Wealth Management Client Services Associate
JPMorgan Chase & Co.
JPMorgan Chase & Co. in New York is seeking a Private Client Investment Associate within Wealth Management to provide client service and support to Private Client Advisors. You will handle operational tasks, client communication, and wealth planning support, while maintaining risk controls. The role emphasizes relationship management, timely processing of requests, and adherence to compliance requirements within a fast-paced advisory environment. #J-18808-Ljbffr JPMorgan Chase & Co.
$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 seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi...SuggestedFull timeTemporary workWork at officeMonday to FridayFlexible hours- ...Wealth Management Client Associate Lynbrook, New York To proceed with your application, you must be at least 18 years of age. Acknowledge... ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
$31.2k - $90k
...Registered Client Service Associate Registered Client Service Associates provide exceptional service... ...support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis.... ...and/or other duties directed by local management Administrative Support Answering inbound...SuggestedTemporary workWork at officeLocal area$78.32k - $109.28k
...Licensed Client Service Associate The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty... ...other closely related teams. Responsibilities: Deliver wealth management services to clients with guidance from the Banker teams....SuggestedFull time$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... ...duties directed by local management Administrative Support:...SuggestedTemporary workWork at officeLocal area$26.5 - $42 per hour
...Wealth Management Client Associate 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 businesses of its...Hourly paySeasonal workWork at officeWork from homeShift workDay shift$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... .../or other duties directed by local management ADMINISTRATIVE SUPPORT: •...Full timeTemporary workWork at officeLocal area$55k - $90k
...Senior Registered Client Associate Join a Forbes Best-in-State advisor team in Jericho,... ...recognized, high-performing group at RBC Wealth Management. This role is perfect for... ...licenses, ready to deliver exceptional service in a fast-paced, collaborative environment...Flexible hours- ...Client Advisor Venus ET Fleur is a custom rose atelier that intersects the romantic... ...extraordinarily one of a kind, customer service experience. Essentially, you'll be helping... ...communicate with customers, peers, and management Telephone etiquette Ability to multi...Part timeLocal areaFlexible hoursRotating shift2 days per week
- ...we have an enthusiasm for helping our clients, taking care of our employees, building... ...and delivering extraordinary customer service while maintaining a strong commitment to... ...As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial...
- ...Customer Care Associate Are you passionate about creating memorable... ..., providing exceptional service, supporting lead conversion and... ...off (30+ hours per week) Wealth Benefits (30+ hours per week)... ...students, and parent outreach. Manage in-school customer requests,...Daily paidImmediate startFlexible hoursWeekend workWeekday work
$23.55 - $28.35 per hour
...while enhancing the customer service level and experience. This person... ...(s) to prepare and process client paperwork, perform client... ...client records and retention management within corporate requirements... ...Cetera include award-winning wealth management and advisory platforms...Hourly payFull timePart timeWork at officeFlexible hours$19.85 - $24.8 per hour
...School or Equivalent Travel Percentage None Category Customer Service Description Attention: This is not a fully remote role.... ...physicians need to grow thriving practices for the future. As a Management Services Organization (MSO), Spire provides the infrastructure...Hourly payFull timeWork at officeLocal areaMonday to FridayShift work$55k - $90k
...Jericho, NY, as a Senior Registered Client Associate and become an integral part of a nationally... ..., high-performing group at RBC Wealth Management. This role is perfect for experienced... ..., ready to deliver exceptional service in a fast-paced, collaborative environment...Full timeFlexible hours$84.2k - $120k
...k) / Retirement Plan Account Manager This is a hybrid opportunity... ...Company Retirement Plan Services seeks an experienced 401(k) /... ...Manager to lead a portfolio of clients. This role requires an understanding... ...services and financial & wealth solutions. With more than 30...Work at office1 day per week$17.5 - $18.9 per hour
...Responsibilities Always provide SMART customer service through the daily execution of Lowe’s... ...with the Merchandising Service team and Manager by communicating project priorities,... ...communication and partnership with MSM and red vest associates. Identify and communicate issues with...Hourly payFull timePart timeLocal areaFlexible hours- ...Uniondale, NY. The successful candidate will manage personal injury cases from inception to... ...achieving justice and compensation for clients. Duties Manage personal injury case files... ...abilities. Empathy and dedication to client service. Benefits Competitive salary with...
