wealth client service associate

A leading financial services firm is seeking a Registered Client Service Associate to provide exceptional service to clients and support Financial Advisors. The ideal candidate will have a strong background in financial services and exceptional interpersonal skills. Additionally, the role requires advanced organizational abilities to manage multiple tasks...

Morgan Stanley in Greenwich, CT is seeking a Client Service Associate to provide daily support to Financial Advisors and Private Wealth Advisors. The role focuses on client relationship management, money movement, and account servicing in a client-first environment.You will handle administrative tasks, scheduling, and digital tools enrollment, while...

Morgan Stanley is seeking a Client Service Associate in New York to support Financial Advisors, PWAs and teams with daily client service activities. Responsibilities include handling money movements, answering client questions, and maintaining accurate account data while promoting digital tools and service excellence. The role requires strong communication,...

711 MS Smith Barney, LLC in Tysons, Virginia is seeking a Registered Client Service Associate to deliver exceptional service supporting Financial Advisors and Private Wealth Advisors. This role requires strong interpersonal skills and the ability to assist clients with a wide range of financial needs.The ideal candidate will have a High School diploma,...

A leading financial services firm is seeking a Registered Client Service Associate to provide exceptional service to clients and support Financial Advisors. The ideal candidate will have a strong background in financial services and exceptional interpersonal skills. Additionally, the role requires advanced organizational abilities to manage multiple tasks...

Morgan Stanley is seeking a Client Service Associate to support Financial Advisors and Private Wealth Advisors in delivering superior client service. The role involves handling money movements, account inquiries, documentation, and onboarding clients to digital tools, while assisting with marketing and team initiatives.Ideal candidates have a high school...

Oppenheimer & Co. Inc.'s Private Client Division in Fort Lauderdale seeks a Registered Client Service Associate to support Financial Advisors in sales, marketing, and daily wealth-management operations. You will answer client and advisor questions, prepare reports, assist with marketing events, and help cultivate client relationships while maintaining...

A financial services firm is looking for a Registered Client Service Associate in Atlanta, Georgia. This role focuses on providing exceptional service and support to clients, assisting Financial Advisors, and maintaining client accounts. The ideal candidate has a High School Diploma, strong organizational skills, and knowledge of financial products. With the...

First Interstate Properties, Ltd. in Billings, MT is seeking a Client Services Associate to provide administrative and operational support to Wealth Advisors and related professionals. The role focuses on onboarding, accurate documentation, and timely service for clients. The position requires strong communication, high attention to detail, and proficiency...

Morgan Stanley is seeking a Senior Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors. You will help cultivate client relationships, process transactions, and respond to account inquiries in a fast-paced, client-first environment. This role emphasizes accuracy, communication, and teamwork as you manage profiles,...

Dodge & Cox seeks an experienced Private Wealth Client Service Associate to partner with Client Portfolio Managers in managing high-net-worth relationships. You will coordinate all non-investment aspects of these relationships, interfacing with Operations, Legal, Compliance, Trading, and Portfolio Management, as well as external custodians.The role...

Morgan Stanley in Colorado Springs seeks a Registered Client Service Associate to support Financial Advisors, build trusted client relationships, and manage routine account tasks. You will handle money movements, account inquiries and onboarding, while educating clients on digital tools and maintaining documentation.The role requires Series licenses, strong...

Oppenheimer & Co. Inc.'s Virginia Beach branch is seeking a Registered Client Service Associate to support Financial Advisors in sales, client service and day-to-day operations of a growing wealth management practice.The role requires strong interpersonal and multitasking skills, the ability to work independently or as part of a small team, and a commitment...

Morgan Stanley is seeking a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors in Naples, FL. The role emphasizes building trusted client relationships and handling routine account tasks with accuracy and discretion.Responsibilities include coordinating client communications, processing money movements, educating...

Kyler Professional Search is assisting a distinguished wealth management firm in Wexford, PA, to recruit a Client Service Associate. The role supports Advisors in daily client service operations, account openings, documentation, and presentations. The ideal candidate will have a bachelor’s degree and at least 2 years in financial services, with CFP...

A leading fintech platform serving the alternative investment marketplace, connecting advisors, wealth managers, asset managers, and banks with private and public market investment strategies for high-net-worth clients. The firm manages relationships tied to well over $200 billion in client assets across more than 1,600 funds, and has been repeatedly...

A leading fintech platform serving the alternative investment marketplace, connecting advisors, wealth managers, asset managers, and banks with private and public market investment strategies for high-net-worth clients. The firm manages relationships tied to well over $200 billion in client assets across more than 1,600 funds, and has been repeatedly...

Morgan Stanley is hiring a Registered Client Service Associate in Washington, DC to support Financial Advisors and client relationships. The role involves processing money movements, handling client inquiries, onboarding accounts, and educating clients on digital tools. Strong interpersonal skills and knowledge of financial products are essential. The...

Confidential Search in Atlanta, GA is seeking a Client Service Associate or Senior Client Service Associate to join a boutique, fee-only wealth advisor serving ultra-high-net-worth families. The role emphasizes high-touch client service, precise record-keeping, and collaboration with Advisors.This team values a client-first mindset, strong organizational...

A leading fintech platform serving the alternative investment marketplace, connecting advisors, wealth managers, asset managers, and banks with private and public market investment strategies for high-net-worth clients. The firm manages relationships tied to well over $200 billion in client assets across more than 1,600 funds, and has been repeatedly...