Current jobs related to Wealth Management Client Associate - New York, New York - Bank of America
-
Client Service Associate
4 weeks ago
New York, New York, United States Waldron Private Wealth Full timeClient Service AssociateWaldron Private Wealth is seeking a highly organized and task-oriented individual to join our team as a Client Service Associate. This role will provide administrative support to the Client Service department, ensuring the delivery of exceptional service to our high net-worth clients.Key Responsibilities:Process and manage client...
-
Wealth Strategist
4 weeks ago
New York, New York, United States Corient Private Wealth LLC Full timeUnlock Your Potential as a Wealth StrategistAt Corient Private Wealth LLC, we're seeking a highly skilled and motivated Wealth Strategist to join our team. As a key member of our wealth management platform, you'll play a vital role in helping high-net-worth individuals and families achieve their financial goals.Responsibilities:Develop and implement...
-
Wealth Strategist
4 weeks ago
New York, New York, United States Corient Private Wealth LLC Full timeUnlock Your Potential as a Wealth StrategistAt Corient Private Wealth LLC, we're seeking a highly skilled and motivated Wealth Strategist to join our team. As a key member of our wealth management platform, you'll play a vital role in helping high-net-worth individuals and families achieve their financial goals.Responsibilities:Develop and implement...
-
Senior Wealth Strategist
2 weeks ago
New York, New York, United States Corient Private Wealth LLC Full timeAt Corient Private Wealth LLC, 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.Key ResponsibilitiesUnderstanding and ability in all wealth and financial planning processesCollaborate and...
-
Wealth Associate
3 weeks ago
New York, New York, United States BakerAvenue Full timeJob SummaryBakerAvenue is seeking a highly motivated and detail-oriented Wealth Associate to join our Wealth Advisory team. As a key member of our team, you will provide administrative and client engagement support, ensuring seamless delivery of our services to high-net-worth clients.This is an excellent opportunity for a recent graduate or early-career...
-
New York, New York, United States Noyack Wealth Club Full timeJob OverviewNoyack Wealth Club is seeking a skilled freelance writer to create engaging content focused on personal wealth management, alternative investments, and financial education for Millennials, Gen Z, and High Earners Not Rich Yet (HENRYs).The ideal candidate will have a strong background in personal finance or wealth management, with experience...
-
Associate Wealth Advisor
4 weeks ago
New York, New York, United States The Colony Group Full timeUnlock Your Potential as an Associate Wealth AdvisorAt The Colony Group, we're on a mission to empower individuals to achieve their financial goals. As an Associate Wealth Advisor, you'll play a vital role in helping our clients navigate the complexities of wealth management.Key Responsibilities:Develop and implement comprehensive financial plans tailored to...
-
New York, New York, United States Noyack Wealth Club Full timeJob OpportunityWe are seeking a skilled freelance writer to create engaging content focused on personal wealth management, alternative investments, and financial education for our audience.Noyack Wealth Club is a nonprofit organization dedicated to providing financial education and access to alternative investments for Millennials, Gen Z, and High Earners...
-
Wealth Management Associate
4 weeks ago
New York, New York, United States Northwestern Mutual Full timeWealth Management Advisor OpportunityNorthwestern Mutual is seeking a driven individual to join our team as a Wealth Management Advisor. In this role, you will work closely with clients to develop personalized financial plans that address their unique needs and goals.Key Responsibilities:• Analyze client needs and develop tailored financial plans•...
-
Associate General Counsel – Private Wealth
4 weeks ago
New York, New York, United States The Artemis Group Ltd. Full timeJob Title: Associate General Counsel – Private WealthAt The Artemis Group Ltd., we are seeking an experienced Associate General Counsel – Private Wealth to join our Legal Department. This role will play a critical part in shaping the legal and regulatory framework for our Private Wealth business.Key Responsibilities:Provide strategic advice on legal and...
-
Wealth Management Specialist
3 weeks ago
New York, New York, United States Chilton Trust Full timeSenior Wealth Advisor RoleChilton Trust is a private wealth management firm dedicated to delivering exceptional services to our clients. As a Senior Wealth Advisor, you will play a crucial role in helping our Ultra High Net Worth clients achieve their financial goals.Key Responsibilities:Deliver tailored advice and solutions to clients to preserve and grow...
