Client Services Associate — Hybrid; Wealth Management
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-03-10
Listing for:
BBR Partners
Full Time
position Listed on 2026-03-10
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Location: New York
A financial services firm is seeking a Client Service Associate in New York. The ideal candidate will deliver exceptional client service, manage transfers, and support portfolio management activities. They will need relevant experience, strong organizational skills, and a collaborative attitude.
This role offers a competitive salary, comprehensive benefits including health insurance and a 401K plan, and opportunities for career development with a hybrid work environment.
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Position Requirements
10+ Years
work experience
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