tax and wealth planning client service specialist (legal administrative assistant) Jobs - 690


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 : 2025-03-21T03:19:15Z

Apply Now! Similar Jobs

Morgan Stanley - New York,NY

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations,...

Date : 2025-03-18T12:35:27Z

Apply Now! Similar Jobs

New York Presbyterian - New York,NY

Location New York, New York Shift: Day (United States of America) Description: NewYork-Presbyterian Hospital: Claims Representatives - Make It Possible At...

Date : 2025-03-24T06:59:20Z

Apply Now! Similar Jobs

Bank of America - Clifton Park,NY

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...

Date : 2025-03-13T18:18:13Z

Apply Now! Similar Jobs

Aon - New York,NY

Job Description Aon is looking for a Relationship Manager, Equities Performance NY, New York - Hybrid Do you want to be part of a collaborative team? Are you looking to make an...

Date : 2025-03-15T05:53:09Z

Apply Now! Similar Jobs

Webster Bank - Jericho,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 : 2025-03-18T12:37:43Z

Apply Now! Similar Jobs

Manning & Napier - Fairport,NY

Summary As a Wealth Management Assistant you will support the Wealth Managment and/or Asset Management Services Team. The Wealth Management Assistant will demonstrate the ability to escalate issues as appropriate and work in tandem with the...

Date : 2025-03-24T05:27:59Z

Apply Now! Similar Jobs

Alvarez & Marsal - New York,NY

Description Alvarez & Marsal's Financial Services Industry group partners with financial services firms and private investors to drive results, create value and unlock business opportunities at every stage of their growth strategies.

Date : 2025-03-18T06:47:18Z

Apply Now! Similar Jobs

Guidepoint - New York,NY

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...

Date : 2025-03-11T00:43:00Z

Apply Now! Similar Jobs

Citizens - Cicero,NY

Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a clients short-...

Date : 2025-03-13T18:18:19Z

Apply Now! Similar Jobs