Wealth Management Client Associate jobs in Essex, NJ

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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 just now See detail

Client Services Assistant, Wealth Management New

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...

Registered Private Wealth Client Associate

York State Department Of Labor

New York, NY

Work with highly affluent clients. Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materia...

Asset & Wealth Management Tax Senior Associate

Pix11

New York, NY

Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the...

Asset & Wealth Management - Tax Senior Associate

Pix11

New York, NY

Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the...

Associate Client Management

Hsbc

New York, NY

Review business documentation and other additional information provided by the line of business to ensure customer files are up-to-date and in line with policies and Global Banking procedures to reduce risk Maintain relationships...