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$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- ...role Are you truly service oriented? Do you know how... ...for a Registered Client Service Associate to: • keep management systems up-to-date with... ...working with a Private Wealth Management team in the Florham... ...expertise • series 7 and 66 licenses • ideally 5+ years of...SuggestedWork at officeFlexible hours
- Oppenheimer & Co Inc in Summit, New Jersey is seeking a Registered Client Service Associate to support a two-advisor wealth management practice. The role emphasizes impeccable client service, meticulous attention to detail, and the ability to work both independently and...Suggested
- Bank of America in Florham Park is seeking a Client Service Support position within Merrill Wealth Management. This role involves assisting Financial Advisors and... ...ideal candidate should hold required securities licenses, possess strong communication skills, and exhibit...Suggested
- Bank of America Merrill Wealth Management is seeking a Wealth Management Client Associate to support Financial Advisors in delivering... ...will provide exemplary client service, educate clients on offerings,... ...candidates hold required FINRA licenses or commit to obtaining them,...
$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- ...individual to join our team in Summit, New Jersey, providing client service support to multiple Financial Advisors. This role includes... ...ideal candidate will possess or be able to obtain the necessary FINRA licenses. We value a client-first mindset and expect a commitment to...
$25 - $44 per hour
Company Overview Merrill Wealth Management is a leading provider... ...products and services for individuals, companies... ...wealth management, helping clients plan for retirement,... ...Qualifications Current FINRA Securities Industry... ...If not currently held, licenses must be obtained within...Hourly paySeasonal workLocal areaShift workDay shift- A financial services company is seeking a Client Service Associate in Wayne, New Jersey. The role involves providing operational... ...client onboarding, and document management. The ideal candidate will help... ...and maintain accurate records. #J-18808-Ljbffr Waldron Private Wealth
$32.9k - $90k
...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...Temporary workWork at officeLocal area- ...Registered Client Service Associate (Transition Team) Location: Parsippany, NJ (Onsite) We're partnering with a growing wealth management firm seeking an experienced Registered Client Service... ...and support others FINRA registrations are required...Permanent employmentImmediate startShift work
- Merrill Wealth Management is a leading provider of comprehensive... ...products and services for individuals,... ..., helping clients plan for retirement... ...Client Associates work closely with... ...Qualifications Hold FINRA Securities Industry... ...7, and Series 66 licenses (Series 63/65 accepted...Seasonal workWork from homeShift workDay shift
- Company Overview Merrill Wealth Management is a leading provider... ...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...Seasonal workWork at office
$75k - $105k
PGIM Custom Harvest - Client Service Associate (Finance) Job Classification:... ...focus on Retail Separately Managed Accounts. The Client Service... ...a division of PGIM Global Wealth, is a pioneer in the... ...regulations and best practices FINRA 7 & 66 licenses Salary Range Disclosure...Part time$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...$60k - $65k
...become available. Registered Client Service Associate (Summit, NJ) Oppenheimer &... ...advisory and asset management services. Job Description... ...operations of a successful, growing wealth management practice... ...to detail and thoroughness FINRA Series 7 and 63/65 (or 66)...- Overview Waldron Private Wealth (Waldron) is looking for a Client Service Associate to provide operational and administrative assistance to the Client Services... ...requested. Assist with client transactions (e.g., cash management, insurance, tax payments, real estate transactions...
$80k - $110k
...position will be responsible for client, consultant, and prospective... ...to work in our Client Service and Business Development Group... ...~Assisting in preparing and managing RFPs and questionnaires by drafting... ..., and other professional licenses held. The expected base salary...Work at office$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$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$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- ...life while advancing your career. You will join a supportive environment with mentorship from experienced leaders, a strong Customer Service focus, and opportunities to lead teams and develop professionally. Interviews will be conducted via Zoom. #J-18808-Ljbffr...Remote jobWork from homeFlexible hours
- ...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
- Corient Private Wealth LLC. seeks a Client Service Lead in Morristown, NJ to guide a team of Client Service Associates, ensuring efficient operations and outstanding client service. You will collaborate with clients, advisors, and internal teams to oversee all client-related...
$100k - $120k
...Responsive recruiter We’re hiring a Client Accounting Services (CAS) Manager! At Magone & Company (... ...CAS/accounting tech tools. ~ CPA license preferred (or actively pursuing).... ...their financial knowledge, help build wealth, reduce risk and protect what they’...Full timeWork from homeFlexible hours$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$75k
...success. As a Premier Client Financial Advisor within PNC's Wealth Management organization, you will... ...efficiently handling sales and service, identifying sales and... ...all of the risks associated with their business... ...Certification(s) Licenses FINRA Series 7 and 66 (or 63...Full timeTemporary workPart timeWork experience placementWork at office- ...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
$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
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