Wealth Management Client Advocate
Bank of America Corporation
Bank of America Corporation's Merrill Wealth Management unit is seeking a Client Service professional to support Financial Advisors and service multiple clients. You will focus on aligning client needs with banking services, maintaining accurate materials, and deepening client relationships while staying compliant with policies. The role emphasizes a client-first mindset, adaptability to technology, and teamwork in a fast-paced environment. #J-18808-Ljbffr Bank of America Corporation
- ...Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for... ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- Bank of America Merrill Wealth Management is seeking a Client Associate to support financial advisors and serve clients with a high level of service. The role emphasizes client education on banking offerings, collaboration with the advisory team, and timely, accurate handling...Suggested
- Merrill Wealth Management is seeking a client service-focused professional to support Financial Advisors and deliver top-tier client experiences. You will educate clients on services, ensure accurate materials, and help manage risk while deepening relationships with proactive...Suggested
$25 - $45 per hour
Registered Wealth Management Client Associate About this job 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...SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shift- RBC Wealth Management is seeking a Registered Client Associate to support financial advisors and clients in a fast-paced, collaborative branch environment in Portland, OR. You will manage account inquiries, onboarding, documentation, and timely processing of transfers...Suggested
- Boly:Welch is seeking a Client Services Associate to support wealth management clients. You will prepare onboarding docs, maintain accounts, and liaison with investment managers to process requests. The role requires strong communication, detail-orientation, and accuracy...Work at office3 days per week
- Boly:Welch is recruiting for a Client Services Associate to support our wealth management clients. The role requires meticulous work in onboarding, documentation, CRM data entry, and coordination between clients and investment managers for money movements. You will manage...Work at officeLocal area
- ...986BR Job Type Full Time Key responsibilities keep management systems up-to-date with client information educate clients on account services and capabilities... ...Suite About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland....Full timeWork at officeFlexible hours
$45k - $70k
...RBC Wealth Management Registered Client AssociateEmbrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients.As a Registered Client Associate, become a trusted resource to our clients, advisors...Flexible hours$45k - $70k
Job Description What is the opportunity? Embrace RBC Wealth Management’s core values andinclusiveculture as an integral part of our branch serving financial advisors and our clients. As a Registered Client Associate, become a trusted resource to our clients, advisors...Full timeFlexible hours$70k - $90k
...Client Service AssociateRobertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun Valley...$65k - $85k
...Client Service Associate Boutique Wealth Management Firm Rhode Island / Southeastern CT Overview Boutique Independent RIA serving high net worth clientele seeks a Client Service Associate to support Private Wealth Clients and Advisors by taking initiative...- ...paralegals, and support professionals who are committed to excellent client service and strong legal outcomes. Enjoy potential hybrid... ...exceptional legal writing and briefing skills, and the ability to manage sophisticated matters. Plaintiff-side and trial experience are strongly...Work at officeLocal area
$500 per month
...Pride Financial Partners is a boutique financial planning, wealth management, and risk mitigation firm with more than 100 years of experience... ...You’ll work directly with our licensed advisors, keeping client relationships and day-to-day operations running smoothly. This...Remote workFlexible hours- Standish Management, LLC in Portland, OR is seeking a Client Associate Senior Associate to help onboard new clients to our fund accounting group. You will review investor CRM data and prepare capital calls for new clients, reporting to the Fund Controllers and Managers....Flexible hours
$40k - $60k
...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...Full timeFlexible hours$170k - $200k
...continued success is built on a culture of collaboration, innovation, client service, and mutual respect. We are committed to fostering an... ...we invite you to apply to our National Litigation & Claims Management Attorney position in our Portland Office. This position...Full timeWork at officeRemote workFlexible hoursShift work- ...sized businesses. We have developed a reputation for skillfully advising clients and obtaining tailored results for clients with a personal touch.The firm seeks a talented litigation attorney to manage all aspects of complex business litigation, including drafting...Remote work
- 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... ...other duties directed by local management ADMINISTRATIVE SUPPORT:...Part timeWork at officeLocal area
$130k - $140k
...Estate Planning & Probate Attorney Our client is a full-service law firm offering personalized service and a wealth of legal experience and understanding. For more than... ...communication skills Leadership and project management skills and, Self-motivated while being a team...Full time- A leading technology company based in Portland is looking for an enthusiastic team builder to promote innovative products and recruit sales representatives. The role entails actively driving product promotion on social media, aiming to develop a team of 6+ members in under...
- ...has an opportunity to make a difference for our members. As part of the Cascade Station Branch, the Lead Member Advocate works closely with branch management to train staff, complete operations duties, and support the branch team in resolving complex member requests. This...Local areaFlexible hours
$100k - $120k
...Take ownership of meaningful family law matters while helping clients navigate some of the most important transitions in their lives.... ...right arrangement with experienced attorneys who can effectively manage their cases and clients. Note Candidates must be admitted...Remote work$115k - $125k
...law experience Active State Bar membership JD Attorney management experience preferred Your New Role: Are you an attorney... ...during the recruitment process. You will directly join our partner client's team if they select you as the successful candidate for this...Work at officeLocal area$70k - $90k
We are seeking an experienced Client Services Associate to be part of delivering exceptional service and an above-and-beyond experience... ...dedicated to providing clients with sustainable investment management, personalized financial planning, and innovative strategies that...Work at officeHome office$36.31 per hour
Description POSITION : Family Law Managing Attorney WAGE : Starting at $36.31 per hour depending on experience FLSA; EEO; WC : Non-Exempt... ...Legal Services umbrella. Responsibilities include representing clients in their family law matters including divorce, child custody,...Hourly payTemporary workCasual workLocal areaImmediate startFlexible hours$85k - $130k
...K-$130K DOE Industry: Legal Your New Role This award-winning wealth management consulting firm is seeking a strategic attorney with experience... ...you’ll put your business law expertise to use as you advise clients on matters including mergers and acquisitions, entity...Work at officeLocal area$85k - $130k
...who can blend legal expertise with strong client-facing advisory skills to help guide... ...helping clients evaluate options and outcomes Manage multiple client projects simultaneously... ...working with financial institutions, lenders, wealth management firms, financial advisory...Work at officeLocal area$14.7 per hour
A well-known pizza restaurant chain in Tigard, Oregon, is seeking part-time Customer Service Representatives to operate equipment, take orders, and ensure customer satisfaction. Training is provided, with opportunities to increase hours. Strong communication and numeracy...Hourly payPart time- ...Managing Director, Private Counsel Division, Criminal Conflict About the Company Influential... ...Conflict Offices and support effective, client-centered criminal defense representation... ..., investigators, and social services advocates. Responsibilities include addressing...Work at officeLocal areaRemote work
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