Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Management Client Advocate

Bank of America ATM

Merrill Wealth Management is seeking a client service support professional to act as the primary contact for Financial Advisors and their clients, addressing service needs with care and accuracy. You will educate clients on our banking offerings, ensure timely, complete materials, and assist in maintaining strong client relationships while supporting enterprise objectives and risk controls. #J-18808-Ljbffr Bank of America

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Client Advocate in White Plains, NY vacancy
  •  ...Wealth Management Client Associate White Plains, New York To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying for any... 
    Suggested
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    White Plains, NY
    5 days ago
  • $25 - $44 per hour

     ...Merrill Wealth Management Job Opportunity Merrill Wealth Management is a leading provider of comprehensive wealth management and investment...  .... Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through... 
    Suggested
    Hourly pay
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    White Plains, NY
    4 days ago
  • $25 - $44 per hour

    About the Role Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services. This position is responsible for providing client service support to one or more Financial Advisors (FAs). You will act as the primary... 
    Suggested
    Hourly pay
    Seasonal work
    Shift work
    Day shift

    Bank of America

    White Plains, NY
    2 days ago
  • $65k - $75k

     ...once while ensuring accuracy and consistent completion? Do want to begin a career in the dynamic wealth management industry? Founded in 2010, Altium believes that our clients wealth decisions are often compelled by a higher sense of purpose. Our mission far exceeds... 
    Suggested
    Permanent employment
    Work at office
    Local area
    Monday to Friday

    Hightower Advisors

    Purchase, NY
    1 day ago
  •  ...Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for...  ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through... 
    Suggested
    Internship
    Work at office
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Ossining, NY
    2 days ago
  •  ...Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for...  ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Dormont Manufacturing Company

    Ossining, NY
    10 hours ago
  • Bank of America Merrill Wealth Management is seeking a Registered Wealth Management Client Associate to deliver sales support and client servicing for affluent clients. You will onboard, maintain, and collaborate with Financial Advisors to provide a seamless banking and... 

    Bank of America

    Ossining, NY
    2 days ago
  • $85k - $110k

    Client Services / Operations Associate - Boutique Wealth Manager in Westchester County, NY Our client, a boutique wealth manager in Westchester County, is looking to add a Client Services/Operations Associate to their growing team. This person will play a key role in supporting... 

    Daley And Associates, LLC

    White Plains, NY
    2 days ago
  • Citi Rye, NY is hiring a Registered Client Service Associate to deliver wealth management services to clients under banker guidance. You will assess risk, ensure regulatory and policy compliance, and support control reporting while engaging with clients and cross-functional... 

    Citibank (Switzerland) AG

    Rye, NY
    1 day ago
  • Citi in Rye, New York is seeking a Licensed Client Service Associate to deliver wealth management services under guidance from Banker teams, leveraging data analysis skills and regulatory awareness. The role emphasizes risk-aware decision making, client-facing communication... 

    Citi

    Rye, NY
    4 days ago
  • $45k - $110k

     ...Rockefeller Capital Management seeks a motivated Client Associate for their Stamford, CT office. The role involves working directly with high-net-worth clients, managing operational aspects of client accounts, and coordinating with team members. Qualified candidates have... 
    Work at office

    Rockefeller Financial

    Stamford, CT
    3 days ago
  • $43.8k - $65.5k

     ...Stifel strives for a culture that puts its clients and associates first: a culture where...  ...of the FA(s) or escalated to the Branch Manager; including suspicious client and/or employee...  ...thinking like a start-up. We are a global wealth management and investment banking firm... 
    Work at office
    Immediate start
    Flexible hours

    Stifel

    White Plains, NY
    10 hours ago
  • Citigroup Inc. in the United States is seeking a Licensed Client Service Associate. This developing professional role blends in-depth specialty knowledge with solid industry standards, showing how the team and area collaborate to achieve subfunction objectives. It applies... 

    Citigroup Inc.

    Rye, NY
    2 days ago
  •  ...a Portfolio Associate to support Financial Advisor teams and clients, handling routine client inquiries, transfers, and account updates...  ...and adherence to regulatory requirements within a fast-paced wealth-management environment. Candidates should have a college degree,... 

    Morgan Stanley

    Purchase, NY
    4 days ago
  • Hightower Advisors, based in Chicago with advisors across the U.S., is seeking a Client Service professional to join the team in Purchase, NY. This in-office role supports advisors and clients, coordinating meetings, maintaining client data, and handling service requests... 

