senior client service associate - wealth management Jobs - 497


Edward Jones - East Patchogue,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 : 2025-01-07T11:24:46Z

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Northwestern Mutual - New York,NY

Wealth Management Advisor When getting started on Wall Street it's important to join a firm that will give you the most opportunities for success. The Wealth Management Advisor program will get you started in a difficult yet lucrative...

Date : 2025-01-03T14:25:09Z

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M&T Bank - Hauppauge,NY

Overview: Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business. Consults and coordinates on the delivery of solutions for a...

Date : 2025-01-01T07:02:08Z

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StraussGroup - Executive Search Consultants - Rochester,NY

The Company Our client, a well-established and highly respected regional bank, is looking to add a Managing Director of Wealth Management to their team in Rochester, NY. This position is a great...

Date : 2025-01-03T14:26:12Z

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Keybank National Association - Albany,NY

Location: 1301 Avenue of the Americas - New York, New York 10019 The Family Office Director is a senior advisor that exclusively works with Ultra High Net Worth (UHNW) families with a net-worth of greater than $25MM. This role serves...

Date : 2025-01-01T06:41:44Z

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FirstService Residential - New York,NY

**Job Overview:** The Director of Shared Services is a strategic leadership role responsible for overseeing the accounts receivable, accounts payable, treasury banking and financial reporting teams including ensuring performance, setting...

Date : 2025-01-01T06:38:53Z

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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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FirstService Corporation - New York,NY

Job Overview: The Director of Shared Services is a strategic leadership role responsible for overseeing the accounts receivable, accounts payable, treasury banking and financial reporting teams including ensuring performance, setting goals,...

Date : 2025-01-01T07:01:35Z

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UpTick Financial- Advisor Recruiters and Consultants - New York,NY

Are you looking for an opportunity to join a fast-growing, independent-minded, client-first, Award-winning $100 Billion dollar, Broker-Dealer? Our client, a top Broker-Dealer with over $100 billion in...

Date : 2025-01-07T03:26:33Z

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Cohen and Steers - New York,NY

Job Title: Senior Associate, Wealth Management Department: Wealth Management (Internal Sales) Reports To: Vice President, Manager, Internal Sales FLSA Code: Exempt Estimated Salary: $80,000 - $85,000 Job...

Date : 2025-01-08T08:32:33Z

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