Wealth Management Client Services Associate
$25 - $44 per hourBank of America ATM
Bank of America in New York is seeking a motivated individual to provide client service support to Financial Advisors. Responsibilities include ensuring excellent service, maintaining client relationships, and aligning practices with bank policies. Candidates should have a minimum high school diploma, be client-focused, and possess strong communication skills. A competitive hourly pay between $25 and $44, along with industry-leading benefits, is offered. #J-18808-Ljbffr
$35.36k - $90k
...Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions... ...duties directed by local management Administrative Support:...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$85k - $110k
...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...Suggested$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- J.P. Morgan Chase in New York, NY is seeking a Private Client Investment Associate within Wealth Management to deliver superior client service and operational support to Private Client Advisors. Responsibilities include facilitating account openings, money movement, and...Suggested
$34.32k - $90k
...Position Summary Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard... ...’s marketing strategy by maintaining marketing materials, managing digital and social media platforms, and planning client...Work at officeLocal area- ...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
- ...Morgan Stanley is seeking a PWM Registered Client Service Associate to provide exceptional client service and administrative support. In this... ...you'll engage with clients, support Financial Advisors, and manage client accounts. The ideal candidate is proactive, detail-oriented...
- ...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...
$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$70k
...Client Service Associate (Class of 2026) New York, New York, United States Overview: The Client Service... ...you drive and improve your project management and customer service skills, to... ...us to create connections that offer a wealth of perspectives. We are committed to...Contract workFor contractorsFor subcontractorSummer workCasual workInternshipH1bWork at officeImmediate startRemote workWorldwideVisa sponsorshipWork visa- Chris Baily seeks a Client Service Support position within Merrill Wealth Management in New York. This role focuses on providing exceptional client service support to Financial Advisors, ensuring timely and accurate client service, and promoting the bank's offerings. The...
$34.32k - $90k
...POSITION SUMMARY: Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through... ...Proactively participate in firm initiatives directed by local management Regularly seek opportunities to use firm resources for...Full timeTemporary workWork at officeLocal area- ...Chris Baily is seeking a proactive Financial Advisor to provide client service support at Merrill Wealth Management. In this role, you will be the primary contact for Financial Advisors, ensuring excellent service and operational excellence in client relations. Key skills...
$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$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- ...growing advisory practice at a financial services organization. The firm provides... ...families. Services include comprehensive wealth management customized portfolio reporting and the... ...professionals who support a large and diverse client base. As the organization continues to...Visa sponsorship
$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... ...Position Overview As a Client Service Associate (CSA) at Christopher Street Financial...Work experience placementWork at office- ...one of the world's largest wealth management businesses and is part of Bank... ...focus on understanding clients' goals to help them pursue the... ...philanthropy, estate planning services, small business services, and... ...Registered Client Service Associate is a full-time, on-site role...Full timeWork at office
- ...Overview Successful, Growing $1B+ AUM Independent Wealth Management Firm — Midtown Manhattan A successful, growing independent wealth management firm with $1B+ AUM is hiring a Senior Client Service Associate for a long-term client service/operations role supporting ultra...Work at officeRemote workMonday to Friday
- ...Lead Advisor is a wealth management recruiting and consulting firm. This role is for one of our clients a fast growing RIA in New York City. About... ...a highly capable Senior Associate to take on elevated responsibilities in client service, portfolio support, and operational...
$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$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$56k - $84k
...Overview The Client Services Associate will work across a portfolio of brands to develop growth strategies and recommendations for client websites... ...hybrid role based in New York City. The Associate Account Manager will report to the Director of Client Services and...Contract workLocal areaFlexible hours- ...Client Service Associate Axelon is a leading provider of staffing solutions, dedicated to connecting talented professionals with rewarding opportunities... ...client cash flow requests to ensure proper handling Help manage client communications to ensure timely and proactive...Work experience placement
- ...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 is seeking...Hourly payFull timeWork at office$56k - $84k
...Overview The Client Services Associate works across a portfolio of brands to develop growth strategies and recommendations for client websites... ...hybrid role is based in New York City. The Associate Account Manager reports to the Director of Client Services and collaborates...Contract workLocal areaFlexible hours- ...Senior Client Service Associate Our Little Silver, NJ office is hiring a Senior Client Service Associate... ...to detail, and the ability to manage multiple tasks and priorities efficiently... ...on any issues with the Broker/Dealer, Wealth Enhancement Group Operations, and vendors...Full timeTemporary workWork at officeFlexible hours
$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
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