    Hightower Advisors

    Purchase, NY
    1 day ago
  •  ...Our client, a dedicated and skilled Associate Attorney to join our dynamic legal team. Our firm is seeking an Associate Attorney focused...  ...solely on Landlord-Tenant matters, representing landlord and management company in the Bronx and Westchester. Job duties include but... 
    Work at office

    Wegman Partners

    White Plains, NY
    4 days ago
  •  ...Law Attorney with 2-10 years of experience to join our boutique practice. You will handle meaningful case responsibility with direct client contact and exposure to sophisticated matrimonial and family-law matters in a growth-focused environment. The position offers a... 

    Jobot

    White Plains, NY
    1 day ago
  • $160k - $200k

     ...related to power, transmission and energy regulation. Will require managing closings for large projects and asset transfers in coordination...  ...on complex matters and transactions for specific business clients Provide daily direction, mentorship, coaching and review work... 
    Contract work

    New York Power Authority

    White Plains, NY
    10 hours ago
  • $85k - $105k

     ...Client Engagement Associate Valitana is a rapidly growing FinTech company delivering cutting...  ..., trade flow insights, and portfolio management tools that empower our clients to make...  ...engineering teams to relay client needs and advocate for product improvements. Maintain... 
    Work at office
    Remote work

    VALITANA

    Stamford, CT
    2 days ago
  • $180k

     ...requires a minimum of 4 years of experience and expertise in Trusts and Estates law. Responsibilities include advising high-net-worth clients on estate planning strategies, handling probate proceedings, and assisting in litigation support for estate and trust disputes.... 

    We Are Legal Revolution

    White Plains, NY
    3 days ago
  • $140k - $170k

    About the Company Our client is a highly respected insurance organization dedicated to delivering exceptional claims handling and legal expertise across complex casualty and management liability lines. They are seeking an experienced Claims Attorney with Healthcare or... 
    Remote work

    Jonus Group

    White Plains, NY
    3 days ago
  • $120k - $150k

     ...authorities. Specialties may include but are not limited to Contract Management, Employment Law, Governmental/Regulatory Affairs and...  ...oversight in judicial or other administrative forums Interact with clients to develop and implement strategies that further NYPA's and... 
    Contract work

    New York Power Authority

    White Plains, NY
    1 day ago
  • $120k - $205k

     ...Morgan Stanley Wealth Management's Legal and Compliance Division is seeking to hire a Vice President to provide legal coverage for its Capital...  ...strategies by high net worth and ultra-high net worth clients Advising on regulatory changes, technology and operational... 
    Full time
    Temporary work

    Morgan Stanley

    Harrison, NY
    1 day ago
  •  ...Client Experience Associate Location: Scarsdale, NY, US, 10583 Brand: HSBC Area...  ...Associate, you'll help new and current Wealth Center customers feel comfortable while they...  ...activities within the Wealth Center Manage the completion of branch transactional activities... 
    Work at office

    HSBC

    Scarsdale, NY
    3 days ago
  • $90k - $105k

    Wealth Management Client Service, Investment & Operations Associate Base pay range: $90,000.00/yr - $105,000.00/yr Additional compensation types: Annual Bonus About the Role A well-established boutique financial services firm is seeking a Client Service, Investment & Operations... 
    Permanent employment
    Full time
    Remote work

    Right Executive Search, LLC

    Rye, NY
    10 hours ago
  • Jobot seeks a criminal defense attorney in White Plains, NY. Represent clients in court, perform legal research with Westlaw and LexisNexis, draft motions and memoranda, and prepare cases by interviewing witnesses and organizing evidence. Requirements: JD, NY Bar admission... 

    Jobot

    White Plains, NY
    10 hours ago
  • $55k - $90k

     ...Job Description What is the opportunity? Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients.  As a Client Associate/Registered Client Associate, become a trusted resource... 
    Full time
    Flexible hours

    Royal Bank of Canada

    Stamford, CT
    more than 2 months ago
  • $58k - $115k

     ...Position Summary Client Service Associates provide exceptional service to our clients...  ...support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily...  ...projects and/or other duties directed by local management Administrative Support Answering inbound... 
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    Purchase, NY
    3 days ago
  • $180k - $195k

     ...least eight years of litigation experience, particularly in insurance defense. Responsibilities include strategic oversight, client management, and mentoring junior attorneys. The firm promotes a supportive team culture and offers a remote work structure while requiring... 
    Remote job

    Brooks & Berne PLLC

    White Plains, NY
    1 day ago
  •  ...Defense practice in White Plains, NY. The role offers the chance to manage a sophisticated caseload and work alongside experienced trial...  ...cases, developing strategies, and communicating with clients. The firm promotes a collaborative culture with opportunities for... 

    Wilson Elser Moskowitz Edelman & Dicker LLP

    White Plains, NY
    10 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Management Client Advocate. Be the first to apply!