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 OpportunityMerrill Wealth Management is a leading provider of comprehensive wealth management and investment... ...guidance.Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through...SuggestedHourly paySeasonal workWork at officeWork from homeDay 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$25 - $44 per hour
...Merrill Wealth Management Job OpportunityMerrill Wealth Management is a leading provider of comprehensive wealth management and investment... ...guidance.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- 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...
- 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...InternshipWork at officeFlexible hoursShift workDay shift
- ...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals... ...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
$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...$36.5k - $40k
An organization dedicated to client care is looking for a Client Care Coordinator to serve individuals with mental health conditions and disabilities. The role involves day-to-day client interactions, care coordination, and setting client goals. Candidates should possess...Monday to Friday- 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...
- CHOICE of NY is seeking an Intensive Case Manager in White Plains, NY. This role involves engaging clients with complex behavioral health needs and developing individualized care plans. Experience in direct client contact and a bachelor's degree in a relevant field are...
$157k - $196k
SummaryProvide legal advice to the Power Authority's Trustees, senior management, and all Authority business units, focusing on the Real Estate... ...recommend course of actionAttend meetings with business unit clients and provide legal support and counsel relative to key issues,...$160k - $200k
...related to power, transmission and energy regulation. Will require managing closings for large projects and asset transfers in coordination... ...of less senior attorneys on assignments and business unit client interactionsSupervise and review work product of legal support...Contract work£70k per year
G2 Legal Limited represents a Chester-based, renowned full-service practice seeking a Senior Private Client Solicitor to lead a growing private client team. The role involves handling a demanding caseload across wills, probate, trusts, taxes and estates, with business...$239k - $383k
...governments realize their greatest potential.Title and SummarySenior Managing Counsel, Blockchain & Digital AssetsJob Description, Senior... ...senior management, product development and business and sales clients.• Collaborate with product, technology, regulatory, sales,...Full timePart timeLocal areaWorldwideFlexible hours- 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...
$200.63k - $271.45k
...expertise and innovation, we aim to promote progress and inspire our clients, employees, investors and communities to achieve their greatest... ...in enabling Arch’s investments to optimize deal execution, manage legal risks, and maintain best-in-class operational and legal...Full timeContract workTemporary 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
$160k - $190k
...continued success is built on a culture of collaboration, innovation, client service, and mutual respect. We are committed to fostering an... ...and knowledge of its attorneys. ResponsibilitiesIndependently manage cases in insurance defense, general liability, auto/...Full timeWork at officeFlexible hours$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$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....$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$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- ...a Sr. Attorney II to provide legal advice to Trustees, senior management and all Authority units, focusing on Real Estate transactions... ...governance, and regulatory matters, collaborating with internal clients and outside counsel, reporting to the Assistant General...
- Jobot is seeking a licensed criminal defense attorney in New York to represent clients in court, research cases, and draft key legal documents. You will manage client communications, prepare cases for hearings, and develop case strategies with mentorship and growth opportunities...
- ...clinics, trainings, and partnerships with law firms and corporate partners. Reporting to the Pro Bono Director, the attorney will provide direct legal services to some clients and oversee in-house volunteers, while ensuring quality #J-18808-Ljbffr Nonprofit WestchesterFull time
$54k
...of a dynamic, diverse team of passionate advocates, committed to transforming the world, you... ...principles, to provide trauma-informed, client-centered counseling, crisis intervention,... ...solving and leadership skills Ability to manage crises with tact, diplomacy and sound judgment...Full timeSummer workWork at officeRemote workFlexible hours- ...years of matrimonial and family law experience, a strong courtroom presence, and the ability to manage a personal caseload with minimal supervision. You will represent clients in divorce, custody, and support matters, appear in court, draft pleadings and motions,...
$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
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