Client Wealth Coordinator Do you have the following skills, experience and drive to succeed in this role Find out below. Albany, NY Fusco Personnel is actively recruiting a Client Wealth Coordinator for a growing Wealth Management Firm...
We're seeking someone to join our team as an Associate in Shared Services and Banking Operations department to work on cross functional projects in support of changed or new regulations, processes and controls that have an impact across the firm...
Retirement Plan Participant ConsultantCompensation: $65,000 - $100,000 and bonus eligibleLocation: Rochester, NY (position can be fully remote but hybrid is preferred)This role deals with the financial education of the employees of retirement plan...
JobID: 210530950 Category: Client Advisory JobSchedule: Full time Posted Date: 2024-10-07T19:38:52+00:00 JobShift: Base Pay/Salary: Greenvale,NY $170,000.00-$250,000.00 We are actively looking for exceptionally...
As part of the Private Wealth Centralized Business Services team, the Associate will assist with onboarding and provide business support to the Private Wealth teams. They will collaborate with Compliance, Supervision, Business Control, and...
Overview: The Client Service team connects Guidepoint's clients with subject-matter experts to better inform their business decisions. They take the time to understand each client's specific research needs and deliver the experts closest to...
[Customer Service / Fully Remote] - Anywhere in U.S. / Competitive pay / Healthcare benefits / PTO - As a Client Support Specialist you'll: Provide user support to improve the experience of customers; Provide timely responses to customer service...
Your role Do you want to proactively go the extra mile with us to help clients? Are you focused on the details, even when under pressure? We're looking for a Client Associate to: * support client advisors in delivering...
O'Shaughnessy Asset Management (OSAM) is owned by Franklin Templeton, a diversified firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 150...
Excellent part-time opportunity with a small, family-oriented office! Monday-Friday, 11 am-4:30 pm A local bonding agency is eager to hire a part-time Underwriting Assistant. Main responsibilities include: Answering, screening and directing phone...