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5 wealth management client associate jobs found

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Admin-Clerical wealth management client associate
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SP
Full time
 
Administrative Assistant
S&P Global New York, NY, USA
About the Role: Grade Level (for internal use): U18 The Team: The Executive & Operations Support team thrives in a fast-paced, energetic environment where teamwork and collaboration drive our efficiency and success. We pride ourselves on maintaining a welcoming, positive atmosphere while expertly handling various office requests and supporting the organization's dynamic needs. As a team that values both professionalism and adaptability, we create an environment where every team member contributes to delivering exceptional administrative support across S&P Global. Responsibilities and Impact: We are looking for a self-driven individual with great problem solving and customer service skills for our Administrative Assistant role. The key purpose of this role will be to support the New York Market Intelligence (MI) office operations and local management team to ensure best experience for employees working in the office, employees visiting from other...

Dec 17, 2025
Bank of America
Full time
 
Wealth Planner
Bank of America Alpharetta, GA, USA
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.   Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.   Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...

Dec 18, 2025
Mass General Brigham
Part time
 
ER Secretary - SF1
Mass General Brigham Boston, MA, USA
Site: Brigham and Women's Faulkner Hospital, Inc.   Mass General Brigham relies on a wide range of professionals, including doctors, nurses, business people, tech experts, researchers, and systems analysts to advance our mission. As a not-for-profit, we support patient care, research, teaching, and community service, striving to provide exceptional care. We believe that high-performing teams drive groundbreaking medical discoveries and invite all applicants to join us and experience what it means to be part of Mass General Brigham.     Job Summary Summary Under the supervision of the Nursing Director and as a member of the Unit Based Patient Care Team, the unit secretary performs a wide range of secretarial duties and coordinates unit/floor procedure to ensure professional and efficient operation of the department in providing quality patient care. Performs the following duties to support unit operations and coordination of resources including but not limited to,...

Dec 16, 2025
Bank of America
Full time
 
Private Wealth Relationship Manager
Bank of America New York, NY, USA
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...

Dec 11, 2025
Bank of America
Full time
 
Wealth Planner
Bank of America Sewickley, PA, USA
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...

Dec 11, 2025
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