Wealth Management Client Associate: Client-Focused Support
Bank of America ATM
Bank of America’s Merrill Wealth Management team is seeking a Client Service Associate to support Financial Advisors with client needs and enterprise objectives. You will ensure accurate service materials, manage inquiries, and help protect clients by adhering to bank policies while delivering a high-touch experience. Responsibilities include educating clients on banking offerings, upgrading client relationships, and supporting day-to-day team activities with a client-first mindset; licensing #J-18808-Ljbffr Bank of America
- Bank of America Merrill Wealth Management is seeking a client service professional to support Financial Advisors and Client Associates. You will address service needs, coordinate with advisors, and advocate for clients while tailoring solutions to their financial goals...Suggested
$25 - $45 per hour
...Job Description: Merrill Wealth Management is a leading provider of comprehensive... ...and Wealth Management Client Associates help clients pursue the... ...an in-office culture that supports collaboration, engagement,... ...work ethic and an intense focus on results Demonstrates a client...SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shift$50k - $94k
...Description Join RBC and help clients thrive and communities prosper. You will embrace RBC Wealth Management's core values and culture as... ...Service Manager and Client Associate responsibilities. As the... ...oversee operational tasks, support Client Associates, manage...SuggestedFull timeWork at officeFlexible hours- RBC Capital Markets, LLC in Farmington, CT, is seeking a Client Associate/Registered Client Associate to serve financial advisors and clients... ..., onboarding, account maintenance, and compliance while supporting advisors in growing their business. You'll build relationships...Suggested
- ...Client Services Associate / Travel (Remote) About the job Client Services Associate / Travel (Remote... ...booking experiences and personalized support. By partnering with trusted travel providers... ...for a detail-oriented and customer-focused individual to join our team as a...SuggestedRemote workFlexible hours
$49.5k - $77k
...Client Associate/Registered Client Associate Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors... ...insurance, and paid-time off. Leaders who support your development through coaching and managing...Full timeFlexible hours$49.5k - $77k
...What is the opportunity? Embrace RBC Wealth Management's core values and inclusive culture... ...serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become... ..., and paid-time off. Leaders who support your development through coaching...Full timeFlexible hours- ...an experienced Estate Planner / Drafter (Senior Associate) to join our US Private Client & Tax practice. You will prepare bespoke estate planning... ...for high-net-worth individuals and families, focusing on tax-efficient wealth transfer and sophisticated trust planning. You...Private practice
- Jobtailor seeks an experienced client-facing professional in the employee benefits space to support customers across Central and Eastern time zones. You will own intake and resolution of inquiries, coordinating with back-office teams to deliver timely solutions and reporting...
- ...Connecticut is seeking a Senior Environmental Professional | Project Manager. In this role, you will lead complex environmental... ...remediation programs while mentoring staff and building strong client relationships. This opportunity is ideal for an experienced professional...
$180k - $217.5k
...Employment And Labor Law Attorney Focused on employment and labor law since 1958, Jackson... ...are engaged and stable, and share our clients' goals to emphasize belonging and... ...Employment Law and Labor Law on behalf of Management, in the U.S. News - Best Lawyers® "Best...Flexible hours$190k - $275k
Job details: Real Client Exposure. Meaningful Litigation Work. This Jobot Job is... ...0 per year A bit about us: We are a management-side law firm focused on workplace and employment matters,... ...policies, compliance, and risk mitigation Support clients with dispute resolution...Local area$130k - $150k
...independentlyStrong drafting, negotiation, and client counseling skillsExcellent attention to detail and business judgmentAbility to manage multiple transactions... ...litigation teams to provide practical, business-focused solutions that help clients achieve their...- .../ Drafter (Senior Associate level) to join our... ...growing US Private Client & Tax practice in... ...international practice supporting attorneys in the... .... The practice focuses on sophisticated estate... ...taxable estates, wealth transfer... ...organised document management, including version...Private practiceFlexible hours
$100k - $198k
...platform and a national client base Handle... ...and recommendations Manage meaningful matters from... ...responsive partners, associates, and legal staff Build... ...coverage practice in a supportive environment that values... ...forward-thinking firm focused on innovation, efficiency...Full timeTemporary workRemote workFlexible hours- A community support organization is seeking a Family Support Specialist responsible for providing case management and mental health services to children and families. This role includes conducting assessments, developing treatment plans, and collaborating with community...Work at office
- Responsibilities Supports clients located in Central and Eastern Standard Time Zones Responsible for intake and resolution of Customer (U... ...necessary "back office" areas to resolve Organizes, oversees, manages, monitors and follows through Acts as the daily point of...Contract work
- CyberCoders in Hartford seeks a Corporate Associate Attorney with a strong transactional focus to join our business services practice. The role targets candidates... ...corporate matters, including M&A experience, to support private company transactions and governance matters....
