private client advisor ii Jobs - 8979

Coda Search Staffing - All cities,NY

Employment Type : Full-Time

Our client, a boutique wealth manager in Westchester, is looking to add a Client Services/Operations Associate to their growing team. The role will be a mix of new client onboarding, client correspondence and inquiries, wire transfers, audits, and...

Posted on : 2024-04-21T02:25:23Z

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AFS Logistics - Melville,NY

Employment Type : Full-Time

The Audit Support (Billing Specialist) is responsible to answer all customer and carrier inquiries, overseeing freight payable function for all assigned clients through a designated process, and managing customer accounts for accuracy. In...

Posted on : 2024-04-22T20:16:28Z

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Family ReEntry - Auburn,NY

Employment Type : Full-Time

[Administrative Assistant / Remote] - Anywhere in U.S. / Competitive Pay - As a Data Entry Clerk you'll: Create spreadsheets to track important client information and orders; Transfer data from hard copy to a digital database; Update client...

Posted on : 2024-04-23T08:35:51Z

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Goldman Sachs - New York,NY

Employment Type : Full-Time

Asset & Wealth Management A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world's leading asset...

Posted on : 2024-04-16T18:14:16Z

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Edgworth Partners - All cities,NY

Employment Type : Full-Time

We are actively searching for exceptionally talented Senior Client Advisor(s) in several US States, starting in New York City. My client is a highly reputable multi-billion dollar wealth management business with an...

Posted on : 2024-04-18T15:26:39Z

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