Wealth Ops Associate - Client Service & Reconciliation
Bank of America ATM
Merrill Wealth Management, a unit of Bank of America, is a leading provider of wealth management and investment services. This role supports standard transaction processing, reconciliation, and research requests for the wealth management business, with independent work and escalation to team lead for complex issues. The position emphasizes in-office collaboration, with flexibility based on role-specific responsibilities and business needs, and offers exposure to a broad client base and #J-18808-Ljbffr Bank of America
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Wealth Ops Associate - Client Service & Reconciliation in New York, NY vacancy
$74k - $84k
Job Description Job Duties: Associate, POT Client Services - Operations with Goldman Sachs Wealth Services, L.P. in Cohoes, New York. Conduct daily reconciliations for firm books and records on investment and cash balances. Liaise with partner teams to resolve any daily...SuggestedWork at office- Park Avenue Capital, a wealth management firm, seeks an Associate Advisor to support lead advisors, prepare for client meetings, coordinate service activities, and help implement financial planning recommendations. The ideal candidate is organized, relationship oriented...Suggested
$75k - $125k
POSITION SUMMARYWealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service team, through regular interactions with clients, individuals...SuggestedTemporary workWork experience placementLocal areaWork visaMorgan Stanley
New York, NY3 days ago- Apex Systems is seeking a Senior Specialist, Reconciliation in Berwyn, PA to support cash, account, and portfolio reconciliations across... ...account programs. You will collaborate with Operations, Client Service, Technology, and Relationship Management to ensure data integrity...Suggested
- ...Partner - Asset Mgmt. or Wealth Mgmt. or Private... ...problems, collaborate with client stakeholders and be responsible... ...Consulting's Financial Services (FS) Practice is... ...leaders to be hired at an Associate Partner Level.As an... ...to create Intelligent Ops dashboards (with KPIs,...SuggestedFull timeTemporary workWork experience placementLocal areaRelocation
Infosys Technologies
New York, NY13 hours ago - ...Our client is a Financial Services firm. They seek an Associate Vice President to join their Manhattan, NY office. Responsibilities Oversee financial... ...intercompany transactions, expense accruals, and account reconciliations. Review consolidated financial statements,...Full timeWork at office
Abacus Group, LLC
New York, NY1 day ago - ...Deal Execution & Pitchbook Associate to support origination and execution... ...while ensuring all client materials, analysis and transaction... ...solutions or operational services. The approved product... ...preparation time reduces Factual/reconciliation errors remain low Deal...Shift work
- ...Job Description Job Description As a member of a client service team, the Wealth Management Senior Associate is responsible for helping the Wealth Management Managers and Directors in our Exclusive Family Office with the services provided to clients such as the preparation...Work at office
$88k - $125k
...Description:We are seeking an Associate to support the FP&A team to... ...and inter entity/company reconciliations• Assist in planning and execution... ...in financial/bank services industry with 1+ year of specific... ...comprehensive financial services to clients in 35 countries and 800...Full timeWork at officeLocal areaWorldwideMizuho Financial Group
New York, NY13 hours ago$90k - $130k
POSITION SUMMARY:Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service team, through regular interactions with clients, individuals...Temporary workLocal areaMorgan Stanley
New York, NY4 days ago$100k - $160k
A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own... ...Goldman Sachs, we provide investment and advisory services for pension plans, sovereign wealth funds, insurance...Full timeTemporary workPart timeGoldman Sachs
New York, NY13 hours ago$90k - $115k
...Street is a diversified financial services firm replacing the legacy... ..., redundancy, and cost for clients. Our goal is to create a single... ...this expert group US Tax Ops team is responsible across all... ...related IRS filings.Perform reconciliations of withholding and reporting...Work at officeClear Street
New York, NY1 day ago$100k - $160k
Asset & Wealth ManagementAsset & Wealth Management (AWM) is the primary... ...capabilities to help clients pursue their long-term goals.... ...grounded in partnership, client service, integrity and excellence.... ...platform.Role ResponsibilitiesThe Associate will support performance...Full timeTemporary workPart timeWork experience placementGoldman Sachs
New York, NY4 days ago$175k - $225k
...experienced Investment Banking Associate to join our Financial... ...in Insurance and / or Asset & Wealth Management coverage.What will... ...deliver trusted advice to help our clients thrive and communities... ...Critical Thinking, Customer Service, Detail-Oriented, Financial Engineering...Full timeFlexible hoursRoyal Bank of Canada
New York, NY13 hours ago- ...Bernstein Private Wealth Associates Bernstein Private Wealth Management is a premier investment... ...-net-worth and ultra-high-net-worth clients. As an industry leader, we put people first... ...Private Wealth Associates are client service professionals who exhibit drive,...Flexible hours
AllianceBernstein
New York, NY5 days ago $80k - $86k
...Position Overview Bernstein Private Wealth Management is a premier investment... ...-net-worth and ultra-high-net-worth clients. As an industry leader, we put people... ...talent. Bernstein Private Wealth Associates are client service professionals who exhibit drive,...Temporary workFlexible hoursAllianceBernstein Holding L.P.
