Wealth Management Client Success Associate
Bank of America ATM
Bank of America is seeking a client service support representative in Smithtown, NY, responsible for aiding multiple Financial Advisors (FAs) and delivering excellent client service. This role supports strategic objectives while customizing solutions to client needs and ensuring compliance with bank policies. The ideal candidate will demonstrate strong client-centric behaviors, possess relevant industry knowledge, and strong computer skills. The position includes opportunities for performance-based awards and comprehensive benefits. #J-18808-Ljbffr Bank of America
$25 - $44 per hour
...Wealth Management Client Associate Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and... ...of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits...SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shift- ...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals... .... Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
$80k - $95k
...Client Service Associate, Insurance & Wealth Management Support Location: Melville, NY | In Office Schedule: Full-time | Monday to Friday in the office, with occasional work-from-home flexibility Compensation: $80,000 to $95,000 base salary, depending on experience...SuggestedFull timeSummer workCasual workWork at officeWork from homeMonday to FridayShift work$35k - $85k
...SUMMARYClient Service Associates provide exceptional service to our clients and support Financial Advisor... ...(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/... ...client first mindset, a successful candidate for this role... ...FAs/PWAs/teams as needed)Managing the calendar including...SuggestedTemporary workWork at officeLocal area$110k - $140k
We are looking for an Associate/Assistant Vice President to support the Global Insurance team. This hire will enhance and support the team's client growth and relationship management efforts by partnering with the Global Head of Insurance and broader team, to help manage...SuggestedLocal areaFlexible hours$110k - $140k
First Eagle Investment Management, LLC is seeking an Associate/Assistant Vice President for its Global Insurance team in Town of Islip, NY. This role will enhance client growth and support insurance business development through excellent client service and relationship...Flexible hours$75k - $90k
...Registered Private Client Associate Janney is an award-winning full-service financial services... ...you will play an integral role in the success of the Janney branch. You will assist... ...to support efficient and effective time management; Able to assist FAs in organizing and implementing...Full timeWork at officeImmediate startWork from homeHome office- ...The Organization: The Wealth Alliance is a rapidly growing... ...accountants, investment management analysts, and a top-tier team... ...Position: We’re seeking a Client Service Associate to join our growing wealth... ...management. The successful candidate must be self-motivated...Work at office
$34.32k - $90k
...Position Summary Registered Client Service Associates provide exceptional... ...Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on... ...a client first mindset, a successful candidate for this role will... ...duties directed by local management Administrative Support Answering...Temporary workWork at officeLocal area$120k - $205k
...DescriptionMorgan Stanley Investment Management (MSIM), together with its... ...solutions to a diverse client base, which includes governments... ...'s other divisions, such as wealth management and institutional... ...derivative transactions, and associated legal agreements and regulatory...Temporary workWork experience placementWork at officeWorldwide$185k - $200k
...owners, affluent and sudden wealth families on Long Island. As a multi-family office, Strata manages an elite team of advisors who... ...protect, manage, and grow our clients' assets and drive their most... ...compensation issues, and business succession General tax planning for...Work at office$31.2k - $90k
...Position Summary Registered Client Service Associates provide exceptional service to clients and support... ...Financial Advisor(s) (FAs)/Private Wealth Advisor(s) (PWAs)/teams on a daily... ...and/or other duties directed by local management. Administrative Support Answer inbound...Temporary workWork at officeLocal area$150k - $165k
...The Liberty Mutual Foundation is seeking a Staff Attorney II to manage civil litigation matters remotely in New York. You will represent the organization and clients in legal disputes, requiring strong litigation management, negotiation skills, and comprehensive understanding...Remote workFlexible hours- Morgan Stanley is seeking a legal professional to join its Investment Management team in New York or Boston. The role involves providing legal support across various investment strategies, including separate accounts and funds. Candidates should hold a J.D. and possess...Contract work
