Wealth Management Client Services & Compliance Associate
Citi Group
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
$48.1k - $72.1k
...for a culture that puts its clients and associates first: a culture where... ...immediate supervision, client services associate (registered) assists... ...or escalated to the branch manager; including suspicious... ...start-up. We are a global wealth management and investment banking...SuggestedWork at officeImmediate startFlexible hours$95k - $115k
...CAPTRUST is seeking a full-time Wealth Client Management Consultant to work with... ...financial advisors to service and retain wealth client... ...industry, and regulatory compliance Performs other duties and... ...hair texture or hairstyles associated with race), religion,...SuggestedFull timeTemporary workWork experience placementWork at officeLocal areaFlexible hours$50k - $60k
...Registered Client Service Associate Oppenheimer & Co. Inc.'s Private Client Division is currently seeking a Registered Client Service... ...sales, marketing and day-to-day operations of a growing wealth management practice. This role requires superior interpersonal and...SuggestedLocal area- 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...Suggested
$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.... ...and/or other duties directed by local management Administrative Support: Answer...Temporary workWork at officeLocal area$103.6k - $189.7k
...serving the global financial services marketplace and the only... ...by side with a range of clients from our most venerable institutions... ...and Capital Markets, Wealth and Asset Management and Insurance. Our purpose... ..., on-call advice, and tax compliance. Your key...Summer holidayWork at officeLocal areaFlexible hours$16.28 - $25.06 per hour
Flagstar Bank is hiring a Branch Banking Client Consultant II-Licensed in Oceanside, NY. This role focuses on delivering exceptional client service by assisting with financial transactions and resolving client inquiries. The ideal candidate will have up to 3 years of customer...Hourly pay$16.28 - $25.06 per hour
Flagstar Bank is seeking a Branch Banking-Client Consultant II - Licensed Banker in East... ..., NY. This position focuses on client management, sales performance, and resolving concerns... ...and 4-5 years of relevant customer service and sales experience in financial services...Hourly payFull time- ...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
$60k
...their most significant risk, workforce, wealth management and retirement challenges through... ...Benefit Solutions, a part of NFP. PPI is a service-first organization delivering end-to-end... ...and technology with a strong focus on client and partner needs. Provide the best...Remote jobFull timeWork 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$100k - $130k
...Accounting Services Manager Jericho Grassi has redefined what it means to be an advisor... ...are strategically positioned to serve clients locally and globally. In 2023, Grassi became... ...to ensure accuracy, efficiency, and compliance. Serve as a trusted advisor and primary...Summer workWork at officeLocal areaRemote workFlexible hours- A leading financial services firm in Greenvale is seeking an experienced Private Banker to manage client relationships, drive business results, and provide comprehensive wealth management solutions. The ideal candidate has over 6 years in financial services, a Bachelor...
- 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...
$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- Introduction At Gallagher, we help clients face risk with confidence... ...we’re looking for a Client Service Associate to join our Commercial team.... ...quality results and meeting compliance standards. Here’s what you’... ...deliver quality results. Manage multiple priorities...Full timeWork experience placementLive outWork at officeLocal areaFlexible hoursShift work
- Insurance Office of America is seeking a Senior Account Manager - Commercial Lines who will manage an assigned book of business and... ...role requires a strong background in account management and client service, handling tasks from policy management to communication with...Remote jobWork at office
$60k - $65k
...Description Job Description This entry-level role supports the compliance team in ensuring our wine and spirits products meet all... ...assisting with licensing, brand registrations, reporting, and data management. The ideal candidate will have strong attention to detail,...- ...Senior Manager of Admin Services About the Organization For over three decades, SMC has been in... ...excellent customer services to both our clients and residents. We pledge our... ...new and renewal leases are followed in compliance with latest regulatory, insurance and...Full timePart timeWork at officeLocal area
- Ameriprise Financial Services, LLC in Jericho, NY is seeking a CFP for a Servicing Financial... ...position offers hands-on experience in client-facing responsibilities, supporting... ...candidate has 3 years of experience in wealth management, strong analytical skills, and...
- We are seeking a CFP for a Servicing Financial Advisor role to support our advisory team in delivering high-quality, client-centered financial planning and wealth management services. This role is ideal for a motivated professional who is building a long-term career in...
- ...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...
- ...Job Description Job Description Project Manager – Facilities & Service Operations Location: Long Island / NYC Metro Area (Remotely Managed... ...service calls, and small-to-mid scale projects across our client portfolio. This role is responsible for managing high-volume...Contract workFor subcontractorLocal areaImmediate startRemote work
$78k - $85k
...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... ...you're supporting a local business or helping a national client navigate complex risk, you'll be backed by the strength...Work experience placementLocal area$80k - $110k
...Job Summary Seeking an experienced High Net Worth Account Executive - Personal Lines to manage and service a sophisticated portfolio of affluent and high-net-worth clients. This role requires extensive experience handling complex personal insurance programs while delivering...- 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...
- Teachers Federal Credit Union is looking for a Financial Services Representative II based in the Town of Hempstead, NY. This role focuses on enhancing member relationships and providing tailored financial solutions, working with both new and existing members. Candidates...
- A leading credit union in New York is seeking a customer service representative to manage inquiries and provide exceptional support. This role requires a college degree or two years of experience in the financial sector. The ideal candidate will have a strong sales background...Remote jobWork from homeFlexible hours
$102.1k - $187k
...better working world. Tax Services Manager - Financial Services Office... ...side by side with a range of clients from our most venerable... ...Banking and Capital Markets, Wealth and Asset Management, Insurance... ...1446), Foreign Account Tax Compliance Act (FATCA), and domestic withholding...Summer holidayWork at officeRemote workFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Client Services & Compliance Associate. Be the first to apply!
- environmental service aide East Meadow, NY
- service delivery associate East Meadow, NY
- honda service advisor East Meadow, NY
- human services specialist East Meadow, NY
- family services specialist East Meadow, NY
- guest services associate East Meadow, NY
- facility service associate East Meadow, NY
- health service specialist East Meadow, NY
- service administrator East Meadow, NY
- environmental services attendant East Meadow, NY


