Job Details Level Experienced Job Location Rochester Office - Rochester, NY Position Type Full Time Education Level...
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...
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...
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...
Wealth Management Client Associate Clifton Park, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for...
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...
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:...
Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Client Service Associate to: * keep management systems up-to-date with client information * educate clients on account...
POSITION SUMMARYClient Relationship Analysts help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Relationship Analyst assists with the development and growth of business by...
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...