client service associate, retirement & private wealth - potential for hybrid work Jobs - 461


Edward Jones - Ossining,NY

Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals:...

Date : 2024-11-28T05:24:05Z

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Citizens Bank - Rye,NY

Description At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen relationships with your clients by...

Date : 2024-11-24T08:37:06Z

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Bank of America - Garden City,NY

Wealth Management Specialist-NPD Garden City, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies,...

Date : 2024-12-03T14:20:48Z

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USI Holdings Corporation - Valhalla,NY

General Description: Lead and deliver strategic consulting and global benefit project management services to multinational clients. Provide overall support to multinational clients' benefit and retirement plans across the globe, with...

Date : 2024-11-28T08:48:58Z

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Key Bank - Buffalo,NY

Location: 726 Exchange Street - Buffalo, New York 14210 Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment...

Date : 2024-11-25T11:34:33Z

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Advantage xPO - New York,NY

Advantage xPO is currently looking for a bright, energetic and friendly Administrative Assistant to support a busy and highly successful Private Wealth Management office within one of the most prestigious global financial services...

Date : 2024-12-04T07:42:50Z

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Kansas City Title - Pelham,NY

This position provides administrative support to the branch manager and sales associates, oversees and performs office operation duties, recruits and trains staff, interprets and enforces company policy and provides customer service.Duties may...

Date : 2024-12-03T20:50:39Z

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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 : 2024-12-05T20:52:32Z

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Remote Customer Service - Lake Placid,NY

About the Role As a Remote Customer Service Representative, you'll provide exceptional customer service from the comfort of your own home. You'll handle inbound calls and emails, resolving customer inquiries and issues in a professional and...

Date : 2024-12-05T17:38:18Z

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Coller Capital - New York,NY

The Investor Relations function is responsible for the management and co-ordination of interactions with our global investor base. This Role is within the Investor Relations Due Diligence team focused on Private Wealth products. This individual...

Date : 2024-12-02T08:30:27Z

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