wealth client service associate

Cerity Partners in Norfolk seeks a Client Service Associate to support clients and advisors through routine administrative tasks, account openings, paperwork, scheduling meetings, and basic reporting. You will help ensure CRM data accuracy and assist with meeting preparations and follow-up, while learning about investment products under supervision.The role...

Morgan Stanley seeks a Client Service Associate to provide essential support to Financial Advisors, PWAs and teams in managing daily client needs. You will handle money movements, answer routine questions, and help with account documentation while educating clients on digital tools.The role emphasizes strong interpersonal skills, detail orientation, and the...

Focus Partners is seeking a Client Service Associate to join our growing team in a hybrid Boston, MA office. You will support Wealth Advisors, serve as the primary liaison for operational needs, and manage end-to-end client requests with accuracy and care.The role emphasizes detailed processing, clear communication, and a collaborative mindset. Base pay...

Citigroup Inc. in Chicago, IL is seeking a Licensed Client Service Associate to support wealth management clients under Banker supervision.This role blends analytical thinking with financial product knowledge, ensuring service quality and timely delivery while upholding Citi standards. The position requires 2–5 years of relevant experience, a Bachelor's...

JCW Group in Melville, NY is seeking a Client Service Associate to support and manage relationships across an existing book of high-net-worth clients. You will be the primary contact for client service needs, handling account maintenance, money movements, distributions, transfers, and paperwork.Collaborating with Financial Advisors and Investment...

Citibank (Switzerland) AG seeks a Licensed Client Service Associate to support wealth management teams in Fountain Valley, CA. The role emphasizes compliant client service, data-driven decision making, and strong communication with Citi's client base.Candidates should have 2–5 years of relevant experience, knowledge of investments and banking products, and...

Beacon Hill Staffing Group, LLC in Boston, MA is seeking a Client Service Associate to support clients and the advisory team through client service, operations, events, and administrative duties. The ideal candidate has 2+ years in client-facing, admin, or operations roles within financial services or similar professional settings, with strong communication...

Lenox Advisors, a wealth management and insurance services firm, seeks a Client Services Associate to support the Relationship Manager by coordinating activities for new policy and service processes. This is a full-time role based in Chicago with the employee working four days onsite and one day from home.Responsibilities include assembling meeting prep...

Clearstead Avalon Trust seeks a Client Relationship & Service Support professional to act as the primary liaison between clients and Investment Advisors. You will build trusted relationships through proactive communication and coordinated service delivery.The role supports custodial operations, alternative investments administration, and meeting logistics,...

Morgan Stanley is seeking a Senior Registered Client Service Associate to support Financial Advisors and Private Wealth teams. The role emphasizes client-first service, strong relationship skills, and reliable administration, with licensing requirements and a focus on digital tools adoption.Responsibilities include account navigation, money movement, and...

Citibank (Switzerland) AG seeks a Licensed Client Service Associate to support wealth management teams in Fountain Valley, CA. The role emphasizes compliant client service, data-driven decision making, and strong communication with Citi's client base.Candidates should have 2–5 years of relevant experience, knowledge of investments and banking products, and...

Focus Partners Wealth is seeking a Client Service Associate to join our growing team in Needham, MA. You will support Wealth Advisors, serving as the primary contact for operational and service needs, and own requests from start to finish in a collaborative, fiduciary-focused environment.The hybrid role requires 3 days in office per week with up to 2 remote...

Coldstream is seeking a Client Service Associate in Mercer Island to grow your career in financial services and deliver exceptional client service aboard a respected wealth management team.You will work with experienced professionals, handle client onboarding, meetings, and data entry in our CRM, with a hybrid schedule (in-office Tuesdays and Thursdays...

**Description** **Summary:** Responsible for managing the firm’s Client Service team, including its staff, daily operations, as well as team engagement with clients and other internal firm departments. Client Responsibilities - Works with clients to open and/or service portfolio accounts per request of Wealth Advisor - Attend meetings with...

Fisher Investments in Tampa, Florida is seeking a Client Service Associate to build relationships with high-net-worth clients and guide them through their financial futures. You will coordinate requests with portfolio management, sales, and service teams, while maintaining quality and timeliness.The role offers an in-office environment with a potential...

Morgan Stanley is seeking a Registered Client Service Associate in New York to support Financial Advisors and Private Wealth Advisors. You will help cultivate client relationships, process transactions, and manage account details with a client-first mindset.The role requires strong interpersonal skills, attention to detail, and proficiency with Microsoft...

Fisher Investments in Tampa, Florida is seeking a Client Service Associate to build relationships with high-net-worth clients and guide them through their financial futures. You will coordinate requests with portfolio management, sales, and service teams, while maintaining quality and timeliness.The role offers an in-office environment with a potential...

Blackstone is the world’s largest alternative asset manager. Blackstone seeks to deliver compelling returns for institutional and individual investors by strengthening the companies in which the firm invests. Blackstone’s over $1.3 trillion in assets under management include global investment strategies focused on real estate, private equity, credit,...

Citigroup Inc. in Fountain Valley, California, is seeking a Licensed Client Service Associate to deliver wealth management services to clients with guidance from the Banker teams.This role requires strong client-facing skills, risk awareness, and adherence to regulatory standards in a fast-paced, client-centric environment. You will manage multiple...

DescriptionSummary: Responsible for managing the firm’s Client Service team, including its staff, daily operations, as well as team engagement with clients and other internal firm departments.Client ResponsibilitiesWorks with clients to open and/or service portfolio accounts per request of Wealth AdvisorAttend meetings with clients as neededTeam...