Wealth Management Client Associate: Elite Onboarding & Service
Bank of America ATM
Bank of America is looking for a Registered Wealth Management Client Associate to provide operational and sales support to Financial Advisors. This role involves managing affluent clients' accounts, ensuring exceptional service, and leading onboarding activities. Candidates should have Series 7 & 66 and possess strong communication skills, a detail-oriented approach, and the ability to work in a fast-paced environment. The position offers a full-time schedule of 37.5 hours per week. #J-18808-Ljbffr Bank of America
- Position Overview The Registered Wealth Management Client Associate role is a sales support position, providing... ...affluent clients Lead end-to-end onboarding and maintenance activities for new... ...clients Provide products and services to each client, working with cross...SuggestedInternshipWork at officeFlexible hoursShift workDay shift
$65k - $75k
...Altium Wealth Client Service Team Position Do you grow in a warm and positive environment where there is a clearly defined process and your... ...? Do you want to begin a career in the dynamic wealth management industry? Altium Wealth is looking for a strategic professional...SuggestedPermanent employmentWork at officeLocal areaMonday to Friday- The Strategic Implementer in White Plains, NY is looking for a permanently remote Client Service Associate to respond to client inquiries, assist advisors, and handle various administrative tasks. Candidates should have at least 5 years of financial services experience...SuggestedRemote jobPermanent employment
$25 - $44 per hour
Bank of America is looking for motivated individuals to join their Merrill Wealth Management team, focusing on client service and wealth management strategies. The role emphasizes providing excellent client experiences while promoting banking services. Candidates should...SuggestedHourly pay$25 - $44 per hour
Overview Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth... ...management and investment products and services for individuals, companies, and... ...guidance. Our Wealth Management team supports clients through a personal relationship with their...SuggestedHourly paySeasonal workWork at officeShift workDay shift$43.8k - $65.5k
...for a culture that puts its clients and associates first: a culture where... ...immediate supervision, client services associate (NR) assists one... ...or escalated to the branch manager; including suspicious client... ...start-up. We are a global wealth management and investment banking...Work at officeImmediate startFlexible hours$80k - $100k
...Client Service Associate Alta Wealth Partners is a growing wealth management firm located in White Plains, NY. We are seeking a permanently remote Client Service Associate to join our team. If you'd like to join a full-service wealth management team that is dedicated...Full timeWork experience placementRemote workWork from homeMonday to Friday- Overview The Client Services Associate provides insurance and investment service... ...client service workflow, and manages the annual review process (... ...satisfaction. Assist with onboarding new clients and providing... ...Demonstrated industry experience in wealth management, brokerage,...Permanent employmentShift work
$65k - $75k
Hightower Advisors is seeking a Junior Client Service & Relations Associate in Purchase, NY. This role involves serving as a liaison between clients and advisors, coordinating client meetings, and maintaining client data in Salesforce. Candidates should have 1+ years of...- ...Registered Client Service Associate Registered Client Service Associates provide... ...Advisor(s)/Private Wealth Advisor(s)/teams on a daily... ..., eSign, eAuthorization) Onboard and maintain client accounts... ...other duties directed by local management Administrative Support:...Work at officeLocal area
$58k - $115k
...Client Service Associate Client Service Associates provide exceptional service to our clients and... ...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis... .../or other duties directed by local management Administrative Support:...Temporary workWork at officeLocal area$54k - $72k
...Client Service Associate At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.... ...job to do for our clients. That's why we are committed to managing our clients' investments by truly understanding them as people...$17.76 - $26.64 per hour
QUEST DIAGNOSTICS INC is seeking a Client Service Representative I based in White Plains, NY. The role requires delivering exceptional customer service through various communication channels. Ideal candidates will have at least one year of experience in a similar role,...Hourly pay- Edelman Financial Engines is seeking a Client Service Associate in White Plains, NY. This role involves partnering with the Financial Planner to provide exceptional customer service, manage client account activities, and support new account setups. Ideal candidates should...
