Wealth Management Client Service Associate - Growth Support
Oppenheimer & Co. Inc.
Oppenheimer & Co. Inc.’s Private Client Division is seeking a Registered Client Service Associate in Jericho, NY to support Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice. This role requires superior interpersonal and multi-tasking skill sets. The candidate should operate independently as well as part of a small team. This position will assist in performing a variety of daily tasks to help the team grow their business, run smoothly and #J-18808-Ljbffr Oppenheimer & Co. Inc.
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Client Service Associate - Growth Support in Jericho, NY vacancy
$50k - $60k
...Registered Client Service Associate Oppenheimer & Co. Inc.'s Private Client... ...responsibility is to support Financial Advisors in sales... ...day operations of a growing wealth management practice. This role requires... ...disposition seeking growth and opportunity to expand...SuggestedLocal area$80k - $90k
...Sr Client Service Associate Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually... ...to deliver excellent service to clients and support, including financial paperwork and financial...SuggestedFull timeTemporary workWork at officeMonday to FridayFlexible hours- ...Wealth Management Client Associate Melville, New York To proceed with your application... ...investment products and services for individuals, companies... ...an in-office culture that supports collaboration, engagement,... ...learning and professional growth Exhibits sound judgment...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
Bank of America
Melville, NY1 day ago - RBC Wealth Management in Jericho, NY seeks a Client Associate/Registered Client Associate to support financial advisors and clients. You will manage account questions, onboarding,... ...through technology changes. Training and growth are available. #J-18808-Ljbffr RBC Capital...Suggested
$18 - $18.5 per hour
...Client Services Associate East Meadow, New York, United States We are seeking... ...supplies, while providing support to ensure smooth office... ...packages. Print Requests/Fleet Management: Process print and... ...What We Offer: Career Growth: An opportunity to enter a...SuggestedFull timeTemporary workPart timeWork experience placementWork at officeLocal areaShift work$64.1k - $88.1k
...a diversified financial services leader with more than $1... ...trillion in assets under management, administration and... ...business and institutional clients. We are a longstanding leader... ...Client Service Associate, you will provide dedicated support to a high producing advisors...Full timePart timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week$25 - $45 per hour
...Description: Merrill Wealth Management is a leading... ...investment products and services for individuals, companies... ...Wealth Management Client Associates help clients pursue... ...office culture that supports collaboration, engagement... ...and professional growth Exhibits sound...Hourly paySeasonal workWork at officeWork from homeShift workDay shiftBank of America
Manhasset, NY9 hours ago- J.P. Morgan Chase is seeking a Private Client Investment Associate to provide client service, operational support and wealth management assistance within the Wealth Management division. You will work with Private Client Advisors to maintain client relationships and deliver...
$70k - $85k
...serves as a key liaison between clients, Partners, and internal teams... ...The role is responsible for managing all aspects of client... ..., tracking action items, and supporting team collaboration. Success in... ...), and Adobe PDF Pro. Client Service & Professionalism - Strong client...Full time$55k - $90k
...a Senior Registered Client Associate and become an integral... ...performing group at RBC Wealth Management. This role is ideal... ...deliver exceptional service in a fast‑paced, collaborative... .... Leaders who support your development... ...perspectives is core to our growth. We support employees...Full timeFlexible hoursRBC Capital Markets, LLC
Jericho, NY1 day ago$75k - $90k
...opportunity? Embrace RBC Wealth Management’s core values and... ...advisors and our clients. As a Client Associate/Registered Client... ...organizational, and client service skills Attention to... ...off. Leaders who support your development... ...to our continued growth as one of the...Full timeFlexible hoursRBC
Jericho, NY5 days ago- J.P. Morgan Chase in New York is seeking a Private Client Investment Associate within Wealth Management to deliver client service, operational support, and wealth planning assistance to Private Client Advisors. You will process account openings, money movements, and trades...
- ...enthusiasm for helping our clients, taking care of our... ...customer service while maintaining a... ...Client Investment Associate in J.P. Morgan Wealth Management, you will provide client... ...and administrative support to Private Client... ...sales and deposit growth and have the most-used...
