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Senior Client Associate - Private Client Group

Signature Bank and Signature Securities Group - Customer Service

New York City, NY

Come join us! Ranked by Forbes as one of Americas 10 Best Banks and named as one of Fortunes 100 Fastest-Growing Companies, Signature Bank ranked 69th in the entire country. Signature Bank with assets of $13. 1 billion successfully continues to grow (more...)

Private Client Associate

AllianceBernstein - Accounting / Finance

New York City, NY

POSITION We are seeking a New York City Private Client Associate for Bernstein Global Wealth Management, a unit of AllianceBernstein. This person will work in a dynamic, trust-based partnership with skilled Financial Advisors to serve a broad range (more...)

Registered Client Associate - Pittsford, NY

Bank of America Corp. - Banking / Mortgage

Pittsford, NY

Title: Registered Client Associate - Pittsford, NY Location: US-NY-Pittsford Other Locations: The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (more...)

Client Services Associate

Confidential - Sales / Sales Management

Long Island, NY

Growing consulting firm is seeking a client services assistant. Duties include but not limited to: account maintenance, respond to telephone inquiries, create and maintain client files, assist with invoicing, issue general policies, endorsements and (more...)

Client Benefits Associate

Outreach Development Corporation - Accounting / Finance

Long Island, NY

Outreach is a non-profit organization that helps people address the issues stemming from drug and alcohol abuse by providing them with the highest quality of life-changing treatment, training and tools to build healthy lives. We are currently seeking (more...)

Client Benefits Associate

Outreach Development Corporation - Healthcare / Nursing

Long Island, NY

Client Service Associate Smithtown NY

Citi - Customer Service

Long Island, NY

Reference Code: 12012140 Location: Smithtown, NY, USA Education Level: High School Diploma/GED Description Description Assist Financial Advisors and clients with administrative and operational support. Responsibilities Answer phones, take messages, (more...)

Pcg Senior Client Associate

Wells Fargo - Banking / Mortgage

LATHAM, NY

Provides assistance to the Financial Advisor by providing account information and quotes, sets up new accounts, enters orders after tickets are signed by the Financial Advisor and processes deliveries and/or payments. Performs various administrative (more...)

Registered Client Associate

Bank of America Corp. - Banking / Mortgage

Williamsville, NY

Title: Registered Client Associate Location: US-NY-Williamsville Other Locations: The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA's). (more...)

Registered Client Associate - Buffalo, NY

Bank of America Corp. - Banking / Mortgage

Buffalo, NY

Title: Registered Client Associate - Buffalo, NY Location: US-NY-Buffalo Other Locations: The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs). (more...)

Investment Counselor by Indeed

David Lerner

White Plains NY

Career. Let us teach you our philosophy. Many of our clients have said Thank You to David Lerner Associates because our business philosophy of building and...(more...)

Associate Python Developer by Indeed

FlexTrade Systems, Inc.

Great Neck NY

Predictive Analytics group is to develop sophisticated techniques that improve client executions. The group develops models using an in-house backtesting...(more...)

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