Jefferies
New York, New York
Sales Associate / Client Service Associate – Wealth Management
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Apply to Sales Associate / Client Service Associate – Wealth Management at JefferiesJob details
- Location
- New York, New York
- Work type
- Onsite
- Compensation
- $75,000 - $95,000/yr
- Posted
- Jun 12, 2026
- Apply on
- hdid.fa.us2.oraclecloud.com
About this role
Provide high-touch client service and sales/trading support to wealth management teams; assist with onboarding, KYC, account administration, trading workflows (including 10b5-1), and prepare client materials. Bachelor's required; 1–5 years relevant experience; SIE/Series licenses preferred; Microsoft Office proficiency.
What you'll do at Jefferies:
- providing service
- supporting advisors
- coordinating onboarding
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