- ...Merrill Wealth Management is a leading provider of... ...investment products and services for individuals, companies... ...Wealth Management Client Associates help clients pursue... ...office culture that supports collaboration, engagement... ...and professional growth Exhibits sound...Seasonal workWork at officeWork from homeShift workDay shift
- ...Description Job Description Our client is seeking a client services associate who is accustomed to working in a... ...with vendors and clients Manage high volume of incoming calls and... ...access to a range of benefits and support programs based on assignment type,...Temporary workWork at officeLocal areaShift workWeekend workAfternoon shift
TemPositions
Freeport, NYa month ago $31.2k - $90k
...POSITION SUMMARY: 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... ...other duties directed by local management ADMINISTRATIVE SUPPORT Answering...Full timeTemporary workWork at officeLocal area$75k - $90k
...Client Associate/Registered Client Associate Embrace RBC Wealth Management's core values and inclusive culture as an integral part of... ..., organizational, and client service skills Attention to detail... ...paid-time off. Leaders who support your development through...Full timeFlexible hours$66.36k
...enthusiasm for helping our clients, taking care of our... ...customer service while maintaining a strong... ...Client Advisor in Chase Wealth Management, you will offer comprehensive... .... Your expertise will support a wide range of... ...card sales and deposit growth and have the most-used...Full time- A financial services firm is seeking a Relationship Manager for Wealth Management in New York. This role involves being the primary contact for high-net-worth clients, managing account servicing, and maintaining detailed documentation in Salesforce. Applicants must possess...
- ...customers, answering calls, and providing administrative support. Candidates should have customer service experience and be comfortable in a fast-paced... ...position offers competitive pay and opportunities for growth within the organization including medical benefits and...Full time
- ...re searching for a part time client advisor like you to join our... ...extraordinarily one of a kind, customer service experience. Essentially, you'... ...with customers, peers, and management ~ Telephone etiquette... ...and will continue to foster growth by treating our employees oh...Part timeLocal areaFlexible hoursRotating shift2 days per week
Venus Et Fleur
Manhasset, NYa month ago $25 per hour
...largest tech‑enabled managed services organization serving leading... ...services that enable clients to modernize operating... ...cost and accelerate growth. Our capabilities... ...processing and administrative support, marketing and... ...seeking an Office Services Associate. This position will be...Hourly payWork at office- McDonald's is hiring a Shift Manager at their Syosset, New York franchise. This role includes... ...performance, and ensuring top-quality service and food safety standards. Ideal candidates... .... The position offers opportunities for growth, competitive benefits including paid...Shift work
- ...delivering First Class Service.” You won’t just be a... ...diverse team members support one another as we work... ...Core Values Committed to Growth We pursue excellence... ...deeply for our employees, clients, and the communities... ...role in the efficient management of P&L, revenue, and...For subcontractorWork at officeLocal area
Total Fire Protection
Woodbury, NY5 days ago - ...the best hour of our client's month. Our Spa Associates play a crucial role in... ...ensure that each service is memorable and exceptional... ...success. Enjoy a supportive environment where your growth and well-being are our... ...spa associate and management roles. Family Focused...Flexible hoursShift work
Hand & Stone - 214A Glen Cove Rd - Carle Place, NY
Carle Place, NY4 days ago $17 - $19 per hour
...the best hour of our client's month. Our Spa Associates play a crucial role in... ...ensure that each service is memorable and exceptional... ...success. Enjoy a supportive environment where your growth and well-being are our... ...spa associate and management roles. Family Focused...Hourly payFull timePart timeFlexible hoursShift workHand and Stone Massage and Facial Spa
Carle Place, NY2 days ago$95k - $105k
...for each other and for the clients we serve. We help... ...insurance, retirement, and wealth management products and services. HUB is one of the world'... ...team, giving you the tools, support, and community you need... ...your well-being, fuel your growth, and help you build a...Temporary workWork experience placementInternshipWork at officeLocal areaFlexible hoursHUB International
Melville, NY5 days ago$130k - $140k
...for each other and for the clients we serve. We help... ...insurance, retirement, and wealth management products and services. HUB is one of the world'... ...team, giving you the tools, support, and community you need... ...your well-being, fuel your growth, and help you build a...Temporary workWork experience placementInternshipWork at officeLocal areaFlexible hoursHUB International
Melville, NY2 days ago$48k - $75k
...Legendary Food and Legendary Service is who we are. We’re about loving... ...legendary Assistant Service Manager to assist the Service Manager... ...formal training, and career growth opportunities. We offer a... ...Program Many opportunities to support your community Annual holiday...Temporary workLocal areaFlexible hours- ...through accretive acquisitions and organic growth. For more information, visit QXO.com. What you'll do: The Marketing Manager, Customer Growth & Field Engagement will play... ...can be scaled across markets. Build and support a network of internal champions who can help...Full timeFor contractorsLocal areaFreeport, NY12 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Client Service Associate - Growth Support. Be the first to apply!
Related searches
- community services specialist Jericho, NY
- facility service associate Jericho, NY
- information technology and services consultant Jericho, NY
- public service officer Jericho, NY
- service consultant Jericho, NY
- service advisors Jericho, NY
- services specialist Jericho, NY
- service worker Jericho, NY
- honda service advisor Jericho, NY
- service delivery associate Jericho, NY