Wealth Management Client Associate — Client Advocate
Bank of America ATM
Bank of America is seeking a motivated individual for a client service role within Merrill Wealth Management. This position emphasizes excellent service to clients while providing support to Financial Advisors in achieving their strategic objectives. The ideal candidate should possess strong relationships skills, a focus on results, and the ability to adapt to various technology platforms. A High School Diploma or equivalent is required. Join us in an environment that fosters career development and client advocacy. #J-18808-Ljbffr Bank of America
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Client Associate — Client Advocate in Clifton Park, NY vacancy
- Overview 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
- Bank of America is seeking a team member for Merrill Wealth Management to provide client service support to Financial Advisors. This role is critical in ensuring operational excellence and fostering client relationships. The successful candidate will have a strong client...Suggested
$60k - $85k
...around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a... ...large employers. Since 1993 we have connected employees of our clients to over $4.5 billion of income protection. We have also...SuggestedFull timeRemote workMonday to Friday3 days per week- A forward-thinking fund administrator is seeking a Client Service Associate to support exceptional services and build lasting investor relationships. This position involves data management, communication with clients, and collaboration with internal teams. A Bachelor's...SuggestedWork at officeTrial period
- ...As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer... ...projects on time. work with internal and external Project Managers to keep all deliverables moving down the pipeline on time....Suggested
TradeJobsWorkforce
Alplaus, NY3 days ago - Upstate Veterinary Specialties in the Town of Colonie is seeking a passionate Client Advocate to support pet owners during crucial moments. The ideal candidate will possess strong communication skills, empathy, and experience in client-facing roles. This full-time position...Full time
- Are you passionate about client care and thrive in fast-paced, high-touch environments where communication and compassion make all the... ...hospital in New York’s Capital District, as a Client Advocate and play a key role in supporting both pet owners and clinical...RelocationShift work
- Client Service Associate- GP Fund Solutions As an Client Service Associate GPFS, you’ll play a key role in delivering exceptional services and... ...clarify requests, and provide timely status updates. Upload and manage documents, as well as create campaigns within industry-...Work at officeTrial period
- Lifeplan-Cco-Ny is seeking a Care Manager located in New York to provide vital services within Care Management programs for people with... ...developing and monitoring a person-centered Life Plan, advocating for members to access necessary services, and ensuring compliance...Work at officeWork from homeFlexible hours
$21 - $25 per hour
...+ health, growth, and wealth work perks to help teammates... ...plan. The CHW-Patient Advocate will work as an... ...the guidance of RN Care Manager and act as an advocate... ...interactions with clients. Ability to travel... ...behavioral health needs. Associates degree or higher from...Hourly payRemote workSomatus
Schenectady, NY3 days ago- ...oversight for family offices, nonprofits, and SMBs. Our team supports clients through bookkeeping, compliance, and reporting—powered by... ...Contribute to preparation of financial statements and management reports Qualifications: ~ Bachelor’s in Accounting or...Internship
- ...family offices, nonprofits, and SMBs. Our team supports clients through bookkeeping, compliance, and reportingpowered by... ...and a people-first culture. Overview: As a Senior Associate at OASIS, youll manage daily accounting operations across client engagements, working...
$23.75 - $26.07 per hour
Care Design New York is seeking a Care Manager in Town of Colonie to help individuals with intellectual and developmental disabilities achieve their goals. This hybrid role requires home visits, office meetings, and work from home. Competitive salary between $23.75 and...Hourly payWork at officeWork from home- ...Search is looking for a dedicated Trusts and Estates Attorney in Schenectady, NY. This role involves managing various trusts and estate matters while providing client advocacy and counsel. The ideal candidate holds a Juris Doctor (JD) degree and an active license to practice...
