client service associate, retirement & private wealth - potential for hybrid work Jobs - 407


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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Alera Group - New York,NY

Overview: Brio Benefit Consulting is looking for a Retirement Solutions Client Service Associate to join their Employee Benefits Team. In 2023, Brio Benefits joined Alera Group, an independent national insurance...

Date : 2024-12-04T07:42:37Z

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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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National Financial Partners - New York,NY

Who We Are NFP, an Aon Company, is a multi-year Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the...

Date : 2024-12-03T01:03:24Z

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JPMorgan Chase & - Greenvale,NY

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...

Date : 2024-11-25T20:40:46Z

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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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Dynamic Capital Group LLC - New York,NY

Remote Opportunity: Financial Associate Flexible Hours – Set your own schedule No Experience Required – Full training and mentorship provided (*Preferred experience includes...

Date : 2024-12-08T07:19:46Z

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Government Employees Insurance Company - Melville,NY

Claims Service Specialist Melville, NY Salary: $25.81 per hour / $52,000 annually Hybrid role: Training 100% in-office (6-9 months); post training 4 days a week in office and work from home 1 day a...

Date : 2024-12-01T07:20:38Z

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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 : 2024-12-05T06:24:44Z

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Guidepoint Global - New York,NY

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...

Date : 2024-12-03T09:14:35Z

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