Wealth Management Client Associate
3 weeks ago
We are seeking a highly motivated and detail-oriented Client Service Specialist to join our team at Bank of America. As a Client Service Specialist, you will play a critical role in providing exceptional client service and support to our Financial Advisors and clients.
Key Responsibilities- Provide timely and accurate client materials, ensuring that all client requests are met with a high level of professionalism and attention to detail.
- Assist in ensuring that practices are in alignment with Bank of America's policies and procedures, promoting operational excellence and protecting our clients.
- Identify, deepen, and maintain client relationships by emphasizing Bank of America's offerings and promoting the incorporation of banking into day-to-day practices.
- Support day-to-day team activities and needs, including covering roles in times of absence or seasonal need increases.
- Excellent communication and interpersonal skills, with the ability to work effectively with Financial Advisors, clients, and other stakeholders.
- Strong organizational and time management skills, with the ability to prioritize tasks and meet deadlines.
- Proficiency in Microsoft Office, including Word, Excel, and PowerPoint, with experience in Salesforce a plus.
As a Client Service Specialist at Bank of America, you will have the opportunity to work in a dynamic and supportive team environment, with access to ongoing training and development opportunities. We offer a competitive salary and benefits package, as well as opportunities for career growth and advancement.
We value diversity and inclusion, and are committed to creating a workplace that is free from discrimination and harassment. We are an equal opportunity employer and welcome applications from qualified candidates of all backgrounds.
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Wealth Management Trainee
4 weeks ago
Paramus, New Jersey, United States Prudential Advisors - NYCNJ Full timeJob OverviewPrudential Advisors is seeking a highly motivated and analytical individual to join our team as a Financial Professional. This role offers a unique opportunity to develop a career in financial planning and wealth management.Key ResponsibilitiesDevelop relationships with clients and gather information to build robust financial plansHelp clients...
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Business Development Associate
4 weeks ago
Paramus, New Jersey, United States Pristine Management Group Inc Full timeJob DescriptionWe're seeking a talented Business Development Associate to join our rapidly growing marketing and advertising team. As a key member of our team, you will be responsible for launching new products and services, acquiring new customers, and helping with existing customer retention through innovative marketing and advertising campaigns.We...
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Financial Consultant
3 weeks ago
Paramus, New Jersey, United States Charles Schwab Full timeYour OpportunityAt Charles Schwab, you'll have the chance to make a meaningful impact on your career. Our innovative approach combines creative problem-solving with a passion for helping clients achieve their financial goals. As a Financial Consultant, you'll be empowered to form lasting relationships with clients, providing them with expert guidance and...
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Wealth Strategist
3 weeks ago
Paramus, New Jersey, United States Fidelity Investments Full timeJob Description:As a Financial Consultant at Fidelity Investments, you will have the opportunity to work with clients to understand their financial goals and develop personalized plans to achieve them. You will be responsible for providing guidance and recommendations on investment strategies, retirement planning, and other financial services. If you have a...
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Luxury Client Advisor
3 weeks ago
Paramus, New Jersey, United States Neiman Marcus Group Careers Full timeJob SummaryAs a Client Advisor at Neiman Marcus Group Careers, you will cultivate relationships with clients through elevated selling, exceptional customer service, and personal engagement while becoming their trusted style confidante. This role is onsite at our specified location and will report to the Sales Manager.Key Responsibilities• Maintain a...
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Luxury Client Advisor
4 weeks ago
Paramus, New Jersey, United States Neiman Marcus Group Careers Full timeAs a Client Advisor at Neiman Marcus Group Careers, you will cultivate relationships with clients through elevated selling, exceptional customer service, and personal engagement while becoming their trusted style confidante.Our Client Advisors service clients who come into our store and digitally using the latest technology for outreach and selling.A Client...
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Insurance Agent Representative
4 weeks ago
Paramus, New Jersey, United States Bankers Life Full timeGrow Your Career with Bankers LifeAs a Financial Services Professional with Bankers Life, you will have the opportunity to build a successful career in the financial industry. Our award-winning training program will equip you with the knowledge and skills you need to succeed in this field.Our team is comprised of individuals from diverse backgrounds,...
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Luxury Client Advisor
3 weeks ago
Paramus, New Jersey, United States Neiman Marcus Group Careers Full timeAt Neiman Marcus Group Careers, we're seeking a talented Luxury Client Advisor to join our team.As a Client Advisor, you will cultivate relationships with clients through elevated selling, exceptional customer service, and personal engagement while becoming their trusted style confidante.Key responsibilities include:Maintaining a customer-centric...
