Wealth Management Client Services Associate
Citigroup Inc.
Citigroup Inc. in the United States is seeking a Licensed Client Service Associate. This developing professional role blends in-depth specialty knowledge with solid industry standards, showing how the team and area collaborate to achieve subfunction objectives. It applies analytical thinking and data analysis tools, and communicates clearly to exchange potentially complex information, with moderate but direct impact on core activities. #J-18808-Ljbffr Citigroup Inc.
$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$85k - $110k
Client Services / Operations Associate - Boutique Wealth Manager in Westchester County, NY Our client, a boutique wealth manager in Westchester County, is looking to add a Client Services/Operations Associate to their growing team. This person will play a key role in supporting...Suggested$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...SuggestedTemporary workWork at officeLocal area$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...SuggestedWork at officeImmediate startFlexible hours$78.32k - $109.28k
...The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding... ...closely related teams. Responsibilities: Deliver wealth management services to clients with guidance from the Banker teams....SuggestedFull time$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- ...Wealth Management Client Associate Greenwich, Connecticut To proceed with your application, you must be at least 18 years of age. Acknowledge... ...wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth...Seasonal workWork at officeWork from homeShift workDay shift
- ...Registered Client Service Associate Registered Client Service Associates provide exceptional service... ...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily... .../or other duties directed by local management Administrative Support Answering...Work at officeLocal area
- ...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... ...other duties directed by local management ADMINISTRATIVE SUPPORT...Full timeWork at officeLocal area
$70k - $115k
...Institutional Consulting Solutions (ICS), is an integrated client service solution for institutional and family office clients. IIS supports... ...”), Morgan Stanley Fund Services, Graystone Consulting and Wealth Management Operations. The Institutional Client Specialist is...Contract workTemporary workWork at officeFlexible hours$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$19 - $20 per hour
...Client Services Associate (Copy and Print) White Plains, New York, United States Support the Work Behind the Workplace We're seeking... ...are completed accurately, efficiently, and on time. From managing high-volume print requests to maintaining equipment and supporting...Temporary workWork at officeImmediate start$19 - $20 per hour
Reports To: Client Services Supervisor, Client Services Manager, or equivalent leadership Typical Schedule: Monday-Friday | 8:00AM-5:00PM Job Summary Support... ...detail‑oriented and service‑driven Client Services Associate (Copy & Print) to support daily print, reprographics...Temporary workWork at officeMonday to Friday- ...Job Title Client Associate Job Description J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global...Local area
- ...Job Description Job Description Client Services Associate Where Precision Meets Purpose in a... ...meeting packets and performance reports. Manage advisor calendars and coordinate... ...Knowledge & Skills Experience in wealth management, brokerage, banking, or financial...Permanent employmentLive in
$45k - $110k
...Rockefeller Capital Management seeks a motivated Client Associate for their Stamford, CT office. The role involves working directly with high-net-worth clients... ...have a BA/BS degree and 3-5 years of client service experience in the financial industry. Strong communication...Work at office- ...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they...Seasonal workWork at officeWork from homeShift workDay shift
- ...Private Client Advisor In Chase Wealth Management At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees,... ...building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and...
$100k - $150k
...The Client Advisor role is an exciting opportunity to join a collaborative... ...dedicated professionals that service Bessemer's ultra-high net... ..., Alternative Asset Management, Philanthropic Advisory, Real... ...and families of substantial wealth. Its more than 1,300 employees...Temporary workWork at officeRemote work$85k - $105k
...financial analytics, trade flow insights, and portfolio management tools that empower our clients to make faster and more informed decisions while... ...Position Overview Valitana is seeking a Client Engagement Associate to build and maintain strong relationships with our...Work at officeRemote work$65k - $75k
BWG Global in Purchase, NY is seeking an Associate to join their Strategic Accounts team. This role is ideal for an early-career professional focused on relationship management and client service, offering exposure to institutional investors and corporate clients. The...- TwinThread in White Plains, NY is seeking a Market Director of Wealth to cultivate an exceptional customer experience by building strong... ...a customer-focused culture. The role involves recruiting and managing Advisors, collaborating with partners, and ensuring operational...
$95k - $125k
...Client Service Specialist O'Shaughnessy Asset Management (OSAM) is owned by Franklin Templeton, a dynamic firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 1...Work experience placementLocal area$38.5k - $49k
...inclusive environment, and our associates dedicate thousands of hours... ...freedom. Empower Yourself. As a Client Engagement Associate, you are... ...in Empower's financial services, with the goal of generating qualified interest in wealth management offerings. The position serves...16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaFlexible hours$85k - $140k
Product Management - Digital Client Experience - Assistant Vice President Wealth Management Platforms Purchase, NY We are seeking a talented and motivated individual to... ...purposes. Financial Advisor and Customer Service features to support customer inquiries, messages...Full timeTemporary workWork at officeWorldwide$200k - $221k
...real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented... ...your leadership experience as a Senior Facilities Manager on a technology client account. Location: Yorktown...Daily paidFor contractorsLocal area$170k - $180k
Responsibilities The Director of IT Service Delivery leads the strategic oversight and operational management of IT support services across divisional and enterprise levels. This role ensures timely, efficient, and customer-focused operations through strong leadership and...Work experience placementWork at officeLocal area$55k - $90k
...is the opportunity? Embrace RBC Wealth Management’s core values and inclusive culture... ...serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become... ...people, organizational, and client service skills Attention to detail coupled...Full timeFlexible hours- ...Service Associate Accurately and efficiently processes all customer transactions in accordance with established policies and procedures,... ...acts as a resource in identifying, resolving, and processing client servicing and transaction requests. Essential Duties And Responsibilities...Bank staffLocal areaFlexible hoursNight shift
- ...we have an enthusiasm for helping our clients, taking care of our employees, building... ...and delivering extraordinary customer service while maintaining a strong commitment to... ...As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial...
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