Wealth Management Client Associate
Fairygodboss
Fairygodboss is looking for a Client Associate at J.P. Morgan Advisors in Town of Florida, NY. In this pivotal role, you'll provide exceptional support to Financial Advisors and their clients while delivering personalized wealth management services to ultra-high net worth individuals. Ideal candidates will have a Bachelor's degree, effective communication skills, and a strong ability to work independently. The position offers a comprehensive benefits package with competitive compensation options based on experience and performance. #J-18808-Ljbffr
- ...Position Overview: The Registered Wealth Management Client Associate role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs). Incumbents may also on a regular basis support office initiatives,...SuggestedSeasonal workWork at officeShift workDay shift
- ...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
$60k - $70k
...Fellowship Financial Group empowers clients through education-driven... ...is seeking a Client Service Associate to join our team in Maitland,... ...planning services, account management, and daily operations. You'll... ...Qualifications 1+ years minimum in wealth management, financial...SuggestedWork at office$90k - $115k
...group’s various applications. Respond to client questions regarding accounts, policies,... ...of relevant experience. Seniority level Associate Employment type Full-time Job function Finance and Other Industries Investment Management Financial Services Banking Benefits Medical...SuggestedFull time- ...An established, employee-owned financial services firm is seeking a Client Services Associate to join their Wealth Management team in Stuart, Florida. This is a high-touch client service and operational support role working directly with Financial Advisors and their high...Suggested
- ...more than $1.5 trillion in assets under management, administration and advisement as of year... ..., small business and institutional clients. We are a longstanding leader in financial... ...loyalty. As a Registered Client Service Associate, you will provide dedicated support to a...Full timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week
- ...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: Answering...Work at officeLocal area
- ...Seasonal Client Support Associate We are looking for someone who thrives in a welcoming, customer service‑oriented environment with excellent communication skills . If you enjoy building strong relationships with clients, then join our team as a friendly face for all...Full timePart timeSeasonal workLocal areaRelocation packageFlexible hoursShift work
- ...bilingual (Spanish) candidates for the full-time position of Client Services Associate, reporting to the Director of Client Services. This person will be responsible for supporting the firm’s Portfolio Managers by ensuring the smooth functioning of all non-trading...Full timeWork at officeWork from home1 day per week
- ...Position Summary Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an... ...Proactively participate in firm initiatives directed by local management. Regularly seek opportunities to use firm resources for...Work at officeLocal area
- ...conflicts of interest, and assist Partners/Associates in resolving them. Review and analyze... ...conflicts of interest; assist Partners and Firm Management in resolving same. Provide concise... ...ensure waivers are obtained before new clients/matters are opened. Review language in...
- ...committed to providing exceptional legal solutions to a diverse client base. Join an organization recognized for its dedication to... .../Lead Attorney (on a Hybrid basis) who will be responsible for managing a personal caseload while providing day‑to‑day guidance and oversight...Contract workLocal areaWork visa
$222.5k - $242.5k
...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”. Duties and...Contract workFlexible hours$100k - $185k
...focused personal injury firm that fights for the rights of our clients. Why join us? Great team Flexibility Benefits Job Details We’re... ...meaningful results inside and outside the courtroom. Responsibilities Manage a caseload of personal injury matters from intake through...Local area- ...Crawford Thomas Recruiting is seeking a Litigation Attorney in the Town of Florida, NY, who will manage a diverse caseload including personal injury and employment law. The ideal candidate has a Juris Doctor (J.D.) and admission to the Florida bar, with at least 3 years...Remote work
$58k
...Clinical trial manager • pembroke pines fl Last updated: 19 hours ago Full-time Support... ...process.Maintain ongoing communication with clients, providing updates and gathering... ...obstacles that get in ... Show more Full-time Associate Clinical Director (ACD) CCM/PCM.Since 20...Hourly payPermanent employmentFull timePart timeWork from home- ...assistance. You’ll support our ongoing growth as we expand our offerings and enter new global markets. Your primary focus will be on managing complex litigation and counseling on various areas of potential risk, including regulatory, competition, healthcare law and more....Full timeRelocationRelocation package
- ...Job Title: Associate General Counsel (Litigation) Job Type: Full Time - In person Job Overview Our client is seeking an Associate General Counsel to manage their litigation portfolio. This role is designed for a high-performing attorney looking to transition from a traditional...Full time
- ...The Treatment Advocate (TA) will observe client’s daily activities and assist in their... ...patient or safety concerns to Clinical Manager and/or CEO. Understand and abide by State... ...required from an accredited institution Associates or Bachelor’s Degree preferred in Behavioral...Contract workWork at officeLocal areaFlexible hoursNight shiftWeekend work
- ...Job Description Junior Attorney Department: Community Association Reports to: Managing Attorney Location: Palm Beach Gardens FLSA Status: Exempt Job... ...bylaws, declarations, contracts, and legal opinions. Client Advisor: Supporting community association boards with daily...Local area
$90k - $145k
...exceptional legal representation through practical, innovative, and client‑focused solutions. Our attorneys work collaboratively to provide... ...long‑term career growth. Confidential Employer. Job Description Manage a caseload of workers' compensation litigation matters from...Work at officeLocal areaImmediate start- ...provide high-level administrative and operational support. You'll manage executive scheduling, correspondence, and case-related documentation, ensuring seamless communication between attorneys and clients. The ideal candidate possesses 2-3 years of experience in a...Remote work
$132k - $150k
...Overview Hinshaw & Culbertson LLP, a leading national law firm, is seeking an associate with 2-4 years of litigation experience to join the Business Litigation practice group in its Chicago office, with hybrid work arrangements available. Life, Health, Disability, and/...Work at office- ...Personal Injury Law Firm located in Florida, New York. The ideal candidate will assist in trials on a monthly basis, representing clients in various legal proceedings. Candidates must have prior experience in Personal Injury Law, be familiar with Westlaw or LexisNexis,...
- NACBA is seeking an associate attorney to join their litigation practice with a focus on civil litigation and construction defect cases. The role is based in Florida and follows a hybrid work schedule. Ideal candidates will have 8+ years of experience and strong legal research...Remote work
- Litigation Attorney Responsible for all aspects of case management and presenting cases at trial and arbitration. An experienced attorney with in-depth knowledge of medicine, law and issues related to medical malpractice litigation with the skill to develop effective...
- .... The ideal candidate will provide exemplary legal counsel and manage various aspects of maritime litigation. Responsibilities Take and... ...law. Prepare pleadings and correspondence. Communicate with clients, expert witnesses, and opposing counsel. Requirements Licensed...
- ...& Culbertson LLP is seeking a mid-level associate to join its Florida team, focusing on general... ...practice. Attorneys in this role will manage a diverse and challenging caseload, with... .... Key Responsibilities Represent clients in general liability and tort defense...Work at officeRemote work
- ...families in a wide range of immigration matters and be comfortable managing cases from initial consultation through final resolution. This... ...who thrives in a fast-paced environment, enjoys direct client interaction, and is passionate about advocating for immigrant communities...
$94.39k
...Good Standing. Required minimum professional work experience Three (3) years legal experience as an attorney in (1) effective case management, (2) trials, (3) pre-trial matters, and (4) development of trial strategy. Essential Duties and Responsibilities Prosecutes...Work experience placementWork at officeFlexible hours
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