Wealth Management Client Services Associate
$85k - $110kDaley And Associates, LLC
Our client, a boutique wealth manager in Westchester County, is looking to add a Client Services /Operations Associate to their growing team. This person will play a key role in supporting high-net-worth clients, managing complex account operations, and partnering closely with a collaborative leadership team. The firm offers the opportunity to work in a more personalized environment where attention to detail, relationship management, and operational excellence are highly valued. Responsibilities: Support new account openings, incoming account transfers, cashiering requests, wires, journals, checks, EFTs, RMDs, and 529 plan distributions. Monitor incoming communications for required follow-up, including capital calls, custodian alerts, tax payments, RMDs, and securities gifting. Provide backup support for other client service and operations associates and assist with time-sensitive requests as needed. Support audits, document requests, and ad hoc operational projects with accuracy and attention to detail. Maintain electronic files, client records, PDFs, Microsoft Word documents, and related materials in accordance with firm standards. Requirements: 3 to 5 years of relevant experience with a wealth management firm. FINRA SIE, Series 7, and Series 66 licenses required. Experience with Fidelity Wealthscape, Morningstar Direct, and FactSet is helpful but not required. $85K - $110K base salary, dependent on experience. If you are interested, please apply directly and email your resume to Cassidy Sullivan at View email address on click.appcast.io! #J-18808-Ljbffr
$100k - $115k
Your Future TeamLCK Wealth is a growing wealth management practice providing complex solutions... ...to Ultra High Net Worth clients.This Barron’s and Forbes... ...team provides financial services primarily to high-net-... ...high-energy client service associate who thrives in an...SuggestedPermanent employmentWork at officeLocal area$35.36k - $90k
...POSITION SUMMARY 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... ...other duties directed by local management ADMINISTRATIVE SUPPORT: Answering...SuggestedTemporary workWork at officeLocal area$70k - $110k
...Sales Assistant to join their investment management firm in Midtown, Manhattan. This fully onsite position requires strong client service skills and a proactive approach to client... ...candidate will have experience supporting wealth management teams, be proficient in...SuggestedWork at office- ...J.P. Morgan Chase seeks a Private Client Investment Associate in New York, NY. In this role, you will provide essential support to... ...Your responsibilities include assisting with account management, promoting firm services, and engaging in risk management practices. A valid...Suggested
- ...Morgan Stanley in New York, NY seeks a Registered Client Service Associate to support client relationships and service delivery. You will assist with onboarding, documentation, and account maintenance, while coordinating with Financial Advisors on orders, investments,...Suggested
- A leading investment bank is seeking a Registered Client Service Associate for their Midtown East office. The role involves supporting Financial Advisors, managing client relationships, and ensuring service excellence. Candidates should possess strong interpersonal skills...Work at office
$34.32k - $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...Full timeTemporary workWork at officeLocal area- ...have an enthusiasm for helping our clients, taking care of our employees, building... ...delivering extraordinary customer service while maintaining a strong... ...As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will be tasked with delivering...
