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
$75k - $90k
Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are... ...professionally with the firm. Registered Private Client Associate You will play an integral role in the success...SuggestedFull timeWork at officeImmediate startWork from homeHome office- ...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
- ...Wealth Management Client Associate Smithtown, New York To proceed with your application,... ...management and investment products and services for individuals, companies, and institutions... ...continuous learning and professional growth Exhibits sound judgment and...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
$25 - $44 per hour
...Wealth Management Client Associate Merrill Wealth Management is a leading provider of comprehensive... ...management and investment products and services for individuals, companies, and... ...to continuous learning and professional growth Exhibits sound judgment and discretion...SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shift$33.34 - $41.03 per hour
...expertise helps support our clients' regional and global needs.... ..., and we continue to see growth and success thanks to our hard... ...team! JOB OVERVIEW: The Private Client Associate is responsible for supporting... ...in providing exceptional service to our Private Clients. RESPONSIBILITES...SuggestedHourly payLocal area- 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...
$33.34 - $41.03 per hour
...Private Client Insurance Associate Come join our team! There are many reasons why EPIC Insurance Brokers... ...founding, and we continue to see growth and success thanks to our hard-working... ...Managers in providing exceptional service to our Private Clients. Responsibilities...Hourly payLocal area- ...Bank of America is seeking a Client Service Support role in Melville, NY to assist multiple Financial Advisors. You will educate clients on banking services, ensure accurate materials, and support risk-compliant operations while fostering strong client relationships....Hourly pay
- ...Bay Shore is looking for a Member Experience Associate to provide a welcoming atmosphere and the highest quality service to members. Responsibilities include greeting... ...offers flexible scheduling and opportunities for growth within the company. #J-18808-Ljbffr Retro...Flexible hours
- ...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
$25 - $44 per hour
Job Overview This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities... ...a commitment to continuous learning and professional growth. Exhibits sound judgment and discretion when handling sensitive...Hourly paySeasonal workShift workDay 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
$21 - $29 per hour
...Practice Support Associate As a Practice Support Associate for Catholic Health, you will... ...skills to enhance population specific service, team collaboration and analytical problem... ...pension plan, and a culture that supports professional and educational growth....Work at office$68k - $80k
...deliver consistent, high-quality service across a portfolio of small business clients. We are a lean, high-performing team... ...looking for a Client Accounting Associate who is hands‑on, detail-oriented,... ...— not a dead‑end position Growth Path This role is the entry point...$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- ...Land Use Attorney Our client, a growing premier New York law firm is looking to add a Land Use Attorney to one of their five offices... ...highly-sophisticated, collegial firm with exponential room for growth, please apply! Competitive salary Excellent benefits package...Flexible hours
$72.81k - $83.73k
...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 office$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...$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- Sampson LLC in Sayville, NY, is seeking a Client Accounting Associate who will handle full-cycle bookkeeping for a portfolio of small business clients, using QuickBooks Online and ProConnect. You will learn under an IRS Enrolled Agent and move toward client accounting management...
$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...$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$100k - $130k
...defense, landlord tenant law and real estate litigation. Excellent growth opportunity for a motivated ATTORNEY with a strong work ethic,... ..., research and briefs. You will be working directly with clients, developing and executing strategies. An ability to work under...Full timeLocal area$200k
...seeking a Senior Attorney or Partner for a client with multiple locations on Long Island.... ...caseload while delivering exceptional client service.Key ResponsibilitiesDraft and review... ...development coveredFlexible schedule and growth opportunity, including potential Managing...$200k
...Partner for its multi-location Long Island client. This role requires a portable book of... ...caseload while delivering high-quality client service.Key ResponsibilitiesManage estate... ...staffContribute to business development and client growth initiativesQualificationsJD and admission...- ...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...
- ...of personal injury cases. Conduct thorough legal research and draft legal documents. Negotiate settlements effectively on behalf of clients. Represent clients in court proceedings as needed. Requirements Licensed to practice law in the state of New York. In good standing...
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