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Private Wealth Daily
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Client service jobs in wealth management

Open client service roles: client service associate, registered client associate, client experience lead and more, from each firm's own careers site.

  • 184 open roles
  • 68 firms
  • Checked daily
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  • RoleClient service
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68 firms

184 matching roles · sorted by most new this week

Showing US roles. See 28 international roles

Chartwell Investment Partners

Asset manager · Berwyn, PA

Firm assets
$10B to $100B
People
Under 50
Open roles
73 · 10 new
Firm profile

23 matching roles · 73 open in total

Client Relationship Associate

AssociateClient service

Colorado

$58K–$80K posted pay
Yesterday

Registered Client Service Associate

AssociateClient service · Series 7, Series 63, Series 65

Florida

Yesterday

Client Service Associate

AssociateClient service

Illinois

$45K–$65K posted pay
Yesterday

+20 more at Chartwell Investment Partners

The Baldwin Group Wealth Advisors

RIA · Tampa, FL

Firm assets
$10B to $100B
People
50 to 250
Open roles
59 · 4 new
Firm profile

4 matching roles · 59 open in total

Client Manager, Retirement - Financial Services

AssociateClient service · Series 65

Remote

6 days ago

Sr. Client Service Specialist, Commercial Risk - Innovation Practice

SeniorClient service

Remote

6 days ago

Client Success Specialist, Employee Benefits-CAC Holdings

AssociateClient service

Birmingham, AL

6 days ago

+1 more at The Baldwin Group Wealth Advisors

BBH Wealth Management

Private credit · New York, NY

Firm assets
$10B to $100B
People
50 to 250
Open roles
77 · 3 new
All roles

4 matching roles · 77 open in total

Client Service Supervisor-ETF

Lead or principalClient service

Boston, MA

$65K–$90K posted pay
2 days ago

Client Service Representative - Alternatives

AssociateClient service

Boston, MA

$60K–$75K posted pay
5 days ago

Client Service Supervisor - Alternatives

Lead or principalClient service

Boston, MA

$70K–$100K posted pay
6 days ago

+1 more at BBH Wealth Management

Hear first when these firms post

One email when there’s something new for Client service · US roles. At most one a day.

Golden Reserve Retirement

RIA · Dublin, OH

Firm assets
$250M to $1B
People
Under 50
Open roles
6 · 3 new
All roles

3 matching roles · 6 open in total

Client Service Specialist/Financial Paraplanner

MidClient service

Cincinnati, OH

$70K–$100K posted pay
5 days ago

Office Manager/Receptionist (In-Office)

MidClient service

Pittsburgh, PA

$55K–$70K posted pay
5 days ago

Client Service Specialist/Financial Paraplanner

MidClient service

Pittsburgh, PA

$70K–$100K posted pay
5 days ago

SEI Investments Company

TAMP and OCIO · Oaks, PA

Firm assets
Over $100B
People
250 to 1,000
Open roles
90 · 2 new
Firm profile

7 matching roles · 90 open in total

Manager, AIFS Investor Services

MidClient service

Location not stated

Yesterday

Client Services Specialist III, Collective Investment Trust Officer

SeniorClient service · CPA

Location not stated

6 days ago

Supervisor, AIFS Investor Services

Lead or principalClient service

Location not stated

Oct 14

+4 more at SEI Investments Company

Empower Advisory Group

Broker-dealer · Greenwood Village, CO

Firm assets
Over $100B
People
Over 5,000
Open roles
42 · 2 new
Firm profile

2 matching roles · 42 open in total

Lead Associate - Financial Wellness Planning & Advisory Services

Lead or principalClient service · Series 7, Series 63, Series 65

Overland Park, KS

$66K–$93K posted pay
Yesterday

Client Experience Specialist - Personal Strategy

AssociateClient service · CFP, Series 65

Overland Park, KS

$55K–$76K posted pay
2 days ago

Cerity Partners

RIA · New York, NY

Firm assets
Over $100B
People
1,000 to 5,000
Open roles
81 · 1 new
Firm profile

8 matching roles · 81 open in total

Client Service Associate

AssociateClient service · CFP, CPA

Albany

$65K–$75K posted pay
2 days ago

Client Service Associate | New College Graduate 2027

EntryClient service · Series 65

Austin, TX

$60K–$75K posted pay
Oct 20

Client Service Associate

AssociateClient service

North Bay

$75K–$90K posted pay
Oct 18

+5 more at Cerity Partners

Wilmington Trust Investment Advisors

RIA · Wilmington, DE

Firm assets
$10B to $100B
People
50 to 250
Open roles
71 · 1 new
Firm profile

5 matching roles · 71 open in total

GCM Client Administrator II

MidClient service

Wilmington, DE

$24.87–$41.45/hr posted pay
2 days ago

GCM Client Administrator IV

MidClient service

Remote

$62K–$104K posted pay
Oct 13

GCM Client Administrator II

MidClient service

Buffalo, NY

$22.61–$37.67/hr posted pay
Oct 13

+2 more at Wilmington Trust Investment Advisors

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Every role comes from the firm’s own careers site and is checked there daily. You apply on the firm’s site; we never take applications or résumés. About the board

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