Senior Client Services Associate Investment & Wealth (Remote)
Simplex Hires LLC
A leading investment management firm is seeking a Senior Client Service Associate to provide operational and service support to clients. This remote role requires strong communication skills, attention to detail, and experience in the wealth management industry. The successful candidate will enhance client experience through exceptional service and support functions. Opportunities for professional growth in a dynamic environment are included. #J-18808-Ljbffr
- ...This position is 100% Remote in the United States with a preference... .../ Eastern Time. The Senior Client Service Associate will be responsible for... ...expertise in the field of investment management with a recognized... ...and comprehensive wealth management plans for institutional...Remote workSeniorWork at office
- ...A registered investment advisor is seeking a Client Services Associate to provide administrative support to Wealth Advisors. This remote position requires familiarity with First Clearing or Fidelity, client services orientation, and strong organizational skills. The ideal...Remote work
- ...This role is 100% remote and but we have a preference for... ...team based in Virginia. Our client is a Registered Investment Advisor (RIA) that... ...is looking for a Client Services Associate to provide administrative... ...and operational support to Wealth Advisors / Partners of the...Remote work
$34.32k - $90k
...Senior Registered Client Service Associate Senior Registered Client Service Associates provide exceptional... ...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily... ...PWA/team Answering general non-investment related questions concerning...SeniorTemporary workWork at officeLocal area$68k - $120k
Morgan Stanley is seeking a Wealth Management Associate in New York, NY. The ideal candidate will provide exceptional client service, support financial advisors in business development, and possess a strong background in financial services. Applicants should have over...Senior- Wealth Enhancement Group, LLC in Summit, NJ is seeking a full-time Sr Client Service Associate to enhance client relationships and support financial advisors. This position requires strong financial services experience and effective communication skills. The role includes...SeniorFull time
- Wealth Enhancement in Dudley, MA, is seeking a Sr Client Service Associate to provide exceptional client experiences in our High Net Worth practice. The role focuses on managing client relationships and financial paperwork while maintaining a client-first approach. This...SeniorFull time
$60k - $85k
...significant risk, workforce, wealth management and retirement challenges... ...relationships with corporate clients and overseeing internal... ...candidates working fully remotely, following an Eastern Time Zone... ...providing administration and client service support for their individual...Remote workSeniorFull timeMonday to Friday3 days per week- Wealth Enhancement in Falls Church, VA is looking for a highly motivated Sr Client Service Associate to enhance client experiences. The role involves client onboarding, account administration, and ensuring operational needs are met while fostering strong client relationships...SeniorFull time
$125k - $150k
Job Overview - Senior Client Service Associate (Private Wealth) Compensation: $125,000 - $150,000/year + bonus Location: Boston, MA Schedule: Monday to Friday (In-Office) Atlantic Group is hiring a Senior Client Service Associate (Private Wealth) in Boston, MA for our...SeniorWork at officeMonday to Friday$100k - $115k
Senior Client Service Associate- LCK Wealth Management 300 Madison Ave, New York, NY 10017, USA Job Description Posted Tuesday, May 12, 2026 at 5:00... ...individuals and families, including financial planning, investment strategy and implementation. We are seeking a...SeniorPermanent employmentWork at officeLocal area$34.32k - $90k
POSITION SUMMARY Senior Registered Client Service Associates provide exceptional service to our clients and support... ...Advisor(s) (FAs), Private Wealth Advisor(s) (PWAs) and teams on a daily... ...FA/PWA/team Answering general non‑investment related questions concerning client...SeniorTemporary workWork at officeLocal area- ...Senior Client Service Associate If you are a collaborative team member, solutions orientated and delivers... ...years and today we are a leader in investment banking, consumer and small business... ...the Team J.P. Morgan Asset & Wealth Management delivers industry-leading...SeniorWork at office
$60k - $85k
...significant risk, workforce, wealth management and retirement challenges... ...connected employees of our clients to over $4.5 billion of... ...the benefits they need and the service they deserve. Position... ...experienced candidates working fully remotely, following an Eastern Time...Remote workSeniorFull timeMonday to Friday3 days per week$60k - $85k
...significant risk, workforce, wealth management and retirement challenges... ...connected employees of our clients to over $4.5 billion of... ...the benefits they need and the service they deserve. Position... ...experienced candidates working fully remotely, following an Eastern Time...Remote workSeniorFull timeMonday to Friday3 days per week$71.87k - $114.8k
