Wealth Management Client Associate

Responsibilities:Assists the firm's Wealth Advisors in servicing the needs of clients, often serving as the first point of communication Continually develop and strengthen relationships with clients Provide timely and accurate responses to operational and administrative client inquiries Accurately and completely prepare and facilitate all account paperwork...

TalentWealth Recruiting , a boutique financial services recruiting firm, is recruiting for an exciting opportunity.An independent RIA with over $600MM AUM based in Northville, MI is hiring a Client Service Associate to their growing team.Our client is seeking a polished and organized professional with some experience in all areas of client and advisor...

A leading Canadian- based bank headquartered in Chicago is looking to hire a Senior Auditor to help scale the business' Wealth Management Portfolio team, focusing on the audit portfolio for the Wealth Management line of business which includes the fiduciary account administration, investment management, and private banking. The role is expected to be in...

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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...

Your role Do you want to have a leadership role in preventing criminals and terrorists from abusing the financial and legislative systems? Are you the type of person who can lead a team in the development of a program to prevent financial crimes? Are you an individual capable of undertaking a demanding yet rewarding role? We are looking for someone who can:...

Our Company Private investments such as venture capital, hedge funds, and private equity make up roughly 25% of the entire investments universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy email boxes. Not only is this tedious and time consuming, but it is...

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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...

Our client, one of the largest banks in the US with wealth management, investment banking, and international business, is seeking an PROJECT MANAGER Location: New York, NYPosition Type: ContractJob Summary:In Equity Linked Technology, we implement innovative software solutions to provide our clients with a seamless pre-trade experience. Our engineers solve...

Associate Account Manager Job DescriptionI. Job Summary | Major goals and objectives.The Associate Account Manager will support the goals of the Partnerships Team. He or she will be responsible for helping to grow our commerce business by maintaining key client relationships, identifying new partnership opportunities, pitching, and managing paid...

Role Overview The Manager, Client Development supports the Client Development department for Van Cleef & Arpels Americas. In this role, the candidate will report directly to the Senior Manager of Client Development. This role is responsible for the rollout of the Americas CRM strategy & Clienteling programs. They liaise with Global CRM, local regional Client...

Come Work with UsAt RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.Whether you're helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that...

Vidmob is the creative data company. Its scoring software and analytics have become an essential ingredient in the creative and media decisions of the world's largest marketers and agencies, as they strive to drive business results through improved creative effectiveness. As the leader in creative data, Vidmob's influence lies in its partnerships and...

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of...

If you are a Dream-maker, this is the place for you. Together, we will create the real fabric of Gucci. A community of people united by the same passion: breaking new ground in the fashion world and beyond.Role MissionThe Gucci Manager, Retail Client Engagement and Development for New York Fifth Avenue will affect the client experience as it will indirectly...

Internal Audit - Asset Management, Associate, New York The Goldman Sachs Group, Inc. is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments, and individuals. Founded in 1869,...

Vidmob is the creative data company. Its scoring software and analytics have become an essential ingredient in the creative and media decisions of the world's largest marketers and agencies, as they strive to drive business results through improved creative effectiveness. As the leader in creative data, Vidmob's influence lies in its partnerships and...

GSTV is dedicated to building an inclusive team and culture that reflects the communities we serve every day. Being part of the GSTV team means that we are always encouraged and challenged to grow personally and professionally. More importantly, we are accountable for our actions towards one another as the foundation for a strong and accepting workplace....

Located in the serene setting of the Vallée de Joux, our Home of Fine Watchmaking offers a unique sense of belonging. It is here, inspired by the exceptional landscapes of the Jura Mountains, guided by an unquenchable inner fire, that La Grande Maison gets its soul. This spirit has powered the creation of more than 1,200 calibres since 1833 and made...

Private Client Sales ManagersmyGemma is on the lookout for Private Client Sales Managers to join our New York sales team.About the role:If you love luxury goods and relationship building and have an extensive client base of luxury this position could be for youWe are looking for people to generate private shopping appointments and events in myGemma's new...

At Cartier North America, we are proud to employ talent from many different backgrounds, experiences, and identities. We believe that when diversity and inclusion are fully embraced and empowered, creativity and knowledge emerge to deliver excellence. We continue to work towards creating a workforce that represents the diversity of our clients and our...