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Wealth Management Client Service Associate Jobs in New York, New York

Wealth Management Coo Associate
By Jefferies At New York, United States
• Advanced skills in MS Excel; experience with Database management (Access, OracleSQL, etc)
• 3+ years’ experience within Wealth Management, or other Financial Services/sales organization
• Excellent time management skills and the ability to prioritize work
• Creating and maintaining monthly, quarterly and annual reports for management
• Assisting with presentations to senior management within Wealth Management and in the broader firm
• Strong organizational skills with the ability to multi-task, attention to detail and problem-solving skills
Wealth Management, Us Deposit Sales Banking – Associate
By JPMorgan Chase & Co At , New York, 10017 $104,500 - $160,000 a year
Maintain expert knowledge of Deposit, Cash Management and Treasury Services solutions
1-3+ years of Deposits / Cash Management / Treasury Services sales experience
Time management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment
Required Qualifications, Skills and Capabilities
Partner with regional Deposit and Liquidity Managers to drive increased penetration of banking products and solutions for existing and new clients
Prepare proposals, pricing analyses and cost/benefit analyses based on client needs
Internal Communications Associate – J.p. Morgan Wealth Management
By JPMorgan Chase & Co At , New York, 10017 $71,250 - $110,000 a year
Required Qualifications, capabilities and skills:
Preferred Qualifications, capabilities and skills:
Use internal technology to track engagement of internal communications and offer advice on the best strategy for reaching employees
3-5 years of Communications experience
Superior writing skills with versatility in format, including technical writing, executive messaging and copy editing
Assist with major communications initiatives
Wealth Management Client Associate
By Bank of America At , New York, Ny
2+ years post high school education and/or 4+ years of professional or relevant internship experience; Undergraduate degree a plus
Act as a key team member leading our clients’ digital experience with the firm
Product Knowledge: Foundational knowledge of investment and banking products
Consistently pursues client experience excellence
Microsoft Word, Excel, and PowerPoint experience with Salesforce a plus
Work with highly affluent clients
Asset & Wealth Management, Marcus By Goldman Sachs, Pricing & Analytics, Associate
By Goldman Sachs At New York, NY, United States
Strong project management skills; self-driven; ability to work independently and cross-functionally
You will analyze customer journeys across digital touchpoints and make recommendations to improve customer experience
1-5+ years of experience with analytics, metrics and reporting in the financial services industry; consumer banking preferred
Prior experience developing data driven strategies in a deposits business or with B2C marketing analytics is preferred
Experience with Tableau, Power BI or similar data visualization tools
You will be developing the customer segmentation and framework to measure the lifetime value of customers with savings and invest products.
Foreign Exchange Client Management - Associate
By JPMorgan Chase & Co. At New York, NY, United States
Relationship management skills - both internal and external
Ensuring consistent, highest quality of service standards for each relationship, driving the development of appropriate metrics and management reporting
Effective pipeline management and coordination of sales efforts across regions
Knowledge of FX markets, trading and trade lifecycle with strong operational experience
Morgan Securities Services FX Client Management Team
Manage top tier custody FX client relationships with client contacts at all seniority levels
International Wealth Management Strategy Associate
By Morgan Stanley At New York, NY, United States
2-3 years of experience in a strategy, sales, relationship management
Good understanding of the Wealth Management space with an interest for International Wealth Management. Ideally prior global/international experience
Support growth strategy and business management initiatives through problem solving, issue analysis, financial modeling and project management
Monitor industry trends and provide analysis of competitive developments to the IWM team and senior management
Develop marketing materials for educational and client purposes
Strong communication and collaboration skills
Asset & Wealth Management- Strategy Associate
By JPMorgan Chase & Co. At New York, NY, United States
Strong client management and executive-level communication skills
The Asset Management (AM) business serves institutional and retail clients
Financial services background (and especially asset & wealth management) preferred, but not mandatory
Asset & Wealth Management Background
The Global Private Bank (GPB) business serves high net worth and ultra-high net worth clients
Identifying and developing growth strategies, based on identifying customer segments, buying behaviors, and customer value propositions
Pwm Wealth Management Associate*
By Morgan Stanley At , New York, 10036, Ny
EDUCATION, EXPERIENCE, KNOWLEDGE and SKILLS:
Identifies and implements practice management opportunities by interfacing with various departments across the firm
Proactively participates in firm initiatives directed by local management
Strong computer skills, including knowledge of Microsoft Office (Word, Excel and PowerPoint)
Leads a team-wide effort to organize, streamline and enhance a client experience that emphasizes value, service and attention to detail
Provides ongoing support in educating clients about specific products and services offered at the firm
Asset & Wealth Management, Private, Client Solutions Group, Capital Markets, Associate, New York
By Goldman Sachs At , New York, 10282, Ny
Investors , spanning traditional and alternative markets offering products and services
Minimum of 3-4 years of prior work experience
