Wealth Management Client Associate - Client Services & Advisory
Bank of America ATM
Bank of America’s Merrill Wealth Management is seeking a Client Service Associate in Paramus, NJ. You will support Financial Advisors by delivering exceptional client service, addressing inquiries, and coordinating with product partners to tailor solutions for clients' goals. The role emphasizes: building client relationships, maintaining accurate materials, and staying compliant with bank policies. A strong service mindset and proficiency with MS Office and Salesforce are preferred. #J-18808-Ljbffr Bank of America
$68k - $90k
...Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions... ...withFAs/PWAs/teams as needed)• Managing the calendar including coordinating...SuggestedTemporary workWork at officeLocal area$25 - $44 per hour
...About Merrill Wealth Management Merrill Wealth Management is a leading... ...investment products and services for individuals, companies,... ...Advisors and Wealth Management Client Associates help clients pursue the... ...personal relationship with their advisory team committed to their...SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shift- Job Description Merrill Wealth Management is a leading provider of comprehensive... ...investment products and services for individuals, companies,... ...and Wealth Management Client Associates help clients pursue the life... ...relationship with their advisory team committed to their needs...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- ...Merrill Wealth Management is a leading provider of comprehensive... ...and investment products and services for individuals, companies,... ...Advisors and Wealth Management Client Associates help clients pursue the life... ...personal relationship with their advisory team committed to their...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
$41.2k - $76.8k
...ServicesIndustry: Real EstateSalary: 78000Posted: 2026-10-08 Client Service Associate , Business Insurance Our not-so-secret sauce. Award-... ...Property & Casualty Gro up, you will support the Account Management and Sales teams , ensur ing the client s’ needs and expectations...SuggestedMinimum wageWork at officeLocal areaNight shift$31.2k - $90k
...Registered Client Service Associate Registered Client Service Associates provide exceptional service... ...support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis.... .../or other duties directed by local management Administrative Support: Answering...Temporary workWork at officeLocal area- Morgan Stanley in Paramus, NJ seeks a Registered Client Service Associate to provide exceptional client service and support Financial Advisors... ...will help cultivate relationships, process transactions, and manage account data within a fast-paced environment. The role...
- ...and visibility. Work directly with clients in a trusted advisory role, helping families protect their... ...reputation for client-centered legal service, practical guidance, and exceptional... ...directives, and related planning tools. Manage the client experience from initial...Full timeWork at office
$64.7k - $120.4k
...Company: Marsh McLennan Agency Description: Client Service Associate, Employee Health & Benefits Our not-so-secret sauce. Award-winning, inclusive... ...of underwriting calculations for all lines of coverage. Manage post-implementation process for all lines of insurance coverage...Minimum wageLocal areaNight shift$25 - $35 per hour
...full-time potential About the Opportunity We are seeking a Client Services Associate to support a team of Financial Advisors in Pearl River, NY... ...and solutions, such as digital and online access and cash management offerings, that support clients' needs Onboard new client...Hourly payFull timePart timeWork experience placementWork at officeLocal areaRemote workWork from homeMonday to FridayFlexible hours- Ark Asset Advisors in Pearl River, NY is seeking a Client Services Associate to support a team of Financial Advisors in a flexible, part-time role... ...communication and MS Office skills, and the ability to manage client requests, document handling, and collaboration with...Remote jobFull timePart timeFlexible hours
$150k - $200k
...and infrastructure needed to deliver effective client representation. Our firm prioritizes efficient case management, strategic litigation, and the resources necessary... ...strategies, and provide exceptional client service while maintaining a healthy work-life balance....Full timePart timeSummer workLocal area$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$110k - $200k
...a long-term career representing injured clients and making a real impact on their lives.... ...Confidential Employer. Job Description Manage a plaintiff personal injury litigation... ...and provide exceptional client service. Qualifications ~ Active New...Work at office$180k - $200k
