Wealth Management Client Associate
Rockefeller Capital Management
Rockefeller Capital Management is seeking a Client Associate for our Private Advisor team within the Rockefeller Global Family Office unit. The role focuses on serving high-net-worth clients with meticulous attention to detail, effective communication, and strong organizational skills. The ideal candidate will support account openings, asset transfers, cash management, and client reporting while collaborating with Private Advisors to deliver exceptional client service and maintain accurate #J-18808-Ljbffr Rockefeller Capital Management
- ...approach to retirement plan consulting and wealth management. Our mission is helping people and... ...management, creating strategies to help our clients grow, protect, and transfer their... ...Position Overview The Client Service Associate (CSA) plays a critical role in delivering...SuggestedWork at officeWork from homeFlexible hours
- ...Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services... .... Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- ...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals... .... Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- ...Description What is the opportunity? Embrace RBC Wealth Management's core values and inclusive culture as an integral... ...of our branch serving financial advisors and our clients. As a Senior Registered Client Associate, become a trusted resource to our clients,...SuggestedFull timeFlexible hours
- ...Senior Registered Client Associate Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Senior Registered Client Associate, become a trusted resource to our clients, advisors...SuggestedFull timeFlexible hours
- ...About Rockefeller Capital Management Rockefeller Capital Management was established in 201... ...London. The Firm oversees $221 billion in client assets as of May 31, 2026. Position A... ...individual to join its growing team as a Client Associate. The Client Associate will work with our...Work at officeLocal area
- ...Job Description What is the opportunity? Embrace RBC 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...Full timeFlexible hours
$75k - $85k
We are seeking an experienced Client Service Associate who delivers a white-glove client experience and serves as relationship manager for complex client and operational workflows to... ...a full-time in-office position. Aaron Wealth Advisors is a premier independent Registered...Full timeWork at office$90.2k - $251.2k
...Clinical Research industry. The identification, strategy and management of various devices and their data ingestion modalities in order... ...strategy and team building; to ensure a high standard of service to clients and develop strategies in alignment with departmental...Full timePart timeWork at officeImmediate startWorldwide- ...most important people decisions. We help clients build better workplaces, where people... ...Gallagher. Overview As the Senior Client Associate you will continue to develop industry... ...maintain up-to-date records in the Document Management System (DMS) You complete all GBS...Work at officeLocal areaShift work
- ...financial advisory firm committed to delivering exceptional client experiences in wealth management. Our team thrives in a fast-paced environment where... ...we do. Position Overview The Client Services Associate plays a critical role in supporting advisors and ensuringanoutstandingclient...Work at office
$70k
We are seeking an experienced Client Service Associate who wants to deliver a white‑glove client experience and serve as a relationship manager for complex client and operational workflows... ...management requests, and other specialized wealth management activities. Partner with...Full timeWork at office$50k - $65k
...Client Service Associate Indianapolis, IN At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they... ...job to do for our clients. That's why we are committed to managing our clients' investments by truly understanding them as people...$170k - $200k
Overview Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional... ...contracts, including confidentiality agreementsAdvise management at all levels with respect to various legal mattersReview and...Contract workWork at office$160k - $190k
...talented team. Our service-oriented, ethical, knowledgeable, caring associates are the heart of our vision to be the best company serving... ...your future with usOur Legal-Litigation department seeks a managing attorney for our Indianapolis staff counsel litigation office...For contractorsWork at office$140k - $150k
...legal guidance on contracting workflows and operational considerationsPartner with internal stakeholders to address issues early, manage outside counsel on disputes when needed, and help the business navigate evolving regulatory expectationsWhat we requireJ.D. from an...Contract workWorldwide- ...Client Services Associate (Remote) Hello Sunshine Travels is a growing travel agency dedicated to helping clients create memorable travel experiences... ...information Process payments and assist with invoice management Collaborate with team members to ensure seamless client...Remote workFlexible hours
- ...allows for some work-from-home flexibility. The attorney will manage family law cases, address legal issues, and prepare legal documents... ...motions and pleadings. Conduct depositions and represent clients in legal proceedings. Requirements Proficiency in family law and...Full timeRemote workWork from homeFlexible hours
- ...for hearings, assist in court, and may serve as in-house counsel for employment matters. Typical schedule is Monday–Friday, 37.5 hours weekly. We seek a detail-oriented attorney with strong time management and litigation skills, based in Avon, Indiana, #J-18808-Ljbffr...Work at officeMonday to Friday
- ...opportunity for a mid-level litigation associate to join the firm’s nationally recognized... ...This role requires extensive contact with clients, governmental agencies and opposing... ...skills, superior organizational and time management skills and an ability to relate to and inspire...Work at officeLocal areaFlexible hours
- ...This role requires extensive contact with clients, governmental agencies and opposing... ...ogletree.com with "Employment Litigation Associate - Indianapolis" in the subject line. Please... ...and employment law firms representing management in all types of employment-related legal...Work at officeLocal areaFlexible hours
- ...functioning workforces that are engaged and stable, and share our clients' goals to emphasize belonging and respect for the... ...as well as in both Employment Law and Labor Law on behalf of Management, in the U.S. News - Best Lawyers® "Best Law Firms". This position...Contract work
- ...Job Description Job Description Description: The Client Service Associate (CSA) provides critical support to the firm and our daily operations. Primary duties include: Account Openings Money Movement (Journal/ACH/Wire) Account Maintenance Resolve...Work at office
- ...team in Indianapolis. The attorney will manage a complex caseload from pre‑litigation through... ...including pleadings and motions. Guide clients through the legal process. Interact with... ...in good standing with the State Bar Association. Experience with wage and hour claims is...
- ...Vornehm, LLP (DSV) is seeking a Litigation Associate with an interest in environmental... ...the firm. Key Responsibilities Represent clients in state and federal environmental litigation... ..., regulatory compliance, and risk management strategies. Conduct legal research and prepare...Work at office
- ...will lead cases from pleadings through trial, coordinating with co-counsel and supervisors while managing significant discovery and strategic decisions. You will advise clients on litigation risk, prepare opinions, and supervise junior staff. Experience in constitutional...Work at office
$100k - $150k
...Work on meaningful cases that make a real difference for injured clients Strong compensation with performance bonus potential and clear... ...with real empathy. Confidential Employer. Job Description Manage a personal injury litigation caseload from intake through resolution...Full timeWork at officeLocal area$150k - $350k
...they need enabling us to best serve our clients. Our attorneys and staff pride themselves... ...firm, your responsibilities will include: Managing a High-Volume Caseload: You’ll oversee approximately... ...Professional Development: Engage with a wealth of knowledge across our firm, fostering...Work at officeLocal area- ...Law practice. This role will focus on advising and representing clients across the construction industry, including owners, developers... ...AIA and customized agreements Advise clients on risk management, project delivery methods, and compliance issues Handle construction...Contract workFor contractorsFor subcontractorWork at office
- Medium is seeking dedicated individuals for work-from-home financial services roles aimed at protecting families. Ideal candidates possess strong communication and interpersonal skills, a genuine desire to help others, and the ability to work both independently and as part...Remote workWork from home
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