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Financial Services Financial Advisor Financial Sales

Hybrid Private Wealth Client Services Associate

Remote / Online - Candidates ideally in
New York, USA
Listing for: Citizens
Full Time, Remote/Work from Home position
Listed on 2026-01-28
Job specializations:
  • Finance & Banking
    Financial Services, Financial Advisor, Financial Sales
Job Description & How to Apply Below
A leading financial services provider is looking for a Private Wealth Client Service Associate. In this role, you will support wealth managers, enhance client relationships, and ensure compliance in transactions. Ideal candidates will possess strong communication skills and necessary financial licenses. The position is based in Tarrytown, NY, with a hybrid work schedule of 4 days in-office and 1 day work from home.

Competitive pay and comprehensive benefits are offered.
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Position Requirements
10+ Years work experience
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