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...
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...
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...
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...
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...