Wealth Management Client Associate — Client Services & Solutions
Bank of America Corporation
Bank of America’s Merrill Wealth Management team is seeking a client service professional to support multiple Financial Advisors. You will educate clients on the bank’s services, ensure timely materials, and help deepen relationships with a client-first mindset. You will cover day-to-day team activities, assist in maintaining risk controls, and adapt to evolving responsibilities in a fast-paced, client-focused environment. Strong communication and adaptability are essential. #J-18808-Ljbffr Bank of America Corporation
- ...Merrill Wealth Management Client Service SupportMerrill Wealth Management is a leading provider of comprehensive... ...and Wealth Management Client Associates help clients pursue the life they envision... ...FA's business, while customizing solutions based on their specific needs. Job...SuggestedSeasonal workWork at officeWork from homeDay shift
- ...Job Description Merrill Wealth Management is a leading provider of... ...and investment products and services for individuals, companies... ...and Wealth Management Client Associates help clients pursue the life... ...business, while customizing solutions based on their specific...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
$25 - $44 per hour
...Job Description: Merrill Wealth Management is a leading provider of... ...and investment products and services for individuals, companies... ...and Wealth Management Client Associates help clients pursue the life... ...business, while customizing solutions based on their specific...SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shift- Job Description Merrill Wealth Management is a leading provider of comprehensive... ...investment products and services for individuals, companies... ...and Wealth Management Client Associates help clients pursue the... ..., while customizing solutions based on their specific needs...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- About the JobFounded in 1981, MJP Wealth Advisors is an independent, SEC registered... ...through comprehensive wealth management, personalized financial planning, and... ...is seeking a detail-oriented, client-focused Client Service Associate to join our team in Westport, CT. In...Suggested
$50k - $65k
...JOB TITLE: Operations & Client Service AssociateLOCATION:... ...Operations & Client Service Associate serves as a key member... ...incoming phone calls.Manage incoming and outgoing... ...to develop practical solutions.· Demonstrates... ...services, insurance, wealth management, or a related...Work at officeFlexible hours- Bank of America is seeking a Client Service Associate for Merrill Wealth Management in Fairfield, CT. The role supports multiple Financial Advisors, delivering client service, education on offerings, and timely, accurate materials to meet requests. Responsibilities include...
$70k - $90k
...Client Service AssociateRobertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa... ...as primary liaison with Salesforce and associated CRM activities, including mail list management.Provide...- ...Responsibilities Are you truly service oriented? Do you know how... ...looking for a Registered Client Associate to: keep management systems up to date with... ...leading and truly global wealth manager and the leading... ...asset management solutions and focused investment banking...Full timeFlexible hours
- .... Our team provides educational solutions for adolescents and children through... ...Freudigman & Billings seeks a Client Engagement Associate to join our Client Services team. The Client Engagement... ...strong judgment, and the ability to manage complex details with accuracy...Full timeSeasonal workWork at officeLocal areaMonday to Friday
$55k - $90k
What is the opportunity? Full Time Wealth Management Westport, CT 14 Oct 2026 Embrace RBC... ...serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become... ...people, organizational, and client service skills Attention to detail coupled...Full timeFlexible hours- UBS is seeking a Registered Client Associate to support a team of Financial Advisors in Westport, CT. You will maintain client records, prepare... ...for meetings, and assist with opening new accounts and service requests. The role requires Series 7 and 66 licenses, 3-5 years...
