- Bank of America (Syracuse, NY)
- Wealth Management Client Associate -PT Syracuse, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... 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 (Cicero, 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
- Morgan Stanley (Syracuse, NY)
- …incentive packages, and other Morgan Stanley sponsored benefit programs. **Job:** ** Wealth Management * **Title:** *Service Associate * **Location:** *New ... on behalf of the Complex as well as general management support functions and special projects. The role is...money movement, trade support and various approvals. The Service Associate must have the ability to resolve problems using… more
- Atria Wealth Solutions (Syracuse, NY)
- …day includes system testing of internal platform. Successful candidate will have wealth management /securities experience, service minded to provide top notch ... . What you will bring: ++Must haves+ + + Associate 's degree (A. A.) or equivalent from two-year college...++Like to Have + + Previous experience working in wealth management or broker dealer environment preferred.… more