- Bank of America (New York, NY)
- Wealth Management Client Associate -Part Time NEW YORK, New York **Job Description:** Merrill Wealth Management is a leading provider of ... life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they… more
- Bank of America (New York, NY)
- Registered Wealth Management Client Associate New York, New York **Job Description:** Merrill Wealth Management is a leading provider of ... life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they… more
- JPMorgan Chase (White Plains, NY)
- …financial needs. As a Private Client Investment Advisor Team Lead in JP Morgan Wealth Management , you will support the market and serve as a liaison between ... will collaborate with key partners across the JP Morgan Wealth Management businesses and One Chase partnerships....Private Client Investment Associates + Support Private Client Investment Associate performance and development through… more
- JPMorgan Chase (New York, NY)
- …investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management , you will provide client ... service, operational marketing and administrative support to Private Client Advisors within Wealth Management . **Job responsibilities** + Support Advisors… more
- Neuberger Berman (New York, NY)
- …a seasoned Wealth Advisor Team within Neuberger Berman's Private Wealth Management business. The Client Associate enhances the client experience ... **Summary:** The Client Associate will provide comprehensive operational...portfolio systems. + Provide customized reporting and analysis to client or Wealth Advisor team on a… more
- Morgan Stanley (Purchase, NY)
- …employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** * Client Service Associate * **Location:** ... experience through an elevated standard of care. The Client Service Associate assists with the development...* Proactively participate in firm initiatives directed by local management * Regularly seek opportunities to use firm resources… more
- Morgan Stanley (Garden City, NY)
- …and other Morgan Stanley sponsored benefit programs. **Job:** ** Wealth Management * **Title:** *Registered Client Service Associate * **Location:** *New ... Office skills (Word, Excel, Outlook and PowerPoint) * Exceptional writing, interpersonal and client service skills * Strong time management skills * Team player… more
- M&T Bank (New York, NY)
- …and retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management . Delivers on the Client ... and maintain strong client relationships through daily interactions with clients, Wealth Management team, and internal business partners to contribute to the… more
- Citigroup (New York, NY)
- …is part of the Global Citi Wealth organization. We focus on providing wealth management for busy professionals and their firms. We help our clients save, ... ourselves in being responsive by design and expect the Associate Banker on the Wealth at Work...pitches, and deliver Citi's full suite of banking and wealth management solutions to our clients +… more
- JPMorgan Chase (New York, NY)
- …are typically team-based and include close collaboration with senior executives. As an Asset Wealth Management Strategy, Associate within the Asset and ... and research, and work extensively with other colleagues across Asset and Wealth Management , including investment professionals, client advisors/market… more
- Neuberger Berman (New York, NY)
- …assets as of December 31, 2023. NP Private Wealth is Neuberger Berman's direct-to- client wealth and investment management business. Managing $70b+ in ... due diligence, investment communications and content, data analysis, and business development/ client management support. This position is suitable for… more
- Equitable (New York, NY)
- Wealth Management Associate - NY, New York (3847) ( 190004CF ) **Primary Location** : UNITED STATES-NY-New York **Organization** : Equitable Advisors ... **Description** **Equitable Advisors** is a respected wealth management firm with a proven track...you with the skills and tools needed for success: client relationship management , product knowledge, sales techniques,… more
- Equitable (Stamford, CT)
- Wealth Management Associate - CT, Stamford (5022) ( 23000077 ) **Primary Location** : UNITED STATES-CT-Stamford **Organization** : Equitable Advisors ... **Description** **Equitable Advisors** is a respected wealth management firm with a proven track...you with the skills and tools needed for success: client relationship management , product knowledge, sales techniques,… more
- Citigroup (New York, NY)
- The Associate Banker SAFE Act LO is a seasoned...pitches, and deliver Citi's full suite of banking and wealth management solutions to our clients + ... **Qualifications:** + 3-7 years of relevant experience + Prior experience in wealth management or other financial services roles preferred + Ability… more
- JPMorgan Chase (Jersey City, NJ)
- Within JP Morgan Wealth Management , the Alternative Investments Group ("AIG") consists of experienced professionals based in New York, Hong Kong, Singapore, ... The Alternative Investments Tax Team is positioned within the Alternative Funds Management group ("Funds Management "), rolls up into the Investments Solutions… more
- Broadridge Financial Solutions (New York, NY)
- …architecture roadmap in alignment with business goals for wealth management . + Design end-to-end solutions that encompass client -facing applications, data ... truly matter. Broadridge Financial Solutions is seeking a highly skilled and experienced VP, Wealth Management Architect to join our team. In this role, you will… more
- Deloitte (New York, NY)
- Manager, Operations & Technology Transformation - Investment & Wealth Management What we do Operations and Technology Transformation delivers market leading ... including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management , Insurance, Telecom, Media and Energy & Resources. Our OTT… more
- HSBC (Brooklyn, NY)
- …our communities and the planet we all share. As our Client Experience Associate , you'll help new and current Wealth Center customers feel comfortable while ... experience, including operations and customer service experience. As our Client Experience Associate you will: + Greet...service and or operational experience within a retail banking, wealth management or equivalent + Proven decision… more
- JPMorgan Chase (New York, NY)
- Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ... make your mark by delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team, you will play a… more
- JPMorgan Chase (Riverside, CT)
- Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ... delivering high-quality support and innovative financial solutions. As a Client Associate within JP Morgan Advisors, you...Advisors and their clients, ensuring a seamless and personalized wealth management experience. You will be part… more