Wealth Management Client Associate
$90k - $115kLeeds Professional Resources
Base pay range $90,000.00/yr - $115,000.00/yr Exciting opportunity to join an established and growing financial services firm with significant operations in Aventura. This role will support a top‑producing team and have strong opportunities for career growth. Responsibilities Assist the team with all non‑sales related functions: Opening new accounts, ACATs, money movement, etc. Prepare meeting documents and other materials. Schedule meetings for team utilizing our group’s various applications. Respond to client questions regarding accounts, policies, and procedures. Review daily activity and reconcile current client activity, fund transfers and previous day’s activity to ensure accuracy. Process client paperwork (including communicating directly with clients to obtain all information needed). Assist with establishing online access for statements, confirms, proxy materials and other services. Attend compliance and continuing education training sessions as required by regulatory agencies and the firm. Various related duties. Requirements 3+ years of relevant experience. Seniority level Associate Employment type Full-time Job function Finance and Other Industries Investment Management Financial Services Banking Benefits Medical insurance Vision insurance 401(k) #J-18808-Ljbffr
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Client Associate in Florida, NY vacancy
- ...there - Talentify never asks for an account or a CV. Merrill Wealth Management is a leading provider of comprehensive wealth management... .... Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal...SuggestedSeasonal workWork at officeWork from home
Talentify.io
Florida, NY2 days ago - Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services... .... Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
$60k - $70k
...Client Service Associate - Wealth Management Company Overview Fellowship Financial Group empowers clients through education-driven financial planning. Our comprehensive seven-step process helps individuals and families avoid common retirement pitfalls and align their...SuggestedWork at officeBetter Talent
Florida, NY3 days ago- ...An established, employee-owned financial services firm is seeking a Client Services Associate to join their Wealth Management team in Stuart, Florida. This is a high-touch client service and operational support role working directly with Financial Advisors and their high...Suggested
Connect Search
Florida, NY15 hours ago - ...1.5 trillion in assets under management, administration and advisement... ...business and institutional clients. We are a longstanding leader... ...a Registered Client Service Associate, you will provide dedicated support... ...planning, advice and wealth management. Columbia Threadneedle...SuggestedFull timePart timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week
- POSITION SUMMARYRegistered Client Service Associates provide exceptional service to our clients and support... ...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily... ...calls with FAs / PWAs / teams as needed)Managing the calendar including coordinating...Work at officeLocal area
- ...opportunity to contribute to the company’s success. As a Client Experience Associate within PNC's Retail Banking organization, you will be based... ...encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role...Full timeTemporary workPart timeWork experience placementWork at office
PNC Financial Services
Florida, NY3 days ago - Seasonal Client Support Associate We are looking for someone who thrives in a welcoming, customer service‑oriented environment with excellent communication skills . If you enjoy building strong relationships with clients, then join our team as a friendly face for all those...Full timePart timeSeasonal workLocal areaRelocation packageFlexible hoursShift work
- ...customized investment solutions, exceptional client service, and a collaborative, high-... ...the full-time position of Client Services Associate, reporting to the Director of Client... ...This role supports the firm’s Portfolio Managers by ensuring the smooth execution of all...Full timeWork at officeWork from home1 day per week
$150k - $175k
...experience) ~ Team of 3 and probably bringing on another associate (Owner - Jamie our client, Jr Partner and an associate) ~ In office 5 days- 9am-... ...Lead Trial Attorney to serve as the right hand to the Managing Partner and take ownership of the firm's trial practice....Full timeWork at officeMonday to FridayLume Search Partners
Florida, NY3 days ago$10k
...is one of Safelite’s first impressions with our customers. From managing administrative processes, scheduling, work orders and invoicing... ...resources 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- ...Governance. We operate deeply inside our clients’ hiring processes not as an external... ...shaping the next decade of regulatory risk management, data governance, fintech compliance, cross... .... Experience: From early-career associates, compliance analysts, paralegals to...Contract work
Catalyst Labs, LLC
Florida, NY5 days ago $222.5k - $242.5k
...functioning workforces that are engaged and stable, and share our clients’ goals to emphasize belonging and respect for the... ...as well as in both Employment Law and Labor Law on behalf of Management, in the U.S. News - Best Lawyers® “Best Law Firms”. Duties...Contract workFlexible hoursJackson Lewis P.C.
Florida, NY2 days ago- ...running and handle a full caseload independently, including courtroom representation for clients seeking excellence. This role values relationship-building, mentoring associates, and contributing to firm growth, with attendance at a monthly networking event to expand...
