Wealth Management: Private Client Associate
JPMorgan Chase
J.P. Morgan Chase in Huntington, NY is seeking a Private Client Investment Associate within Wealth Management to provide client service and support to Private Client Advisors. You will handle account openings, money movement, investment trades and wealth planning support. The role requires active Series 7, SIE (if registered after 2018), and Series 66/Life and Health licenses within 120 days. Competitive pay and a broad rewards package accompany this position. #J-18808-Ljbffr JPMorgan Chase
- ...Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building... ...investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational...Suggested
- J.P. Morgan Chase is seeking a Private Client Investment Associate in Wealth Management to provide client service, operational support, and administrative assistance to Private Client Advisors. You will handle account openings, transfers, and trades, while building client...Suggested
$26.5 - $42 per hour
...Merrill Wealth Management Client Associate 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...SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shift- ...Wealth Management Client Associate Lynbrook, New York To proceed with your application, you must be at least 18 years of age. Acknowledge... ...America Corporation ("BofA Corp."). Bank of America Private Bank is a division of Bank of America, N.A. Banking products...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
$25 - $44 per hour
...Merrill Wealth Management Job Opportunity Merrill Wealth Management is a leading provider of comprehensive wealth management and investment... .... Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shift- Merrill Wealth Management is seeking a client service professional to support multiple Financial Advisors, delivering exceptional service and tailored banking solutions within an in-office environment in Melville, NY. You will become the most frequent contact for clients...Work at office
$55k - $90k
...Senior Registered Client Associate Join a Forbes Best-in-State advisor team in Jericho, NY, as a Senior Registered Client Associate... ...of a nationally recognized, high-performing group at RBC Wealth Management. This role is perfect for experienced professionals with...Flexible hours$95k - $115k
...Client Service Associate, Insurance & Wealth Management Support Schedule: Full-time | Monday to Friday in the office, with occasional work-from-home flexibility Compensation: $95,000 to $115,000 base salary, depending on experience | Bonus potential | Profit-sharing eligibility...Full timeSummer workCasual workWork at officeWork from homeMonday to FridayShift work$51.45k - $84k
...Client Service Associate / Sr. Client Service Associate Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team...Full timeTemporary workWork at officeFlexible hoursNight shift$80k - $90k
...Sr Client Service Associate Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi...Full timeTemporary workWork at officeMonday to FridayFlexible hours- ...Relationship Manager Are you a self-starter with a passion for Sales and Commercial... ...environments and engaging confidently with clients? If so, the Commercial Term Lending team... ...'s #1 multifamily lender as a Client Associate on our multifamily lending sales team, where...Work at office
$50k - $80k
...Job Description What is the opportunity? Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to...Full timeFlexible hours- A leading financial services firm located in Jericho, NY is seeking a Senior Registered Client Associate to join their team. This role requires a Bachelor's degree or equivalent experience and active Series 7 and 66 licenses. Your responsibilities include maintaining client...
$150k
...intake through the pre-trial phase, with meaningful client engagement and hands-on case management. The ideal candidate is results-driven, confident in... ...background in pre-trial proceedingsFamiliar with community association law, zoning regulations, and local governance...Local area$33.34 - $41.03 per hour
...and industry expertise helps support our clients\' regional and global needs. We have grown... ...our amazing team! JOB OVERVIEW: The Private Client Associate is responsible for supporting the Private Client Relationship Managers in providing exceptional service to our Private...Hourly payLocal area$165k - $275k
Morgan Stanley Wealth Management seeks an Executive Director level attorney to support its Alternative Investments and Private Markets platforms. The attorney will advise on the structuring... ...sheets, agreements).> Negotiating client account documentation related to alternative...Temporary work$75k - $90k
Janney Montgomery Scott LLC is seeking a Registered Private Client Associate in Hauppauge, NY. This role involves assisting in the administration and marketing of client relationships, supporting Financial Advisors in growing their business through productivity-based campaigns...- ...in estate planning and administration. The role involves drafting sophisticated documents, advising on wealth transfer, and handling administration with strong client service and teamwork. The ideal candidate will be admitted to the New York State Bar and possess excellent...
$135k - $150k
Job description: Providing legal advice to its clients, helping them navigate the complexities of estate planning, and ensuring the protection and management of their assetsProvide comprehensive and expert legal advice on elder law, estate planning, and administration...Full timeWork at office$100k - $150k
...lighting, to data networks, and energy management. With over 115 years of history, Leviton... ...background. The position will report to the Associate General Counsel and will be primarily... ...interaction with internal and external clients Understanding of the company’s business...Contract work- ...to ICE officers and agents, management, and leadership within OPLA,... ...Deputy Regional Counsel and/or Associate Regional Counsel on cases potentially... ...and providing stellar client services to diverse program... ...with disabilities possess a wealth of unique talents, experiences...Contract workWork at officeLocal areaImmediate startTrial period
$19.75 per hour
...is one of Safelite's first impressions with our customers. From managing administrative processes, scheduling, work orders and invoicing... ...you'll need to be successful. View all our health, wealth and life offerings at What You'll Do Welcome in-shop customers...Weekly pay- ...Client Benefits Associate Outreach Development Corporation is a non-profit organization that helps people address issues stemming from substance... ...that are processed through credit cards. Office Management Responsibilities: Organizes office flow in an orderly and...Full timeWork at officeAfternoon shift
- ...Description In-House Real Estate Attorney Busy Real Estate firm seeking an In-House Real Estate Attorney to take e a lead role in managing and protecting our growing real estate portfolio. This position is ideal for a commercially minded attorney who is...
- ...Job Description Job Description We’re looking for a LITIGATION ASSOCIATE to join our busy team on Long Island. We are an established real estate owner/management company in business for 85+ years with properties in Manhattan, Queens, Brooklyn, Scarsdale and the Bronx...Work at office
- ...Uniondale seeks an experienced attorney to join its litigation team. You will handle tort and insurance defense cases with significant client interaction and take ownership of cases. Enjoy the hybrid work model while working in a collaborative environment that encourages...
$180k - $250k
A well-established law firm in Uniondale is seeking a Senior Real Estate Attorney with over 15 years of experience in commercial real estate law. The role involves leading complex acquisitions and dispositions, handling financing transactions, and drafting joint venture...- ...seeking an empathic and experienced personal injury attorney to help clients find justice and compensation. The ideal candidate will handle... ...at mediations and trials, conducting legal research, and managing case files. Candidates should possess a state license to practice...
- ...and related due diligence in a collaborative, high-caliber practice. The ideal candidate will draft and negotiate joint ventures, structure deals for clients, and mentor junior attorneys while delivering clear, precise legal counsel. #J-18808-Ljbffr BCG Attorney Search
- Teachers Federal Credit Union is seeking a Staff Attorney responsible for legal advice on various matters, focusing on contract negotiations and supporting internal stakeholders. This position requires a Bachelor's degree and a JD from an accredited law school, along with...Contract workBank staff
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