...Lloyd, LLP is a premier full-service firm with a Wills, Trusts & Estates... ...specializing in private client services, complex trust and... ...will possess deep expertise in wealth transfer planning, complex... ...Collaboration: Work closely with wealth managers, CPAs, family office...Full timePrivate practiceWork at officeMonday to Friday- ...someone who thrives in a welcoming, customer service-oriented environment with excellent... ...building strong relationships with clients, then look no further and apply today!... ...our team as a Seasonal Client Support Associate and be the friendly face for all those...Full timePart timeSeasonal workFlexible hoursShift work
- ...individuals for a remote career in financial‑protection sales. You will engage warm leads, explain option benefits clearly, and assist clients in enrolling when it fits their needs. Interviews are conducted on Zoom, and you will receive coaching and a defined process to...Remote work
$20 per hour
...skills Communication, interpersonal relations and customer service skills PC skills (including knowledge of job-related software... ...friendly and courteous manner. Identify, develop, expand, and manage consumer and business account relationships, concentrating...Hourly payWork at officeWeekend workAfternoon shift- ...and measured on activity and results. The work Take requested conversations — no cold lists Explain benefit options simply Help clients enroll when it is a fit Keep a clean follow-up rhythm You get Remote work A written process so you are not inventing the job...Remote job
- ...Personal Injury Attorney to join our growing practice. The ideal candidate will independently manage a personal injury caseload, develop case strategy, and advocate for clients throughout litigation. The role requires substantial experience in personal injury matters,...
$200k
...Trusts & Estates Associate | Hackensack, NJ | $180K–$230K Join a trusted... ...of serving high-net-worth clients, known for its Ivy League... ...Sophisticated Client Base – Manage estate plans for high-net-worth... ...owner, ensuring generational wealth preservation. Partner Track in...Full timeWork at office- ...Gottlieb & Greenspan, a growing healthcare-reimbursement litigation law firm, seeks a Civil Litigation Attorney with the ability to manage cases from inception to resolution. You will draft pleadings, handle motion practice, settlements, and appearances in state and...
- ...Barrette Workforce Solutions, LLC is assisting a national AmLaw 200 firm in seeking an Investment Funds Associate Attorney to join a sophisticated Investment Management & Funds practice across multiple U.S. offices. The role is hybrid and involves complex fund...
- ...Talent With Heart seeks a seasoned Investment Funds Attorney to join its Investment Management & Funds practice across multiple U.S. offices, with a hybrid work arrangement. The role involves high-value fund formation, structuring, and governance advice for private...Work at office
- ...Our client, a national AmLaw 200 firm, seeks a seasoned Investment Funds Attorney to join its Investment Management & Funds practice across multiple U.S. offices. This hybrid role focuses on high-value fund formation and structuring for private equity sponsors, hedge funds...
- ...Our client, a national AmLaw 200 firm, seeks a seasoned Investment Funds Attorney to join its Investment Management & Funds practice across multiple U.S. offices. The role involves high-value fund formation, structuring, and ongoing regulatory matters for a diverse client...
$300k
...Investment Funds Associate Attorney (Multi Office) Apply Location Hackensack, NJ... ...FUNDS ASSOCIATE ATTORNEY Investment Management & Funds Practice Group INVESTMENT FUNDS... ...bottom of this description. HYBRID Our client, a national AmLaw 200 firm , is seeking...Work at office$70,000 - $90,000 per day
...Social Work Care Manager And Patient AdvocateThis is care management with real autonomy. You will carry a small, intimate private-pay... ...caseload — deliberately kept that way — so you actually know your clients: their history, their family dynamics, what a good day looks...Full timeTemporary workWork at officeWeekday work- ...Saint Cyr Partners is seeking a senior Investment Funds Associate Attorney for its Investment Management & Funds practice across multiple U.S. offices, including NJ (Hackensack). The hybrid role focuses on complex fund formation, structuring, and regulatory matters...
- ...Litigation Attorney (Healthcare Reimbursement & No Surprises Act) Independently manage a high-volume caseload in state and federal courts in Connecticut, handling matters from initial pleadings through case resolution. Key Responsibilities Draft complaints and dispositive...
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