Private Client Associate — Client Growth & Service
$75k - $90kJanney Montgomery Scott LLC
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. The ideal candidate will have a High School diploma, experience in a fast-paced environment, and proficiency in Word and Excel. Competitive benefits include Paid Parental Leave, PTO, and a salary range of $75,000 to $90,000. #J-18808-Ljbffr Janney Montgomery Scott LLC
- ...enthusiasm for helping our clients, taking care of our... ...delivering extraordinary customer service while maintaining a strong... ...financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management... ...card sales and deposit growth and have the most-used...Suggested
$25 - $44 per hour
...management and investment products and services for individuals, companies, and institutions... ...Advisors and Wealth Management Client Associates help clients pursue the life they envision... ...impact and contribute to the sustainable growth of our business and the communities we...SuggestedHourly paySeasonal workWork at officeWork from homeDay shift$25 - $44 per hour
...management and investment products and services for individuals, companies, and institutions... ...Advisors and Wealth Management Client Associates help clients pursue the life they envision... ...to continuous learning and professional growth Exhibits sound judgment and...SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shift- Bank of America is seeking a client service support professional for Merrill Wealth Management to assist multiple Financial Advisors. The role focuses on delivering exceptional client service, educating clients on bank offerings, and aligning practices with policies to...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
- ...Client Benefits Associate Outreach Development Corporation is a non-profit organization that helps people address issues stemming from substance... ...the highest quality evidence-based behavioral health services and training. The Client Benefits Associate will be responsible...Full timeWork at officeAfternoon shift
- ...management and investment products and services for individuals, companies, and institutions... ...Advisors and Wealth Management Client Associates help clients pursue the life they envision... ...to continuous learning and professional growth Exhibits sound judgment and...Seasonal workWork at officeWork from homeShift workDay shift
$72.81k
...enterprises. FSA Federal (FSA) is focused on delivering unsurpassed services in support of law enforcement and homeland security. We... ...flexibility to support your health, work-life balance, and professional growth. A package providing employee only coverage can be built around...Full timeTemporary workWork at officeLocal areaRemote 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...Full timeTemporary workWork at officeFlexible hoursNight shift- ...Job Description Job Description Summary The Client Service Associate reports to the Financial Advisor and is critical to appropriately... ...small business culture preferred Benefits: None Growth Potential: Yes. Transition to Full Time position with benefits...Full timeCasual workWork at officeRemote workFlexible hours
$1,650 per month
...Overview Large Size Firm on Long Island Is Looking to Hire a Experienced Land Use Attorney to the Team. Great Benefits. Growth Opportunities. Immediate Hire This Jobot Job is hosted by Adam Cejnowski Are you a fit? Easy Apply now by clicking the "Easy Apply" button and...Full timeWork at officeLocal areaImmediate start- ...A bit about us: Our client, a growing premier New York law firm is looking to add a Land Use Attorney to one of their 5 offices!... ...highly-sophisticated, collegial firm with exponential room for growth, please apply! Why join us? Competitive salary Excellent...Local areaFlexible hours
- ...family law firm in Islip, NY is seeking an Associate Attorney to join its growing team. The... ..., and related proceedings Participate in client consultations, intake meetings, and case... ...experience Opportunity for long-term professional growth Collaborative, client-centered culture #J...
- J.P. Morgan Chase in New York is seeking a Private Client Investment Associate within Wealth Management to deliver client service, operational support, and wealth planning assistance to Private Client Advisors. You will process account openings, money movements, and trades...
- ...enterprises.FSA Federal (FSA) is focused on delivering unsurpassed services in support of law enforcement and homeland security. We... ...flexibility to support your health, work-life balance, and professional growth. A package providing employee only coverage can be built around...Temporary workWork at officeFlexible hours
- ...committed to delivering exceptional legal services to our customers around the world,... ...positively impacting our business. As an Associate Attorney at Liberty Mutual, you’ll join... ...your legal knowledge, research skills, and client relationship capabilities in a collaborative...Local areaRemote workFlexible hours
$85k
...TonaLaw is seeking a motivated and growth-oriented Junior Associate Attorney to join our team. This role is ideal for an attorney with at least two... ...Support negotiation and settlement effortsFee scheduling Client Interaction Communicate with clients regarding case status...$165k - $275k
...Alternative Investments and Private Markets platforms. The attorney... ...Management's products and services, and will work closely with legal... ...in one of the most important growth areas in wealth management.... ...sheets, agreements).> Negotiating client account documentation related...Temporary work$126.5k - $142k
...development. This role offers excellent benefits, competitive compensation of $126,500 to $142,000 annually, and opportunities for professional growth in a dynamic legal environment. The firm is committed to diversity and equal opportunity in hiring. #J-18808-Ljbffr Jobot$105k - $155k
...About the job Litigation Associate Attorney Pay: $105,000.00 - $155,000.00 per... ...professional development, and long-term career growth. Comprehensive benefits including... ...practical solutions, outstanding client service, and collaborative teamwork. Our attorneys...Casual workRemote workFlexible hours$130k - $150k
...major insurers and sophisticated private clients. Our practice focuses on technically... ...expert-driven analysis, offering associates experience beyond standard volume-... ...Commitment to long-term professional growth and high-quality client service All inquiries will be handled...$140k - $190k
...culture of collaboration, innovation, client service, and mutual respect. We are committed to... ...you to apply to our Medical Malpractice Associate Attorney position in our East Meadow,... ...Advancement: Gain opportunities for long‑term growth within a nationally recognized firm...Full timeWork at officeFlexible hours- Law Offices Of Lauren A Baum PC in New York seeks an Associate Attorney to provide legal counsel, perform research, draft documents, and... ...motions, conducting research, attending proceedings, advising clients with senior associates, negotiating on their behalf, and keeping...
$135k - $150k
Job description: Providing legal advice to its clients, helping them navigate the complexities of estate planning, and ensuring the protection... ..., providing them with regular updates and excellent customer service Qualifications: Must have expertise in elder law, estate...Full timeWork at office$150k - $200k
...and crisis Medicaid applications. Key Responsibilities Advise clients on Medicaid eligibility and asset protection strategies Develop... ...and crisis planning strategies Excellent communication, client service, and organizational skills This role is ONSITE only at our Hauppauge...Work at office- ...will have a strong background in Elder Law, Estate Planning, and Trusts & Estates, with a commitment to delivering exceptional client service. Advise clients on Medicaid eligibility and asset protection strategies. Develop and implement Medicaid pre-planning and...
$85k - $90k
...About the Opportunity An established legal services organization is seeking several... ...attorneys, who enjoy working directly with clients and providing practical legal guidance without... ...administrative and management functions associated with the practice of law. Maintain...Full timeLocal areaRemote work- Mission Recruiting is seeking an experienced Elder Law Attorney for our Hauppauge, NY office. The role focuses on Elder Law, Medicaid planning, asset protection, long-term care planning, crisis Medicaid matters, and estate planning. The attorney will advise on Medicaid...Work at office
$150k - $200k
...is based exclusively in the Hauppauge office and is not a hybrid or remote opportunity. About the Opportunity Mission Recruiting's client has an established Elder Law practice serving individuals and families with Medicaid planning, asset protection, long-term care planning...Work at officeFlexible hours- ...As an Elder Law Attorney, you will advise clients on estate planning, Medicaid planning, crisis planning, and long-term care strategies... ...attention to detail Meet directly with LegalShield members and private clients to understand their goals and recommend appropriate...
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