- ...Summary The Client Service Associate reports to the Financial Advisor and is critical to appropriately... ...and post-meeting documentation Manage client needs regarding processing, service... ...adheres to compliance standards Successfully partner with Broker Dealer for new...Full timeCasual workWork at officeRemote workFlexible hours
$22.5 per hour
Astera Cancer Care seeks a CNA/Medical Assistant for their Chronic Care Management team in Bohemia, NY. This role involves introducing the CCM program to patients, advocating for their health needs, and documenting in the EMR system. The ideal candidate will have a High...Hourly pay$24.75 - $26.35 per hour
...Care Design New York is seeking a Care Manager to assist individuals with intellectual and developmental disabilities. The role involves... ...implementing, and monitoring tailored Life Plans for members. Successful candidates will have a relevant degree or RN license, and...Hourly pay- ...Join Our Team! We are seeking a dedicated and detail-oriented Case Manager to support residents’ quality of life through effective care coordination and advocacy. This role works closely with residents, families, staff, and external providers to ensure care plans are person...Full timeWork at office
- ...WellLife Network is seeking a Care Coordinator in Smithtown, NY, to facilitate support for clients with chronic conditions and enhance their overall health. Responsibilities include conducting outreach, maintaining client contact, and collaborating with community services...
$17 per hour
...Client Service 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 team as...Hourly payLocal areaFlexible hours- ...Advance Care Alliance New York seeks a Care Manager responsible for delivering person-centered care management services for individuals with intellectual and developmental disabilities. This role requires developing and monitoring personalized Life Plans and advocating...Work at office
$160k
...planning, settlement leverage, and high‑stakes judgment calls Manage a team of associates, paralegals, and support professionals in a modern,... ...decisions, trial planning, settlement leverage, and high‑stakes client judgment calls Handle hearings, conferences, oral...Full timeWork at office$25 per hour
...Job Description Job Description Client Experience Associate Appliance World · Huntington, NY... ...Ship accessories via USPS and UPS, manage tracking, and collaborate with internal... ...directly in the company's financial success. This isn't a bonus program. It's actual...Hourly payFull timeWork at officeWeekend work1 day per week$90k - $160k
...volume Work directly with experienced litigators from day one — associates are trusted with real responsibility, not file maintenance... ...Leverage AI-assisted research tools and cloud-based case management systems to sharpen analysis, accelerate workflow, and strengthen...Full timeWork at office$47k - $50k
...Phoenix House , you will guide and help clients make better decisions, continuing care... ...Judgment Relationship Management Emotional Intelligence Empathy... ...those that must be met by an employee to successfully perform the essential duties and responsibilities...Full timeWork at officeRemote work- ...Liberty Mutual Insurance is seeking a remote Attorney in New York to manage moderately complex civil litigation cases. The role encompasses... ...of responsibilities, including legal research, compliance, client advisory, and strategic development of legal strategies. Qualified...Remote workFlexible hours
$135k
...Job description: Providing legal advice to its clients, helping them navigate the complexities of estate planning, and ensuring the protection and management of their assets Provide comprehensive and expert legal advice on elder law, estate planning, and administration...Full timeWork at office$120.75k - $150.75k
...Employee Type Regular Full Time Required Degree Doctorate Manage Others Yes Join Our Team For over 70 years, Teachers Federal Credit Union has been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Recognized by Forbes...Full timeContract workPart timeImmediate start$125k - $221k
...proactive Attorney to independently manage moderately complex civil... ...utilization, and strong client relationship skills. The Attorney... ..., and mitigate legal risks associated with cases in collaboration with... .... Minimum of 5 years of successful trial attorney experience, preferably...Full timeLocal areaRemote workFlexible hours$83.72k - $96.28k
...Government officials, trial attorneys and staff, client agency staff, and opposing counsel.... ...establishes processes for tracking and managing case files, exhibits, and other case-specific... ...conditions of employment. Our long-term success depends upon our ability to attract,...Full timeContract workTemporary workWork at officeLocal areaRemote work
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