Job Description: For you, client interactions aren t just transactions. They re relationships that need to be nurtured. Your innate personality makes you an ideal candidate to be a Relationship...
The customer service representative will be responsible for answering client inquiries, provide product information, and help the customer by being informative, empathetic, and eager to quickly solve a customer's problem. Must be willing to listen,...
The Financial Advisory Analyst is a key member of the team responsible for managing high net worth and ultra-high net worth clients. They handle tasks such as preparing client balance sheets, analyzing asset allocation, monitoring investment...
Controller Opportunity About the Company Operating for 100+ years in the entertainment & hospitality space, looking to transition to a real estate development organizationOwn properties...
A career with Northwestern Mutual brings mutual success. When you bring your talent, hard work, and experience, we offer the training, mentorship, and resources to help you achieve your definition of success and discover your unlimited potential...
Position Type: Regular Your opportunity At Schwab, you re empowered to make an...
Our client, a real estate developer, located in Midtown East is seeking a TTP EA to the President. This position requires to be in office 5 days a week from 8:30am-5:30pm. Responsibilities: Provide...
Trust Estates Paralegal Boutique law firm in midtown Manhattan is hiring a Trust and Estates Paralegal. This is working with a lovely group and the firm is more like a family than a typical office. Everyone is...
Work with the Account Opening Group to open estate or trust accounts. Interpret the governing instrument and applicable law to ensure the proper set-up of account records, including payments, fee schedules (when appropriate) and tax records.
The Role What You ll Do As a Senior Consultant, you will be part of a cross-cultural global team working on a variety of business consulting engagements in Wealth Management. You will be a part of world class product...