New York, NY2 days ago- ...Discover a New Career Path in Wealth Management Are you an experienced professional ready... ...management. We value transferable skills such as client relationship management, strategic... ...a successful practice in financial services. Key Responsibilities Build and manage relationships...Shift work
Equitable Advisors LLC
New York, NY4 days ago $24k
...Equitable Advisors is a respected wealth management firm with a proven... ...by our mission to help our clients secure their financial well-... ...by offering financial services and products that address their... ...Program (“PEP”) Prospective Associate, you will be eligible for medical...Full timeTemporary workLocal areaRemote workEquitable Advisors
New York, NY4 days ago- ...making a positive impact in the lives of its clients. Our network of over 4,300 financial... ...Advisors offers a structured path to becoming a wealth manager through licensing and employment.... ...and guidance Product and Service Consultation: Discuss financial products...Full timeWork experience placementWork at officeLocal areaFlexible hours
Equitable Advisors
New York, NY2 days ago - ...making a positive impact in the lives of its clients. Our network of over 4,300 financial... ...Advisors offers a structured path to becoming a wealth manager through licensing and employment.... ...and guidance Product and Service Consultation: Discuss financial products...Full timeWork experience placementWork at officeLocal areaFlexible hours
Equitable Advisors
New York, NY1 day ago - # Wealth Management AssociateBrooklyn, NY## About the RoleGlobal Advisers is seeking a Wealth Management Associate in Brooklyn, NY to support client relationships across investment management and comprehensive... ...analytical work, client service, portfolio support, planning...Full timeLocal area
Global Advisers
New York, NY4 days ago $60k - $70k
...team to support top-tier clients in the Venture Capital... ...space. The Treasury Associate will report directly... ...evolution of Aduro’s service model. This position offers... ...daily tasks. Support reconciliation activities and prepare... ...Accounting and People Ops, to ensure seamless...Temporary workWork at officeWork from homeAduro Advisors
New York, NY5 days ago- ...About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more...Flexible hours
UBS
New York, NY2 days ago $100k - $170k
Asset & Wealth ManagementA career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own.... ...Sachs, we provide investment and advisory services for pension plans, sovereign wealth...Full timeTemporary workPart timeGoldman Sachs
New York, NY13 hours ago$115k - $180k
...quantitative analytics for financial and non-financial risks across wealth managementDevelop AI-led solutions to improve efficiency and... ...on the design of new and existing strategies to address clients’ investment goals.Developing and maintaining risk management and...Full timeTemporary workPart timeWork experience placementGoldman Sachs
New York, NY13 hours ago- ...exacting needs of a diverse and global client base of institutional and private wealth investors. Capital Dynamics... ...relationship, the team doesn't just service accounts - it represents Capital Dynamics... ...' U.S. investor base as Senior Associate, Client Services, reporting to...Work at office
Capital Dynamics
New York, NY18 days ago $175k - $250k
...big law sophistication to real estate clients who want boutique service. We pride ourselves on combining deep... ...firm. Job Description The Associate Attorney – Transactional Real Estate... ...coordinate residential, condo, and co‑op closings, ensuring all documentation...Full timeWork at officeForrest Johnson
New York, NY1 day ago$50k - $120k
## University Associate, Disputes & Economics - Financial Services Advisory (NYC)Apply: New York, NY: Full time: Posted... ...one of five practices focused on client delivery services across the Firm... ...assisting clients in Banking, Insurance, Wealth Management, Capital Markets,...Permanent employmentFull timeTemporary workInternshipWork visa- ...starts with a trusted view of our clients. Join a team that turns... ...is built for you. As a Senior Associate, Quantitative Analytics at JPMorganChase... ...within the Asset & Wealth Management Business... ...finance, product strategy, client service, and investment teams to understand...
- Equitable Advisors is seeking a Wealth Management Associate in Secaucus, NJ. This role focuses on building client relationships, developing financial strategies, and consulting on financial products within an in-office environment. You will pursue licensing with FINRA sponsorship...Work at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Ops Associate - Client Service & Reconciliation. Be the first to apply!
Related searches
- senior associate vice president New York, NY
- gis associate New York, NY
- general maintenance associate New York, NY
- benefits associate New York, NY
- donor relations associate New York, NY
- associate solutions consultant New York, NY
- policy associate New York, NY
- instructional design associate New York, NY
- fleet associate New York, NY
- cleaning associate New York, NY