Licensed Wealth Client Services Associate
$78.32k - $109.28kCiti Group
Citigroup Inc. is looking for a Licensed Client Service Associate in East Meadow, New York. This full-time position integrates specialty knowledge in wealth management and compliance, aiming to deliver high-quality service to clients. The ideal candidate should possess 2-5 years of experience and a Bachelor's degree. Responsibilities include assessing risk, managing client relations, and maintaining compliance with regulatory standards. Competitive benefits and a salary range of $78,320 - $109,280 are offered. #J-18808-Ljbffr Citigroup Inc.
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Licensed Wealth Client Services Associate in East Meadow, NY vacancy
- Citi is seeking a Licensed Client Service Associate in East Meadow, New York. In this full-time role, you will deliver wealth management services and assess risks related to compliance and operations. The ideal candidate will possess 2-5 years of relevant experience and...SuggestedFull time
$78.32k - $109.28k
...The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of... ...and other closely related teams. Responsibilities Deliver wealth management services to clients with guidance from the Banker...SuggestedFull timeCitigroup Inc
East Meadow, NY1 day 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 basis. Through regular interactions with clients, individuals in this role build...SuggestedTemporary workWork at officeLocal areaMorgan Stanley
Garden City, NY1 day ago$34.32k - $90k
...Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...SuggestedTemporary workWork at officeLocal areaMorgan Stanley
Garden City, NY1 day ago- JPMorgan Chase Bank, N.A. is seeking a Private Client Investment Associate in Long Beach, NY to provide client service and support for Private Client Advisors within Wealth Management. This role requires a valid Series 7 license and involves operational requests, client...Suggested
$80k - $90k
...Sr Client Service Associate Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our... ...after 6 months of tenure) ~ Reimbursement for tuition, licensing, and other credentials (Available after meeting service...Full timeTemporary workWork at officeMonday to FridayFlexible hours$50k - $60k
...Registered Client Service Associate Oppenheimer & Co. Inc.'s Private Client Division is currently seeking a Registered Client Service Associate... ...in sales, marketing and day-to-day operations of a growing wealth management practice. This role requires superior...Local area$28.85 - $39.9 per hour
JPMorgan Chase Bank, N.A. seeks a Private Client Investment Associate in Huntington, NY, who will provide client service and operational support within Wealth Management. The role includes... ...Applicants should possess a Series 7 license and strong relationship management skills...Hourly pay$34.32k - $90k
...POSITION SUMMARY 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 with clients, individuals in this role build trusted...Full timeTemporary workWork at officeLocal area- ...Registered Wealth Management Client Associate Garden City, New York To proceed with your application, you must be at least 18 years of age.... ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill...Seasonal workWork at officeWork from homeShift workDay shift
Bank of America
Garden City, NY5 days ago $28.85 - $39.9 per hour
...enthusiasm for helping our clients, taking care of our... ...delivering extraordinary customer service while maintaining a strong... ...Private Client Investment Associate in J.P. Morgan Wealth Management, you will... ...valid and active Series 7 license is required or may be obtained...- A leading financial services firm located in Jericho, NY is seeking a Senior Registered Client Associate to join their team. This role requires a Bachelor's degree or equivalent experience and active Series 7 and 66 licenses. Your responsibilities include maintaining client...
$55k - $90k
...Senior Registered Client Associate Join a Forbes Best-in-State advisor team in... ...recognized, high-performing group at RBC Wealth Management. This role is... ...active Series 7 and 66 (or 63/65) licenses, ready to deliver exceptional service in a fast-paced, collaborative...Flexible hoursRoyal Bank of Canada
Jericho, NY3 days ago- ...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they...Seasonal workWork at officeWork from homeShift workDay shift
- ...enthusiastic about helping our clients, caring for our employees,... ...delivering extraordinary customer service while maintaining a strong... ...Client Advisor in Chase Wealth Management, you will provide... ...A valid and active Series 7 license. Active Series 66 (or 63/65)...
$95k - $115k
...for? CAPTRUST is seeking a full-time Wealth Client Management Consultant to work with one to several financial advisors to service and retain wealth client relationships.... ...race (including hair texture or hairstyles associated with race), religion, color, national...Full timeTemporary workWork experience placementWork at officeLocal areaFlexible hoursCAPTRUST
New Hyde Park, NY3 days ago$165k - $250k
...Overview This role sits within the Private Wealth Public Funds Legal group that... ...regulatory and legal advice on securities licenses required for client‑facing activities or marketing of... ...experience practicing law as a law firm associate or in‑house counsel, preferably in...Local area- JPMorganChase in Hicksville, NY is seeking a Private Client Advisor to deliver personalized financial planning and investment solutions... ...in a financial advisory role and must hold a valid Series 7 license. The position promises a dynamic work environment and competitive...
- JPMorgan Chase & Co. in Hicksville, NY, seeks a Private Client Advisor to provide comprehensive financial planning and investment solutions... ...2 years of financial advisory experience, Series 7 and 66 licenses, and a commitment to client goals. Preferred qualifications...
- JPMorgan Chase Bank, N.A. is seeking a Private Client Advisor in Hicksville, NY to deliver... ...demands a valid Series 7 and Series 66 license, alongside a proven track record in client... ...committed to diversity and excellence in service while enjoying a competitive salary and a...
$55k - $90k
...Jericho, NY, as a Senior Registered Client Associate and become an integral part of a... ..., high-performing group at RBC Wealth Management. This role is perfect... ...Series 7 and 66 (or 63/65) licenses, ready to deliver exceptional service in a fast-paced, collaborative environment...Full timeFlexible hours- ...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they...Seasonal workWork at officeWork from homeShift workDay shift
- ...Chase, we are passionate about helping our clients, taking care of our employees, building... ...relationships, and delivering extraordinary customer service while maintaining a strong commitment to... ...and advice. A valid and active Series 7 license. A valid and active Series 66 (63/65)...
- ...working for a luxury brand? Well... we're searching for a part time client advisor like you to join our team at Americana Manhasset,... ...s needs and provide an extraordinarily one of a kind, customer service experience. Essentially, you'll be helping us build strong relationships...Part timeLocal areaFlexible hoursRotating shift2 days per week
Venus ET Fleur LLC
Manhasset, NY5 days ago - The Juris Agency in Seaford, New York is growing and seeking a Licensed Representative to join their team. This role includes working primarily with existing clients, addressing service-related issues, providing policy reviews, and cross-selling insurance products. Ideal...
- ...will work under the Nassau Family Center Program to provide client centered services and assist families with children ages 5-18 that have been... ...written communication skills. Valid and clean driver's license required. Compensation Information ~ The competitive...Full timeTemporary workLocal areaFlexible hours
Family and Childrens Association
Garden City, NY4 days ago - ...Advisor in Wantagh, NY, who will champion team success and manage client relationships. You will build a book of business, deliver... ...understanding of financial markets, and must hold active Series 7 and 66 licenses. Offered benefits include comprehensive healthcare and wellness...
- ...an Established Allstate Agency looking for a Licensed Representative to come grow with us! We want... ...be responsible for working with our existing client base. Daily activities would mostly include: handling day-to-day service-related issues, providing policy reviews and...Work at officeImmediate start
The Juris Agency
Seaford, NY2 days ago $2,800 - $3,800 per month
...Assure Inventory Service Associate (ISA) - Garden City, New York (1099 Contractor) The Kestra team has over 400 years of experience in the... ...background check following offer of Agreement Valid driver's license in state of residence with a satisfactory driving record...Contract workTemporary workFor contractorsLocal areaWork visaAfternoon shift$18.34 - $27.68 per hour
...Branch Banking Client Consultant II - Licensed Location: Syosset, NY 11791 Branch Banking Client Consultant II - Licensed provides best in class... ...and needs met. Risk Management: Execute all sales, service, and banking transactions accurately and compliantly. Strives...Local area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Licensed Wealth Client Services Associate. Be the first to apply!
Related searches
- guest services associate East Meadow, NY
- service advisors East Meadow, NY
- food service officer East Meadow, NY
- facility service associate East Meadow, NY
- environmental services attendant East Meadow, NY
- human services specialist East Meadow, NY
- community services specialist East Meadow, NY
- car service advisor East Meadow, NY
- toyota service advisor East Meadow, NY
- services specialist East Meadow, NY