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
$23.52 - $39.17 per hour
...Senior Client Service Associate Build a career that matches all your initiative with an impressive... ...to continue to build on your wealth management experience and opportunities to work... ...enhancing client relationships, ensuring compliance with industry regulations, and...SuggestedWork at officeWork from home$50k - $60k
...positions become available. Registered Client Service Associate (Jericho, NY) Oppenheimer & Co. Inc.... ...and investment advisory and asset management services. Job Description Oppenheimer... ...and day‑to‑day operations of a growing wealth management practice. This role requires...SuggestedLocal area$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...SuggestedTemporary workWork at officeLocal area$34.32k - $90k
...Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions... ...duties directed by local management Administrative Support:...SuggestedTemporary workWork at officeLocal area- 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...
$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...Full time- JPMorgan Chase & Co. is seeking a Private Client Advisor to join their team in Wantagh, NY. In this role, you will provide comprehensive... ...financial planning and advice to clients, ensuring exceptional service by building strong relationships and offering tailored...
- 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...
$17.5 - $18.9 per hour
...Always provide SMART customer service through the daily execution... ...Merchandising Service team and Manager by communicating project... ...partnership with MSM and red vest associates. Identify and communicate... .../or Asset Protection. Ensure compliance with housekeeping standards and...Hourly payFull timePart timeLocal areaFlexible hours$84.2k - $120k
...Retirement Plan Account Manager This is a hybrid... ...Company Retirement Plan Services seeks an experienced 4... ...lead a portfolio of clients. This role requires an... ...regulations. Assist with compliance testing.... ...services and financial & wealth solutions. With more than...Work at office1 day per week$17 - $26.02 per hour
...Wealth Sales Support & Service Specialist Location: Bellerose, NY 11426 The Wealth Sales Support &... ...account reviews, interacting directly with clients on service inquiries, processing... ...) on investment systems / referrals, manage FC(s) calendar to include scheduling...Work at office$85k - $100k
...providing a broad array of insurance, retirement, and wealth management products and services. But we don't stop there we also invest deeply in our people... ...'re supporting a local business or helping a national client navigate complex risk, you'll be backed by the strength...Work experience placementLocal area- J.P. Morgan Chase is looking for a Financial Advisor in Wantagh, NY, who will champion team success and manage client relationships. You will build a book of business, deliver personalized investment solutions, and educate clients on utilizing technology for their investments...
$87k - $140k
...property, casualty, risk management, life and health, employee... ...benefits, investment and wealth management products and services. Becoming a part of HUB... ...Responsibilities Include: Client Servicing for P&C clients... ...clients or direct associates to assist High premium...Full timeLocal area- ...the company's arbitration and mediation services within the personal injury department. This role combines sales, account management, and client service responsibilities. The account... ...insured automobile Preferred Associate or bachelor's degree Paralegal certificate...Work at office
$64.74k
...Description Title of Position: Social Service Supervisor FLSA Status: Exempt Department... ...reporting to this position: Case Managers Purpose of the Position: The Social... ...and other appropriate support services to clients in the absence of the Case Managers....Temporary workWork at officeLocal areaAfternoon shift- ...Customer Service Associate We're seeking a Customer Service Associate to join our team and deliver... ...with questions and recommendations Manage sales transactions while working assigned... ...variety of rewards to support your health, wealth, and mental well-being. In addition to...Contract workPart timeLocal area
- ...position is a direct report to the Technology Group Product Manager. The NERC Compliance Specialist is responsible for ensuring compliance with... ...independently with successful outcomes • Experience in IT services, assets and operations. • Excellent teamwork, facilitation...
$45k - $80k
...Join Our Team at VIP Automotive Group Client Relations / Customer Service Representative (BDC) Full-Time | Growth Opportunity Join VIP Automotive Group, a leader known for outstanding management and a customer-first culture. We offer a professional environment, paid...Full timeMonday to FridayWeekend workAfternoon shiftWeekday work$2,800 - $3,800 per month
...Assure Inventory Service Associate (ISA) - Garden City, New York (1099 Contractor) The Kestra team has over 400 years of experience in the... ...helping patients and their care teams harmoniously monitor, manage, and protect life. The Assure Inventory Service Associate...Contract workTemporary workFor contractorsLocal areaWork visaAfternoon shift- ...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
- 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...
- Morgan Stanley is seeking a Registered Client Relationship Analyst to support Financial Advisors and their teams. The role focuses on building trusted client relationships and handling routine account activities in a fast-paced environment. Responsibilities include client...
$34.32k - $90k
...POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support... ...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis... .../or other duties directed by local management ADMINISTRATIVE SUPPORT: •...Full timeTemporary 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...
- ...As a Service Advisor at Autoworld Kia, part of Generation Auto Group, you are a crucial liaison between customers and the service department... ...a Plus). Proficient in using computer software and service management systems. Excellent problem‑solving skills and the ability to...Local area
- ...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
- ...Front Desk Manager Location: Alternating between Massapequa and Garden City offices... ...approach to wellness and mental health services, encompassing modalities such as mental... ...to act as the crucial connection among clients, providers, and external referrals. This...Full timePart timeMonday to Friday
- ...Express Lane Service Department Manager South Shore CDJR is a fast-growing dealership. We are interested in employing a high energy customer-focused individual to lead our Express Lane Service Department to high levels of production and customer and employee retention...Temporary workLocal area
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