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Private Trust Client Service Associate Jobs (NOW HIRING)

redShift

Client Service Associate

Manhattan, NY

$22 - $25/hr

Financial Services (Wealth Management & Private Equity) Position Overview A well-established financial services organization is seeking a motivated and detail-oriented Client Service Associate to ...

Ascendo

Client Service Associate

Miami, FL

$13.75 - $19.25/hr

Client Service Associate (CSA) - Wealth Management A growing and highly regarded wealth management ... Experience working within wealth management, private banking, broker-dealer, or RIA environments

Morgan Stanley

Client Service Associate

Sugar Land, TX

$13.25 - $18.50/hr

Through regular interactions with clients, individuals in this role build trusted relationships ... Supporting the Financial Advisor/Private Wealth Advisor/team in cultivating and enhancing new and ...

Westwood

Senior Client Service Associate

Houston, TX · On-site

... private wealth clients and financial intermediaries. The firm specializes in several distinct ... Our clients trust us with what matters most, and we honor that trust by ensuring every interaction ...

Morgan Stanley

Client Service Associate

Huntsville, AL

$13.75 - $19/hr

Through regular interactions with clients, individuals in this role build trusted relationships ... Supporting the Financial Advisor/Private Wealth Advisor/team in cultivating and enhancing new and ...

Hilltop Holdings

Client Service Associate

Dallas, TX

$14.50 - $19.75/hr

... trust and money management services. We are looking to hire a Client Service Associate, and the ... Through our Private Client Group, we provide highly customized sound financial planning across a ...

Morgan Stanley

Client Service Associate

Colchester, VT · On-site +1

$33K/yr

Through regular interactions with clients, individuals in this role build trusted relationships ... Supporting the Financial Advisor/Private Wealth Advisor/team in cultivating and enhancing new and ...

Innovia Wealth

Client Service Associate

Birmingham, MI · On-site

$13.75 - $19/hr

Along with facilitating transactions, our Client Service Associates are continually building trust. As a Client Service Associate, you will be a critical partner to our Wealth Advisors, Financial ...

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Private Trust Client Service Associate information

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How much do private trust client service associate jobs pay per hour?

As of Jun 7, 2026, the average hourly pay for private trust client service associate in the United States is $17.14, according to ZipRecruiter salary data. Most workers in this role earn between $13.94 and $19.23 per hour, depending on experience, location, and employer.

Client Service Associate

redShift

Manhattan, NY

$22 - $25/hr

Full-time

Posted 20 days ago

Job description

Client Service Associate

Location: New York, NY
Pay Rate: $22-$25 per hour + performance-based bonuses
Type: Full-Time | Onsite
Industry: Financial Services (Wealth Management & Private Equity)

Position Overview

A well-established financial services organization is seeking a motivated and detail-oriented Client Service Associate to support a fast-paced Wealth Management and Private Equity team. This role blends administrative support with client-facing responsibilities and offers strong training, professional development, and long-term growth opportunities.


The Client Service Associate works closely with wealth managers, assists with client service needs, and helps ensure smooth daily office operations. While this role may be based near the front of the office, it is not a receptionist position and involves meaningful operational and client support work.


Key Responsibilities

  • Provide administrative and client service support to wealth management professionals
  • Greet clients and visitors in a professional, welcoming manner
  • Prepare, review, and process documentation with a high level of accuracy
  • Manage emails, scheduling, and internal coordination for assigned teams
  • Support data entry, reporting, and document management using financial systems
  • Assist with ongoing client service requests and follow-up activities
  • Learn and utilize financial software platforms; training provided
  • Support day-to-day office operations as needed

Qualifications

  • Highly organized, detail-oriented, and professional demeanor
  • Strong numerical aptitude with excellent accuracy
  • Prior administrative or client support experience preferred
  • Proficiency with Microsoft Office, especially Excel and PDF tools
  • Ability to learn financial services software and processes
  • Bachelor's degree preferred but not required
  • Financial services experience or investment licenses are a plus
  • Stable work history and strong reliability required
  • Willingness to work onsite in a New York City office daily

To see a full listing of all our open positions, please visit:
 https://www.redshiftrecruiting.com/jobs-hiring-near-me

 

redShift Recruiting is the region's premier recruiting agency with over 100 years of combined experience in the recruiting field. We specialize in permanent, temporary, and temp-to-hire positions. Our superior service combined with our highly qualified and carefully selected bank of candidates sets us apart.

 

Education:Employment Type: FULL_TIME

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