$17.5 - $18.5 per hour
...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 look no further and apply today! Join our...Hourly payExtra incomeFull timePart timeLocal areaFlexible hoursShift work- ...Full Time Management Alabama, AL, US Arkansas, AR, US Connecticut, CT, US Delaware, DE, US Florida, FL, US Georgia... ...skills. Demonstrated dedication to a high level of client service, sound business and legal judgment and ability to determine priorities...Full timeTemporary workLocal areaRemote work
- ...Investments LLC is an investment management company, the cornerstone... ..., insights, and compliance services that are configured to meet... ...state-of-the-art financing solutions at scale. Our people are the... ...when they’re “at work”. As an Associate Attorney , you will provide...Contract workWork at office
- Vesta Management is seeking an experienced Resident Services Coordinator for Laurelwood Place Apartments & Sycamore Place Apartments in Bridgeport, CT. The RSC will empower residents through education, vocational opportunities, and access to services, reporting to the...Local area
$63k - $65k
...equity-backed energy management outsourcing company that... ...energy saving solutions for our customers. Celebrating... ..., ensuring that client needs are heard, understood... ...the onboarding and service lifecycle. Job Responsibilities... ...metric reporting. Associate degree preferred, High...Work at office- ...collaboration, innovation, client service, and mutual respect. We are... ...to our Medical Malpractice Associate Attorney position reporting... ...Key Responsibilities: Manage a diverse caseload, focused... ...expectations, and offering proactive solutions. Draft and review...Work at officeFlexible hours
$140k - $175k
...Company Description: At AtmosAir Solutions, we help air make an impact.... ...agreements (e.g., Master Service Agreements, vendor contracts,... ...commercial contracts directly with client and vendor legal teams to... ...Resolution: Evaluate and manage early-stage business disputes...Full timeContract workWork at officeImmediate start- ...seeks a qualified caseload supervisor to provide Rapid Rehousing case management to clients affected by gun and gang violence and homelessness. The role involves directing staff, coordinating services, assessing safety and housing needs, and linking to community...
$120k - $160k
...respected litigation team where associates are trusted with substantive... ...firm dedicated to helping clients resolve complex legal challenges... ...on exceptional client service, lean staffing, and a collaborative... ...experienced attorneys while managing substantive case responsibilities...Full timeWork at office- A healthcare organization in Connecticut is seeking a Registered Nurse to join their patient-centered care team. The RN will provide high-quality patient care, develop care plans, and work collaboratively within the healthcare team. Applicants must be licensed and registered...
$110k - $125k
...Responsibilities: What You’ll Do Manage your own caseload Assist with pre-arrest... ...consistent and professional communication with clients using firm systems (email, SMS, written... ...with their choice of attorney. Client service and support staff are dedicated to making...Permanent employmentFull timeFlexible hoursShift workWeekend work- ...conversions and build strong customer relationships in a fast-paced retail setting. You will use energetic scripts, deliver excellent service, and help turn objections into leads while maintaining a professional appearance and following the Cellairis dress code. The ideal...
- ...Description On top of day-to-day case load, the Managing Attorney is also responsible for the... ..., help in the success of its legal services and longevity of the law firm. Responsibilities... ...office manager. · Represent the client at hearings, trials, mediations,...Work at office
- ...talking to people who already raised a hand. Remote financial-services role: structured days, warm-lead conversations, coaching while... ...• On-time follow-up • Clean video presence • Fast learning on tools • Respect for the client Apply now. Zoom interview....Remote jobWork at officeWork from home
$30 - $40 per hour
...behind the meter. We offer smart grid solutions across multiple levels: intelligent connected... ...devices, communications networks, data management, enterprise applications and analytics.... ...a Corporate Counsel – Mid-Level Associate to join our legal team and provide critical...Full timeContract workPart timeWork at officeRemote workFlexible hours$52k - $80k
...Hands-on proficiency with Legal Memoranda, ideally paired with Intellectual Property Law Demonstrated calm when a Bridgeport, CT client changes scope mid-stream The kind of curiosity that reads the docs before asking Working knowledge of Real Estate Law...FreelanceRelocation$53k - $73k
Let's skip the buzzwords: Retail Systems Corp wants a people-first Criminal Defense Attorney in Bridgeport, CT who delivers, learns fast, and treats Notary Public as a craft. This Criminal Defense Attorney opening rewards 1 years with more than $53,000 - $73,000 — it offers...InternshipWork at office$74k - $96k
...Delegation to solve day-to-day operational challenges What You'll Bring Demonstrated knack for making the playfully-serious feel manageable A growth mindset and openness to constructive feedback Meticulous attention to detail across every deliverable Comfort owning general...InternshipWork at office
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