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21 Results for

Client Associate Jobs in Melville, NY

United States of America

Work hours/week:.

1211 6TH AVENUE:NEW YORK

City:.

Wells Fargo & Co logo

New York, NY19 days ago
  • $34.62–$52.40 Per Hour

Execute various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, coordinating, and executing marketing campaigns, establishing and maintaining files to meet the firm's regulatory requirements, and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.

United States of America

Work hours/week:.

1 JERICHO PLAZA:JERICHO

City:.

Wells Fargo & Co logo

New York, NY30+ days ago
  • $30.77–$45.67 Per Hour

They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Execute functions for the FA(s) and Branch Management including, but not limited to, tracking referrals, coordinating and executing marketing campaigns, establishing and maintaining files to meet the firm's regulatory requirements, and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships.

Garden City, NY30+ days ago
  • $26.50–$42 Per Hour

Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.

Wells Fargo & Co logo

Purchase, NY30+ days ago
  • $27.88–$39.90 Per Hour

They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.

  • Execute various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, assisting with marketing related activities, establishing, and maintaining files to meet the firm's regulatory requirements.

    • New York, NY30+ days ago
    • $73,000–$80,000 Per Year

    p>• SIE, Series 7 and 66 licenses (for registered CSAs only) • ideally 1+ years of experience in client service, within the finance sector • bachelor's or master's degree or equivalent, focusing on finance • excellent communicator, with solid interpersonal skills • detail oriented (nothing gets past you) • proficient in Microsoft Office Suite. We help high net worth and ultra-high net worth individuals and families meet their financial goals through Financial Advisors who deliver products and services specifically designed for them.

    New York, NY30+ days ago
    • $45,000–$60,000 Per Year

    This position involves meeting directly with business clients in scheduled face-to-face appointments, providing information about services, answering questions, and supporting long-term business relationships. We are currently seeking a motivated and professional individual to join our growing team as a B2B Client Associate / Sales Representative in Midtown Manhattan.

    New York, NY17 days ago
    • $25–$45 Per Hour

    Responsibilities:Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offeringsEnsures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requestsAssists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage riskIdentifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FASupports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindsetRequired Qualifications:Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66) If these licenses are not currently held, they must be obtained within a specified timeframe if being hired into a registered job code. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.

    New York, New York30+ days ago

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    • Serve as a primary point of contact for high-net-worth clients, addressing inquiries related to new accounts, LOAs, account updates, funds disbursements, charitable gifting, account performance, trade activity, asset transfers, statement inquiries, objective changes, portfolio market values, stock quotes, and online access. An employee’s pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs.

    NY30+ days ago

    p>As a Client Associate within the Commercial Term Lending team, you will have a relentless internal drive to succeed, a laser focus on providing a best-in-class client experience and the understanding that honing your inherent Sales/Business Development skills is the key to success and advancement.

    JPMorgan Chase & Co. is one of the oldest financial institutions, offering innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.

    New York, NY30+ days ago
    • $70,000–$100,000 Per Year

    Qualifications: • BA or Equivalent • 2-3+ years or relevant experience in a client support, administrative or operations role • Wealth Management/Private Banking experience preferred • Microsoft Office • Ability to execute tasks in a fast-paced team environment • Ability to meet deadlines and work under pressure • Ability to identify, escalate and resolve problems/issues • Ability to communicate professionally through effective verbal and written skills • Demonstrates efficient time management skills • Demonstrates organizational skills and an attention to detail • Ability to prioritize tasks and manage multiple projects • Interpersonal skills/ability to work in a team environment • Demonstrates analytical and research skills. BBHs total rewards package recognizes your contributions with more than just a paycheck-providing you with benefits that enhance your experience at BBH from long-term savings, healthcare, and income protection to professional development opportunities and time off, our programs support your overall well-being.

    White Plains, NY30+ days ago
    • Full-time

    Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.

    New York, NY30+ days ago
    • Full-time

    Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.

    New York, New York30+ days ago
    • $70,000–$90,000 Per Year

    Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. The ideal candidate will be the face of the practice and is thorough in their work, operates with a high attention to detail, has strong communication, organization, time management and problem-solving skills, and is driven to develop and grow in their role.  .

    Garden City, NY30+ days ago

    Bachelors degree or equivalent work experience Skills: Compensation Analysis, Performance Management, Process Performance Management, Referral Management, Workforce Planning, Due Diligence, Internal Audit Review, Leadership Development, Recruiting, Risk Management, Client Management, Customer Service Management, Employee Counseling, Succession Planning, Trade Operations Management. At Bank of America, all managers at this level demonstrate the following responsibilities in addition to those specific to the role listed above: Manager of Process & Data: Demonstrates deep process knowledge, operational excellence, and innovation through a focus on simplicity, data-based decision making, and continuous improvement.

    Melville, NY30+ days ago
    • $85,000–$95,000 Per Year

    p>California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf. Fueled and driven by capable, committed people who share common beliefs and values and "bring it" every day, EPIC is always looking for people who have "the right stuff" - people who know what they want and aren't afraid to make it happen.

    Wells Fargo Bank logo

    Garden City, New York12 days ago

    92,000.00 - $145,000.00

    Benefits .

    Posting End Date:.

    Allied Universal logo
    New!

    Armonk, NY5 days ago

    p>Under the general direction of the GSOC Manager, serves as the Global Security Operations Center key Controller; actively engaged in six critical operational areas: Access Control, Fire & Life Safety Systems, HVAC & Environmental, Closed-Circuit Television (CCTV), Security Personnel, and Incident Intake & Documentation. The GSOC Operator also serves as the primary contact and liaison for monitoring Corporate Facilities and Retail Centers; responsible for analyzing incidents and providing immediate response to appropriate mitigation procedures while maintaining Business Continuity.

    Brooklyn, New York12 days ago

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    US - NJ - Paramus - 115 W CENTURY RD - COUNTRY CLUB PLAZA (NJ2652), US - NJ - Pennsauken - 4900 Route 70 - PENNSAUKEN BC (NJ7280), US - NY - Brooklyn - 474 Fulton St (NY5615), US - NY - Garden City - 1325 FRANKLIN AVE - MERRILL LYNCH (NY3325), US - NY - New York - 1133 Ave Of The Americas - 1133 Ave Of The Americas (NY1533), US - NY - Riverhead - 450 OLD COUNTRY RD (NY3878). Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.

    New York, NY30+ days ago
    • $130,000–$160,000 Per Year

    Responsibilities include drafting or reviewing transaction documents for asset based financings, including flow purchase agreements, loan and security agreements, servicing agreements, governing documents for SPV issuer and related legal opinions, and generally leading asset based warehouse financing transactions on behalf of borrower and lender clients. Advise banks and bank holding companies on investments, activities, and mergers and acquisitions, affiliate transactions (Regulation W), fiduciary activities (Part 9), exceptions for banks from the definition of broker (Regulation R), insider transactions (Regulation O), activities conducted by non-U.S.

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