Wealth Management Client Service Associate
Oppenheimer Holdings, Inc.
Oppenheimer & Co. Inc. in Jericho, NY seeks a Registered Client Service Associate to support Financial Advisors in sales, marketing and daily operations of a wealth management practice. Ideal candidates will have strong interpersonal and multitasking skills, be able to work independently or in a small team, and assist with client questions, marketing efforts and reporting while upholding confidentiality and service standards. #J-18808-Ljbffr Oppenheimer Holdings, Inc.
- Oppenheimer & Co. Inc.’s Private Client Division is seeking a Registered Client Service Associate in Jericho, NY to support Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice. This role requires superior interpersonal...Suggested
$95k - $115k
...Client Service Associate, Wealth Management & Life Insurance SupportLocation: Melville, NY | In-officeSchedule: Full-time | Monday to Friday, with occasional work-from-home flexibilityCompensation: $95,000 to $115,000 base salary, depending on experience | Bonus potential...SuggestedFull timeSummer workCasual workWork from homeMonday to Friday$50k - $60k
...investment bank and full service broker-dealer. With... ...investment advisory and asset management services. Who We Are... ...& Co. Inc.’s Private Client Division is currently... ...Client Service Associate for their Jericho, NY... ...operations of a growing wealth management practice. This...SuggestedLocal area- ...Bank of Canada in Jericho, NY, is seeking a Client Associate/Registered Client Associate to support financial... ...and maintain accounts in a fast-paced Wealth Management environment. The role emphasizes client-first service, adherence to compliance, and collaboration with...Suggested
- Royal Bank of Canada Wealth Management in Jericho, NY is seeking a Senior Registered Client Associate to support experienced advisors in delivering client-first service. You will leverage your administrative and operational skills to help manage and grow client relationships...Suggested
$385k
...behalf of Pernini Recruiting Company by Top Echelon. Private Client Services Associate or Counsel Attorney Location: New York, NY HYBRID work... ...Detail-oriented with the ability to work independently and manage client contact. ~ Supervisory skills to direct paralegals...Private practiceWork at office- ...Global Ltd in Norwich is seeking an Investment Administrator to join a wealth management team. You will provide day-to-day administrative and operational support to Investment Managers across client activities, including account opening/closure and processing investments...
$25 - $45 per hour
...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they...Hourly paySeasonal workWork at officeWork from homeShift workDay shift- RESPONSIBILITIES: Kforce has a client that is seeking a Client Service Associate in Melville, NY. Summary: The Client Service Associate plays a crucial... ...service model * Assist the Financial Advisor in managing their business by initiating the onboarding process...Hourly payContract work
$35.36k - $90k
Registered Client Service Associates (RCSAs) help shape the future of service by modernizing the client experience through an elevated standard... ...participate in firm initiatives directed by local management Regularly seek opportunities to use firm resources for peer...Temporary workWork at officeLocal areaWork visa$64.1k - $88.1k
...Registered Client Service Associate Do you have financial planning experience and want to advance your career with an industry-leading firm... ...leverage your analytical skills to build financial plans, and manage client interactions to retain and develop deeper...Full timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week$55k - $90k
...Senior Registered Client AssociateJoin a Forbes Best-in-State... ...a Senior Registered Client Associate and become an integral part... ...high-performing group at RBC Wealth Management.This role is perfect for experienced... ...to deliver exceptional service in a fast-paced, collaborative...Flexible hours$75k - $90k
...Client Associate/Registered Client AssociateEmbrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors... ..., people, organizational, and client service skillsAttention to detail coupled with the mindset...Flexible hours- Bank of America’s Merrill Wealth Management team seeks a client-service oriented professional to support Financial Advisors and their clients. The role emphasizes a client-first mindset, risk-aware processes, and collaboration within a fast-paced wealth-management environment...
$75k - $90k
...What is the opportunity? Embrace RBC Wealth Management's core values and inclusive culture... ...serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become... ...people, organizational, and client service skills Attention to detail coupled...Full timeFlexible hours- ...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they...Seasonal workWork at officeWork from homeShift workDay shift
- A financial services firm is seeking a Relationship Manager for Wealth Management in New York. This role involves being the primary contact for high-net-worth clients, managing account servicing, and maintaining detailed documentation in Salesforce. Applicants must possess...
- ...Our client is looking for a Financial Client Relationship Associate to support clients across financial planning... ...balance relationship management with hands-on... ...maintenance and day-to-day service needs Develop financial... ...financial services, wealth management, or a...
$200k - $300k
...Salary Range: $200,000.00 To $300,000.00 Annually AUTOMOTIVE SERVICE MANAGER VIP Automotive Group | Confidential Dealership Location Full-Time | Automotive Dealership | Management Opportunity Competitive Compensation | Salary + Performance-Based Bonuses...Full time- ...Client Advisor Venus ET Fleur is a custom rose atelier that intersects the romantic... ...extraordinarily one of a kind, customer service experience. Essentially, you'll be helping... ...communicate with customers, peers, and management Telephone etiquette Ability to multi...Part timeLocal areaFlexible hoursRotating shift2 days per week
$75k - $85k
...enabling them to preserve their wealth for future generations, and... ...point of contact for ingesting client requestsCoordinate between client... ...to learn quickly)Customer service background preferredExcellent... ...family office and non-bank wealth manager focused on serving ultra-high-...Permanent employmentTemporary workWork at officeFlexible hours$105.4k - $207k
...enablement, and operational services to enable heart-of-the-business... ...Adaptive Senior Consultant, Managed Services on the Enterprise Operations... ...Planning and helping clients maintain a stable, optimized,... ...applicable geographic differential associated with the location at which...Local area$75k - $90k
...Senior Registered Private Client Associate Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and... ...tools to support efficient and effective time management; Able to assist FAs in organizing and implementing...Full timeHome office$80k - $90k
...responsible to actively identify and engage new clients, while strategically nurturing and... ...to provide exceptional customer service as well as prospecting new clients. Account... ...ESSENTIAL JOB FUNCTIONS Client Acquisition and Management: Proactively identify, engage, and...Full timeLive inLocal areaMonday to Friday$105.38k - $215.38k
...involving gifts, trusts, or wealth transfer? If so, this Tax Manager opportunity within... ...Global Employer - Japanese services group, you will: Serve as... ...when needed.Build strong client relationships through clear... ...geographic differential associated with the location at which...Work at officeLocal area- ...LinesFLSA Status: Salary, ExemptJob Purpose:The Commercial Lines Account Manager performs essential functions including supporting Sales Executives/Account Executives and assisting clients with service needs and account changes. This role requires service and marketing...Work at office
- ...Summary The Commercial Lines Account Manager is responsible for supporting the servicing and management of commercial... ...producers, account executives, and clients to deliver exceptional service... ...and guide junior team members or associates, and assist with workflow coordination...Work at office
$110k - $140k
...a busy, growing practice where strong associates can continue developing their litigation... ...strong advocacy, professionalism, and client service Receive comprehensive benefits including... ...Conduct and defend depositions and manage written discovery Review medical records...Work at officeRemote workFlexible hours- ...About PTG Proactive Technology Group is an $8M+ managed IT services company serving mid-market businesses across the New York metro area. We... ...this is not it. If you want to own a book of business, shape client strategy, and grow alongside a company that is scaling...Full timeCasual workWork at officeRemote workMonday to FridayFlexible hoursEarly shift
$78k - $85k
...providing a broad array of insurance, retirement, and wealth management products and services. But we don't stop there we also invest deeply in our people... ...'re supporting a local business or helping a national client navigate complex risk, you'll be backed by the strength...Work experience placementLocal area
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