Client-Focused Private Wealth Admin | Hybrid, Mentoring
$70k - $80kBernstein Private Wealth Management
Bernstein Private Wealth Management is seeking an Administrative Assistant in New York, New York, to support Financial Advisors in client service roles. You will prepare meeting materials, manage advisors' calendars, and respond to client inquiries with urgency. The ideal candidate will have 3–5 years of experience in a professional setting and strong communication skills. The role offers a competitive salary range of $70,000 to $80,000 and a hybrid work model. #J-18808-Ljbffr Bernstein Private Wealth Management
- Tax Partner - Private Client Group (Trusts & Estates) job at Talent Depot... ...Boca Raton, FL Work Model: Hybrid (Minimum 1 day in office per... ...and consulting engagements , focusing on estate and gift taxation,... ...structures, and multigenerational wealth transfer strategies. Key...PrivateFull timeWork at officeRelocation1 day per week
$75k - $95k
...Sales Associate / Client Service Associate Wealth Management The Sales Associate / Client Service Associate... ...team serving executives, founders, private company clients, financial sponsors,... ...high-net-worth relationships, with a focus on biotech and healthcare. This role...PrivateFull timeWork at office- J.P. Morgan Wealth Management - Private Client Advisor - New York, NY (Lower Westside) Join to apply for the J.P. Morgan Wealth Management - Private... ...relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management...PrivateFull time
$100k - $120k
...Brothers Harriman is looking for a Senior Client Associate to join their Latin America private banking team in New York. The... ..., requiring over 5 years of wealth management experience, as well as Spanish proficiency. This hybrid role includes 4 days in the office...PrivateWork at office- A prominent financial institution in New York is seeking a Sr Private Wealth Advisor. The role focuses on the proactive management of client relationships, developing networks for referrals, and ensuring compliance with policies. Ideal candidates will possess strong skills...PrivateFull time
$68.3k - $79.8k
...Morgan Stanley is seeking Registered Client Service Associates to provide exceptional service and support to Financial Advisors and Private Wealth Advisors. The successful candidates will facilitate client relationships and assist them with various needs including transactions...Private$30 - $39.5 per hour
...to work primarily with high-net-worth individuals within our Private Wealth Tax Practice. The ideal candidate will have an associate's degree... ..., and exhibit strong attention to detail while managing client expectations effectively. In this role, you'll be responsible...Hourly payPrivate practice- ...JOB DESCRIPTION As a Private Client Investment Associate Program Manager within JPMorgan Wealth Management, you will be responsible... ...our Advisor Support team, focusing on key areas such as recruitment... ...objectives. Guide and mentor teams to strengthen collaboration...
$34.32k - $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 with clients, individuals in this role build trusted relationships...PrivateTemporary workWork at officeLocal area$70k - $80k
...Administrative Assistants are client service professionals who... ...propel the growth of our Private Wealth Management Platform and... ...organizational skills; a client‑focused mindset and high attention... ...Flexible time off Hybrid work model Mentoring programs Compensation Range...PrivateTemporary workWork at officeFlexible hours- JPMorgan Chase in New York, NY is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and tailored investment solutions for individuals and families. You will build and manage a book of business, provide exceptional investor...Private
- A leading financial services firm is seeking a Private Client Advisor to provide comprehensive financial planning and investment solutions.... ...supporting their financial goals, from saving to significant wealth management. Candidates must have at least 2 years of relevant...Private
$106.5k - $195.1k
...Organization. In the Private Tax practice, we serve... ...structures. Support clients in wealth transfer, succession planning... ..., and projects with a focus on quality and risk... ...in coaching and mentoring junior colleagues. Ability... ...time off options. Hybrid work model with 60% in...PrivateWork experience placementPrivate practiceSummer holidayImmediate startFlexible hours$105k - $160k
...a skilled professional to lead accounting operations for private equity fund clients in New York. The role requires a minimum of 5 years' experience... ...with financial regulations. The position offers a hybrid work environment and a comprehensive compensation package,...Private- A leading financial services firm in New York is seeking a Head of Private Wealth Alternatives to enhance client service for registered broker dealers and intermediaries. This role involves building a team, managing client relationships, and driving service excellence in...Private
$106.5k - $195.1k
...Organization (FSO). Our focused model and bold... ...with a range of clients from our most venerable... ...Capital Markets, Wealth and Asset... ...dynamic FSO team! Private Tax is a growing practice... ...in coaching and mentoring junior colleagues.... ...leader‑enabled hybrid model. Our expectation...PrivateWork experience placementSummer holidayImmediate startFlexible hours$106.5k - $195.1k
...Organization (FSO). Our focused model and bold... ...with a range of clients from our most venerable... ...Capital Markets, Wealth and Asset... ...dynamic FSO team! Private Tax is a growing practice... ...in coaching and mentoring junior colleagues.... ...and leader‑enabled hybrid model. Our...PrivateWork experience placementSummer holidayImmediate startFlexible hours$120k - $150k
...the best way to help our clients and advance our... ...supporting our Latin America Private Banking group. The Client... ...by managing and/or mentoring junior team members and... ...experience. 7+ years relevant wealth management experience... ...City location and is a hybrid role with a minimum of...PrivateWork at officeLocal area$110k - $200k
...how we deliver for our clients, teammates, communities... ...and the full array of Private Bank's capabilities, establishing... ...Partners with and mentors Private Client Managers... ...investments, trust and wealth transfer ~ Solutions... ...~ A high touch, client-focused individual with...PrivateShift workDay shift$75k - $90k
...Client Service Specialist New York, NY Position Summary Focus Partners Wealth is seeking a Client Service Specialist to join our team... ...members the flexibility to work a hybrid schedule. Our hybrid model... ...~ Operations experience in private / alternative investments...PrivateWork at officeRemote work2 days per week$120k - $145k
...Associate, Product Specialist (Wealth Focus)Applylocations: Chicago: New... ...we serve. Working across private and liquid credit strategies... ...experience in product specialist or client portfolio management,... ...characteristics protected by law.*### #LI-hybrid*A reasonable estimate of the...PrivateTemporary workWork at office- Tax Partner - Private Client Services (Ultra High Net Worth) New York City/New York, Long Island Hybrid Working (2 Days in Office per Week) About... ...client engagements, mentor and develop talented professionals... ...clients on sophisticated wealth preservation, succession planning...PrivateFor contractorsPrivate practiceWork at office2 days per week
- ...company and how we deliver for our clients, teammates, communities and... ...access to the full array of Private Bank and the bank's... ...needs, preferences, and overall wealth strategy, being responsive to... ...platform * A high touch, client-focused individual with exceptional...PrivateShift workDay shift
- Job Description As a Private Client Investment Associate Program Manager within JPMorgan Wealth Management, you will be responsible for... ...our Advisor Support team, focusing on key areas such as recruitment... ...objectives. Guide and mentor teams to strengthen collaboration...
- JPMorgan Chase & Co. is looking for a Private Client Investment Associate in New York. This role focuses on providing exceptional client service within Wealth Management and supporting Advisors with operational marketing and administrative tasks. Candidates must hold a...
$145k - $185k
A leading financial firm is seeking a Private Wealth Capital Specialist in New York, NY. The position is hybrid and offers a competitive annual compensation between $14... ...investor relations. This role is vital in supporting clients and understanding their investment goals. If...Private- J.P. Morgan seeks a Private Client Investment Associate to provide operational support within Wealth Management. This role includes building client relationships, supporting... ...tasks while ensuring compliance. A focus on teamwork and client satisfaction is key....
- ...Associate Development Program within Bernstein Private Wealth Management. The program builds the... ...skills to support high‑net‑worth clients. Associates will train in trusts & estates... ...investment management philosophies, with a focus on client service excellence and professional...Private
$94k - $130k
Corient Private Wealth LLC. is seeking a Client Service Lead in New York. This role involves leading a team of Client Service Associates and ensuring the... ...significant experience in financial services, with a focus on team leadership and strategic decision-making. This position...Private- ...Overview Our client is a nationally recognized... ...advisors to focus on clients, growth,... ...experienced Senior Wealth Advisors to join their... ...client service team and mentor junior staff... ...in firm direction Hybrid schedule with flexibility... ...Background in RIA, private bank, or wirehouse...PrivateFull timeWork at officeLocal areaRemote work
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