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
- ...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...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
$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...SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shift$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...SuggestedHourly paySeasonal workShift workDay shift$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...SuggestedPermanent employmentWork at officeLocal areaMonday to Friday- ...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...SuggestedInternshipWork at officeFlexible hoursShift workDay shift
- ...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 workWork at officeWork from homeShift workDay shift
- 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...
- 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 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...
$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...$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$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 officeImmediate startFlexible hours- 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...
- ...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,...
- 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...
- ...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
$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$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 officeRemote work- ...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...
$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....$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$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$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 timeTemporary work- ...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
$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 employmentFull timeRemote work- 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...
$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 timeFlexible hours$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 workWork at officeLocal area$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- ...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...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Client Advocate. Be the first to apply!
- housing advocate White Plains, NY
- pain management White Plains, NY
- entry level management training White Plains, NY
- sales management training program White Plains, NY
- aviation management White Plains, NY
- director of managed care White Plains, NY
- asset management intern White Plains, NY
- asset management associate White Plains, NY
- emergency management White Plains, NY
- crisis management White Plains, NY

