client service associate, retirement & private wealth - potential for hybrid work Jobs - 444


Hire Standard Staffing - all cities,NY

Remote Customer Service 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 products and...

Date : 2024-12-06T12:46:51Z

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Marshall & Sterling - Tivoli,NY

Description: ***This position may be based primarily in any of the following locations: Poughkeepsie, Middletown, Kingston, Leeds, Scotia, Utica, or Saratoga, NY*** Provide utmost service to clients by...

Date : 2024-12-06T19:24:54Z

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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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Raymond James Financial Incorporated - New York,NY

Job Summary The Senior Vice President, Chief Risk Officer for the Private Client and Asset Management business reports to the Chief Risk Officer of Raymond James Financial and is responsible for comprehensive and strategic...

Date : 2024-12-03T20:43:46Z

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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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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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YieldStreet - New York,NY

About the Role Yieldstreet is hiring a Client Consultant for our Private Client Group (PCG). The PCG team is focused on supporting high net worth individuals and corporate executives interested in investment opportunities...

Date : 2024-12-02T19:56:20Z

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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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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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