- ...Intellectual Property Associate Attorney Hartford,... ...disputes for a diverse client base ranging from emerging... ...strategy Managing discovery and e-discovery... ...management skills. Client-focused mindset and strong... ...A collaborative and supportive team culture. Opportunities...Contract workWork at officeRemote work2 days per week
- ...in good standing is required. You’ll work with partners and senior attorneys who are genuinely available and a team that delivers clients to you. We offer a hybrid work model, allowing you to work from home, in the office, or both, plus health insurance, a 401(k) match...Work at officeWork from home
- A healthcare-focused law firm is seeking a regulatory compliance professional to conduct legal research and draft essential documentation. This role involves supporting M&A transactions and maintaining compliance across multiple states. The ideal candidate has at least...
- ...We operate deeply inside our clients' hiring processes not as an external... ...decade of regulatory risk management, data governance, fintech... ...Experience: From early-career associates, compliance analysts,... ...process. No spamming. Support refining your resume for the...Contract work
- ...State of Connecticut's Office of Policy and Management (OPM) is accepting applications for... ...policy agency. The successful candidate will support OPM’s General Counsel and handle a wide... ...statutes and regulations and advising clients Experience working with the Microsoft...Full timeWork at officeMonday to FridayDay shift
- The Office of Policy and Management seeks a Staff Attorney 1 to support the General Counsel and handle legal matters spanning budget, finance, policy, legislation... ...and interpreting state and federal statutes and advising clients #J-18808-Ljbffr DGS Office of External AffairsFull timeWork at office
- An established industry player seeks a Peer Support Specialist to empower individuals facing mental health and substance use challenges... ..., you will provide compassionate support and advocacy, helping clients navigate their recovery journeys. Collaborating with an...
$130k - $150k
...documentationStrong analytical, drafting, and client counseling skillsAbility to independently manage transactions from inception... ...deliver practical and business-focused legal solutions. This... ...transactional work, and a platform that supports both professional growth and...$195k - $210k
..."Top Ranked" Am Law 200 firm, seeks an associate with three to five years of experience to... ...combination of talent that affords our clients a depth and breadth of experience. Our lawyers... ...role will be initially responsible for supporting the transactional side of our practice,...Contract workWork at office2 days per week3 days per week- ...efficient file progress, and support team members in achieving successful outcomes for our clients. This role includes active involvement... ...be modified at any time by Management. Modifications will be in... ...to detail and follow-up with a focus on efficiency and accuracy...Work at office
- ...We are a Civil Litigation Defense Law Firm. Our mission is focused on a slow and sustainable growth process to create a diverse working... ...Trebach has become respected for our effective defense of clients ranging from Fortune 100 companies to individuals and small business...Full timeTemporary workLocal area
- ...CT office. This role offers the chance to manage cases from inception through resolution,... ...providing hands-on responsibility and direct client contact in a collaborative environment.... ...Conduct legal research and develop well-supported litigation strategies. Participate in...Work at office
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