Wealth Management Client Advocate
Role, Inc.
Role, Inc. seeks a dedicated individual for their wealth management team to provide outstanding client service support. This position is pivotal in assisting Financial Advisors by ensuring clients receive accurate, timely assistance with their needs, while promoting effective banking solutions. The ideal candidate will be client-focused, possess strong communication and technological skills, and be capable of thriving in a dynamic, fast-paced environment. A high school diploma or equivalent is required. #J-18808-Ljbffr Role, Inc.
- ...Position Overview: The Registered Wealth Management Client Associate role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs). Incumbents may also on a regular basis support office initiatives,...SuggestedSeasonal workWork at officeShift workDay shift
- ...Overview Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals... ...guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- ...Fairygodboss is looking for a Client Associate at J.P. Morgan Advisors in Town of Florida, NY. In this pivotal role, you'll provide... ...Advisors and their clients while delivering personalized wealth management services to ultra-high net worth individuals. Ideal candidates...Suggested
- Fairygodboss is seeking a Client Associate to deliver exceptional wealth management services to ultra-high net worth clients. You'll work closely with Financial Advisors, providing tailored solutions and building strong client relationships. If you're a proactive individual...Suggested
- Merrill Wealth Management, a leading provider of wealth management solutions, is seeking a Client Service Associate to support our Financial Advisors (FAs) and their clients. Role Summary Act as the primary point of contact for FA client service needs, delivering timely...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- Exceptional Career Opportunity: Bilingual Private Wealth Client Services Associate Ascendo is excited to present this opportunity in the financial... ...to advisory teams to ensure efficient daily workflows. Manage routine account maintenance tasks and oversee documentation...Work at office
- Dormont Manufacturing Co is seeking a Registered Wealth Management Client Associate to provide dedicated operational and sales support to Financial Advisors. The role requires excellent client service skills and a strong client-centric mindset. Candidates must possess...
- 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...
$60k - $70k
...Overview Fellowship Financial Group empowers clients through education-driven financial... ...of retirement planning services, account management, and daily operations. You'll work closely... ...Qualifications 1+ years minimum in wealth management, financial services, retirement...Work at office$60k - $70k
Better Talent is seeking a Client Service Associate to support our financial advisors and... ...clients in Florida. Your role will involve managing retirement planning services, account... ...skills and at least 1 year of experience in wealth management. The role offers a...- ...Manufacturing Co is seeking a Registered Client Service Associate to provide exceptional... ...support to Financial Advisors and Private Wealth Advisors. This role involves cultivating... ...relationships, handling transactions, and managing client accounts with a client-first mindset...Work at office
- JPMorgan Chase & Co. is seeking a Client Associate in New York to provide exceptional wealth management services to ultra-high net worth clients. You will assist Financial Advisors to ensure a personalized wealth management experience, focusing on building strong client...
- A financial services firm in Stuart, Florida is seeking a Client Services Associate to support their Wealth Management team. In this high-touch role, you will manage client onboarding, account maintenance, and ongoing relationship management. Candidates should have a Bachelor...
- A global wealth management firm seeks a Client Service Associate to enhance client experiences and elevate the brand. The ideal candidate will have a Bachelor's degree and 2+ years in client services within financial services. You will manage workflows, maintain CRM accuracy...Full time
- A community management firm is seeking a Front Desk Advocate in the Town of Florida, NY. The role emphasizes providing excellent administrative support, greeting... ...time, suitable for those passionate about supporting clients in a vibrant team environment. #J-18808-Ljbffr Empire...Full timeWork at office
$90k - $115k
...for team utilizing our group’s various applications. Respond to client questions regarding accounts, policies, and procedures. Review... ...-time Job function Finance and Other Industries Investment Management Financial Services Banking Benefits Medical insurance...Full time$60k - $70k
Better Talent by Laveer & Co. is looking for a Client Service Associate to join their team in New York. This role is vital for providing clients with seamless coordination of retirement planning services while supporting advisors in daily operations. The ideal candidate...- Bank of America in Town of Florida is seeking a client service support associate to assist multiple Financial Advisors. The role emphasizes... ...skills. Experience with investment products and client management is preferred. A client‑centric mindset and attention to detail...
- WestCare Inc is looking for a dedicated consumer advocate to coordinate services for clients in Miami. This full-time position requires a bachelor's degree... ...field and at least two years of experience in case management. The successful candidate will administer assessments...Full time
- BankUnited is seeking a Client Advocate I to manage incoming inquiries from clients of Treasury Solutions. In this role, you'll handle calls, emails, and chats efficiently, ensuring clients receive exceptional service and prompt responses. The ideal candidate should have...
- RBC in the Town of Florida is looking for a Client Associate to support financial advisors by managing client relations and account inquiries. This role involves ensuring compliance, facilitating transactions, and providing excellent customer service. Applicants should...
- Dormont Manufacturing Co is seeking a dedicated Client Associate in the Town of Florida, NY. This role focuses on building strong client relationships, assisting financial advisors, and maintaining compliance standards. Candidates should possess a Bachelor’s degree or...Flexible hours
- ...Overview What is the opportunity? Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors...Full timeFlexible hours
- NeuLife in Mt Dora, Florida is seeking a skilled and compassionate Case Manager to support individuals in need of rehabilitation services. You will conduct assessments, develop treatment plans, and coordinate service delivery. The ideal candidate requires a Bachelor's degree...
- Your role Deliver a best-in-class client experience. Elevate the team’s brand. Make the partners... ...on high value work. What you’ll own Manage client service workflows: account opening... ...team Clear Point Partners is a 12‑person wealth management team at UBS serving ultra‑high...Full timeWork at officeFlexible hours
- Morgan & Morgan, P.A. is seeking an Intake Attorney based in Plantation, FL. This role plays a crucial part in helping potential clients navigate their legal options by providing clarity and reassurance. The ideal candidate will possess a Juris Doctor, be an active member...Full timeWork at office
- ...An established, employee-owned financial services firm is seeking a Client Services Associate to join their Wealth Management team in Stuart, Florida. This is a high-touch client service and operational support role working directly with Financial Advisors and their high...
- Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra‑high net worth clients. Join our dynamic and growing team and take advantage of a unique opportunity to work...Local area
$130k - $200k
...is seeking a Family Law Attorney for their South Florida firm to manage family law matters with substantial courtroom responsibility.... ...5 years of experience, strong legal writing skills, and a warm, client-focused communication style. Offers a competitive salary range of...$130k - $200k
...experience. The role prioritizes in-office collaboration but allows for hybrid work, involving managing family law cases with substantial courtroom responsibility and client interaction. The firm provides extensive benefits including health, dental, and vision insurance...Work at office
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