Wealth Management Client Services Associate
$25 - $44 per hourBank of America
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
$95k - $105k
Jefferies Wealth Management is seeking a Client Service Associate (CSA) to support Financial Advisors and Relationship Managers in delivering a high‑touch, client‑centric wealth management experience. The CSA will serve as a key point of contact for clients and play a critical...SuggestedFull timePart timeWork at officeLocal area- J.P. Morgan in New York is seeking a Private Client Investment Associate to support Advisors with client service and operational tasks in Wealth Management. This role involves facilitating requests, resolving client issues, and assisting with wealth planning. The ideal...Suggested
$34.32k - $90k
...Registered Client Service Associate Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client... ...Proactively participate in firm initiatives directed by local management Regularly seek opportunities to use firm resources for...SuggestedTemporary workWork at officeLocal area$80k - $100k
A wealth management firm in New York is seeking a Client Service Associate to provide quality service, facilitate operational tasks, and assist with client onboarding. The ideal candidate has strong interpersonal skills, experience in customer service, and a problem-solving...Suggested$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...Suggested$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 AM Your Future Team LCK Wealth is a growing wealth management practice providing complex solutions to Ultra High Net Worth...Permanent employmentWork 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
- Hightower Advisors in New York is seeking a Senior Client Service Associate to join the LCK Wealth Management team. The role focuses on providing top-notch client service and operational support to Ultra High Net Worth clients. Candidates should have over 3 years of client...Work at office
- ...Management Associate Step into a dynamic role where you'll drive strategic projects and partner... ...Associate supporting the Head of Client Service Asset Management – Americas, you will... ...About the Team J.P. Morgan Asset & Wealth Management delivers industry-leading...Immediate start
$78.32k - $109.28k
...Citigroup Inc. is hiring a Licensed Client Service Associate in New York. This role involves delivering wealth management services while demonstrating strong analytical and communication skills. Candidates must have 2-5 years of relevant experience and a Bachelor's degree...$74.39k - $103.81k
Citi is looking for a Registered Client Service Associate in Bethesda, Maryland. This role integrates specialty knowledge in delivering wealth management services to clients while upholding compliance standards, risk assessment, and communication responsibilities. The...$23.52 - $39.17 per hour
LPL Financial LLC is seeking a Senior Client Service Associate for an in-office role located in Wantagh, NY. This position will support financial... ...+ years of financial industry experience, preferably in wealth management, and a strong client service background. The...Hourly payWork at office$60k - $85k
...their most significant risk, workforce, wealth management and retirement challenges through... ...993 we have connected employees of our clients to over $4.5 billion of income protection... ...them to the benefits they need and the service they deserve. Position Summary The Account...Full timeRemote workMonday to Friday3 days per week- ...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....
- ...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...
- ...Client Services Associate Titan is an award-winning wealth manager with a mission to increase our generation's compound growth rate. We plan to do this by putting a human wealth advisor in every pocket. Historically, wealth managers have been accessible to only the...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 has... ...who we are. As a Client Service Associate (CSA) at Christopher Street Financial...Work experience placementWork at office$80k - $105k
...diverse range of financial services, including banking, leasing,... ...institutional, and municipal clients. It connects a diverse client... ...of client service functions associated with supporting the... ...client inquiries related to cash management services, including payments...Work 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- JPMorganChase in New York seeks a Client Account Manager to support our Insurance segment, delivering exceptional service to institutional clients. This role involves being the main contact for client servicing needs and ensuring smooth onboarding and compliance processes...
- ...for a culture that puts its clients and associates first: a culture where... ...immediate supervision, Client Services Associate (NR) assists one... ...or escalated to the Branch Manager; including suspicious client... ...start-up. We are a global wealth management and investment banking...Work at officeImmediate start
- ...join their team. In this role, you will serve as a trusted point of contact for high-net-worth clients, ensuring accuracy in account maintenance and delivering exceptional service. The position requires a Bachelor's degree in Finance or Economics, 1-2 years of relevant...
$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- Overview Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...Position Overview This role provides client service support to multiple Financial...Seasonal workFlexible hoursShift work
- ...Senior Client Service Associate If you are a collaborative team member, solutions orientated and... ...financial transaction processing and asset management. We offer a competitive total... ...the Team J.P. Morgan Asset & Wealth Management delivers industry-leading...Work at office
$90k - $110k
Neuberger, located in New York, NY, seeks a Senior Client Associate to provide operational support for their Wealth Advisor Team, managing over $2 billion in assets. Responsibilities include client service, investment assistance, and team leadership. Ideal candidates have...- A global wealth management leader is seeking a full-time Client Service Specialist to enhance client experiences and elevate brand presence. Responsibilities include managing client workflows, preparing materials, and supporting partners. The ideal candidate will have...Full time
$60k - $85k
...provider of business insurance solutions, serving clients worldwide. Position Summary The Account Manager position is an integral part of an eight-person team... ...top law firms to provide administration and client service support for individual disability insurance benefits...Full timeRemote workWorldwideMonday to Friday- A leading financial services firm is seeking a Private Client Investment Associate to provide exceptional client service and... ...operational support. This role includes managing account opening, investment... ...experiences within the wealth management space, fostering a positive...
- ...of America is seeking an enthusiastic individual to provide client service support to Financial Advisors. Responsibilities include ensuring... ...excellence by educating clients on bank offerings and managing requests effectively. The candidate must demonstrate a client...Day shift
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