- Wells Fargo (Purchase, NY)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes, scheduling and… more
- Morgan Stanley (New York, NY)
- …to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Registered Client Service Associate * **Location:** *New ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated… more
- Morgan Stanley (New York, NY)
- …other Morgan Stanley sponsored benefit programs. **Job:** **Wealth Management* **Title:** * Registered Client Service Associate **Location:** *New York-New ... client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and… more
- Morgan Stanley (New York, NY)
- …other Morgan Stanley sponsored benefit programs. **Job:** **Wealth Management* **Title:** * Registered Client Service Associate * **Location:** *New York-New ... *POSITION SUMMARY* Client Service Associates provide exceptional service to our...in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role… 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 comprehensive wealth ... that is culture driven, resilient, results focused and effective. **Position Overview:** The ** Registered ** **Wealth Management Client Associate ** role is a… 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 comprehensive wealth ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- Bank of America (Paramus, NJ)
- Registered Wealth Management Client Associate Paramus, New Jersey **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- JPMorgan Chase (West Harrison, NY)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide ... service, operational marketing and administrative support to Private Client Advisors within Wealth Management. **Job responsibilities** + Support...60 day condition of employment + If you were registered after October 1, 2018 you must also have… more
- TEKsystems (Brooklyn, NY)
- ONSITE - Client Relations Associate Midtown Manhattan l Open-ended Contract **THIS IS A CALL CENTER JOB** SERIOUS INQUIRIES ONLY Starting pay $18/hr - ... Day in the Role: + Provide customer service to registered shareholders through inbound and outbound call lists. +...10:00AM-6PM + Team oriented and work closely with other client services reps For questions, please feel free to… more
- InGenesis (New York, NY)
- …is currently sourcing for Registered Nurse candidates to work for our potential client . In this role, you will provide general nursing care to patients within a ... meet those needs. * Performs other duties as assigned. Minimum Qualifications * Associate 's or baccalaureate Registered Nurse degree from a program accredited by… more
- Hackensack Meridian Health (Lodi, NJ)
- …resource referrals. Assure that coordination of services is effective and meets client 's needs. + Communicate pertinent patient information and Plan of Care during ... 8 hours a day. **Qualifications** Education, Knowledge, Skills and Abilities Required: + Associate 's Degree in Nursing or Diploma Certificate in Nursing + One (1)… more
- Hackensack Meridian Health (Little Falls, NJ)
- …resource referrals. Assure that coordination of services is effective and meets client 's needs. + Communicate pertinent patient information and Plan of Care during ... 8 hours a day. **Qualifications** Education, Knowledge, Skills and Abilities Required: + Associate 's Degree in Nursing or Diploma Certificate in Nursing + Minimum of… more
- Robert Half (New York, NY)
- …that solution. Associate Directors have a solid understanding of their client 's business and demonstrate technical competence in their solution and industry. ... JOB REQUISITION Business Platform Transformation S/4HANA Pre-Sales Architect - Associate Director LOCATION NEW YORK CITY ADDITIONAL LOCATION(S) JOB DESCRIPTION You… more
- Robert Half (New York, NY)
- …on our projects and client requests and commitments . Protiviti is not registered to hire or employ personnel in the following states - West Virginia, Alaska ... JOB REQUISITION New York Technology Audit and Advisory Associate Director LOCATION NEW YORK CITY ADDITIONAL LOCATION(S) JOB DESCRIPTION You Belong Here The Protiviti… more
- Foresters Financial Services (Westbury, NY)
- Sales Support Associate Sales Westbury, New York Apply Description What we need: This role supports the Registered Financial Services Sales Representative's ... of hire to allow the incumbent to expand the client support provided to the Representative. What you will...advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in… more
- Neuberger Berman (New York, NY)
- Chief Compliance Officer for over $55 billion complex of funds registered under the Investment Company Act of 1940, covering multiple asset classes and strategies ... closed-end fund structures. **Responsibilities:** + Managing all aspects of a registered fund compliance program, including: + Annual Rule 38a-1 compliance review;… more
- KPMG (New York, NY)
- **Business Title:** Tax Associate , Business Tax Services - New York Financial Services - Information Reporting and Withholding | New York Winter 2026 **Requisition ... as a firm. KPMG is currently seeking a Tax Associate for our Business Tax Services practice. Responsibilities: +...hedge funds, private equity funds, venture funds or other registered funds + Participate in a full spectrum of… more
- City of New York (New York, NY)
- …- PLEASE READ: Only those who are currently serving as a permanent Associate Project Manager will be considered. The NYC Department of Environmental Protection (DEP) ... gas emissions through small and medium-sized capital projects. As an Associate Project Manager for the Mechanical Engineering Section, the selected candidate… more
- Robert Half Finance & Accounting (New York, NY)
- Description Robert Half Financial Services are currently recruiting for a Compliance Associate role at a global Investment firm based in midtown Manhattan New York. ... Our client requires 2+ years' Investment Compliance experience at an...developing and implementing policies and procedures for a US registered investment adviser and UK/HK affiliates, with a specific… more
- Equitable (New York, NY)
- Wealth Management Associate - NY, New York (2481) ( PIN\_15024 ) **Primary Location** : UNITED STATES-NY-New York **Organization** : Equitable Advisors ... to empower you with the skills and tools needed for success: client relationship management, product knowledge, sales techniques, market development, role play and… more