- ...Search Partners is seeking a highly experienced Lead Trial Attorney to join our Florida litigation practice as the right hand to the Managing Partner. You will take ownership of the firm’s trial practice, leading jury trials and mentoring junior attorneys. The role...Full timeWork at office
- ...Job Summary The focus of this role is to provide support to all managers and staff while ensuring that all retail operations are... ...Duties and Responsibilities Oversee and perform all functions associated with leadership and oversight of a retail medical marijuana dispensary...Work at officeLocal areaShift work
$130k - $170k
...Job Title: Construction Associate Attorney Job Type: Hybrid Overview: Our Client is seeking a skilled and motivated Construction Associate Attorney with 3-7 years... ...3% employer contribution Key Responsibilities: Manage litigation matters from inception through resolution...Contract workSalesBountyHunter
Florida, NY1 day ago- ...assistance. You’ll support our ongoing growth as we expand our offerings and enter new global markets. Your primary focus will be on managing complex litigation and counseling on various areas of potential risk, including regulatory, competition, healthcare law and more....Full timeRelocationRelocation package
Epic
Florida, NY2 days ago - ...community with fascinating research centers and museums, excellent community services, and a wealth of cultural and recreational attractions. The City of Fort Pierce has a commission manager form of government. The Mayor and four Commissioners are elected to nonpartisan, four-...
Florida Association of Counties
Florida, NY1 day ago - ...estate planning and probate matters while working directly with clients. Build long-term client relationships and become a trusted... ...opposing counsel, and other professionals involved in estate matters. Manage multiple matters, deadlines, and client priorities while...Full time
Orion Placement
Florida, NY5 days ago - ...attorneys are trusted to take meaningful ownership of their cases. Manage a focused caseload that gives you the time and resources to do... ..., damages, and case exposure. Communicate effectively with clients, insurance carriers, opposing counsel, experts, and other...Remote work
Orion Placement
Florida, NY3 days ago $160k - $180k
...Florida. We provide practical, strategic counsel that helps our clients protect their businesses, navigate disputes, and move... ...meaningful autonomy. You will own your matters, develop case strategy, manage client relationships, and be accountable for the quality and execution...Full timeContract workWork at officeFlexible hoursMiami-Dade Bar
Florida, NY2 days ago$110k - $150k
...consumer protection, privacy, insurance, and class action matters. Manage cases from initial investigation through resolution. Draft... ..., mediations, and court appearances. Communicate directly with clients, opposing counsel, and experts. Collaborate with attorneys across...Full timeWork at officeRelocationOrion Placement
Florida, NY4 days ago- Valeris is seeking a Nurse Advocate in the Town of Florida, NY. This position is crucial for guiding patients through their treatment processes and overcoming any barriers they encounter. The Nurse Advocate will be involved with patients from enrollment to therapy completion...Remote job
$90k - $145k
...exceptional legal representation through practical, innovative, and client‑focused solutions. Our attorneys work collaboratively to provide... ...long‑term career growth. Confidential Employer. Job Description Manage a caseload of workers' compensation litigation matters from...Work at officeLocal areaImmediate startOrionplacement
Florida, NY2 days ago- ...providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 21,0... ...Advocate plays a vital role in ensuring our clients receive the service they need to properly manage...Temporary workWork at officeLocal area
HUB International
Florida, NY1 day ago - ...highlighting its leadership in enabling businesses to monitor and manage on-site power solutions. In addition, e2Companies has been... ...assess, and mitigate legal, regulatory, and reputational risks associated with business scaling and strategic transactions Corporate Finance...Contract workNight shift
- ...provide high-level administrative and operational support. You'll manage executive scheduling, correspondence, and case-related documentation, ensuring seamless communication between attorneys and clients. The ideal candidate possesses 2-3 years of experience in a...Remote work
TopDog Law
Florida, NY4 days ago $200k - $400k
Partner with Existing Book of Business | Tampa, FL (Hybrid/Remote Flexible) | $200,000 to $400,000+ Base + Origination | Litigation, Open to Practice Area Building a book takes years. Finding a firm that actually knows what to do with one once you've got it, that's the...Remote workFlexible hoursDistinct | North America
Florida, NY15 hours ago$85k - $95k
...our team members to grow through engagement, empowerment, training, and professional development. Through our agency’s learning management system, you have access to hundreds of computer-based training and instructor-led courses. Where You Will Work: You are a part of...Permanent employmentInterim roleWork at officeNight shiftState of Florida
Florida, NY4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Client Associate. Be the first to apply!
Related searches
- client account associate Florida, NY
- junior asset management Florida, NY
- creed management Florida, NY
- managing broker Florida, NY
- director utilization management Florida, NY
- utilization management nurse Florida, NY
- aviation management Florida, NY
- crisis management Florida, NY
- management team Florida, NY
- upper management Florida, NY