- Wells Fargo (Greenwich, CT)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn ... to management for review when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively seek resolutions to… more
- Wells Fargo (Oakhurst, NJ)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes, scheduling and… more
- Morgan Stanley (New York, NY)
- …to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Registered Client Service Associate * **Location:** *New ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated… more
- Bank of America (New York, NY)
- Registered Wealth Management Client Associate NEW YORK, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... that is culture driven, resilient, results focused and effective. **Position Overview:** The ** Registered ** **Wealth Management Client Associate ** role is a… more
- Bank of America (New York, NY)
- Registered Wealth Management Client Associate New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make ... Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities… more
- Raymond James Financial, Inc. (New York, NY)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented ... * Helps manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private placement investment… more
- Equitable (New York, NY)
- Associate General Counsel - Registered Funds, Equitable Investment Management ( 2400008P ) **Primary Location** : UNITED STATES-NY-New York **Organization** : ... based in our New York, NY office. As an Associate General Counsel within the Equitable Investment Management Legal...on legal and regulatory matters relating to the firm's registered mutual funds; assisting with fund board and committee… more
- TD Bank (New York, NY)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Associate Private Client Relationship Manager (ARM) is a high-touch point of ... on clients who maintain smaller balances with TD. The Associate Private Client Relationship Manager I will...and Securities Laws. May (or may not) be a registered position under FINRA. + Must be eligible for… more
- JPMorgan Chase (New York, NY)
- …of employment + Unlicensed or partially licensed hires will hold the Private Client Investment Associate Licensing title until licensing is obtained within ... 60 day condition of employment + If you were registered after October 1, 2018 you must also have...licensed with required licenses, hire will move into Private Client Investment Associate title **What you will… more
- JPMorgan Chase (Englewood, NJ)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide ... service, operational marketing and administrative support to Private Client Advisors within Wealth Management. **Job responsibilities** + Support...60 day condition of employment + If you were registered after October 1, 2018 you must also have… more
- InGenesis (New York, NY)
- …is currently sourcing for Registered Nurse candidates to work for our potential client . In this role, you will provide general nursing care to patients within a ... meet those needs. * Performs other duties as assigned. Minimum Qualifications * Associate 's or baccalaureate Registered Nurse degree from a program accredited by… more
- Veterans Affairs, Veterans Health Administration (New York, NY)
- …equivalent to a bachelor's level degree in Nursing may have opportunity to become registered as a nurse with a state licensing board prior to completion of the ... level Nursing education program. Credit for foreign nursing education higher that associate degree/entry level requires a formal degree equivalency validation from a… more
- Veterans Affairs, Veterans Health Administration (Brooklyn, NY)
- …equivalent to a bachelor's level degree in Nursing may have opportunity to become registered as a nurse with a state licensing board prior to completion of the ... level Nursing education program. Credit for foreign nursing education higher that associate degree/entry level requires a formal degree equivalency validation from a… more
- TD Bank (New York, NY)
- …and services are highly competitive + May act as a subject matter expert to Client Associate team + Ensures those existing clients, where it would add value, ... service to achieve greater share of wallet. The Private Client Service Associate will support other team...and Securities Laws. May (or may not) be a registered position under FINRA. + Must be eligible for… more
- Foresters Financial Services (Westbury, NY)
- Sales Support Associate Sales Westbury, New York Apply Description What we need: This role supports the Registered Financial Services Sales Representative's ... of hire to allow the incumbent to expand the client support provided to the Representative. What you will...advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in… more
- City of New York (New York, NY)
- …- PLEASE READ: Only those who are currently serving as a permanent Associate Project Manager will be considered. The NYC Department of Environmental Protection (DEP) ... gas emissions through small and medium-sized capital projects. As an Associate Project Manager for the Mechanical Engineering Section, the selected candidate… more
- Equitable (New York, NY)
- Wealth Management Associate - NY, New York (2481) ( PIN\_15024 ) **Primary Location** : UNITED STATES-NY-New York **Organization** : Equitable Advisors ... to empower you with the skills and tools needed for success: client relationship management, product knowledge, sales techniques, market development, role play and… more
- Ankura (New York, NY)
- …under the direction of project lead; + Effectively and efficiently support the client base and project lead on complex state regulatory, exam and licensing matters; ... mortgage lending, consumer collections agencies and securities/brokerage [broker dealer, registered investment advisor, exempt registered advisor] and cannabis… more
- Morgan Stanley (New York, NY)
- …a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide. ... fund investments. The Committees carry out these functions on behalf of MSIM as a registered investment advisor as well as on behalf of the Boards of Directors /… more
- SMBC (New York, NY)
- …to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The ... Sumitomo Mitsui Banking Corporation is hiring a Transaction Execution Management Associate to coordinate closing for various FO business units. Primarily focused… more