client service associate, wealth management Jobs - 399


Advantage xPO - New York,NY

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

Date : 2025-01-06T04:11:24Z

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Citi - New York,NY

Job Summary A Service Officer provides service support to the Citi Private Latin America businesses. Their focus is to ensure that effective client service is provided to our ultra high net worth clientele. They utilize the client...

Date : 2025-01-01T07:03:20Z

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Equitable Advisors - Melville,NY

Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives.

Date : 2025-01-03T14:24:56Z

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Bank of America - Melville,NY

Private Client Advisor New York, New York;Melville, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.

Date : 2025-01-01T07:04:34Z

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W.B. Mason Company - New York,NY

Overview: As a W.B. Mason Market Development Specialist, you'll be in charge of enrolling new customers and opening up new categories of business by presenting W.B. Mason's web capabilities, catalogs, flyers and full range of...

Date : 2025-01-09T23:20:48Z

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Blue Owl - New York,NY

Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives®. With $235 billion in assets under management as of September 30, 2024, we invest across three multi-strategy platforms: Credit, GP Strategic Capital, and Real...

Date : 2025-01-01T07:04:54Z

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Northwestern Mutual - New York,NY

Wealth Management Advisor Track | The Tri-Harbor Financial Group - NYC Through a distinctive and holistic planning approach, Northwestern Mutual Financial Advisors/ Wealth Management Advisors empower clients to...

Date : 2025-01-03T14:26:08Z

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Goldman Sachs Bank AG - New York,NY

Asset & Wealth Management Operations- Liquidity Management- Vice President, New York location_on New York, New York, United StatesOpportunity OverviewCORPORATE TITLE: Vice PresidentOFFICE LOCATION(S): New YorkJOB FUNCTION: Liquidity...

Date : 2025-01-01T16:06:29Z

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Claire Myers Consulting - Melville,NY

We are seeking a meticulous and client-focused Insurance Operations Associate to support various aspects of insurance operations within a wealth management setting. This role is crucial in ensuring a seamless experience for clients, from onboarding...

Date : 2025-01-01T07:05:31Z

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Vituity - Binghamton,NY

[Administrative Assistant / Remote] - Anywhere in U.S. / Up to $30.36 per hour + bonuses / Health, Dental, Vision, HSA/FSA, Life and AD&D coverage / 401(k) match / PTO - As an Administrative Coordinator you'll: Prepare professional reports and...

Date : 2025-01-01T06:32:23Z

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