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Client Service Specialist
3 weeks ago
Paramus, New Jersey, United States Bank of America Full timeJob Summary:We are seeking a highly skilled Client Service Specialist to join our team at Bank of America. As a Client Service Specialist, you will play a critical role in providing exceptional client service and support to our Financial Advisors and clients.Key Responsibilities:Provide timely and accurate client service and support to Financial Advisors and...
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KYC Compliance Specialist
1 month ago
Paramus, New Jersey, United States Rockefeller Financial Full timeAbout Rockefeller Capital ManagementRockefeller Capital Management is a leading independent financial advisory services firm with a rich history dating back to 1882. As a trusted partner to ultra- and high-net-worth individuals and families, institutions, and corporations, we offer strategic advice from offices in 30 markets throughout the United States and...
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Customer Account Associate
1 month ago
Paramus, New Jersey, United States Gellert Global Group Full timeAbout the RoleGellert Global Group is a leading food importing company with a rich history of over 100 years. Our combined revenues exceed $1.7 billion, and we provide strength in sourcing, insurance, finance, logistics, food safety, and information technology. We are seeking a highly organized and detail-oriented Customer Account Analyst to join our...
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Financial Services Professional
4 weeks ago
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Investment Consultant
4 weeks ago
Paramus, New Jersey, United States Fidelity TalentSource LLC Full timeJob Description:You will work with clients to help them make informed investment decisions that align with their financial goals. As a Financial Services Professional at Fidelity, you will utilize our planning and guidance tools to present and implement solutions that meet the client's needs.The Purpose of Your RoleIn this role, you will develop customized...
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Customer Service Representative
4 weeks ago
Paramus, New Jersey, United States Pristine Management Group Inc Full timeJob OverviewPristine Management Group Inc is seeking a highly motivated and customer-focused individual to join our team as a Customer Service Associate.This is an in-office position located in Fairfield, New Jersey, and candidates who are able to start immediately are highly preferred.Key Responsibilities:Provide exceptional customer service by actively...
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Community Outreach Specialist
3 weeks ago
Paramus, New Jersey, United States Pristine Management Group Full timeCommunity Enrollment RepresentativeWe are seeking a highly motivated and empathetic Community Enrollment Representative to join our team at Pristine Management Group. As a Community Enrollment Representative, you will play a vital role in expanding our telecommunications team to provide local communities with accessible and affordable technology. Your...
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Inventory Management Associate
3 weeks ago
Paramus, New Jersey, United States Road Runner Sports Full timeOverviewAs an Inventory Management Associate with Road Runner Sports, you'll play a crucial role in ensuring the smooth operation of our retail stores. This exciting opportunity will give you the chance to make a real impact on our business and help us deliver exceptional customer experiences.SalaryEnjoy a competitive base pay of $16.50 per hour, plus the...
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Marketing Associate Trainee
4 weeks ago
Paramus, New Jersey, United States Pristine Management Group Inc Full timeJob DescriptionWe are seeking a highly motivated and ambitious individual to join our team as an Account Manager Trainee. As a key member of our marketing team, you will be responsible for developing and executing innovative marketing strategies to drive revenue growth and business expansion.Key Responsibilities:Develop and implement marketing plans to...
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Warehouse Associate
4 days ago
Paramus, New Jersey, United States Whole Foods Market Full timeJob OverviewWhole Foods Market is seeking a highly organized and detail-oriented Warehouse Associate to join our team. This role will be responsible for receiving, inspecting, and storing products in accordance with company standards.About the JobAs a Warehouse Associate, you will be working closely with the receiving team to ensure accurate inventory...
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Support Associate
4 weeks ago
Paramus, New Jersey, United States Chico's Full timeJob Summary:As a Support Associate at Chico's, you will play a vital role in ensuring the smooth operation of our sales floor. This position is responsible for performing various functions that support the sales operations of the stores, including POS transactions, merchandise handling, stock processing, and stockroom organization. Key...
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Sales Manager
4 weeks ago
Paramus, New Jersey, United States Chefs' Warehouse Full timeAbout The Chefs' WarehouseThe Chefs' Warehouse, Inc. combines exceptional quality and brand building with broadline food service distribution for more than 35 years. We service the most discerning chefs in a hybrid approach of convenience and superior quality.We introduce more than 2,000 artisan producers of the world's finest ingredients from over 40...