Strong quantitative, analytical and problem-solving skills
Team player, with excellent communication and interpersonal skills
Strong ability to multi-task, with an ability to manage multiple projects with different deadlines
Strong organizational skills and detail orientation
Asset & Wealth Management, Private, Client Solutions Group, Capital Markets, Associate, New York
By Goldman Sachs At New York, NY, United States
Investors, spanning traditional and alternative markets offering products and services
Minimum of 3-4 years of prior work experience
Strong quantitative, analytical and problem-solving skills
Team player, with excellent communication and interpersonal skills
Strong ability to multi-task, with an ability to manage multiple projects with different deadlines
Strong organizational skills and detail orientation
Wealth Management Associate Jobs
By Morgan Stanley At , New York, 10036, Ny
EDUCATION, EXPERIENCE, KNOWLEDGE and SKILLS:
Identifies and implements practice management opportunities by interfacing with various departments across the firm
Proactively participates in firm initiatives directed by local management
Strong computer skills, including knowledge of Microsoft Office (Word, Excel and PowerPoint)
Leads a team-wide effort to organize, streamline and enhance a client experience that emphasizes value, service and attention to detail
Provides ongoing support in educating clients about specific products and services offered at the firm
J.p. Morgan Wealth Management Planning & Analysis - Associate
By JPMorgan Chase Bank, N.A. At , New York, Ny $60,800 - $110,000 a year
Highly motivated self-starter with excellent time management/prioritization skills
Required Qualifications, Skills and Capabilities
Create ad-hoc analysis and presentations for senior management
Help design new reports and dashboards to efficiently deliver the financial results to senior management
Bachelor's degree in Accounting, Finance or a subject of a technical nature
2+ years of work experience in financial planning and analysis , preferably in Financial Services, and/or accounting/controller background
J.p. Morgan Wealth Management - Client Service Team Lead - New York, Ny
By JPMorgan Chase Bank, N.A. At , New York, Ny $118,750 - $185,000 a year
Required qualifications, capabilities, and skills
Provide field feedback to practice management on key initiatives
Demonstrated ability to collaborate across J.P. Morgan Wealth Management and with other One Chase partners i.e. Consumer Banking & Business Banking
Serve as liaison and manage relationships between Private Client Investment Associates, Advisors, and Market Directors - Wealth
Focus on the employee experience, help define and drive an inclusive culture within the organization
3-5 years proven experience leading teams and coaching in a client-focused environment
J.p. Morgan Wealth Management - Product & Experience - Associate
By JPMorgan Chase Bank, N.A. At , New York, Ny $93,100 - $129,000 a year
2-5 years of product management or business analyst experience with a strong analytical background; project management experience a plus
The JPM Wealth Management Product & Experience
Required qualifications, capabilities, and skills
Preferred qualifications, capabilities and skills
Lead requirement-elicitation meetings with appropriate teams to understand the context of critical stakeholder needs, pain points and business impact
Experience working closely with user experience designers and software engineers
Asset & Wealth Management- Strategy Associate
By JPMorgan Chase Bank, N.A. At , New York, Ny $109,250 - $115,000 a year
Strong client management and executive-level communication skills
The Asset Management (AM) business serves institutional and retail clients
Financial services background (and especially asset & wealth management) preferred, but not mandatory
Asset & Wealth Management Background:
The Global Private Bank (GPB) business serves high net worth and ultra-high net worth clients
Identifying and developing growth strategies, based on identifying customer segments, buying behaviors, and customer value propositions
Wealth Management Associate Jobs
By TalentWealth At New York City Metropolitan Area, United States
Document all client servicing activities on our portfolio management system according to firm procedures
Ability to quickly learn the investment management process, securities, portfolio management and reporting systems, and trading systems specific to the firm
This practice offers competitive compensation and benefits, an inviting work culture, and opportunities for career growth.
Work closely with Portfolio Managers, custodians, accountants, lawyers and interested parties to resolve any account-related issues.
3+ years of experience in client servicing with an RIA or financial advisory practice
Extensive knowledge of financial services and investments industry
Wealth Management Client Associate
By Bank of America At , New York
2+ years post high school education and/or 4+ years of professional or relevant internship experience; Undergraduate degree a plus
Act as a key team member leading our clients’ digital experience with the firm
Product Knowledge: Foundational knowledge of investment and banking products
Consistently pursues client experience excellence
Microsoft Word, Excel, and PowerPoint experience with Salesforce a plus
Work with highly affluent clients
Wealth Management Associate Jobs
By Morgan Stanley At Buffalo-Niagara Falls Area, United States
EDUCATION, EXPERIENCE, KNOWLEDGE, And SKILLS
Identifies and implements practice management opportunities by interfacing with various departments across the firm
Proactively participates in firm initiatives directed by local management
Strong computer skills, including knowledge of Microsoft Office (Word, Excel and PowerPoint)
Leads a team-wide effort to organize, streamline and enhance a client experience that emphasizes value, service and attention to detail
Provides ongoing support in educating clients about specific products and services offered at the firm
Investment Associate- Wealth Management
By Northern Trust Corp. At , Miami

