Wealth Management Client Experience Associate
Morgan-Stanley
Morgan Stanley seeks a Registered Client Service Associate to enhance client relationships, onboard accounts, and process requests with accuracy in New York. You will collaborate with Financial Advisors to deliver comprehensive services and guidance using firm policies and digital tools. Ideal candidates hold required licenses (Series 7/66 or 63/65), strong communication, and proficiency in MS Office, with a client-first mindset in a fast-paced environment. #J-18808-Ljbffr Morgan-Stanley
- ...Wealth Management Client Associate Smithtown, New York To proceed with your application, you must be at least 18 years of age. Acknowledge... ...team represents an array of different skills and experiences that individuals bring from all backgrounds and careers...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
$25 - $44 per hour
...Merrill Wealth Management Job Opportunity Merrill Wealth Management is a leading provider... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they... ...represents an array of different skills and experiences that individuals bring from all...SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shift- ...with a rich history supporting clients with thoughtful financial... ...personal service. We currently manage over $400M in assets and work... ...Thursdays. The Client Service Associate plays a key role in... ...friendly, responsive client experience. Process client service requests...SuggestedFull timeWork at officeRemote work
- Bank of America is seeking a client service support professional for Merrill Wealth Management to assist multiple Financial Advisors. The role focuses on delivering exceptional client service, educating clients on bank offerings, and aligning practices with policies to...Suggested
$35k - $90k
POSITION SUMMARYRegistered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered... ...in firm initiatives directed by local management• Regularly seek opportunities to use firm...SuggestedTemporary workWork at officeLocal area- ...Merrill Wealth Management is a leading provider of comprehensive wealth management and... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision... ...an array of different skills and experiences that individuals bring from all backgrounds...Seasonal workWork at officeWork from homeShift workDay shift
$95k - $115k
...Client Service Associate, Wealth Management & Life Insurance Support Location: Melville, NY | In-office Schedule: Full-time | Monday to Friday,... ...Compensation: $95,000 to $115,000 base salary, depending on experience | Bonus potential | Profit-sharing eligibility...Full timeSummer workCasual workWork at officeWork from homeMonday to FridayShift work$95k - $115k
...Client Service Associate, Wealth Management & Life Insurance Support Location: Melville, NY | In-office Schedule: Full-time | Monday to Friday... ...Compensation: $95,000 to $115,000 base salary, depending on experience | Bonus potential | Profit-sharing eligibility...Full timeSummer workCasual workWork at officeWork from homeMonday to FridayShift work- ...Merrill Wealth Management is a leading provider of comprehensive wealth management and... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision... ...an array of different skills and experiences that individuals bring from all backgrounds...TraineeshipWork experience placementWork at officeLocal areaImmediate startShift workDay shift
$16 - $40.87 per hour
Client Service Associates provide exceptional service to our clients and support... ...Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on... ...with FAs/PWAs/teams as needed)Managing the calendar including... ...direction of the FA/PWAEDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:High...Hourly payTemporary workWork at officeLocal area$165k - $275k
Morgan Stanley Wealth Management seeks an Executive Director level attorney to support its Alternative... ...term sheets, agreements).> Negotiating client account documentation related to... ...maintenance and other matters as appropriate.Experience/Qualifications> J.D. required.> A...Temporary work$120k - $150k
...Job Description Job Description Managing Attorney – Personal Injury / Medical Malpractice... ...overall performance, case strategy, and client outcomes. This is a full-time, in-office... ...State, in good standing Significant experience litigating personal injury and/or...Full timeWork at officeMonday to Friday$25 per hour
...Job Description Job Description Client Experience Associate Appliance World · Huntington, NY Full-time (Non-Exempt) On-site $25/... ...Behind the scenes Ship accessories via USPS and UPS, manage tracking, and collaborate with internal teams to keep things...Hourly payFull timeWork at officeWeekend work1 day per week$81.13k - $164.57k
...diverse team helping high-profile clients understand, analyze, and... ...Client Group (GEPC) Senior Associate to join our Business Tax... ...processOversee and support the management of day-to-day services provided... ...high level customer experience, and ensuring pre-established...Work at officeLocal areaRelocationRelocation package- Safelite in New York is seeking a Customer Advocate. You will greet customers in shop, manage administrative processes, scheduling, work orders and invoicing, delivering a memorable experience with every interaction. You will handle inbound calls and emails, verify insurance...
