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.
$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$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...SuggestedFull time- An advisory and tax firm in Uniondale seeks a Tax Manager to provide tax compliance and advisory services to small business clients. The position requires overseeing staff, delivering exceptional client service, and managing client relationships. Candidates must possess...Suggested
- JPMorgan Chase & Co. is seeking a Private Client Advisor in New York to provide comprehensive financial planning... ...solutions and maintaining a focus on relationship management. With a minimum of 2 years in financial services and necessary licenses, you will educate clients...Suggested
$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...SuggestedHourly payFull time$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$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$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- 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...
$2,800 - $3,800 per month
...Assure Inventory Service Associate (ISA) - Garden City, New York (1099 Contractor) Garden City, New York The Kestra team has over 400... ...helping patients and their care teams harmoniously monitor, manage, and protect life. The Assure Inventory Service Associate...Contract workTemporary workFor contractorsLocal areaAfternoon shift- 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...
- 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
$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$85k - $108k
...Inc., you will be responsible for managing a book of business, nurturing client relationships, and identifying growth... ...are met and providing exceptional service. Your Impact Develop and maintain... ...services and financial & wealth solutions. With more than 30 specialty...Hourly payFull timeWork at officeLocal area- ...Client Service Associate At Gallagher, we help clients face risk with confidence because we believe... ...Conduct regular audits to ensure compliance with regulations and service standards... ...productivity and deliver quality results. Manage multiple priorities effectively,...Work experience placementWork at officeLocal areaFlexible hoursShift work
- ...Client Services Associate Working at Citi is far more than just a job. A career... ...Office Monitor money managers performance and update monthly... ...Securities Specialists and/or Wealth Team including Advisors,... ...clients and assets, by driving compliance with applicable laws, rules...Work at office
- ...Solutions Inc.) is a leading IT services company with 400+ employees serving enterprise clients across Financial Services,... ...Our Lifecycle Services division manages end-to-end hardware and software... ...We are seeking an experienced Associate Director of Lifecycle Services...
- ...providing janitorial cleaning and associated services for over 36 years. We... ...facility solutions to hundreds of clients and service millions of... ...daily tasks, assign jobs, and manage time efficiently across... ...chemicals; order as needed. Ensure compliance with all safety regulations...Hourly payFull timeWork at officeLocal areaFlexible hoursShift workNight shiftWeekend workDay shiftAfternoon shiftEarly shift
$20 - $25 per hour
Client Support Specialist - Contracts LDI Connect is a high-performing technology services company with a proven track record of creating rewarding... .../printers, document management, managed IT services, hosted... ...service while maintaining compliance with company policies and...Hourly payContract workLocal area$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- ...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...
$95k - $100k
...multiple financial products and services to millions of businesses and individual clients. We connect clients to... ...start to finish and will have an Associate AE as well the CSR Team to assist... ...Enter policy data into our client management system Order loss runs for re...Immediate startFlexible hours$142.6k - $261.5k
...working world. The opportunity EY's Oracle Services practice is a national consulting practice... ...in planning, pursuing, delivering and managing large, complex full lifecycle initiatives. We also provide our clients with experience in leading practices, methods...Summer holidayRemote workFlexible hours- ...Opportunity for advancement Signing bonus Project Manager Facilities & Service Operations Location: Long Island / NYC Metro Area (Remotely... ...service calls, and small-to-mid scale projects across our client portfolio. This role is responsible for managing high-...Contract workFor subcontractorLocal areaImmediate startRemote workWork from homeRelocation packageFlexible hours
- Join our team as a Merchandising Service Associate, where you will provide exceptional customer service and ensure merchandise is displayed according to specifications. If you have a passion for retail and enjoy engaging with customers, this is the pSeasonal workWeekend work
- Become an integral part of our client operations team, delivering outstanding customer service and support within our service center operations across various products... ...clients' interests. Your expertise in change management and continuous improvement will be key in...Temporary work
$68.64k - $77.2k
...learning is documented and visibleEnsure compliance with licensing and accreditation... ...be qualified to meet Bright Horizons, client (as applicable), and state/local requirements... ...teams, organization and systems management, customer service, and ability to perform job...Temporary workWork at officeLocal area- Overview Account Executive - Vehicle Wraps Client-Facing | Relationship Management | Growth-Oriented CL Visual is seeking a detail-oriented and client... ...printing. We partner with companies across construction, home services, transportation, and retail to transform fleets and...Weekly paySummer workWork at office
- 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
$60k
Account Manager - Wound Care Heal with Purpose. Lead with Expertise... ...for maintaining and growing client relationships, ensuring high-... ...role requires strong client service skills, strategic thinking, and... ...staffing industry trends, compliance, and workforce solutions. Proficiency...Work at officeLocal areaRemote work
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