experience placementWork at officeLocal areaFlexible hoursShift workDay shift- ...Description: Title: Account Manager – Employee Benefits Work... ...Plans Supporting: Shared Services - provides service support... .... Responsibilities include client service and communication, team... ...~ Required active licensing ~ Exceptional customer...Remote work
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