$17.5 per hour
...located in MELVILLE is seeking a Spa Associate specializing in front desk sales... ...for rapid promotions, including management roles, based on performance .... ...sales goals - commission experience helpful but not necessary. Build client and member relationships to educate...Hourly payFull timeRelocationFlexible hoursShift workDay shiftAfternoon shift- ...This position requires a Bachelor's degree and a JD from an accredited law school, along with a minimum of three years' attorney experience in New York. The role offers a competitive compensation package, including eligible bonuses, paid time off, and benefits like 401...Contract workBank staff
- ...Liability Attorney to join their Westchester County team. The ideal candidate will have 15+ years of litigation experience. In this position, the attorney will manage their own case files. Trial experience is welcome but not required. This position can be hybrid...Full timeWork at officeRemote work2 days per week3 days per week
$100k - $150k
...to data networks, and energy management. With over 115 years of... ...position will report to the Associate General Counsel and will be... ...with internal and external clients Understanding of the company... ...Mandarin is a plus Education & Experience ~ Must be a graduate of an...Contract work$215k - $262.5k
...that are engaged and stable, and share our clients' goals to emphasize belonging and... ...Employment Law and Labor Law on behalf of Management, in the U.S. News - Best Lawyers® "Best... ...excellent academic credentials ~5+ years of experience, employment law background strongly...Full timeContract workWork at officeFlexible hours$118k - $150k
...years of service, is seeking an Associate Attorney for its Melville,... ...years of civil litigation experience who wants early... ...exposure cases for Fortune 500 clients in a collaborative and supportive... ...not expected to independently manage cases from inception through...Full timeLocal area$19.75 per hour
...with our customers. From managing administrative... ...delivers a memorable experience during every interaction... ...View all our health, wealth and life offerings at... ...- $30.00 -- Internal Associates: Already a member of the... ...5 insurance and fleet clients. All of this is supported...Weekly payLocal area- Walgreens in Sayville, NY seeks team members to deliver a exceptional customer experience at the checkout and across the store. You will assist customers with purchases, help locate products, and ensure quick, friendly service in a fast-paced environment. Responsibilities...Flexible hoursWeekend workAfternoon shift
- ...expert product knowledge to achieve sales goals. You will manage shipping, alterations, and client requests, while maintaining store presentation and... ...trends, with a commitment to equal opportunity and a positive customer experience. #J-18808-Ljbffr Michael Kors Stores LLC
- Heatherwood in-house legal team is seeking a high-impact Corporate Counsel & Litigation Manager to lead landlord-tenant litigation operations across a multifamily portfolio in New York. This role combines courtroom work with legal operations, workflow engineering, and data...
- Our client is a well-established law firm seeking an experienced... ...advance directivesCounsel client’s wealth transfer strategies,... ...eligibility for admission)3+ years of experience practicing in trust and... ...communication skillsAbility to manage multiple matters and...Full timeWork at office
$135k - $165k
Job description: Manage a caseload of defense litigation matters from... ...and provide legal analysis to clients and firm leadership.Collaborate with partners, associates, experts, and support staff to... ...3+ years of defense litigation experience preferred.Strong legal writing,...- ...Bay Shore, NY to bring the brand to life in-store. You’ll greet guests, share product knowledge, and deliver an amazing shopping experience every day. You’ll represent AE and Aerie, educate customers on products, promote loyalty programs, and flex across salesfloor, cash...Part timeFlexible hoursAfternoon shift
$33.67k
...transportation, and turning over units for new clients as clients are periodically discharged... ...diploma or equivalent required. Prior experience in Human Services or related field... ...regulations. Excellent organizational and time-management skills required. Strong interpersonal...Full timeTemporary workRelocation packageFlexible hours$100k - $171k
...impacting our business. As an Associate Attorney at Liberty Mutual,... ...moderate supervision, you will manage cases from inception through... ...knowledge, research skills, and client relationship capabilities in... ...of factors including skills, experience, education, certifications...Full timeLocal areaRemote workFlexible hours
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