Client Associate Advisor

About Our TeamVoya Financial is a leading provider of investment management and retirement plans. We strive to deliver exceptional results for our clients through our expertise, innovation, and commitment to excellence.We are seeking an Client Advisor Associate to join our team in New York, Atlanta or fully remote. This role will support a team of Client...

Job SummaryCitigroup, Inc. is seeking an Affluent Client Advisor to provide financial planning and wealth management services to high net worth individuals and families.Key ResponsibilitiesAs an Affluent Client Advisor, you will be responsible for:Providing comprehensive financial planning and wealth management services to high net worth clients;Identifying...

About the RoleOppenheimer & Co. Inc.'s Private Client Division is seeking a skilled Registered Client Service Associate to support Financial Advisors in sales, marketing, and day-to-day operations of a growing wealth management practice.

Job Description:Citigroup, Inc. is seeking a highly skilled Strategic Client Advisor to join our team in New York. As a key member of our Commercial and Business Sales division, you will be responsible for originating, managing, and growing global commercial banking relationships within Citi's Commercial Bank.The ideal candidate will have 6-10 years of...

Job DescriptionWe are seeking an Associate Client Advisor to join our team. As a key member of our client services team, you will be responsible for providing innovative solutions to our clients' risk management needs. Your primary focus will be on developing and executing renewal/placement strategies in conjunction with senior colleagues and clients.You...

GrowthAssistant is a leading provider of offshore talent solutions for growth marketing, design, sales, customer service, and more. We're currently seeking a Strategic Client Advisor to join our sales team. In this role, you'll be responsible for qualifying new leads, closing deals, and ensuring client satisfaction. If you have a proven track record of...

At VisionFund, we are committed to empowering families to grow their livelihoods in rural areas through microfinance services.We aim to enable caregivers to create secure futures for their children by addressing intergenerational poverty.The Impact Technical Advisor RoleThis position plays a crucial role in supporting microfinance institutions to understand...

As a key member of the Wealthspire team, you will be responsible for developing and maintaining strong relationships with clients, advisors, and other team members across the firm. You will have full awareness of assigned client base and coordinate directly with clients regarding different types of requests.The ideal candidate will have a college degree...

Company Overview:Wealthspire Advisors is a leading independent registered investment advisory firm, dedicated to delivering exceptional service to clients across the East Coast, West Coast, Midwest, and Mid-Atlantic regions. With a strong commitment to a fiduciary business model, we prioritize connecting all aspects of a client's financial life to provide...

About the RoleWe are seeking a highly skilled Client Services Representative to join our team. As a key member of our organization, you will provide exceptional support to Financial Advisors, enabling them to focus on delivering outstanding client experiences.Key Responsibilities:Act as a liaison between registered representatives and their clients, ensuring...

About the RoleWe are seeking a talented Commercial Attorney Advisor to join our team at Trandon Associates, Inc.This is a full-time position based out of our Park Avenue offices on a hybrid schedule.Salary:$150,000 - $220,000 per year, commensurate with experience.Duties and ResponsibilitiesAs a Commercial Attorney Advisor, you will be responsible for...

About the RoleWe are seeking a highly skilled Client Service Associate to join our team at Guidepoint. As a key member of our Client Service team, you will play a critical role in delivering exceptional service to our clients worldwide.Job SummaryThe ideal candidate will have a strong background in client-facing roles and excellent communication skills. You...

Join Our TeamWe are seeking a skilled Transaction Advisor to join our team of professionals providing financial due diligence and M&A support to middle-market businesses. As a key member of our team, you will work closely with clients to understand their needs and objectives, developing effective strategies to address these challenges.Key...

Why Work with Us?We offer a collaborative and dynamic work environment that values diversity and inclusion. Our team is passionate about career growth and development, and we provide opportunities for upward mobility within Guidepoint. We also offer comprehensive benefits, including medical, dental, and vision plans, as well as a 401(k) matching...

As a Financial Advisor Trainee at Prudential Advisors in NYC/NJ, you will have the opportunity to build a successful career in wealth management. With a strong focus on developing effective strategies and building long-term relationships with clients, this role is ideal for those who are passionate about finance and customer service.About the JobWe are...

Your Career PathThis role offers a unique opportunity for professional growth and development. As a US Institutional Junior Associate Client Advisor, you will play a critical part in driving sales of Voya Investment Management strategies across various plans and firms. With a strong track record of success, you may be eligible for promotion to a...

As a Client Service Associate at Cerity Partners, you will play a critical role in supporting our clients and advisors by executing routine administrative tasks and handling client requests. This role requires excellent organizational skills, attention to detail, and a commitment to providing friendly and professional client service.Your primary...

Job Summary:The Executive Director, Financial Services Relationship Specialist will be responsible for managing a portfolio of financial institution clients. The goal is to build and maintain strong relationships with key decision-makers at each institution.Key Responsibilities:Develop and implement client relationship management strategies.Collaborate with...

Overview: AdvisorEngine is a leading wealth management fintech platform that creates a unified experience across financial advisors, investors, and business management personnel. Our wealth management platform enables financial advisors to deliver an engaging, personalized client experience and to operate at scale through smart automation.We are based in...

Job Opportunity: Custom Clothing AdvisorWe are seeking a talented Custom Clothing Advisor to join our team at Proper Cloth. In this role, you will play a crucial part in representing the brand and delivering exceptional service to our discerning clientele.As a Custom Clothing Advisor, you will have the chance to develop your skills in menswear, learning...