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? Founded in 2010, Altium believes that our clients...SuggestedPermanent employmentWork at officeLocal areaMonday to Friday$65k - $75k
Altium Wealth - Client Service Associate Altium Wealth is looking for a strategic professional to join our growing Client Service team. Our Client Service... ...needs are met while adhering to compliance standards. Manage client data within CRM (Salesforce) and monitor it to...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
$65k - $75k
Hightower Advisors is seeking a Client Service Associate in Purchase, NY. The role involves serving as a liaison between clients and advisors,... ...software. Responsibilities include coordinating client meetings, managing client relationships, and utilizing various applications...Suggested$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- ...Client Services Associate Where Precision Meets Purpose in a Firm Built on... ...operations to ensure smooth onboarding. Maintain clean, organized... ...performance reports. Manage advisor calendars and coordinate... ...& Skills Experience in wealth management, brokerage,...Permanent employmentLive in
$58k - $115k
...Client Service Associate Client Service Associates provide exceptional service to our clients and... ...support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis.... ...and/or other duties directed by local management Administrative Support: Answering...Temporary workWork at officeLocal area$59k - $82k
...Client Service Associate As a member of the Client Services team, you’ll play a pivotal role by partnering with the Financial Planner to deliver a high level of customer service to our clients. Responsibilities Coordinate client meetings, including greeting clients, appointment...$59k - $82k
...aspirations, and every dollar invested has a job to do for our clients. That's why we are committed to managing our clients' investments by truly understanding them... ...a career with us. As a member on the Client Services team, you'll play a pivotal role by partnering with...- 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...
$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 liability...Full timeWork at officeFlexible hours- 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
$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$72k - $141k
...providing Lawyers liability coverage and provides best-in-class claim service. We are seeking a dynamic self-starter to join our Complex... ...continuous improvement. This position plays a critical role in managing and resolving legal malpractice claims by evaluating coverage,...Full timeWork experience placementWork at officeLocal areaFlexible hoursShift work- ...Milber Makris Plousadis & Seiden, LLP, a full-service civil litigation defense firm and... ...legal 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
$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$175k
...salary + profit sharing + year-end bonus Our client, a highly regarded plaintiff-side... ...required, and the ability to independently manage complex cases from inception through resolution... ...high-quality advocacy and client service Qualifications Active New York Bar admission...Local area- ...Our client, a dedicated and skilled Associate Attorney to join our dynamic legal team. Our firm is seeking an Associate Attorney focused solely on Landlord-Tenant matters, representing landlord and management company in the Bronx and Westchester. Job duties include but...Work at office
$120k - $150k
...authorities. Specialties may include but are not limited to Contract Management, Employment Law, Governmental/Regulatory Affairs and... ...oversight in judicial or other administrative forums Interact with clients to develop and implement strategies that further NYPA’s and...Contract work$140k - $225k
...remote Established more than two decades ago, our firm is a full-service corporate law practice that has grown to include a team of more... ...35 experienced attorneys. We advise and represent a diverse client base that includes both U.S.-based and international companies,...Work at officeRemote work$119.48k - $165.66k
...Tokio Marine HCC (TMHCC) brings 50 years of service to the specialty insurance industry,... ...policy we write is special, enabling our clients to do amazing things. From insuring the crops... ...team. Under supervision, evaluates and manages claims including the conducting of investigations...Work experience placementLocal areaRemote workWorldwide$100k - $130k
...over sixty years of continued service to our corporate, insurance, and individual clients, is seeking an SIU Litigation Attorney... ...court appearances (matter management conferences, hearings, status... ...Lifestyle Account entitled “Marshall Associate Advantage”. Marshall Dennehey...Work at officeLocal area- ...About the Firm We are a respected, full‑service New York law firm with a strong track record... ...Chapter 7, 11, and 13 bankruptcy matters Manage litigation strategy, filings, motions,... ...appearances, and settlement negotiations Advise clients on restructuring, workouts, and creditor...Remote work
- ...committed to providing each client with quality counsel, innovative... ...solutions, and personalized service. Founded in 2000, the firm... ...ranks of Attorneys by adding an Associate Attorney with a demonstrated... ...effective litigation strategy. Manage a large volume of cases and...InternshipFlexible 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...
$165k - $200k
...retaining professionals who value each other and the service we provide by embracing Teamwork, Collaboration, Client Service, and Innovation. If you are a motivated... ...and oral communication skills Ability to manage a caseload independently and responsibly Legal project...Full timeWork at officeRemote workFlexible hours$150k - $220k
The position is on-site in White Plains, NY A client of TGC search is looking for a Commercial Litigation Attorney to join Westchester... ...mental disability, perceived disability, citizenship status, service in the uniformed services, genetic information, height, weight,...Full timeLocal areaImmediate start$140k - $170k
About the Company Our client is a highly respected insurance organization dedicated to delivering exceptional claims handling and legal expertise across complex casualty and management liability lines. They are seeking an experienced Claims Attorney with Healthcare or...Remote job
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