Overview: ACCOUNT OFFICER SENIOR WHAT IS THE... ...-day interaction with clients of the Commercial, Specialty... ...of products and services for their individual situation... ...activity, CD’s, investments, etc.) to free Relationship... ...indicated as fully remote, reporting into a...Remote workSeniorFull timeImmediate start- ...Bank of America in East Lansing seeks a Client Services Associate to support Financial Advisors by providing high-quality client service. The ideal candidate will have a strong client-centric mindset and must be proactive in educating clients on the bank's offerings. This...Remote workWork from home
- ...A boutique financial advisory firm is seeking an experienced Client Service Associate to support firm partners in a fast-paced, remote environment. The role involves coordinating client service requests, maintaining digital files, and executing administrative tasks while...Remote workFlexible hours
- ...Job Description Job Description Client Service Associate – Investment Management About the job Company Description Dean Licata... ...Pittsford, NY, for a Client Services Representative. Occasional remote work may be possible. The individual in this position...Remote workPart timeCasual work
- PowerToFly is looking for a Senior Registered Client Service Associate in Charlotte, NC. This role involves providing exceptional service to clients while supporting Financial Advisors and ensuring effective client relationships. The ideal candidate will have a strong...Senior
$100k - $120k
Gaynor Staffing is looking for a Senior Client Service Associate in Los Angeles, California. The successful candidate will coordinate operational processes, manage client onboarding, and serve as a key liaison between clients and internal teams. Ideal candidates should...SeniorWork at office- A leading investment advisory firm in Seattle is seeking two Client Service Associates, one entry-level and one mid to senior level. These roles provide essential support to advisory teams while offering opportunities for growth in the financial industry. Ideal candidates...SeniorFull time
- PowerToFly is seeking a Senior Registered Client Service Associate in Beverly Hills, California. This role involves providing exceptional service to clients and supporting Financial Advisors in enhancing client relationships and executing transactions. The ideal candidate...SeniorWork at office
- ...Senior Client Service Associate As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible... ...verbal) in Portuguese ~3+ years of experience in the investment management industry Preferred qualifications,...SeniorWork at office
- The Strategic Implementer in White Plains, NY is looking for a permanently remote Client Service Associate to respond to client inquiries, assist advisors, and handle various administrative tasks. Candidates should have at least 5 years of financial services experience,...Remote jobPermanent employment
- Bank of America is seeking a Client Services Associate to support Financial Advisors in providing excellent client service. The ideal candidate will educate clients on banking products and ensure operational excellence. Responsibilities include supporting multiple advisors...Remote job
$265k - $320k
...Direct Counsel is seeking a Private Client Services Associate to join a premier Private Client Services... ...in sophisticated estate planning, wealth transfer planning, tax strategy, trust... ...Arrangement Full-time, in-office position Remote and hybrid arrangements are not...Remote workSeniorFull timeTemporary workPrivate practiceWork at officeFlexible hours- ...primary long term principal investing capabilities with the traditional... ...solutions to the firm's clients. Job Summary &... ...operational flows and respond to service requests and inquiries. Coordinate... ...157412 Job Category Senior Associate Posting Date 05/04/2026,...SeniorWork at office
$60k - $85k
...of business insurance solutions, serving clients worldwide. Position Summary The Account... ...Time. Hybrid with primarily New York City; remote options available following Eastern Time... ...firms to provide administration and client service support for individual disability...Remote workSeniorFull timeWorldwideMonday to Friday$200k - $250k
...Senior Wealth Manager LOCATION: Seattle, WA (Full-time, partially remote) As a senior member of the Trust Resources Group, the... ...the Trust Resource Group and Client Service Team. Maintaining community... ...the implementation of managed investment portfolios consistent with...Remote workSeniorFull timeContract workWork experience placementWork at officeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Client Services Associate Investment & Wealth (Remote). Be the first to apply!
- patient service associate Rochester, NY
- patient service specialist Rochester, NY
- health services administrator Rochester, NY
- part time service advisor Rochester, NY
- service delivery associate Rochester, NY
- guest services associate Rochester, NY
- health service specialist Rochester, NY
- toyota service advisor Rochester, NY
- nutrition services aide Rochester, NY
- service lot attendant Rochester, NY

