5 wealth management client associate jobs found in Newark

Join our dynamic team and be at the forefront of innovation in the Asset Management and Banking industries. This role offers an exciting opportunity to engage with clients, address inquiries, and optimize service operations, all while contributing to our culture of excellence and efficiency.  As a Client Operations Associate I in AM Global Fee Middle Office Operations, you will enhance the client onboarding experience and provide support across multiple products, client types, and platforms. You’ll address client inquiries, build client fee calculation structures, and troubleshoot issues, while identifying opportunities to refer additional services. Your expertise in client operations, strategic planning, control oversight, and process automation will help optimize the team's performance and enhance our client's experience. Managing and influencing internal stakeholders and Technology partners, you will drive improvements and resolve challenges within established policies and...

Job Classification: Investment Management - Investment Operations What You Will Do We are seeking an Associate to support the day‑to‑day operational functions of the separately managed account (SMA) platform. This role is responsible for providing end‑to‑end operational oversight for the SMA platform, ensuring accurate, timely, and well‑controlled execution across daily, periodic, and annual processes. The position supports critical functions including billing and revenue reporting, client agreements and RIA documentation, new account onboarding, custodian coordination, operational reporting, and exception management. The role partners closely with Finance, Legal, Sales, Trading, and Technology teams to resolve issues, maintain data integrity, and support platform growth, while continuously enhancing operational controls, documentation, and process efficiency. PGIM Custom Harvest, a division of the PGIM Global Wealth group, is a pioneer in the development of...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.    Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.    Merrill is committed to an in-office culture that supports collaboration, engagement, and career development.  Our approach includes clear in-office...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.    Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.    Merrill is committed to an in-office culture that supports collaboration, engagement, and career development.  Our approach includes clear in-office...

Step into the role of Trade Lifecycle Associate I at JPMorganChase, where you'll be a vital part of managing the pre- and post-trading life cycle. Your expertise in cash movements and funding coordination will be essential in ensuring seamless trade processing and operational excellence. As a Trade Lifecycle Associate I within JPMorganChase, you will play a pivotal role in managing the operations of the pre- and post-trading life cycle across all asset classes. Your expertise in cash movements, funding, and coordination with other business lines will ensure seamless trade processing on our platforms. You will leverage your broad knowledge of trade lifecycle principles and practices to propose and implement improvements to our current working methods. Your role will involve diverse activities requiring analysis and judgement within defined boundaries, and you will often be responsible for guiding the work of others. Your proficiency in listening and questioning, internal...