Top 2245 Associate client development Jobs in New York, Ny

Associate Wealth Advisor
Midas Wealth —New York, NY
- $75,000 - $100,000 a year
- Full-time
- Hybrid work
- Background check
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
Quick Apply
Associate Director-64530101
ICL —Brooklyn, NY
- $105,000 a year
- Management
- Psychiatry
- Licensed Clinical Social Worker
Quick Apply
9d
Business Development Associate
T.M. Bier & Associates —Glen Cove, NY
- $90,000 - $100,000 a year
- Full-time
- Hybrid work
- Up to 50% travel
- System design
- Mid-level
- Profit sharing
- Health savings account
Quick Apply
10d
Marketing and Sales Associate (OPT Friendly | Real Estate)
Ehomie New York Inc. —New York, NY
- $62,000 - $210,000 a year
- Part-time
- Hybrid work
- Customer service
- Real Estate License
- Business development
- On-the-job training
- Opportunities for advancement
Quick Apply
Wealth Management Associate
Equitable Advisors —New York, NY
- $35,500 - $125,000 a year
- Full-time
- Office
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Quick Apply
3h
Associate Business Analyst, Client
Macquarie Group Limited —New York, NY
- $145,000 - $165,000 a year
- Full-time
- Mid-level
- Analysis skills
- 4 years
- Paid parental leave
- Health savings account
Associate, Wealth Solutions Operations
Macquarie Group Limited —New York, NY
- $120,000 - $150,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Paid parental leave
- Health savings account
9d
Job Title: Cold Caller / Business Development Associate (Wealth Management)
Aeternum Capital —New York, NY
- $30.54 - $36.78 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Office
- Paid training
Quick Apply
Client Success Associate
Onshore —New York, NY
- $100,000 - $120,000 a year
- Monday to Friday
- Mid-level
- Office
- 3 years
- Paid parental leave
- Health savings account
Quick Apply
Client Onboarding Analyst / Associate
Nomura —New York, NY
- $90,000 - $95,000 a year
- Research
- Mid-level
- Office
- Paid time off
- Parental leave
10d
Client Service Associate
OSTTRA —New York, NY
- $80,000 - $95,000 a year
- Full-time
- Mid-level
- Office
- Organizational skills
- Health insurance
Quick Apply
9d
Associate, Client Service
KANTAR —New York, NY
- $64,300 - $85,000 a year
- Full-time
- Marketing
- Bachelor's degree
- Continuous improvement
- Wellness program
- Commuter assistance
Client Investment Research Associate
Bridgewater Associates —New York, NY
- $130,000 - $260,000 a year
- Mid-level
- Office
- Master's degree
- On-the-job training
Client Delivery Associate
NewtonX —New York, NY
- $73,250 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Mentoring
- Entry level
- Commuter assistance
- Paid holidays
Associate, Client Services
Third Bridge —New York, NY
- $96,000 - $127,000 a year
- Leadership
- Entry level
- Commercial
- Health insurance
- Dental insurance
Quick Apply
Investor Relations/Business Development - Analyst/Associate
Marathon Asset Management, LP —New York, NY
- $100,000 - $120,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Commuter assistance
- Health savings account
Client Development Associate
IntApp —New York, NY
- $50,000 - $55,000 a year
- Email
- Research
- Mid-level
- Office
- Paid time off
Client Service Associate
Guidepoint —New York, NY
- $70,000 - $75,000 a year
- Hybrid work
- Customer service
- Writing skills
- Research
- Commuter assistance
- Paid holidays
Associate, Client Strategy
Shop My —New York, NY
- $70,000 - $85,000 a year
- Bachelor's degree
- Communication skills
- Entry level
- Health insurance
- Dental insurance
Associate, Corporate Development
US AMR-Jones Lang LaSalle Americas, Inc. —New York, NY
- $120,000 - $140,000 a year
- Online Application
- Background check
- Microsoft Excel
- Mid-level
- Paid parental leave
- Paid holidays
Quick Apply

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associate client development jobs near new york, ny

Associate Wealth Advisor

Midas Wealth
New York, NY

Quick Apply

Job Details

Full-time
$75,000 - $100,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching
Professional development assistance

Qualifications

Microsoft Excel
Executive administrative support
Series 66
Research
Series 7
Bachelor's degree
Financial product expertise
Asset allocation strategy
Organizational skills
Financial data analysis tools
Financial markets knowledge
Time management

Full Job Description

Position Summary
Midas Wealth is a leading financial advisory firm dedicated to helping individuals and businesses achieve their financial goals. We pride ourselves on providing exceptional service and personalized solutions to our clients. We are seeking a highly organized and proactive Associate Wealth Advisor to support one of our in-house Private Wealth Advisors in delivering gold-standard financial services.

The Associate Wealth Advisor will play a critical role in supporting the Private Wealth Advisor by managing administrative tasks, coordinating client communications, and ensuring the smooth operation of daily activities. The ideal candidate will possess excellent organizational skills, a keen attention to detail, and the ability to handle sensitive information with discretion.

Key Responsibilities

Administrative Support

Manage and organize the Financial Advisor's calendar, including scheduling appointments, meetings, and travel arrangements
Prepare and edit correspondence, presentations, and reports
Handle incoming and outgoing communications, including phone calls, emails, and mail

Clients Relations

Serve as the primary point of contact for clients, providing exceptional customer service and addressing inquiries in a timely manner
Assist in the preparation and follow-up of client meetings, including the preparation of necessary documentation and materials
Maintain and update client records and databases with accurate information

Project Coordination

Assist in the planning and execution of special projects and events.
Conduct research and gather information as needed for various initiatives

Confidentiality and Compliance

Handle sensitive information with the utmost confidentiality and adhere to all compliance regulations and company policies

Required Qualifications

Bachelor’s degree in Finance, Economics, Accounting, or a related field
3-5+ years of experience in investment analysis, wealth management, or a related role
Series 7 and Series 66 licenses required
Strong proficiency in Excel and financial analysis tools
Working knowledge of financial markets, asset allocation, and investment products

Skills & Competencies

Strong organizational and time management skills
Excellent written and verbal communication skills
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and familiarity with CRM software
Ability to multitask and prioritize effectively in a fast-paced environment
High level of professionalism and attention to detail

Preferred Qualifications

CFP® designation strongly preferred
Experience working in a family office, wealth management firm, or investment advisory environment

Compensation & Benefits

We offer a competitive compensation package commensurate with experience, including:

Base salary range: $75,000 – $100,000 annually (depending on experience and credentials)
Performance-based bonus eligibility
Comprehensive health, dental, and vision insurance
401(k) plan with company match
Paid professional development and licensing support
Generous PTO and flexible work arrangements

Equal Opportunity Employer

We are an equal opportunity employer committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or veteran status.

Pay: $75,000.00 - $100,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Professional development assistance

License/Certification:

Series 7 (Required)
Series 66 (Required)

Work Location: Hybrid remote in New York, NY 10004

Quick Apply

Refine Your Search

associate client development jobs in new york, ny

Associate Wealth Advisor

Associate Director-64530101

Business Development Associate

Marketing and Sales Associate (OPT Friendly | Real Estate)

Wealth Management Associate

Associate Business Analyst, Client

Associate, Wealth Solutions Operations

Job Title: Cold Caller / Business Development Associate (Wealth Management)

Client Success Associate

Client Onboarding Analyst / Associate

Client Service Associate

Associate, Client Service

Client Investment Research Associate

Client Delivery Associate

Associate, Client Services

Investor Relations/Business Development - Analyst/Associate

Client Development Associate

Client Service Associate

Associate, Client Strategy

Associate, Corporate Development

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