Current jobs related to Wealth Management Client Associate - Paramus, New Jersey - Bank of America

  • Wealth Management Client Associate

    2 weeks ago

    Paramus, New Jersey, United States Bank of America Full time

    Job Title: Registered Wealth Management Client AssociateThis role is responsible for providing exceptional client service support to Financial Advisors and their clients. The ideal candidate will possess advanced industry knowledge, excellent communication skills, and a passion for delivering personalized solutions.Key Responsibilities:Provide timely and...

  • Wealth Management Associate

    2 weeks ago

    Paramus, New Jersey, United States Bank of America Full time

    Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experienced financial advisors and wealth management professionals helps clients pursue their financial goals through personalized advice and guidance.We are seeking...

  • Wealth Management Client Associate

    1 week ago

    Paramus, New Jersey, United States Bank of America Full time

    Job SummaryWe 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 ResponsibilitiesProvide timely and accurate client materials, ensuring that...

  • Wealth Strategist

    3 weeks ago

    Paramus, New Jersey, United States Fidelity Investments Full time

    About the RoleWe are seeking a skilled Wealth Planner to join our team at Fidelity Investments. As a Wealth Planner, you will play a critical role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand their financial needs and goals.Develop and implement...

  • Wealth Management Trainee

    2 weeks ago

    Paramus, New Jersey, United States Prudential Advisors - NYCNJ Full time

    Job 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...

  • Client Relations Associate

    2 months ago

    Paramus, New Jersey, United States Pristine Management Group Full time

    Pristine Management Group is excited to announce several entry-level openings within our Client Relations and Sales divisions. These roles will provide comprehensive training in client engagement, customer service strategies, community outreach initiatives, and sales assistance. If you are seeking a dynamic and innovative environment to enhance your career,...

  • Business Development Associate

    2 weeks ago

    Paramus, New Jersey, United States Pristine Management Group Inc Full time

    Job 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...

  • Financial Consultant

    1 week ago

    Paramus, New Jersey, United States Charles Schwab Full time

    Your 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...

  • Wealth Strategist

    2 weeks ago

    Paramus, New Jersey, United States Fidelity Investments Full time

    About the RoleWe are seeking a skilled Financial Advisor to join our team at Fidelity Investments. As a key member of our Investor Center, you will engage with clients to provide personalized financial guidance and support their long-term goals.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand their financial needs and...

  • Wealth Strategist

    1 week ago

    Paramus, New Jersey, United States Fidelity Investments Full time

    Job 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...

  • Luxury Client Advisor

    1 week ago

    Paramus, New Jersey, United States Neiman Marcus Group Careers Full time

    Job 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...

  • Luxury Client Advisor

    2 weeks ago

    Paramus, New Jersey, United States Neiman Marcus Group Careers Full time

    As 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...

  • Customer Account Associate

    2 weeks ago

    Paramus, New Jersey, United States Gellert Global Group Full time

    Job Title: Customer Account AssociateGellert 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...

  • Financial Consultant

    2 weeks ago

    Paramus, New Jersey, United States Fidelity Investments Full time

    About the RoleWe are seeking a highly skilled Financial Consultant to join our team at Fidelity Investments. As a Financial Consultant, you will be responsible for providing expert financial guidance and personalized planning to our clients, helping them achieve their long-term financial goals.Key ResponsibilitiesBuild and maintain strong relationships with...

  • Luxury Client Advisor

    1 week ago

    Paramus, New Jersey, United States Neiman Marcus Group Careers Full time

    At 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...

  • Insurance Agent Representative

    2 weeks ago

    Paramus, New Jersey, United States Bankers Life Full time

    Grow 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,...

  • Investment Consultant

    2 weeks ago

    Paramus, New Jersey, United States Fidelity TalentSource LLC Full time

    Job Summary:Fidelity TalentSource LLC is seeking a skilled Investment Consultant to join our team. As an Investment Consultant, you will work directly with clients to help them make informed investment decisions that align with their financial goals.About the Role:In this role, you will be responsible for developing and implementing customized financial...

  • Client Service Specialist

    1 week ago

    Paramus, New Jersey, United States Bank of America Full time

    Job 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...

  • Luxury Sales Associate

    4 weeks ago

    Paramus, New Jersey, United States Neiman Marcus Full time

    About the RoleWe are seeking a highly motivated and fashion-forward Sales Associate to join our team at Neiman Marcus. As a Sales Associate, you will be responsible for cultivating relationships with clients through exceptional customer service and personal engagement.Key ResponsibilitiesMaintain a customer-centric mentality and provide personalized styling...

  • Customer Service Representative

    1 month ago

    Paramus, New Jersey, United States Pristine Management Group Full time

    Customer Service AssociateWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Associate. As a key member of our customer-facing team, you will be responsible for delivering exceptional service to our clients and customers.Key Responsibilities:Provide timely and effective responses to customer inquiries and...

Wealth Management Client Associate

2 months ago

Paramus, New Jersey, United States Bank of America Full time
Job Description:

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.

We are seeking a highly motivated and detail-oriented Wealth Management Client Associate to join our team. As a Wealth Management Client Associate, you will play a critical role in providing exceptional client service and support to our clients.

Key Responsibilities:

  • Provide excellent client service to our clients through educating them on all of our 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 our policies and procedures to support operational excellence, protect our clients, and manage risk.
  • Identify, deepen, and maintain client relationships through emphasizing our 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.

Requirements:

  • Account Management
  • Client Management
  • Customer and Client Focus
  • Issue Management
  • Oral Communications
  • Business Development
  • Client Solutions Advisory
  • Pipeline Management
  • Prioritization
  • Administrative Services
  • Emotional Intelligence
  • Referral Identification
  • Written Communications

Work Environment:

We are an equal opportunity employer and welcome applications from diverse candidates. We are committed to creating a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse.