Wealth Management Client Associate
$65k - $75kJanney Montgomery Scott
Janney Montgomery Scott LLC in Midtown, NY is seeking a Registered Private Client Associate to support Financial Advisors and deliver a high-quality, relationship-driven client experience. You’ll gain hands-on exposure to wealth management, client service, and financial planning as part of a high-performing team. This role offers a long-term career path in wealth management, with a base salary in the $65,000–$75,000 range, eligibility for bonus, and a comprehensive benefits package including #J-18808-Ljbffr
$25 - $45 per hour
Job Description:Job DescriptionMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products... ....Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal...SuggestedHourly payFull timeSeasonal workWork at officeWork from homeDay shift- ...Private Wealth Client Associate New York, New York To proceed with your application, you must be at least 18 years of age. Acknowledge... .... Acknowledge ( Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
$100k - $120k
...is the best way to help our clients and advance our business. With... ...currently recruiting a Senior Client Associate to join our Latin America... ...of business. Relationship Management Independently serve as the... ...experience in a client support role Wealth Management/Private Banking...SuggestedWork at officeLocal area$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 ranked team provides financial... ...proactive, high-energy client service associate who thrives in an entrepreneurial environment...SuggestedPermanent employmentWork at officeLocal area- Job Description: This role is responsible for providing client service support to potentially multiple Financial Advisors (FAs) at Merrill Wealth Management. Responsibilities Provide excellent client service by educating clients on all bank services and banking offerings...SuggestedSeasonal workWork from homeShift workDay shift
- Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services... .... Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal...Seasonal workWork at officeWork from homeShift workDay shift
- .... Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships,... ...their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing...
$70k - $110k
...Registered 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... ...candidate will have experience supporting wealth management teams, be proficient in...Work 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...$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...Temporary workWork at officeLocal area$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...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,...
$100k - $170k
Team OverviewGoldman Sachs Asset Management's Quantitative Equity Solutions (QES) team oversees... ...Net Worth, Institutional and Retail clients. As a focal point for one of the division... ...investing, income, management of wealth concentration and values alignment.Our team...Full timeTemporary workPart time- ...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
- ...J.P. Morgan Chase seeks a Private Client Investment Associate in New York, NY. In this role, you will provide essential support to Private Client... .... Your responsibilities include assisting with account management, promoting firm services, and engaging in risk management...
- ...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,...
$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- ...Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a... ...tailored to clients’ specific needs.As a Client Associate in J.P. Morgan Advisors, you will provide dedicated business...Local area
$55k - $90k
...Description What is the opportunity? Embrace RBC Wealth Management's core values and inclusive culture as an integral... ...of our branch serving financial advisors and our clients. As a Senior Registered Client Associate, become a trusted resource to our clients, advisors...Full timeFlexible hours$70k - $95k
...take care of people? We’re looking for a Senior Registered Client Associate to: keep management systems up-to-date with client information educate... ...International Group branch office in mid-town Manhattan. We provide wealth management solutions to ultra and high net worth clients...Full timeWork at officeFlexible hours$34.62 - $52.4 per hour
...About this role: Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role, you will: Assist...Ongoing contractWork experience placementWork at officeImmediate start$55k - $90k
...Senior Registered Client Associate Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Senior Registered Client Associate, become a trusted resource to our clients, advisors...Full timeFlexible hours- JPMorgan Chase & Co. is seeking a Private Client Investment Associate in New York to deliver exceptional client service and operational support. You will manage operational requests and assist Advisors in building client relationships while ensuring compliance with Risk...
$55k - $90k
...Description What is the opportunity? Embrace RBC Wealth Management’s core values and inclusive culture as an integral... ...of our branch serving financial advisors and our clients. As a Senior Registered Client Associate, become a trusted resource to our clients, advisors...Full timeFlexible hours$85k - $100k
...Park Avenue Capital (PAC) is a rapidly growing wealth and investment management team based out of New York City. We serve clients with a wide range of needs and are adept at... ...skilled and experienced service-oriented associate to join our team. The Client Experience Associate...Work at office$55k - $85k
...people? We're looking for a Senior Registered Client Associate to: • maintain accurate and current client records in management systems • educate clients on account... ...team You'll be working with a Private Wealth Management team in the New York City office....Full timeWork at officeFlexible hours$65k - $75k
...About Savvy Wealth Wealth management is a $545 billion industry that still runs on manual work. 75%... ...-box: a proprietary tech platform and client portal, an in-house marketing team that... ...looking for an experienced Senior Client Associate who is ready to apply their...$80k - $100k
...Client Associate The Client Associate is a client-facing role supporting the Quality Equity... ...mutual fund, institutional and private wealth business. The Client Associate will serve... ...point of contact for clients, Wealth Managers, delivering hands-on, high-touch administrative...Local areaShift work- ...Equity Group (PEG) is looking for an associate to join its Information Management Group due to business growth. This role involves managing client portfolios allocated to private equity... ...Disability/VeteransJ.P. Morgan Asset & Wealth Management delivers industry-leading investment...
$53.9k - $80.7k
...Stifel strives for a culture that puts its clients and associates first: a culture where everyone... ...advisor(s) or escalated to the branch manager; including suspicious client and/or employee... ...like a start-up. We are a global wealth management and investment banking firm...Work at officeImmediate startFlexible hours
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