$80k - $105k
...Cash Management Client Service - Associate Job Level: Associate Job Function: Client Service Location: New York, NY, US, 10172 Charlotte, NC, US, 28202 Employment Type: Full Time SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year...Full timeWork at officeLocal areaRemote workWork from homeWorldwide$53.9k - $80.7k
...for a culture that puts its clients and associates first: a culture where... ...immediate supervision, client services associate (registered) assists... ...or escalated to the branch manager; including suspicious... ...start-up. We are a global wealth management and investment banking...Work at officeImmediate startFlexible hours$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$67k - $80k
...growing financial planning and wealth management firm based in New York City, with clients nationwide. We offer relationship... ...advice and investment services to the LGBTQ+ community. A lot... ...we are. As a Client Service Associate (CSA) at Christopher Street Financial...Work experience placementWork at office$70k
...Overview: The Client Service team connects Guidepoint’s clients with... ...Guidepoint’s success. As an Associate on the Client Service team,... ...and improve your project management and customer service skills,... ...create connections that offer a wealth of perspectives. We are...Summer workCasual workInternshipWork at officeWorldwide$77k - $214k
...LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Wealth Management Tax Services Senior Associate, you will provide strategic tax planning, compliance, and advisory services to clients, helping them navigate complex tax regulations and optimize their tax...Full timeH1b$90k - $110k
...USAContractPermanentTypeHybridIndustryInvestmentsContactAdam ****@*****.*** Client Services Associate, Private MarketsA growing private markets business is... ...alternative investment products distributed through global wealth and financial intermediary channels.ResponsibilitiesSupport...$25 - $44 per hour
...Client Service Support Specialist – Client Service Overview: This role is responsible for providing client service support to potentially... ...support operational excellence, protect the bank's clients, and manage risk Identifies, deepens, and maintains client relationships through...Hourly paySeasonal workShift workDay shift- JPMorgan Chase in New York is seeking a Private Client Investment Associate in Wealth Management to deliver exceptional client service, support Private Client Advisors, and manage operational requests with precision. The role involves risk management, account reviews,...
$65k - $75k
...Scott LLC in Midtown, NY is seeking a Registered Private Client Associate to support Financial Advisors and deliver a high-... ...driven client experience. You’ll gain hands-on exposure to wealth management, client service, and financial planning as part of a high-performing...$65k - $80k
Client Services Associate Project ManagerSkip to main content#Client Services Associate Project Manager page is loaded## Client Services Associate Project ManagerApplyremote type: Remote: Work from Home Full-Timelocations: USA-New York-NY-1166 Avenue of Americas: Kansas...Local areaRemote workWork from home- ...Client Services Associate The Client Services Associate sits at the intersection of Operations, Transfers... ...extension of the broader Titan wealth advisor team. Your work directly impacts... ...helping others succeed. What You’ll Do Manage inbound and outbound client communication...
$22 - $25 per hour
...Client Service Associate Location: New York, NY Pay Rate: $22-$25 per hour + performance-based bonuses Type: Full-Time | Onsite Industry: Financial Services (Wealth Management & Private Equity) Position Overview A well-established financial services organization...Hourly payFull timeWork at office- ...leading, highly diversified global investment manager with approximately $54 billion of assets... ...on behalf of over 2,000+ institutional clients and private investors worldwide across a... ...offices around the globe.Client Service AssociateNew York, NYResponsibilitiesResponding...Permanent employmentLocal areaWorldwide
$80k - $85k
...Position Overview Investment Management firm based in Manhattan is seeking a Client Services Associate to join the Client Services department. The Client Services Associate will serve as the main client contact for all operational and administrative matters involving the...Full timeWork at office$68.3k - $79.8k
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- Investment Management firm based in Manhattan is seeking a Client Services Associate to join their Client Services department. The Client Services Associate will serve as the main client contact for all operational and administrative matters involving the account. Experience...Full timeWork at office
$25 - $45 per hour
Job Description:Job DescriptionMerrill Wealth Management is a leading provider of... ...management and investment products and services for individuals, companies, and institutions... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they...Hourly payFull timeSeasonal workWork at officeWork from homeDay shift$245k - $330k
Duane Morris LLP has an opening in its New York office for an associate to join its growing Private Client Services Practice Group. Ideal candidate should have at least 2-4 years of law firm experience in trust and estates and experience working with high net worth individuals...Private practiceWork at office- ...ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business... ...to clients’ specific needs.As a Client Associate in J.P. Morgan Advisors, you will provide...Local area
- ...Private Wealth Client Associate New York, New York To proceed with your application, you must... ...Job Description: Merrill Wealth Management is a leading provider of comprehensive... ...management and investment products and services for individuals, companies, and...Seasonal workWork at officeWork from homeShift workDay shift
$100k - $120k
...best way to help our clients and advance our business... ...a Senior Client Associate to join our Latin America... ...business. Relationship Management Independently serve as... ...a client support role Wealth Management/Private Banking... ...and proactive client service (skilled at time...Work at officeLocal area
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