Wealth Management Client Services & Compliance Associate
Citigroup Inc.
Citigroup Inc. is seeking a Licensed Client Service Associate in East Meadow, NY. This role involves delivering wealth management services and assessing risks to safeguard the interests of clients and the firm. The ideal candidate will have 2-5 years of relevant experience, strong analytical and communication skills, and a Bachelor's degree. The position offers a competitive salary and benefits, including medical insurance and a 401(k) plan. For additional information regarding Citi employee benefits, visit citibenefits.com. #J-18808-Ljbffr Citigroup Inc.
- Citi is seeking a Licensed Client Service Associate in East Meadow, New York. In this full-time role, you will deliver wealth management services and assess risks related to compliance and operations. The ideal candidate will possess 2-5 years of relevant experience and...SuggestedFull time
$80k - $90k
...Sr Client Service Associate Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi...SuggestedFull timeTemporary workWork at officeMonday to FridayFlexible hours$23.52 - $39.17 per hour
...your success while helping clients pursue their financial... ...continue to build on your wealth management experience and opportunities... ...growing company. Client Service Associate Provide comprehensive administrative... ...relationships, ensuring compliance with industry regulations,...SuggestedWork at officeWork from home- A financial services firm is seeking a Relationship Manager for Wealth Management in New York. This role involves being the primary contact for high-net-worth clients, managing account servicing, and maintaining detailed documentation in Salesforce. Applicants must possess...Suggested
$78.32k - $109.28k
...The Licensed Client Service Associate is a developing professional role which integrates in-depth... ...related teams. Responsibilities Deliver wealth management services to clients with guidance... ...its clients and assets, by driving compliance with applicable laws, rules and regulations...SuggestedFull time$31.2k - $90k
...Registered Client Service Associate Registered Client Service Associates provide exceptional service... ...support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis.... ...and/or other duties directed by local management Administrative Support Answering inbound...Temporary workWork at officeLocal area- ...we have an enthusiasm for helping our clients, taking care of our employees, building... ...and delivering extraordinary customer service while maintaining a strong commitment to... ...As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial...
$90k - $110k
...our people make to show up for each other and for the clients we serve. We help individuals, families, and businesses... ...through a broad array of insurance, retirement, and wealth management products and services. HUB is one of the world's largest insurance brokerages...Full timeWork experience placementInternshipWork at officeLocal areaFlexible hours$55k - $60k
...Compliance Specialist About the Organization For over three decades, SMC has been in... ...proven, quality real estate property management services in the New York/New Jersey metropolitan... ...excellent customer services to both our clients and residents. We pledge our...Full timePart timeWork at officeLocal areaFlexible hours$17 - $26.02 per hour
...Wealth Services Sales Support & Service Specialist Location: Bellerose, NY 11426 The Wealth... ...reviews, interacting directly with clients on service inquiries, processing transactions... ...) on investment systems / referrals, manage FC(s) calendar to include scheduling...Work at office$87k - $140k
...show up for each other and for the clients we serve. We help individuals, families... ...of insurance, retirement, and wealth management products and services. HUB is one of the world's largest... ...Epic to service clients or direct associates to assist High premium, niche industry...InternshipLocal areaFlexible hours$21 per hour
...Client Services / Clerical I POM Recoveries, Inc. is a national leader in the Receivables Management Industry, proudly serving the Banking, Credit Union, and Healthcare sectors. Headquartered in Farmingdale, NY, we are known for delivering exceptional client service while...Hourly payFull time$142.6k - $261.5k
...world. The opportunity EY's Oracle Services practice is a national consulting... ...in planning, pursuing, delivering, and managing large, complex full lifecycle initiatives... ...and Cloud ERP technologies, we provide clients with leading practices, methodologies, and...Summer holidayRemote workFlexible hours$18 - $18.5 per hour
...Client Service Associate East Meadow, New York, United States We are seeking a reliable and detail-oriented Client Service Associate to... ...distribute incoming mail and packages. Print Requests/Fleet Management: Process print and reprographics requests. Check and...Full timeTemporary workPart timeWork at officeShift work- JPMorganChase in Hicksville, NY is seeking a Private Client Advisor to deliver personalized financial planning and investment solutions. The role requires managing client relationships and offering comprehensive advice to clients from various financial backgrounds. The...
