associate, wealth client services Jobs - 504

Zoe Financial - New York,NY

Employment Type : Full-Time

Client Service Manager About The Firm Zoe is a wealth platform that helps grow and protect wealth through innovative technology and exceptional client service. Zoe is backed by the Opportunity Fund and...

Posted on : 2025-01-01T07:03:43Z

Apply Now! Similar Jobs

GemHarvest Executive Recruiting - Manhattan,NY

Employment Type : Full-Time

Client Service Lead Billion+ AUM Independent RIA Midtown Manhattan, NY Overview Dynamic Billion+ AUM Independent Wealth Management Firm...

Posted on : 2025-01-03T14:25:42Z

Apply Now! Similar Jobs

Bankers Life - Hewlett,NY

Employment Type : Full-Time

Bankers LifeĀ®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built...

Posted on : 2025-01-03T14:26:02Z

Apply Now! Similar Jobs

Chilton Trust - New York,NY

Employment Type : Full-Time

Firm Description Chilton Trust ("CTC") is a private wealth management firm launched in 2010 by Richard L. Chilton Jr. CTC offers full-service, bespoke private wealth management services, including asset allocation advice, management of...

Posted on : 2025-01-01T07:02:38Z

Apply Now! Similar Jobs

First Horizon Bank - New York,NY

Employment Type : Full-Time

Perform detailed oriented tasks and provide specialized support for our sales force and customer base. Excellent communication skills are essential. Develop working relationships with trading and operations departments promoting smooth execution and...

Posted on : 2025-01-11T08:03:59Z

Apply Now! Similar Jobs