×
Apply for Jobs Apply for Jobs Post a Job Post a Job Local Jobs Home
Register Here to Apply for Jobs or Post Jobs. X

Client Service Associate — Wealth Management

Job in Melville, Suffolk County, New York, 11775, USA
Listing for: NFP
Full Time position
Listed on 2026-03-07
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR
Job Description & How to Apply Below
A wealth management firm based in New York is seeking a Client Service Associate to develop strong relationships with clients and advisors. Responsibilities include managing client paperwork, addressing inquiries, and efficiently using CRM tools to enhance the client experience. Ideal candidates will have a college degree, attention to detail, and proficiency in Microsoft Office, with at least two years of relevant experience being preferred.

The role offers a competitive salary and a chance to grow within the team.
#J-18808-Ljbffr
Position Requirements
10+ Years work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
 
 
 
Search for further Jobs Here:
(Try combinations for better Results! Or enter less keywords for broader Results)
Location
Increase/decrease your Search Radius (miles)

Job Posting Language
Employment Category
Education (minimum level)
Filters
Education Level
Experience Level (years)
Posted in last:
Salary
Advanced Search