- Bank of America (Melville, NY)
- Wealth Management Client Associate Melville, 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 (Lake Grove, 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
- Equitable (Melville, NY)
- Wealth Management Associate - NY, Woodbury (5079) ( 230000V7 ) **Primary Location** : UNITED STATES-NY-Melville **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
- Deloitte (Stamford, CT)
- Senior Consultant, Operations & Technology Transformation - Investment & Wealth Management What we do Operations and Technology Transformation delivers market ... including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management , Insurance, Telecom, Media and Energy & Resources. Our OTT… more
- Citigroup (Uniondale, NY)
- The Client Services Associate is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing ... level of support to Securities Specialists including but not limited to, client market updates, new account opening and modification, documentation approval, wire… more
- Citigroup (Uniondale, NY)
- …effectiveness of own team and other closely related teams. **Responsibilities:** + Deliver wealth management services to clients with guidance from the Advisor ... The Licensed Client Service Associate is a developing...manage multiple concurrent deadlines with strong organizational and time management skills per the needs of banker teams and… more
- Broadridge Financial Solutions (Edgewood, NY)
- …way, come join the Broadridge team. Broadridge is growing! We are seeking a Client Relations Administrator to join our dynamic team in Edgewood, NY! In this role, ... relates to Proxy Voting. You will act as a client advocate and interface between all departments. You will...it pertains to ProxyEdge. This role is part relationship management , part service delivery, part trouble-shooter, and part process… more
- Broadridge Financial Solutions (Edgewood, NY)
- …others along the way, come join the Broadridge team. In this role, the Associate will be responsible for the daily processing of shareholder and DTC presentations ... related to various transfer agent activities. The Associate will be responsible for reviewing all paperwork associated...to ensure accurate and timely responses; and Have time management and data entry skills. Hourly rate: $26 -… more
- Foresters Financial Services (Westbury, NY)
- …and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and ... Sales Support Associate Sales Westbury, New York Apply Description What...of hire to allow the incumbent to expand the client support provided to the Representative. What you will… more
- Broadridge Financial Solutions (Edgewood, NY)
- …enjoyed revenue growth across products and geographies with a renewed focus on our Wealth Management Solution and we are looking to accelerate this growth and ... to be a positive voice and thoughtful leader in Wealth and Client reporting segment. + Nurture... reporting. + Tax Reporting experience + Financial Services Wealth Management background preferably + Proven ability… more
- Broadridge Financial Solutions (Edgewood, NY)
- …helping others along the way, come join the Broadridge team. Sr. Director, Category Management - Print Production will have responsibility for management of key ... strategic projects and all related Strategic Sourcing and Category Management activities for all Print Production and Logistics spend categories. Using a… more
- Broadridge Financial Solutions (Edgewood, NY)
- …along the way, come join the Broadridge team. Broadridge is hiring!The Change Management Lead will play a key role in helping with enterprise software ... implementations (change initiatives) and Source-To-Pay related change management activities. This person will focus on the people side of change - including changes… more
- Broadridge Financial Solutions (Edgewood, NY)
- …Infrastructure SMEs and project teams to ensure all aspects of the Wealth Management architecture are defined in conjunction with Broadridge standards, ... teams with your expert insights. We're looking for someone with a wealth of design and architecture experience, adept in next-generation technologies, and with… more
- Broadridge Financial Solutions (Edgewood, NY)
- …a robust portfolio of tools and platforms/customers, including leading Investment Banks, Wealth Managers, Custodians and Asset Managers. Youll report to the ASTRID ... core product & project scope. + Managing & influencing client relationships across a range of stakeholders & both...direct authority in matrixed organizations. + Proficiency with product management tools such as Aha or Jira (preferred). +… more
- Broadridge Financial Solutions (Edgewood, NY)
- …model that supports our global reach. We're looking for someone with a wealth of experience in Loan Processing within funds administration, who also brings ... transition plan, including detailed timelines, resource allocation, and risk management strategies. + Ensure seamless knowledge transfer and integration of… more
- HUB International (Huntington, NY)
- …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. With over 19,000 employees in 750 ... team within an insurance agency. This role involves assisting in the management of client accounts, ensuring high-quality service, and handling administrative… more
- Broadridge Financial Solutions (Edgewood, NY)
- …Specialist plays a vital role in ensuring accurate and timely processing of client data, contributing to seamless operations and client satisfaction. This ... of vote processing and audit workflows while supporting critical internal and client -driven requests. If you are detail-oriented, thrive in a fast-paced environment,… more
- Broadridge Financial Solutions (Edgewood, NY)
- …with a focus on governance, or a related field + Experience in client management and support + Strong understanding of enterprise architecture frameworks, ... emerging technologies and business needs. + Collaborate with project management teams to integrate architectural methodologies into project workflows. Compliance… more
- Broadridge Financial Solutions (Edgewood, NY)
- …associated with certain high valued trades and act to mitigate + Escalate client issues and complaints on operational matters to higher-level management , when ... the ability to navigate complex situations. + Lead efforts to address complex client challenges, + Ability to recognize and escalate high-risk items to minimize loss… more