Wealth Management Client Associate
$90k - $115kLeeds Professional Resources
Base pay range $90,000.00/yr - $115,000.00/yr Exciting opportunity to join an established and growing financial services firm with significant operations in Aventura. This role will support a top‑producing team and have strong opportunities for career growth. Responsibilities Assist the team with all non‑sales related functions: Opening new accounts, ACATs, money movement, etc. Prepare meeting documents and other materials. Schedule meetings for team utilizing our group’s various applications. Respond to client questions regarding accounts, policies, and procedures. Review daily activity and reconcile current client activity, fund transfers and previous day’s activity to ensure accuracy. Process client paperwork (including communicating directly with clients to obtain all information needed). Assist with establishing online access for statements, confirms, proxy materials and other services. Attend compliance and continuing education training sessions as required by regulatory agencies and the firm. Various related duties. Requirements 3+ years of relevant experience. Seniority level Associate Employment type Full-time Job function Finance and Other Industries Investment Management Financial Services Banking Benefits Medical insurance Vision insurance 401(k) #J-18808-Ljbffr Leeds Professional Resources
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Client Associate in Florida, NY vacancy
- ...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
Bank of America
Florida, NY3 days ago - ...Fairygodboss is looking for a Client Associate at J.P. Morgan Advisors in Town of Florida, NY. In this pivotal role, you'll provide... ...Advisors and their clients while delivering personalized wealth management services to ultra-high net worth individuals. Ideal candidates...Suggested
Fairygodboss
Florida, NY4 days ago $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- 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...SuggestedFull timePart timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week
Threadneedle group
Florida, NY4 days ago - ## Registered Client Service Associate (Palm Beach Gardens, FL)Applylocations: Palm Beach Gardens, Florida - United Statestime type: Full timeposted... ..., in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with...Work experience placementWork at office
Fwainvest
Florida, NY1 day ago - ## Registered Client Service Associate- St. Petersburg, FLApplylocations: Saint Petersburg, Florida - United Statestime type: Full timeposted on... ..., in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with...Work experience placementWork at office
Raymond James Financial Services
Florida, NY1 day ago - 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 those...Full timePart timeSeasonal workLocal areaRelocation packageFlexible hoursShift work
- 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
$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 hoursJackson Lewis P.C.
Florida, NY3 days ago- The Children's Law Center of Central North Carolina is seeking a Managing Attorney to lead the Education Team, advocating for the civil rights of individuals with disabilities. This role involves both legal representation and team management. The ideal candidate will have...Remote job
- ...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
$225k - $375k
...Palm Beach | Hybrid Investment Funds Associate Attorney AmLaw 200 Opportunity Compensation... ...private fund sponsors, asset managers, family offices, and institutional investors... ...and sponsor-side transactions Direct client interaction and meaningful...Aligned Talent Acquisition
Florida, NY4 days ago$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 areaJobot
Florida, NY3 days ago$140k - $160k
...specialized law firm dedicated to providing a steady shoulder for clients and their families as they grow and as they age. We give... ...Mission We help people acquire, protect, and grow generational wealth so they can have freedom and peace of mind. We want clients to...Full timeWork at officeImmediate startWork from homeWizeHire
Florida, NY5 days ago- ...Join a well-established, client-focused law practice with a strong reputation for exceptional service. Build meaningful, long-term relationships... ...trust and estates experience with the ability to independently manage estate planning matters from initial consultation through final...Full time
Orion Placement
Florida, NY1 day ago - ...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
American Addiction Centers
Florida, NY5 days ago - ...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
Crawford Thomas Recruiting
Florida, NY2 days ago - ...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
SalesBountyHunter
Florida, NY3 days ago - ...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
Epic
Florida, NY3 days ago - Valeris is seeking a Nurse Advocate in the Town of Florida, NY. This position is crucial for guiding patients through their treatment processes and overcoming any barriers they encounter. The Nurse Advocate will be involved with patients from enrollment to therapy completion...Remote job
$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 startOrion Placement
Florida, NY4 days ago$140k - $160k
...individuals and families acquire, protect, and preserve generational wealth. The firm provides estate planning, probate, trust... ...integrity, compassion, communication, teamwork, and excellence. Our client is looking for aSenior Estate Planning Attorney that will serve...Temporary workWork at office- Job Description Junior Attorney Department: Community Association Reports to: Managing Attorney Location: Palm Beach Gardens FLSA Status: Exempt... ...modifying bylaws, declarations, contracts, and legal opinions. Client Advisor: Supporting community association boards with...Local area
$125k - $225k
General Liability Defense Associate | Fully Remote (Must Reside in Florida) | $125,000 to $225,000 Most GL defense ads bury the billable... ...when I ask why, the answer almost always comes back to the Managing Partner. She's the kind of leader people actually want to work...Remote work$225k - $375k
...Miami / Palm Beach | Hybrid Trusts & Estates Associate Attorney AmLaw 200 Opportunity... ...offices on sophisticated estate planning, wealth transfer, trust administration, and succession... ...Why This Opportunity Sophisticated private client and wealth planning practice Exposure to...Aligned Talent Acquisition
Florida, NY1 day ago- ...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
TopDog Law
Florida, NY3 days ago - DataAnnotation is seeking an experienced Entertainment Lawyer to train AI models. In this independent contractor role, you will evaluate the logic and outputs of AI chatbots while applying your legal expertise. The position is remote, allowing you to work on your schedule...Hourly payFor contractorsRemote work
DataAnnotation
Florida, NY1 day ago - ...opportunity to take over a thriving practice with an established client base and proven track record. Practice Overview Well-... ...Existing client relationships and referral network Proven case management systems and procedures in place Ideal Candidate Qualifications...Local area
GOLDMAN MONAGHAN THAKKAR & BETTIN P
Florida, NY2 days ago $80 per hour
A national legal services network is seeking a Florida-based Medical Malpractice Attorney to join their team. This position offers remote work for approximately 5+ hours per week, and candidates should have at least 5 years of experience in medical malpractice. The role...FreelanceRemote workThe Freelance Firm
Florida, NY1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Client Associate. Be the first to apply!
Related searches
- operations management specialist Florida, NY
- sales management training program Florida, NY
- management development program Florida, NY
- medical director utilization management Florida, NY
- management fast track program Florida, NY
- director global product management Florida, NY
- director of managed care Florida, NY
- director revenue management Florida, NY
- emergency management Florida, NY
- director quality management Florida, NY