$54k - $72k
Client Service Associate, Shared Support As a member of the Client Services team, you will partner with the Financial Planner and provide a high level of customer service to our clients. You will be responsible for building and encouraging client relationships, performing...- A financial services company in New Castle, PA is seeking a Private Client Associate to assist in managing client relationships and supporting Janney Financial Advisors. The successful candidate will demonstrate strong customer service and communication skills, and must...
$160k - $190k
...culture of collaboration, innovation, client service, and mutual respect. We are committed to... ...Construction/General Liability Litigation Associate Attorney position in our White Plains... .... Responsibilities Independently manage cases in insurance defense, general...Full timeWork at officeFlexible hours$120k - $205k
...Coverage Morgan Stanley Wealth Management's Legal and Compliance Division... ...Management's products and services, and the role will involve coordination... ...expansion of the desk and associated policies and procedures... ...and ultra-high net worth clients Advising on regulatory...Temporary work$125k - $175k
...proud to celebrate 30 years of service excellence. As a GSA Contract... ...selectively partnering with clients who share our values, we... ...dedication to candidates involves managing expectations with precision... ...General Liability Litigation Associate Attorney (Full Time) (Hybrid...Full timeContract workWork at office- HCC Service Company, Inc. is seeking a Claims Attorney to manage claims telework and in the office in Purchase, NY. This hybrid role requires evaluating claims, overseeing litigation, conducting investigations, and communicating with multiple stakeholders. The ideal candidate...Work at officeRemote work
- Private Client Associate - New Castle, PA Janney Montgomery Scott LLC, 101 Nesbitt Road, New Castle... .... Responsibilities Customer Service - Demonstrate the ability to build and... ...to support efficient and effective time management; assist FAs in organizing and implementing...Work at officeImmediate startWork from homeHome office
$27.75 per hour
Care Design New York is hiring a Care Manager in Mount Pleasant, NY. This position involves coordinating supports for Partners Health... ...centered approach. Candidates must have a Bachelor's degree in human services and relevant experience. The role offers competitive pay...Hourly pay$190k - $250k
...culture of collaboration, innovation, client service, and mutual respect. We are committed to... ...candidate will also be able to independently manage a complex caseload from inception... ...Collaborate closely with other partners, associate attorneys, and support staff on case...Full timeWork at officeFlexible hours$190k - $225k
...success is built on a culture of collaboration, innovation, client service, and mutual respect. We are committed to fostering an environment... ...encountered by accounting firms. Advise clients on risk management, ethics, licensing, partnership matters, M&A activity, and...Full timeWork at officeImmediate startFlexible hours$150k - $200k
...established and respected insurance defense law firms? Our full-service defense firm is actively seeking talented attorneys across all... ...in the insurance defense space, representing a broad range of clients in complex negligence and tort matters. Our success is driven by...Local areaImmediate startRemote work- ...continued success is built on a culture of collaboration, innovation, client service, and mutual respect. We are committed to fostering an... ...large, national firm. Key Responsibilities: Independently manage a caseload involving the defense of nursing home negligence...Work at officeFlexible hours
- ...Court - District of CT is seeking applications for an Attorney in its Mental Hygiene Legal Service based in White Plains, NY. The role involves legal research, advocacy, and managing cases related to individuals with mental disabilities. Applicants must be admitted to the...
$140k - $170k
...Job Description About the Company Our client is a highly respected insurance organization dedicated to delivering exceptional... ...handling and legal expertise across complex casualty and management liability lines. They are seeking an experienced Claims Attorney...Remote work- ...Milber Makris Plousadis & Seiden, LLP, a full-service civil litigation defense firm and... ...analysis Strong work ethic, ability to manage caseload and work in a team environment... ...and writing of memorandums Reporting to clients Attending hearings and court conferences...Temporary workWork at officeFlexible hours
$175k
...profit sharing + year-end bonus Our client, a highly regarded plaintiff-side litigation... ..., and the ability to independently manage complex cases from inception through resolution... ...high-quality advocacy and client service Qualifications Active New York Bar...Local area
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