Sales Associate / Client Service Associate – Wealth Management

Jefferies
New York
Workplace: OnsiteFull timeUSD 75,000 - 95,000 annuallyFunction: SalesExperience: 1-5 yearsEducation: bachelorsSkills: ["Client service","Interpersonal skills","Communication","Organization","Attention to detail"]

A client-focused wealth management role supporting Financial Advisors with high-touch service, onboarding, and trading workflows for high-net-worth clients, with emphasis on biotech and healthcare. You’ll handle client inquiries, account openings, transfers, and planning coordination, while preparing materials and coordinating with internal teams to ensure compliant, timely client service.

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FursaFursa
Jefferies
Jefferies
3 months ago

Sales Associate / Client Service Associate – Wealth Management

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Last checked: 1 hour agoStatus: Live

Job Summary

A client-focused wealth management role supporting Financial Advisors with high-touch service, onboarding, and trading workflows for high-net-worth clients, with emphasis on biotech and healthcare. You’ll handle client inquiries, account openings, transfers, and planning coordination, while preparing materials and coordinating with internal teams to ensure compliant, timely client service.
Location: New York
Workplace: Onsite
Employment Type: Full time
Job Function: Sales

Key Responsibilities

  • •Serve as a key client service contact, responding to client inquiries by phone and email in a timely, professional, and compliant manner.
  • •Support Financial Advisors / Account Executives with day-to-day client service, sales support, operational needs, and relationship management.
  • •Assist with client onboarding, account opening, documentation collection, KYC, account maintenance, and follow-up.
  • •Coordinate client service requests, including funds transfers, wires, ACH, account updates, asset movement, and other operational items.
  • •Provide select trading support across equities, fixed income, options, and 10b5-1 trading plans, ensuring accuracy, timeliness, and proper documentation.

Pay and Benefits

Salary: USD 75,000 - 95,000 annually
Perks:Health Insurance401kPaid Leave

Key Requirements

  • •Bachelor’s degree required.
  • •1–5 years of relevant wealth management, brokerage, financial services, client service, sales support, or trading support experience.
  • •Active SIE, Series 7, Series 63, and Series 65 or Series 66 preferred.
  • •Candidates with approximately one year of experience and active licenses will be considered.
  • •Proficiency in Microsoft Office, including Word, Excel, PowerPoint, and Outlook.
Experience:1-5 yearsWealth managementFinancial services
Education:Bachelor's
Skills:Client serviceInterpersonal skillsCommunicationOrganizationAttention to detail
Certifications:SIESeries 7Series 63Series 65/66
Tech Stack:Microsoft OfficeExcelPowerPointOutlookWord

Company Brief

Jefferies
Global investment banking and capital markets firm providing advisory, underwriting, trading, research, and asset management services to corporations, governments, and institutional investors.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: New York, United States
Founded: 1962
WebsiteLinkedIn