- JPMorgan Chase & Co. in Hicksville, NY, seeks a Private Client Advisor to provide comprehensive financial planning and investment solutions to individuals and families. Responsibilities include building client relationships, advising on financial needs, and embracing digital...
- ...collaborative approach to wellness and mental health services, encompassing modalities such as mental health... ...education.Position Overview: Seeking a Front Desk Manager to act as the crucial connection among clients, providers, and external referrals. This role demands...Full timePart timeMonday to Friday
$17 - $20 per hour
...approach to wellness and mental health services, encompassing modalities such as... ...Overview: Seeking a Front Desk Manager to act as the crucial connection among clients, providers, and external... ...EMR implementation and support Compliance, credentialing, and operational...Hourly payFull timePart timeWork at officeMonday to Friday- Hofstra University in Hempstead, NY, seeks a Human Resources Client Services Administrator to deliver tier-one HR support, process personnel transactions, and manage onboarding for designated client groups. The role emphasizes confidentiality, customer service excellence...Full time
$66.36k
...we have an enthusiasm for helping our clients, taking care of our employees, building... ...and delivering extraordinary customer service while maintaining a strong commitment to... ...As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial...Full time$21.5 per hour
The Client Services Lead provides exceptional oversight and administration of office and mail services, delivering... ...into chain of custody software package. Manages outgoing mail/package transactions. Performs duties associated with shipping and receiving of materials....Full timeTemporary workPart timeWork experience placementImmediate start- SPS is seeking an experienced Client Service Supervisor to sit on-site with our client in New York and oversee multiple sites. The CSS will lead daily operations, manage staff, ensure service levels, and strive for client satisfaction. Requires 2+ years of office experience...Work at office
$145k - $248.2k
...presence among professional services organizations. You'll... ...with extraordinary clients spanning every... ...success!The RoleSenior Managers in our Private Client... ...and evaluate Intern, Associate and Senior Associates;... ...legislative changes, wealth transfer techniques, charitable...Full timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa$130k - $140k
...our people make to show up for each other and for the clients we serve. We help individuals, families, and businesses... ...through a broad array of insurance, retirement, and wealth management products and services. HUB is one of the world's largest insurance brokerages...Temporary workWork experience placementInternshipLocal areaFlexible hours- ...including radio, event, and digital products and services, to small and regional businesses and advertising agencies to help clients grow. The ideal candidate has strong communication, presentation, and time-management skills, is outgoing and gregarious, and can sell to...Casual workLocal areaImmediate start
$130k - $140k
...our people make to show up for each other and for the clients we serve. We help individuals, families, and businesses... ...through a broad array of insurance, retirement, and wealth management products and services. HUB is one of the world's largest insurance brokerages...Temporary workWork experience placementInternshipWork at officeLocal areaFlexible hours- ...Mavis Tires & Brakes at Discount Prices – Automotive Assistant & Service Managers Put your career into high gear with Mavis Tires & Brakes at Discount Prices! We’re looking for full‑time Automotive Assistant and Service Managers to join Team Mavis at one of our state‑...Weekly payFull time
$18 - $31 per hour
...Location Neighborhood Market #4184 3335 HEMPSTEAD TPKE, LEVITTOWN, NY, 11756, US Job Overview Front End Service associates are focused on compliance and customer service. They smile, greet and thank customers, process returns / refunds, and carry out financial...Hourly payMinimum wageFull timeTemporary workPart timeShift work$59.09k - $99.49k
...ManagerThe Financial Center Manager manages the daily... ...center and supports Private Client Groups by servicing client needs in accordance... ...ongoing training as required - Compliance, HR, etc.Uses independent... ...preferred: College, Vocational or Associates Degree (2 years or...Local area$120k - $165k
Service Managers (SM) are responsible for shaping the future of service by modernizing our client experience by focusing on operational efficiency and... ..., management of Service Associates & Receptionists, and... ...efforts in the branch• Ensure compliance with Firm policies and...Temporary workHome office
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