$42.5k - $45k
...FAMILY PEER ADVOCATE Mission: St. Anne Institute is a human service agency whose mission is to partner with individuals and families... ...for supplying advocacy and outreach services for the clients and families of St. Anne Institute while exuding cultural competency...St. Anne Institute
Troy, NY1 day ago$18.23 - $24.07 per hour
...Full-time Description Certified Recovery Peer Advocate, Outpatient Conifer Park's is looking for a Certified... ...join our Inpatient team in Glenville, NY. The CRPA will meet with clients who have been identified to provide support to their individual...Full timeConifer Park
Schenectady, NY1 day ago$16.24 - $24.11 per hour
...consider applying for our HIV Peer Advocate position. WHAT DO WE OFFER?... ...: ï‚· Assist identified clients in evaluating barriers to... ...referrals to care management and other services as needed... ...status, known relationship or association with any member of a protected...Hourly payLocal areaFlexible hoursEllis Medicine
Schenectady, NY2 days ago$20 - $25 per hour
A local nonprofit organization in Schenectady is seeking a full-time Case Manager to assist homeless individuals in crisis and navigate complex care systems. The ideal candidate will have a Bachelor's degree in human services and 3-5 years of case management experience....Full timeLocal area$22.75 per hour
...will lead the café team and develop customer engagement strategies while ensuring a welcoming environment. Responsibilities include managing inventory, training staff, and maintaining high service standards. Applicants should be proactive, reliable, and enjoy a fast-...Hourly pay- ...incentive trips (including international trips to destinations like Europe, South America, Asia and more!) Potential for growth into a management position Education Travel and Culture (ETC) is a non-profit [501(c)(3)] educational exchange organization. We find loving host...Extra incomePart timeFor contractorsLocal areaImmediate startWork from homeFlexible hours
Education, Travel & Culture
Clifton Park, NY1 day ago - Burnt Hills-Ballston Lake Central School District is seeking a dependable individual for the Full‑Time School Security Monitor position at BHBL High School. This role is pivotal in maintaining a safe and secure environment for students, staff, and visitors throughout the...Full time
$68.9k - $115.2k
A state agency managing electricity is seeking a full-time Stakeholder Services Representative in Rensselaer, NY. The representative will serve as the primary contact for market participants, managing inquiries and providing support. Candidates should possess a Bachelor...Full time- ...LLC in Town of Colonie, NY, is seeking a Care Manager to conduct assessments, develop care plans, and advocate for clients' healthcare needs. The role requires... ...accurate documentation. Applicants should have an Associate's Degree in a related field and 1-2 years of...
- Conifer Park is seeking a Certified Recovery Peer Advocate to join their outpatient team in Schenectady, NY. This role involves meeting clients to support their individual recovery plans, utilizing skills and professional training to foster engagement in treatment. The...
- Conifer Park Inc is seeking a Certified Recovery Peer Advocate (CRPA) to join its outpatient team in Schenectady, NY. The role involves meeting clients to support their recovery plans and engaging them in treatment. A high school diploma or GED and a CRPA certificate are...
$92.3k - $153.9k
The New York Independent System Operator (NYISO) manages the efficient flow of electricity on more than 11,000 circuit-miles of high-voltage... ..., interpretations, and recommendations to internal NYISO clients regarding NYISO policies, federal and state statutes, court and...Full timeRemote workNight shiftWeekend work$9.7 per hour
This job is only available to students who qualify for Work-Study. If you are unsure whether you have been awarded Work-Study, please contact the Financial Aid office at ****@*****.***. Creates dialogue-based and educational programming for members of the campus...Work at officeNight shiftWeekend workUnion College
Schenectady, NY3 days ago$17 per hour
...Advocate Job Category: Frontline Direct Service Requisition Number: ADVOC002906 Posted: February 20, 2026 Part-Time Rate: $17 USD per hour Location: Schenectady, NY 12305, USA Travel Required: Yes Job Details Status: Part Time Hourly FLSA Classification...Hourly payWeekly payPart timeWork at officeFlexible hoursAfternoon shiftYouth Advocate Programs
Schenectady, NY17 hours ago$18 - $19 per hour
...The Family Peer Advocate provides an array of formal and informal activities and support to families caring for/ raising a child who is experiencing social, emotional, medical, developmental, substance use, and/or behavioral challenges in their home, school, placement...Full timeLocal areaFlexible hoursVanderheyden Hall
Troy, NY2 days ago$18 - $22 per hour
...District School 12 is seeking a Family Advocate that will: Be responsible for developing... ...High School Diploma/GED required ~ Associates/bachelor's degree in human services or... ...preferred ~1+ years of case management experience ~ Knowledge of community resources...Casual workVisa sponsorshipMonday to FridayFlexible hoursCommission on Economic Opportunity
Troy, NY4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Client Associate — Client Advocate. Be the first to apply!
Related searches
- housing advocate Clifton Park, NY
- asset management intern Clifton Park, NY
- management team Clifton Park, NY
- management development program Clifton Park, NY
- test data management Clifton Park, NY
- care management associate Clifton Park, NY
- events management graduate Clifton Park, NY
- quality management nurse Clifton Park, NY
- provider data management Clifton Park, NY
- asset management Clifton Park, NY