client service associate, retirement & private wealth - potential for hybrid work Jobs - 447


Edward Jones - Potsdam,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 : 2024-11-30T19:13:10Z

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Marshall & Sterling - Canajoharie,NY

Description: Provide utmost service to clients by fulfilling major responsibilities as listed below. Support agency's growth objectives by working in conjunction with Account Management team to provide service and support to our clients. • Provide...

Date : 2024-12-03T20:06:44Z

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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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NFP - New York,NY

Who we are: Covala Group is an administrator of disability insurance benefits for corporate clients with offices on Wall Street in Manhattan. We are a 30-person team of energetic, collaborative problem solvers. Covala is a...

Date : 2024-12-03T07:32:22Z

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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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Northern Trust - New York,NY

About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial...

Date : 2024-11-24T20:15:20Z

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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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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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Morgan Stanley - New York,NY

POSITION SUMMARY Client 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...

Date : 2024-12-05T07:47:28Z

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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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