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... ...who currently hold their FINRA Series 7 and Series 63 licenses and are looking to... ...support, and relationship management. This position combines... ...Financial Advisors or wealth management teams Knowledge...SuggestedWork at office$75k - $85k
...Description Job Description Description: The Client Service Associate provides primary support to the Wealth Management Group and must possess excellent... ...management systems preferred. ~ Series 7 and 66 licenses preferred, or ability to obtain upon hire....SuggestedHourly payWork at office- 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
- ...Advisor serving as a multi-client family office dedicated to providing... ...comprehensive, customized wealth management solutions to high-net-worth... ...on delivering white-glove service, sophisticated alternative... ...experienced Senior Client Service Associate (SCSA) to lead client...SuggestedFull timeWork at office
- ...has been providing comprehensive financial planning and wealth management services to high-net-worth individuals for over 40 years.... ...Summary: Summit is looking to add a Transition Client Service Associate to support new advisors transitioning into the company...SuggestedFull timeWork at office
- ...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... ...obtaining your Securities Industry licenses, where you will receive...TraineeshipWork experience placementWork at officeLocal areaImmediate startShift workDay shift
- 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...
$50k - $53k
...About Us Northeast Private Client Group is a distinguished boutique... ...and often multigenerational wealth. Our firm was... ...NEPCG is seeking a Client Service Associate to support the onboarding of... ...firm’s CRM Respond to and manage client inquiries. Troubleshoot...Full time- ...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....Full time
$32.22k - $90k
...POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients... ...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- ...Registered Client Service Associate (Transition Team) Location: Parsippany, NJ (Onsite) Travel... ...We're partnering with a growing wealth management firm seeking an experienced Registered... ...solve problems and support others FINRA registrations are required Why...Permanent employmentImmediate startShift work
$25 - $45 per hour
Merrill Wealth Management is a leading provider of comprehensive... ...products and services for individuals, companies... ...Wealth Management Client Associates help clients pursue the... ...Qualifications Currently holds FINRA Securities Industry... ...of 66) ** If these licenses are not currently...Hourly paySeasonal workWork at officeWork from homeShift workDay shift- ...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...Work at officeLocal area
- ...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
$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...- ...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
$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$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- ...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...
$30 per hour
...now hiring an Assistant Salon Manager to support daily salon operations... ..., and deliver an exceptional client experience. This role is perfect for an experienced licensed hair stylist, barber, or... ...Health support No chemical services, just great haircuts Paid leadership...Hourly payFull timeImmediate startFlexible hoursWeekend workAfternoon shift$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- ...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
- 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
$55k - $65k
...The Account Manager II is responsible for providing excellent customer service to a growing group of clients in multiple states, responding to inbound service requests in all lines... ...Education, Certification, and License Requirements High school diploma or GED...Work experience placementWork at officeFlexible hours- ...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
$90k - $110k
...tax, assurance and advisory services to private and public companies... ...tax planning, and business management services, covering people to... ...synonymous with teamwork and client service excellence. The cornerstone... ...-related field of studyCPA license is preferredMinimum of 4...Full timeWork at officeLocal area$80.75k - $95k
...financial planning, investment management, business management, tax,... ...legally bound to act in our clients' best interests — always.*... ...metrics – including size, growth, service quality, technology, succession... ..., education, skills and licenses/certifications. This position...Temporary workLocal areaMonday to FridayFlexible hours$70k - $90k
...together, we connect clients with customized solutions... ..., mortgage services – and more. In the... ...seeking an Senior Account Manager to join our growing team... ...assistance with Account Associates, as well as reviewing... ...Current Insurance License in Health & Life for the...Work at officeImmediate startFlexible hours$35 - $50 per hour
...West Caldwell is hiring a Salon Manager to lead a high-performing men... .... This role is ideal for a licensed cosmetologist or barber who... ...scheduling, inventory, customer service, and salon operations. We're... ...a consistent, legendary client experience. Build a Winning...Hourly payFlexible hoursAfternoon shift$68.12k - $94.61k
...Description: Route Service Manager UniFirst seeking a Route Service Manager to join our team! The Route Service Manager will... ...skills 21 years of age Valid non-commercial driver??s license in the state of residence Must meet pre-employment DOT...Contract workWeekend work
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