Full-Time Wealth Management Specialist jobs in New York, NY

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CLIENT SERVICES ASSISTANT, WEALTH MANAGEMENT

Assist with administrative tasks including answering phones, typing correspondence, copying, filing, binding presentations, and the preparation of travel & expense reports. Assist with marketing responsibilities including mass mai...

CompanyNeuberger Berman
AddressNew York, NY
CategoryInformation Technology
Salary$60,000 - $80,000 a year
Job typeFull-time
Date Posted 2 weeks ago See detail

Client Services Assistant, Wealth Management

Neuberger Berman

New York, NY

$60,000 - $80,000 a year

Assist with administrative tasks including answering phones, typing correspondence, copying, filing, binding presentations, and the preparation of travel & expense reports. Assist with marketing responsibilities including mass mai...

Wealth Management Investments Team Operations Analyst

Jefferies & Company, Inc.

New York, NY

$85,000 - $105,000 a year

Assist team with onboarding & continuous monitoring of accounts on our vendor platforms Work directly with vendors to resolve any issues related to account management, trading, reporting, billing, etc. Work independently and colla...

Managed Care Billing Specialist*

The New Jewish Home

New York, NY

Must be able to understand Managed Care contracts, create project spreadsheets forsubmission to payers, write reconsideration appeals and send to MCOs, and be able tocommunicate both internally and externally for resolution of c...

Manager - Internal Communications Specialist (People & HR)

Nyu Langone Health

New York, NY

Support and maintain relationships with the HR team by acting as a trusted C&M subject matter advisor that helps them shape their agenda and proactively deploys communications tactics in alignment with the C&M strategy Play a vita...

Information Technology Specialist (Data Management) (6 month roster)

U.s. Department Of The Treasury

New York, NY

We may select from this announcement or any other source to fill one or more vacancies. Additional jobs may be filled. This is a Non-Bargaining unit position. Tour of Duty: Monday- Friday, start and stop times between 6:00 a.m. an...

Specialist Sales Manager - ASPM (Remote)

Crowdstrike

New York, NY

$90,000 - $200,000 a year

This position will support all aspects of the sales process and will play an integral role in the success of the overall sales team Define and execute sales plans for the assigned territory to meet and exceed quota through prospec...

Sr. Sample Management Specialist

Biospace

New York, NY

Responsible for the interpretation of clinical/non-clinical study protocols and associated study documentation as it pertains to biospecimen management. Independently executes study reference file creation by interpreting protocol...

Financial Analyst / Investment Risk Management Specialist / Education Consultant

Immi Consulting

Jersey City, NJ

$15 - $40 an hour

Conduct Market Research: Perform in-depth market research to identify trends, economic conditions, and influencing factors in the stock market. Analyze Stock Trends: Use quantitative and qualitative analysis to evaluate stock perf...

Manager, Marketing Campaign Specialist - Hybrid

Capital One

New York, NY

Lead the well managed delivery of journey orchestration campaigns and initiatives. Partner with Marketing Strategy leads to design, streamline and optimize Salesforce Marketing Cloud (SFMC) journeys, including building and filteri...

Grant Management Specialist

Jersey Institute Of Technology

Newark, NJ

United States, New Jersey, Newark

Title:Grant Management SpecialistDepartment:Office of Research & DevelopmentReports To:Director of Pre-Award ServicesPosition Type:StaffPosition Summary: Underthe direction of the Director of Pre-Award services, the Grant Manageme...

Managed Care Billing Specialist*

The New Jewish Home

Bronx, NY

$65,000 - $68,900 a year

Must be able to understand Managed Care contracts, create project spreadsheets for submission to payers, write reconsideration appeals and send to MCOs, and be able to communicate both internally and externally for resolution of c...

Marketing Operations Specialist/Manager (Remote Based - Part Time to Full Time)

Onesource Regulatory

Newark, NJ

$86.1K - $109K a year

Commercial Operations Infrastructure Build & Support Project Management - (Policy, Process, and Procedure Development). Promotion Review Committee (PRC) Process Management. Technical E-Review System Implementation. Marketing/Promo...

System Management & Regulatory Specialist

Pseg

Newark, NJ

Ensure proper execution of technical controls associated with regulatory compliance programs including NERC CIP, SOX, BPU and FERC Affiliate Restrictions. Manage patching cycles for workstations and servers associated with Securit...