Responsible for all administrative aspects of a portfolio. This includes file set up on client accounts, ordering reports, processes physical stock and/or bond certificates, prepares all material ...

Registered Wealth Management Client Associate
By Bank of America At , Atlanta, 30326
2+ years post high school education and/or 4+ years of professional or relevant internship experience; Undergraduate degree a plus
Registered Wealth Management Client Associate
Act as a key team member leading our clients’ digital experience with the firm
Product Knowledge: Foundational knowledge of investment and banking products
Consistently pursues client experience excellence
Microsoft Word, Excel, and PowerPoint experience with Salesforce a plus
Senior Wealth Client Management Associate
By CAPTRUST At , Allentown, 18101
Based on business need, this role is to be performed on-site; this is not a remote or hybrid WFH role
Completion of a four-year degree from an accredited university or equivalent work experience
3-5 years’ experience in the investment industry is a plus
Excellent math skills and the ability to quickly grasp financial and investment concepts
Help CMCs review client activities and recurring tasks
Handle Client Service functions; examples include correspondence, reports, new account paperwork, contracts and research
Associate, Wealth Management Jobs
By IEQ Capital At , Foster City, Ca $70,000 - $97,500 a year
Participate in educational sessions with the senior team members to expand the Associate's knowledge of the markets and our business
The salary range for this role is $70,000 - $97,500, depending on skills and experience.
1-2+ years of relevant work or internship experience preferred
Exceptional organizational skills and attention to detail
Exceptional verbal and written communications skills
Good relationship-building skills both inside and outside of the organization

Are you looking for a rewarding career in wealth management? Join our team as a Wealth Management Client Service Associate and help our clients achieve their financial goals! You'll be responsible for providing exceptional customer service and support to our clients, as well as helping them navigate the complexities of wealth management. If you have a passion for helping others and a drive to succeed, this is the perfect job for you!

What is Wealth Management Client Service Associate Skill Requirements?

• Excellent customer service and communication skills
• Ability to work in a fast-paced environment
• Knowledge of financial markets and products
• Proficiency in Microsoft Office applications
• Ability to work independently and as part of a team
• Ability to multi-task and prioritize tasks
• Strong organizational and problem-solving skills
• Ability to maintain confidentiality

What is Wealth Management Client Service Associate Qualifications?

• Bachelor’s degree in finance, economics, accounting, or related field
• Relevant experience in the financial services industry
• Series 7 and 63 licenses
• Knowledge of financial planning software

What is Wealth Management Client Service Associate Knowledge?

• Knowledge of financial markets and products
• Knowledge of financial planning software
• Knowledge of investment strategies
• Knowledge of regulatory and compliance requirements

What is Wealth Management Client Service Associate Experience?

• Previous experience in a client service role
• Previous experience in the financial services industry

What is Wealth Management Client Service Associate Responsibilities?

• Provide excellent customer service to clients
• Respond to client inquiries in a timely manner
• Process client transactions accurately and efficiently
• Monitor client accounts and provide updates
• Assist with the preparation of client financial plans
• Assist with the preparation of client investment portfolios
• Maintain client records and ensure accuracy
• Assist with the preparation of