-
Wealth Management Professional
4 weeks ago
New York, New York, United States Chilton Trust Full timeJob SummaryChilton Trust is seeking a highly skilled and experienced Wealth Management Professional to join our team. As a key member of our private wealth management firm, you will be responsible for delivering exceptional client service and providing tailored investment solutions to our ultra-high net worth clients.Key ResponsibilitiesDevelop and implement...
-
Wealth Management Advisor
2 weeks ago
New York, New York, United States Bank of Montreal Full timeJob Title: Wealth Management AdvisorAt Bank of Montreal, we are seeking a highly skilled Wealth Management Advisor to join our team. As a Wealth Management Advisor, you will be responsible for providing exceptional client service and developing long-term relationships with high net worth individuals and families.Key Responsibilities:Develop and implement...
-
Wealth Management Advisor
3 weeks ago
New York, New York, United States Bank of Montreal Full timeJob SummaryWe are seeking a highly skilled Wealth Management Advisor to join our team at the Bank of Montreal. As a key member of our wealth management team, you will be responsible for providing exceptional client service and delivering tailored financial solutions to our high net worth clients.Key ResponsibilitiesDevelop and implement comprehensive...
-
Wealth Management Professional
2 weeks ago
New York, New York, United States Equitable Services Full timeAbout Our Wealth Management Associate RoleWe are seeking a highly motivated and results-driven Financial Services Associate to join our team at Equitable Advisors. As a key member of our wealth management team, you will be responsible for helping our clients achieve their financial goals and secure their financial well-being.Our team is committed to...
-
Wealth Management Professional
4 weeks ago
New York, New York, United States Chilton Trust Full timeSenior Wealth Advisor OpportunityChilton Trust is seeking a seasoned Senior Wealth Advisor to join our team of experienced professionals. As a key member of our firm, you will be responsible for delivering exceptional client service, building strong relationships, and driving business growth.Key Responsibilities:Provide personalized wealth management advice...
-
Wealth Management Associate
2 weeks ago
New York, New York, United States Equitable Advisors LLC Full timeAbout the RoleWe are seeking a highly motivated and results-driven Financial Services Professional to join our team at Equitable Advisors LLC. As a Financial Services Professional, you will be responsible for helping our clients achieve their financial goals and secure their financial well-being.Key ResponsibilitiesDevelop and implement customized financial...
-
Wealth Management Advisor
4 weeks ago
New York, New York, United States Truist Inc Full timeJob SummaryWe are seeking a highly skilled and experienced Wealth Management Advisor to join our team at Truist Inc. As a key member of our wealth management team, you will be responsible for developing and deepening relationships with high net worth and ultra-high net worth clients, providing them with tailored financial solutions and advice to meet their...
-
Market Client Relationship Manager
3 weeks ago
New York, New York, United States Bank of America Full timeJob Description:This role is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service.Key responsibilities include partnering with the market leadership team, Market Executives, Resident...
-
Client Service Associate
3 weeks ago
New York, New York, United States Neuberger Berman Group LLC Full timeJob Summary: We are seeking a highly skilled Client Service Associate to join our team at Neuberger Berman Private Wealth. As a key member of our operations team, you will provide critical support to our Wealth Advisors, ensuring seamless client service and operational efficiency.Responsibilities:Support daily operations and address all client service needs...
Wealth Management Client Associate
2 months ago
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.
We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients.
Key Responsibilities:- Provide excellent client service to the bank's clients through educating them on all of the bank's service and banking offerings
- Ensure timeliness, accuracy, and completeness in client materials and follow up on all client and Financial Advisor (FA) requests
- Assist with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
- Identify, deepen, and maintain client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
- Support day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
- High School Diploma / GED / Secondary School or equivalent
- 1st shift (United States of America)
- 19.5 hours per week
$37.00 hourly pay, offers to be determined based on experience, education and skill set.
This role is eligible to participate in the annual discretionary plan.
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law.
