registered client service associate Jobs in Jericho, New York

Registered Client Service Associate
Cedar Knolls, New JerseyRaymond James Financial Services Job Description Money at Work, LLC: Money at Work, LLC is a full-service, personalized financial planning firm. Clients are our main priority, which is why we are growing our team and seeking a registered, team-oriented, high-performing Client Service Advisor to complement...Full Job Details
Registered Client Service Associate
New York, New YorkUBS Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a job title to: • keep management systems up-to-date with client information • educate clients on account services and capabilities • help with the preparation of reports and...Full Job Details
Registered Client Service Associate
Hauppauge, New YorkStifel Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your...Full Job Details
Not Registered
White Plains, New YorkStifel Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your...Full Job Details
Senior Client Service Associate
New York, New YorkBeacon Pointe Advisors Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Senior Client Service Associate (CSA) in our New York, NY office. The Senior CSA will join a highly talented team of institutional investment consultants and analysts that...Full Job Details
Series 7 Registered Client Service Associate
Parsippany, New JerseyHennion & Walsh Series 7 Registered Client Service Associate At Hennion & Walsh, a Series 7 Registered Client Service Associate is an integral part of our mission to provide the highest degree of advice and services to our valued clients each and every day. The Series 7 Registered Client...Full Job Details
Client Service Associate
Hauppauge, New YorkStifel Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your...Full Job Details
Associate
Melville, New YorkNational Financial Partners Who We Are: Wealthspire Advisors is a New York City-based, independent registered investment Advisory firm with $20B in AUM. We have more than 300 employees serving clients from 22 offices in 12 states. With a strong commitment to a fiduciary business model, the firm...Full Job Details
Non - Registered Client Service Associate
New York, New YorkStifel Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your...Full Job Details
Registered Client Service Associate
Jericho, New YorkOppenheimer & Co. Who We Are: Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail...Full Job Details
Registered Client Service Associate
New York, New YorkOppenheimer & Co. Who We Are: Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail...Full Job Details
Registered Client Service Associate
New York, New YorkRaymond James Financial Services Job Description Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative...Full Job Details
Client Service Associate
Melville, New YorkLong Island Firm Hiring! We are currently seeking an experienced customer-oriented professional to join our team as a Client Service Associate. This role offers a unique opportunity to combine your exceptional client service skills with management experience, as you will have the potential to...Full Job Details
Senior Client Service Associate
New York, New YorkUBS Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Senior Client Service Associate to: • keep management systems up-to-date with client information • educate clients on account services and capabilities • help with the...Full Job Details
Client Service Associate
New York, New YorkPyramid ConsultingImmediate need for a talented Client Service Associate . This is a 06+months contract opportunity with long-term potential and is located in New York,NY(Hybrid). Please review the job description below and contact me ASAP if you are interested. Job ID:25-66693 Pay Range: $27...Full Job Details
Client Service Associate
Springfield Gardens, New YorkJackson HewittWe are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills . If you enjoy building strong relationships with clients, then look no further and apply today. Join our team as a Client Service Associate and...Full Job Details
Client Service Associate
New York, New YorkSPS North America Inc Job Title: Client Services Associate Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Client Services Associate role includes receiving, sorting, and then...Full Job Details
Licensed Client Service Associate
New York, New YorkCitiThe Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and area integrate with others in...Full Job Details
Senior Client Service Associate
Stamford, ConnecticutNational Financial Partners Who We Are: Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned subsidiary of NFP, an Aon company, we combine the culture of a boutique firm with the stability...Full Job Details
Senior Client Service Associate
New York, New YorkNational Financial Partners Who We Are: Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned subsidiary of NFP, an Aon company, we combine the culture of a boutique firm with the stability...Full Job Details
Associate
New York, New YorkBNY MellonAt BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world's financial system we touch nearly 20% of the world's investible assets. Every day around the globe, our 50,000+ employees bring the power of their...Full Job Details
Client Service Specialist
Westwood, New JerseyModera Wealth Management About Modera Wealth Management: Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management. Modera is a fast-growing firm...Full Job Details
Client Service Associate
New York, New YorkOppenheimer & Co. Who We Are: Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail...Full Job Details
Administrative Assistant / Client Service Associate
Melville, New YorkPoint Wealth Management Administrative Assistant / Client Service Associate About Point Wealth Management: At Point Wealth Management, our purpose is clear: "With the guidance of our team, our clients can make decisions that are aligned with what they value most. As our firm delivers on this...Full Job Details
Client Service Associate
New York, New YorkMACKEY SHIELDS, LLC Position: Client Service Associate - Fixed Income Department: Distribution Location: New York, NY Salary Range: $100,000 - $140,000 (Annual) + Bonus Position Description: This position will play an important role in servicing MacKay Shields' institutional clients. The...Full Job Details