UHNW Client Onboarding & Wealth Advisory Associate
JPMorganChase
JPMorganChase is seeking a Client Associate in the Town of Florida, New York, to deliver exceptional wealth management services to ultra-high net worth clients. You will manage client onboarding, account maintenance, and provide support to Financial Advisors, ensuring compliance with firm policies. Ideal candidates will possess a Bachelor's degree or equivalent experience, Series 7 & 66 licenses, and demonstrate effective communication skills. The role demands a proactive approach in a dynamic environment. #J-18808-Ljbffr JPMorganChase
- LRP Media Group is looking for a Family Wealth Services Associate to join their Ultra High Net Worth Strategy team. The role involves supporting... ...Family Wealth Services platform and delivering customized client engagements. Candidates should have a Bachelor's degree, 2+...Suggested
$52k - $65.2k
Specialist, Client Service Management I - Wealth Services Ops Location: Lake Mary, FL At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial...SuggestedTemporary workWork experience placementWorldwideFlexible hours$85k - $105k
Who We Are Wealthspire is a leading wealth management, retirement advisory, and business management firm... ...plan advisory services—empowering clients to navigate complexity with clarity... ...communities. Summary The Advisor Success Associate plays a key role in supporting our...SuggestedSummer internshipWork at office$58k - $124k
...breakthrough technologies to collaborate with clients, driving transformative solutions that... ...team member for the role of Senior Associate, Client Enablement to join our Liquidity... ...plans for diverse clients across the entire onboarding lifecycle Serving as the primary point...SuggestedWorldwide- ...services firm is seeking a Private Equity Associate for its New York office. You will play a... ...opportunities within the financial advisory sector. Responsibilities include conducting... ...offers a hybrid work model with a focus on professional growth. #J-18808-Ljbffr BBF WealthSuggestedWork at office
- Wealth Management Associate with Future Leadership Opportunity Leaders are critical to the growth of an organization. Our management platform affords... ...Life and Health, SIE, FINRA Series 7, 66 and a developed client base Pass FINRA Series 24 exam prior to stepping into...Temporary workLocal areaRemote work
- ...Associate – Hedge Fund Accounting Location: Lake Mary, Florida (4 days in office expectation). Overview Join BNY’s Hedge Fund Accounting... ...Review the work of junior team members. Maintain relationships with client staff, regularly exchanging information regarding cash,...Work experience placementWork at office
- Senior Associate, Client Operations - Core Clearing Client Processing Location: Lake Mary, FL Responsibilities Works with external clients to resolve complex day-to‑day issues and direct them to appropriate resources at BNY. Supports clients in addressing and resolving...Work experience placementFlexible hours
- BNY is seeking a Senior Associate in Client Operations located in Lake Mary, FL. The role involves resolving complex client issues, providing analytics, and ensuring effective processing of transactions. Candidates should have relevant experience and education, preferably...
- ...% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators...Work experience placementWork at officeImmediate startWorldwideFlexible hours
- Northern Trust is looking for individuals to handle client inquiries and assist with personal financial planning. This role requires 1-3 years of client servicing experience and knowledge of relevant financial products. In this position, you will prepare materials for...
- ...cutting‑edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and... .... We’re seeking a future team member for the role of Senior Associate, Fund/Client Accounting - the position is located in Lake Mary,...Work experience placementWork at officeWorldwideFlexible hours
- Senior Associate, Client Processing BNY is a leading global financial services company that enables employees’ growth and success while driving transformative solutions worldwide. Location: Lake Mary, Florida (4 days in office per week). Responsibilities Provide complex...Work experience placementWork at officeLocal areaWorldwideFlexible hours
- Position Overview We are seeking a Specialist to join our Global Client Coverage team at Lake Mary, Florida, Orlando (four days in office expectation). Responsibilities Assist in facilitating new business with a portfolio of existing client relationships and new prospects...Work experience placementWork at officeLocal areaFlexible hours
- ...and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service. Major Duties Responds to personal financial planning client inquiries for account...Flexible hours
- A wealth-management firm is seeking a Wealth Management Associate in New York to help shape future leaders. Responsibilities include networking for talent, coaching new Financial Professionals, and collaborating with leadership. A four-year college degree is preferred....Remote job
- ...cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and... .... We’re seeking a future team member for the role of Senior Associate, Fund/Client Accounting - the position is located in Lake Mary...Work experience placementWork at officeWorldwideFlexible hours
- ...guidance to the world’s most successful individuals, families, and institutions. Major Duties Respond to personal financial planning client inquiries for account information or initiate transactions requested by the client, and follow up with the client via telephone or...
- A local veterinary hospital in New York seeks a veterinarian who is passionate about client relationships and outstanding pet care. The successful candidate will hold a DVM or VMD degree and an active Florida state license. With a collaborative culture, the hospital prioritizes...Local area
$52k - $83k
Job Description Associate, Client Service Management II At BNY, our culture allows us to run our company better and enables employees’ growth... ...role of Associate, Client Service Management II to join our Wealth Services Client Service team. This role is located in Lake Mary...Temporary workWork experience placementWorldwideFlexible hours- ...position is located in Lake Mary, FL. Responsibilities Supports clients in addressing and resolving complex operational and technical... ...of total work experience preferred Experience in brokerage/advisory firm operations and/or client services is preferred Benefits and...Work experience placementFlexible hours
- Specialist, Client Operation I Join our Wealth Services Client Service team as a Specialist, Client Operation I located in Lake Mary. In this role you will make an impact through client service delivery, issue resolution, data collection, and process improvement initiatives...Work experience placement
- Associate, Client Processing II At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading... ...role of Associate, Client Processing II to join our Total Wealth Services Ops team. This role is located in Lake Mary, FL . In...Work experience placementWorldwideFlexible hours
- Associate, Client Processing Representative I - Global Clearing Ops Location: Lake Mary, FL. Responsibilities Apply expertise and judgement in providing quality, and complex client service and support to internal and external clients on a daily basis, including phone...Work experience placementFlexible hours
- Specialist, Client Processing - Lake Mary, Florida (4 days in office expected). Responsibilities Apply expertise and judgement in providing quality, complex client service and support to internal and external clients daily, including phone interaction, problem resolution...Work experience placementWork at officeLocal areaFlexible hours
- Associate, Client Processing Representative I - Global Clearing Ops Location: Lake Mary, FL. Responsibilities Apply expertise and judgment in providing quality and complex client service and support to internal and external clients on a daily basis, including phone interaction...Work experience placement
$24 - $25 per hour
...Responsibilities Conducts on-boarding calls for new corporate clients on company online university platform Acts as the first point... ...after the initial sale, and provides guidance through the onboarding process Keeps accurate data and notes in the CRM database for...Hourly payWork at office- Supervising Senior Associate, Audit At Carr, Riggs & Ingram, your career path is just that... ...Participates in planning and scheduling client engagements Prepares and indexes working... ...a nationally recognized accounting and advisory firm known for its audit, tax, and business...Temporary workH1bFlexible hours
$18 per hour
...Total Rewards. Employees enjoy multiple wealth-building opportunities through our annual... ...for our employees! Job Overview Mobile Associates, Store-in-Store are an integral part of... ...tools during customer interactions and the onboarding process. You will identify customer...Hourly payFull timeTemporary workPart timeWork experience placementLocal areaFlexible hours- Anthropologie Weddings is seeking a Styling Associate in the Town of Florida, New York. This role involves contributing to a profitable customer-centric environment by supporting the management and styling team. The ideal candidate will have experience in customer service...Night shift
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