Associate Client Advisor
3 weeks ago
Marsh is seeking candidates for our open Associate Client Advisor - Property position based in our New York office. Associate Client Advisor What can you expect:Becoming a member of Marsh's best in class Power & Energy team who delivers expert broki Client Advisor, Associate, Advisor, Property, Business, Client, Banking
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Client Service Associate
1 month ago
New York, United States Advisor Business Solutions Full time**Qualifications**: Knowledge of investment and portfolio administration such as fund transfers and withdrawals, RMDs, capital gains, and losses, calculation of stepped-up cost basis, ACATs, new account documentation, and classification of securities. Experience with the Fidelity custodial platform is preferred. **Responsibilities**: - Engage and promptly...
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Planning and Insurance Associate
54 minutes ago
New York, United States Lead Advisor Full timeLead - Advisor is a consulting and search firm specializing in wealth management. This role is for a client firm.We are helping our client in Midtown, hire a Planning and Insurance Associate.Our client offers Certified Financial Planning, a comprehensive approach to wealth management, and personal planning with a team-based/family office environment.Job...
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Associate Client Advisor
7 days ago
New York, New York, United States Marsh Full timeMarsh is looking for candidates to join their team as an Associate Client Advisor - Casualty based in New York.Role Overview: Join Marsh's top-notch Power & Energy team to provide expert broking & strategy solutions for managing risk confidently. As a Client Advisor, understand clients' business priorities and risk management needs to offer knowledge and...
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Associate Client Advisor
3 weeks ago
New York, United States Voya Financial, Inc. Full timeTogether we fight for everyones opportunity for a better financial future. We will do this together with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyones access to opportunitie Client Advisor, Solutions, Insurance, Associate, Solution, Advisor, Technology
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Associate Financial Advisor
6 days ago
New York, New York, United States Edward Jones Full timeWould you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...
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Client Associate
1 month ago
New York, United States UBS Full timeUnited States - New York - Business development, Business management, administration and support, Client advisory / Relationship management, Financial Advisors, Management and Business Support, Operations - Global Wealth Management **Job Reference #** - 293845BR **City** - New York **Job Type** - Full Time **Your role** - Are you truly service oriented?...
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Client Service Associate
3 weeks ago
New York, United States National Financial Partners Corporation Full timeWho We Are: Wealthspire Advisors is a New York City-based, independent registered investment Advisory firm with $20 B in AUM. We have more than 300 employees serving clients from 22 offices in 12 states. With a strong commitment to a fiduciary busine Client Service, Associate, Advisor, Wealth, Service, Diversity, Retail
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Client Advisor
3 weeks ago
New York, New York, United States Burberry Full timeINTRODUCTIONAt Burberry, we believe creativity opens spaces. Our purpose is to unlock the power of imagination to push boundaries and open new possibilities for our people, our customers and our communities. This is the core belief that has guided Burberry since it was founded in 1856 and is central to how we operate as a company today. We aim to provide an...
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Client Advisor-Rockefeller Center
3 weeks ago
New York, United States Tiffany's Full timeClient Advisors hold the critical position of embodying the Tiffany brand in each and every client interaction using the Tiffany touch; their own flair for making each clients experience extraordinary. The Client Advisor is an excellent communicator Client Advisor, Advisor, Client Relations, Brand Ambassador, Hospitality, Sales, Banking
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Client Advisor
3 days ago
New York, United States Acne Studios Full timeAcne Studios is a progressive luxury house and through collaboration and curiosity, we set high aspirations and strive for excellence. We value everyone's contribution and embrace feedback to develop ourselves and others. We aim to minimise our environmental impact across all our operations and to address societal challenges in the way we conduct our...
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Non - Registered Client Service Associate
4 weeks ago
New York, United States Stifel Financial Full timeUnder immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited Client Service, Associate, Registered, Financial Advisor, Service, Branch Manager, Retail
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Client Advisor, SoHo
4 weeks ago
New York, New York, United States AMIRI Full timePurpose & objective:AMIRI is looking for an enthusiastic Client Advisor to join the its SoHo location The AMIRI Client Advisor is responsible for delivering quality client service, achieving individual sales goals, building lasting dynamic client relationships through expert product knowledge and selling techniques, as well as understanding luxury boutique...
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Senior Client Service Associate
6 days ago
New York, United States Norman Alex Full timeOur client is an investment advisory firm, providing a comprehensive and flexible array of investment solutions to high-net-worth individuals, family offices and institutions. We are currently seeking a Senior Client Associate candidate, based out of our Miami office. The candidate would work primarily with advisors based in Miami and be responsible for...
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Asset Management
3 weeks ago
New York, United States JPMorgan Chase & Co. Full time***Positions available in Chicago, IL, Columbus, OH, & New York, NY*** Introductory Market Language: JPMorgan Asset Management helps institutional and individual clients from all over the globe meet their financial goals by providing industry leading investment solutions. Our wide array of financial strategies – equity, fixed income, cash...
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Client Advisor, SoHo
3 weeks ago
New York, United States AMIRI Full timePurpose & objective:AMIRI is looking for an enthusiastic Client Advisor to join the its SoHo location! The AMIRI Client Advisor is responsible for delivering quality client service, achieving individual sales goals, building lasting dynamic client relationships through expert product knowledge and selling techniques, as well as understanding luxury boutique...
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Associate Financial Advisor
1 week ago
New York, United States Iron Birch Advisors® Full timeHelp conduct the operation of a financial advisory practice with an independent franchisee of Ameriprise Financial. Assist financial advisor(s) to help clients achieve their financial goals. The franchise owner will lead you to hone your skills, build a base of clients, and create a unique client experience for the practice. This position will consistently...
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Client Advisor
3 weeks ago
New York, United States Emerging Blue Jobs Full timeJob DescriptionJob DescriptionOur client is a London based luxury ready to wear and lifestyle company. Known for its knitwear, garments made of the finest natural materials, and understated elegance. For more than 25 years, our client has created modern design with old world influences. Their flagship stores carry not only the women's collection, but...
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Client Advisor
3 weeks ago
New York, United States Banana Republic, Inc. Full timeAs a Banana Republic Client Advisor, you will create aspirational and on trend looks that enhance the customer's emotional connection to the brand. You are an expert on styling and fashion, with a thorough understanding of designers, brands, and seas Client Advisor, Advisor, Designer, Client, Retail, Banking
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Client Advisor
3 weeks ago
New York, United States Banana Republic, Inc. Full timeAs a Banana Republic Client Advisor, you will create aspirational and on trend looks that enhance the customer's emotional connection to the brand. You are an expert on styling and fashion, with a thorough understanding of designers, brands, and seas Client Advisor, Trade, Advisor, Designer, Client, Retail, Banking
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Registered Client Service Associate
4 weeks ago
New York, United States Russell Tobin Full timeJob DescriptionJob DescriptionOur client - a Fortune 100 investment firm in New York, NY - is looking for Registered Client Service Associate with a strong interest in investment banking company to interview and start immediately.Job Title: Registered Client Service AssociateLocation: New York, NY (Onsite)Salary: $80k to $110KSeries 7 (GS), and Series 66...