Wealth Senior Client Associate

About the Role:We are seeking a skilled Senior Client Associate to deliver comprehensive operational support and serve as a trusted resource for clients and an experienced Wealth Advisor Team managing assets worth over $2 billion. This role offers an opportunity to mentor others and significantly contribute to the team's success and client satisfaction.Key...

Overview:Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders within the Wealth Management...

We're seeking an experienced professional to join our Wealth Management team as a Senior Client Partnerships Associate. In this role, you'll be responsible for supporting the growth of our HNW and UHNW client relationships.About the Role:You'll work closely with Wealth Advisors to deliver exceptional client serviceYou'll identify business opportunities to...

About Our FirmWe are a full-service Wealth Management firm based in NYC, committed to helping our clients achieve their financial goals through comprehensive investment and financial planning advice. Our team of experts works closely with clients to understand their unique needs and develop tailored strategies to meet those needs.The Role:Provide expert...

About the JobThis Senior Client Service Associate role is an excellent opportunity for someone looking to start their career in the Registered Investment Advisor industry. You will be responsible for providing top-notch client service and support to our high net worth clients.ResponsibilitiesManage client relationships and respond to requests in a timely...

Position OverviewBernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients. As an industry leader, we put people first and pride ourselves on selecting and developing high caliber talent. Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition,...

Summary: The Senior Client Associate will deliver comprehensive operational support and serve as a trusted resource for clients and an experienced Wealth Advisor Team managing assets worth over $2 billion. The Senior Client Associate enhances the client experience by assisting with the service, maintenance, and growth of the team's high-net-worth client...

Summary: The Senior Client Associate will deliver comprehensive operational support and serve as a trusted resource for clients and an experienced Wealth Advisor Team managing assets worth over $2 billion. The Senior Client Associate enhances the client experience by assisting with the service, maintenance, and growth of the team's high-net-worth client...

Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and...

Private Wealth Management Client AssociateNew York, New YorkJob Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth...

Private Wealth Management Client AssociateNew York, New YorkJob Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth...

Company Description Coastal Wealth Management specializes in developing financial plans and investment portfolios to help clients achieve their long-term financial goals. With over 25 years of experience at top financial institutions like Goldman Sachs and Morgan Stanley, we provide expert analysis of the economy and financial markets to adjust investments...

As a Senior Client Associate, Wealth Management, you'll be responsible for supporting the growth of our HNW and UHNW client relationships. You'll work closely with Wealth Advisors to deliver exceptional client service, identify business opportunities to grow revenue, and support servicing activities to drive sales enablement.About the Role:You'll be a key...

At Franklin Templeton, we're driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring...

Registered Private Wealth Client AssociateNew York, New YorkJob Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth...

Registered Private Wealth Client AssociateNew York, New YorkJob Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth...

Registered Wealth Management Client AssociateNew York, New YorkJob Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based...

Job Summary:This Senior Tax Associate role is responsible for contributing to client satisfaction by providing timely and effective responses to client needs and concerns. The successful candidate will prepare and self-review work products for completeness and accuracy, preparing them for client delivery. Work product focus will include a concentration on...

Summary:The Senior Client Associate will deliver comprehensive operational support and serve as a trusted resource for clients and an experienced Wealth Advisor Team managing assets worth over $2 billion. The Senior Client Associate enhances the client experience by assisting with the service, maintenance, and growth of the team's high-net-worth client base....

Job SummaryWe are looking for a detail-oriented and organized Tax Associate to join our team at Corient Private Wealth LLC. As a Tax Associate, you will be responsible for collecting and inputting financial records into tax return software, analyzing tax data, and supporting the tax planning process.Key ResponsibilitiesCollect and input financial records...