Client Associate
Bank of America ATM
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
$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$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$55k - $90k
...aForbesBest-in-State advisor team in Jericho, NY, as aSenior Registered Client Associateand become an integral part of a nationally recognized... ...experienced professionals with3+ years in a Registered Client Associate positionand activeSeries 7 and 66 (or 63/65) licenses, ready to...SuggestedFull timeFlexible hours$26.5 - $42 per hour
...Wealth Management Client Associate Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its...SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shift- ...Client Onboarding Associate For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to add...SuggestedWork at officeRemote work1 day per week
- ...Wealth Management Client Associate Lynbrook, 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...Seasonal workWork at officeWork from homeShift workDay shift
$26.5 - $42 per hour
...Wealth Management Client AssociateMerrill Wealth Management is a leading provider of comprehensive wealth management and investment... ...guidance.Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal...Hourly paySeasonal workWork at officeWork from homeShift workDay shift- ...A leading financial services firm located in Jericho, NY is seeking a Senior Registered Client Associate to join their team. This role requires a Bachelor's degree or equivalent experience and active Series 7 and 66 licenses. Your responsibilities include maintaining...
- ...Client Benefits Associate Outreach Development Corporation is a non-profit organization that helps people address issues stemming from substance use and behavioral health disorders by providing the highest quality, life-changing treatment, training, and tools to build...Full timeWork at officeAfternoon shift
$25 - $44 per hour
...Wealth Management Client Associate Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its...Hourly 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...
$75k - $90k
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...$31.2k - $90k
...POSITION SUMMARY: Registered 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...Temporary workWork at officeLocal area- ...recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide...Work experience placementWork at office
$78.32k - $109.28k
...The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and area integrate with others in accomplishing...Full time- At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering... ...to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client...
- ...Client Services Associate Our client is seeking a client services associate who is accustomed to working in a fast paced environment. The ideal candidate will have excellent communication skills and a professional demeanor. This is an excellent opportunity for individuals...Temporary workWork at officeLocal areaShift workWeekend workAfternoon shift
$70k - $80k
...management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized... ..., NY office has an exciting opportunity for a Client Service Associate / Sr. Client Service Associate ! This role delivers...Full timeTemporary workWork at officeFlexible hoursNight shift- ...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...
$45k - $65k
Raymond James is seeking a Registered Client Service Associate to provide high-touch administrative support to Financial Advisors, their clients, and branch staff. The role requires effective communication across multiple platforms and the ability to manage multiple tasks...- Raymond James is seeking a Registered Client Service Associate to provide high-touch administrative support to Financial Advisors, prospective and existing clients, and branch staff in a fast-paced, client-centric environment. The role requires effective communication...
- ...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
$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- Our client is a well-established law firm seeking an experienced Elder Care & Estate Planning 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
$110k - $180k
...(Farmington) - REMOTE option$110-180k salaryAbout the FirmOur client is an A.M. Best Recommended Insurance Defense Firm that has been... ...OverviewWe are seeking an ambitious and detail-oriented Litigation Associate Attorney to handle a diverse and sophisticated portfolio of...Remote work$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- ...positioning you as a strong business partner and trusted advisor who delivers exceptional value through local expertise and outstanding client service. We handle litigation arising from claims asserted against policyholders or the company and take cases from inception...Full timeLocal areaFlexible hours
- ...firm. The ideal candidate will have a strong background in family law and litigation, providing legal counsel and representation to clients in matters such as divorce, child custody, and domestic relations. This role requires a compassionate approach to clients while...Full timeLive inWork at officeRemote work
- ...while ensuring accuracy and adherence to legal standards.• Conduct thorough legal research and analysis to support case strategies and client advocacy.• Represent clients in court proceedings, negotiations, and other legal forums as required.• Manage discovery processes,...
$145k - $160k
Job description: Represent clients in matrimonial and family law matters, including divorce proceedings, child custody disputes, spousal maintenance, and equitable distribution.Draft and review legal documents, such as separation agreements, prenuptial agreements, and court...
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