- Raymond James Financial, Inc. (Buffalo, NY)
- **Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients + ... the financial advisors and branch office + Open new client accounts, process money movement, and research information as...a team + Provide a high level of customer service _Custom Wealth Strategies and its employees… more
- Bank of America (Buffalo, NY)
- Wealth Management Client Associate Buffalo, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Buffalo/ Wealth -Management- Client - Associate \_25044981) **Job Description:** Merrill … more
- Equitable (Buffalo, NY)
- Wealth Management Associate - NY, Albany, Buffalo, Rochester, Syracuse (3963) ( 230000RC ) **Primary Location** : UNITED STATES-NY-BUFFALO **Organization** : ... their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. **Role Highlights** + ** Client … more
- M&T Bank (Buffalo, NY)
- …cohort within our Wealth Management division to gain experience on becoming a Wealth Associate . When starting with the team you'll learn from Wealth ... of any additional services they need, always with the client 's convenience in mind. We can also recommend more...services delivery and expand relationships + Serve as support associate to Wealth and Investment advisors as… more
- M&T Bank (Amherst, NY)
- …(Know Your Customer) and due diligence activities completed in support of Wealth and Institutional Services Division (WISD). Responsibilities are targeted for either ... as required. + Communicate with internal and external business partners and related service partners as required. + Escalate non-standard or high risk exceptions to… more