- ...will work under the Nassau Family Center Program to provide client centered services and assist families with children ages 5-18 that have been... ...documentation within required timeframes. Collaborate with Case Manager on shared client cases to ensure quality delivery of...Full timeTemporary workLocal areaFlexible hours
$25 - $28 per hour
...Job Description Description We're looking for a reliable, organized, and customer-focused Delivery Coordinator & Customer Service Representative to help ensure smooth daily operations and exceptional customer experiences. Responsibilities Coordinate and...Casual workWork at officeDay shift$19.75 per hour
...first impressions with our customers. From managing administrative processes, scheduling,... ...to be successful. View all our health, wealth and life offerings at What You'll Do... ...Manage incoming calls, e-mails and faxes for service issues, pricing, warranties, commercial,...Weekly payLocal area$17 - $22.55 per hour
...Branch Banking Client Consultant I Location: Hewlett, NY 11557 The Branch Banking Client... ...Consultant I delivers front-line client service and transactional support by welcoming... ...but not limited to introductions. Risk Management: Deliver timely and accurate daily financial...Local area$19.75 per hour
...first impressions with our customers. From managing administrative processes, scheduling,... ...to be successful. View all our health, wealth and life offerings at What You'll Do... ...Manage incoming calls, e-mails and faxes for service issues, pricing, warranties, commercial,...Weekly payLocal area$60k - $70k
...Overview When you’re an Orkin Service Manager, you’re quality control ensuring top-notch service from the industry leader with almost 125... ...work in the field independently and interact with our great clients We will consider for employment all qualified applicants in a...Local area$75k - $80k
...a small company growing quickly — and how we take care of our clients is central to everything we build. We're looking for someone who... ...private clients as they work through a project with us. That means managing inquiries, guiding clients through our collection and custom...$17 - $22.55 per hour
...Position Title Branch Banking Client Consultant I Location New Hyde Park,... ...with clients and providing exceptional service by greeting them as they enter one of our... ...including but not limited to referrals. Risk Management: Deliver timely and accurate daily...Local area- ...Customer Service Associate We're seeking a Customer Service Associate to join our team and deliver... ...with questions and recommendations Manage sales transactions while working assigned... ...variety of rewards to support your health, wealth, and mental well-being. In addition to...Contract workPart timeLocal area
$17.5 per hour
...Title : Customer Service Representative Location : Remote to Port Washington, NY... ...handles calls from new and existing business clients regarding a variety of requests in an... ...customer situations • Excellent time management skills - must be able to prioritize tasks...Weekly payPermanent employmentContract workTemporary workImmediate startRemote workShift work- ...Forest Hills NY The Sales and Service Associate is responsible to perform a dual role in... ...satisfied. Emphasis is placed on identifying clients’ needs and delivering tailored... ...will: Sales Work with branch manager and supervisor to attain or exceed individual...Full timeTemporary workPart timeSeasonal workImmediate startFlexible hoursNight shift
$17.5 - $20 per hour
...$20.00/hr Russell Tobin's client, an eyewear multinational corporation... ..., is hiring a Customer Service Representative in Port... ...Service Representative will manage inbound calls from new and existing... ...vendors. Seniority level Associate Employment type...Permanent employmentContract workTemporary workRemote workWork from home$19 - $21 per hour
...around the world. Drive Medical is a place where employees and management exist to enhance the quality of life of the people we touch.... ..., process orders, returns, and assist with all their customer service needs in US and Canada. Comply with all quality guidelines on...Hourly payLocal areaMonday to FridayFlexible hours
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