client service associate, retirement & private wealth - potential for hybrid work Jobs - 414


Hire Standard Staffing - New York,NY

Remote Benefits Representative American Income Life (part of Globe Life, a NASDAQ traded company) is looking for Benefit Representatives to help manage growing client needs and help provide both new and existing clients with the best...

Date : 2024-12-06T12:46:53Z

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Citi - New York,NY

The Head of US Citigold/Citi Private Client Wealth Supervision manages a team of over 50 FINRA-licensed colleagues responsible for the supervisory oversight of investments sales activity and client suitability across Wealth's Citigold/Citi Private...

Date : 2024-11-29T07:09:49Z

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Morgan Stanley - New York,NY

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...

Date : 2024-12-05T07:47:41Z

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Bank of America - New York,NY

Merrill Private Wealth Market Client Relationship Manager New York, New York;New York, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and...

Date : 2024-11-30T21:07:18Z

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Webster Financial Corporation - Levittown,NY

If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial...

Date : 2024-12-05T20:56:35Z

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Michael Page - New York,NY

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...

Date : 2024-12-04T06:11:56Z

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National Financial Partners - New York,NY

Who We Are Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned subsidiary of NFP Corp., we combine the culture of a boutique...

Date : 2024-12-02T08:22:04Z

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Citizens Bank - East Amherst,NY

Description At?Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished?client-centric culture, having a mindset of?continuous improvement?and always?enhancing our...

Date : 2024-12-06T08:45:57Z

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Atlantic Group - New York,NY

Location: New York, NY Type: Perm (Contingency) Job #39013 Salary: $185,000 Job Overview - Associate Director/Director (Compliance Consulting): Are you currently in a...

Date : 2024-11-25T11:32:19Z

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Broadridge Financial Solutions - Brentwood,NY

At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If youre passionate about developing your career, while helping others along the way, come join the Broadridge team. Broadridge is hiring!

Date : 2024-12-03T14:21:15Z

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