Client Associate
Bank of America
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. The position emphasizes a client-first mindset, adaptability to new systems, and teamwork in a fast-paced environment. 37.5 hours/week with hourly pay and comprehensive benefits. #J-18808-Ljbffr
$25 - $44 per hour
...Job Overview This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business...SuggestedHourly paySeasonal workShift workDay shift$25 - $44 per hour
...education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....SuggestedHourly paySeasonal workWork at officeShift workDay shift$33.34 - $41.03 per hour
...local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since... ...joining our amazing team! JOB OVERVIEW: The Private Client Associate is responsible for supporting the Private Client Relationship...SuggestedHourly payLocal area- ...Wealth Management Client Associate Melville, New York To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
$33.34 - $41.03 per hour
...local market knowledge and industry expertise helps support our clients\' regional and global needs. We have grown very quickly since... ...consider joining our amazing team! JOB OVERVIEW: The Private Client Associate is responsible for supporting the Private Client Relationship...SuggestedHourly payLocal area$21 - $29 per hour
...Practice Support Associate As a Practice Support Associate for Catholic Health, you will be responsible for a variety of clerical duties to help facilitate the daily functions of the Physician Practice. Responsibilities Answering phones Scheduling appointments...Work at office$18 - $18.5 per hour
We are seeking a reliable and detail-oriented Client Service Associate to join our team. The ideal candidate will be responsible for mailroom tasks, print production, restocking and maintaining inventory for office and pantry supplies, while providing support to ensure...Full timeTemporary workWork at officeImmediate startShift work- ...Accountable that each client achieves their goals through The Opal Way, and that each client’s experience with Opal Wealth Advisors is exceptional Serve as primary contact for a group of clients Partner with Advisory Team and Client Service Team to fulfill client needs...
$55k - $90k
...Senior Registered Client Associate Join a Forbes Best-in-State advisor team in Jericho, NY, as a Senior Registered Client Associate and become an integral part of a nationally recognized, high-performing group at RBC Wealth Management. This role is perfect for experienced...Flexible hours$75k - $80k
...fixture is made in New York, by hand, to an exacting standard. We are a small company growing quickly — and how we take care of our clients is central to everything we build. We're looking for someone who is genuinely good with people. Not a specific resume. Not prior...$31.2k - $90k
...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role build...Temporary workWork at officeLocal area- ...Registered Client Service Associate Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community...
- ...legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....Seasonal workWork at officeWork from homeShift workDay shift
$80k - $90k
...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 team-based Roundtable and UniFi...Full timeTemporary workWork at officeMonday to FridayFlexible hours$34.32k - $90k
...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. Through regular interactions with clients, individuals in this role build trusted relationships...Temporary workWork at officeLocal area$25 - $28 per hour
Description We're looking for a reliable, organized, and customer-focused Delivery Coordinator & Customer Service Representative to help ensure smooth daily operations and exceptional customer experiences. Responsibilities Coordinate and schedule deliveries...Casual workWork at officeDay shift- ...Client Advisor Venus ET Fleur is a custom rose atelier that intersects the romantic tradition of sending flowers with stylish design. We specialize in lush, customizable arrangements which are everlasting roses that maintain freshness for over a year. Each personalized...Part timeLocal areaFlexible hoursRotating shift2 days per week
$25 per hour
...Job Description Job Description Client Experience Associate Appliance World · Huntington, NY Full-time (Non-Exempt) On-site $25/hr. $52K/yr 100% Employee-Owned About Appliance World Appliance World is a luxury appliance dealer located in Huntington...Hourly payFull timeWork at officeWeekend work1 day per week$50k - $80k
...Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and...Full timeFlexible hours$100k - $130k
...willingness to learn. Tasks will include preparation of pleadings, motions, research and briefs. You will be working directly with clients, developing and executing strategies. An ability to work under pressure is a must. Local travel is required for court appearances as...Full timeLocal area- ...Job Description Job Description Summary The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors’ time. This position utilizes excellent customer service and problem-solving skills to confidently provide...Full timeCasual workWork at officeRemote workFlexible hours
$34.32k - $90k
...POSITION SUMMARY 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 with clients, individuals in this role build trusted...Full timeTemporary workWork at officeLocal area- ...Our client is a well-established law firm seeking an experienced Trust & Estates Administration Attorney to join their team. The ideal candidate will have a strong background in estate planning, trust administration, estate administration, elder law, and related tax issues...Full timeWork at office
- Northwell Health is seeking a Financial Counselor to advise admitted patients on financial responsibility and self-payments. The role involves interviewing patients, verifying insurance, and collecting payments while maintaining logs and assisting with FAU applications...
$160k - $200k
...Insurance Coverage Associate (5+ Years) | HYBRID | Leading Regional Firm This Jobot Job is hosted by: Kendall Barnett Are you a fit... ...of experience serving corporate, insurance, and individual clients. Our Coverage practice serves insurance carriers at every stage...Work at officeLocal area$140k - $200k
Marshall Dennehey, P.C. is seeking an Attorney for our Melville office. This role requires a minimum of 5 years of experience with premises, auto, and general liability matters, ideally with trial experience. You'll work closely with a collaborative team dedicated to your...Work at office$110k - $155k
...professional liability matters in a collaborative and fast‑paced environment. Our attorneys receive meaningful hands‑on experience, direct client interaction, and strong mentorship while representing professionals, businesses, and insurers in complex litigation matters. The...Full timeWork at office$146.88k - $180k
...effective manner and to act as strategic thinking partners for our client and customers. To succeed, we need self-starters who are agile,... ...strategic, passionate, and communicative. James F. Butler & Associates, insurance staff counsel for State Farm Insurance Companies, is...Full timeWork at officeLocal areaImmediate startRelocation package- ...Job Overview A law firm seeks a Litigation Associate Attorney specializing in General Liability for their Melville, NY office. This position offers an opportunity to work in a supportive environment with a focus on professional growth and development. Duties Collaborate...Work at officeFlexible hours
$115k - $165k
...Hybrid/Remote Work Flexibility Wellness Program Flexible/hybrid work schedule Job Details Our client is seeking an experienced Insurance Coverage Associate Attorney to join our legal team. The successful candidate will be responsible for providing exceptional...Temporary workLocal areaRemote workFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Associate. Be the first to apply!

