Wealth Management Client Associate — Fast-Paced
18 ore fa
A leading financial institution in Italy is seeking a Registered Wealth Management Client Associate to provide operational and sales support to Financial Advisors. The ideal candidate will work with affluent clients, manage onboarding processes, and ensure exceptional client service. Candidates must hold Series 7 & 66 licenses and have at least 2 years of post-high school education or relevant experience. This role demands strong communication skills and a detail-oriented approach, promising opportunities for personal development and innovation.#J-18808-Ljbffr
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napoli, Italia Bank of America A tempo pienoDescriptionMerrill 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,...
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Client Success Specialist, Wealth Management
7 giorni fa
Napoli, Italia Mercer Advisors A tempo pienoA financial services firm located in Italy is seeking a Client Service Specialist to provide operational support to the Wealth Management team.The ideal candidate will have a strong background in customer service and be able to manage client relationships effectively.Responsibilities include handling client requests, maintaining data integrity, and ensuring...
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Client Success Specialist, Wealth Management
2 settimane fa
Napoli, Italia Mercer Advisors A tempo pienoA financial services firm located in Italy is seeking a Client Service Specialist to provide operational support to the Wealth Management team. The ideal candidate will have a strong background in customer service and be able to manage client relationships effectively. Responsibilities include handling client requests, maintaining data integrity, and...
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Wealth Advisor — High-Net-Worth Client Partner
5 giorni fa
Napoli, Italia Mercer Advisors A tempo pienoA leading financial services firm in Naples, Italy, is seeking an Associate Wealth Advisor to provide exceptional support to high net worth clients.The ideal candidate will have significant experience in financial planning and investment management, along with strong interpersonal skills.Responsibilities include being a trusted advisor, managing client...
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Wealth Advisor — High‑Net‑Worth Client Partner
1 settimana fa
Napoli, Italia Mercer Advisors A tempo pienoA leading financial services firm in Naples, Italy, is seeking an Associate Wealth Advisor to provide exceptional support to high net worth clients. The ideal candidate will have significant experience in financial planning and investment management, along with strong interpersonal skills. Responsibilities include being a trusted advisor, managing client...
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casalnuovo di napoli, Italia Mercer Advisors A tempo pienoA financial services firm located in Italy is seeking a Client Service Specialist to provide operational support to the Wealth Management team. The ideal candidate will have a strong background in customer service and be able to manage client relationships effectively. Responsibilities include handling client requests, maintaining data integrity, and...
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Napoli, Italia Bank Of America A tempo pienoA leading financial institution is seeking a Market Client Relationship Manager to oversee service delivery and wealth management strategies in Campania, Italy.The ideal candidate will have 5+ years of experience and relevant licenses, manage a team effectively, and ensure exemplary client service.Responsibilities include leading the client experience,...
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napoli, Italia Bank of America A tempo pienoA leading financial institution is seeking a Market Client Relationship Manager to oversee service delivery and wealth management strategies in Campania, Italy. The ideal candidate will have 5+ years of experience and relevant licenses, manage a team effectively, and ensure exemplary client service. Responsibilities include leading the client experience,...
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Audit Associate
2 giorni fa
Napoli, Italia Rsm A tempo pienoA leading professional services firm in Italy is seeking an Audit Associate who will work with diverse clients across various industries.This role involves understanding client needs, assessing internal controls, and drafting financial statements.Candidates should hold a B.A./B.S. degree, preferably in accounting, and possess strong communication skills.The...
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Audit Associate
3 giorni fa
napoli, Italia RSM A tempo pienoA leading professional services firm in Italy is seeking an Audit Associate who will work with diverse clients across various industries. This role involves understanding client needs, assessing internal controls, and drafting financial statements. Candidates should hold a B.A./B.S. degree, preferably in accounting, and possess strong communication skills....