- Raymond James Financial, Inc. (Depew, NY)
- **Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients + ... the financial advisors and branch office + Open new client accounts, process money movement, and research information as...a team + Provide a high level of customer service _Custom Wealth Strategies and its employees… more
- Bank of America (Buffalo, NY)
- Wealth Management Client Associate Buffalo, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Buffalo/ Wealth -Management- Client - Associate \_25044981) **Job Description:** Merrill … more
- Equitable (Buffalo, NY)
- Wealth Management Associate - NY, Albany, Buffalo, Rochester, Syracuse (3963) ( 230000RC ) **Primary Location** : UNITED STATES-NY-BUFFALO **Organization** : ... their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. **Role Highlights** + ** Client … more
- Raymond James Financial, Inc. (Clarence, NY)
- **Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients + ... the financial advisors and branch office + Open new client accounts, process money movement, and research information as...a team + Provide a high level of customer service _Scheff Liddell Wealth Group and its… more