New York, New York, United States · Hybrid
$25/hr–$44/hr
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 t…
Skills: Account Management, Client Management, Customer And Client Focus, Issue Management, Oral Communications
New York, New York, United States · Remote OK
$21/hr–$24/hr
Our Company Explore how you can contribute at AmeriLife. For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning fo…
Skills: Organizational Skills, Teamwork, Collaboration, Interpersonal Communication, Business Acumen
New York, New York, United States · On-site
$100k–$135k/yr
You're the brains behind our work. You're ready to bring your knowledge from the classroom to the boardroom and Citi wants to help you get there. Whether it's honing your skills or building your network, we know that suc…
Skills: Financial Modeling, Company Valuations, Discounted Cash Flow Analysis, Comparative Analysis, Industry Research
New York, New York, United States · On-site
$100k–$135k/yr
The CB Analyst NE is an intermediate level position responsible for driving the client dialogue on capital structure; liability management; liquidity and funding strategies; risk management; and investment solutions. Uni…
Skills: Accounting Analysis, Financial Statement Analysis, Cash Flow Modeling, Capital Markets Analysis, Risk Analysis
New York, New York, United States · On-site
$100k–$135k/yr
You're the brains behind our work. You're ready to bring your knowledge from the classroom to the boardroom and Citi wants to help you get there. Whether it's honing your skills or building your network, we know that suc…
Skills: Financial Modeling, Company Valuations, Discounted Cash Flow Analysis, Comparative Analysis, Industry Research
New York, New York, United States · On-site
$80k–$115k/yr
You're the brains behind our work. You're ready to bring your knowledge from the classroom to the boardroom and Citi wants to help you get there. Whether it's honing your skills or building your network, we know that suc…
Skills: Financial Modeling, Company Valuations, Discounted Cash Flow Analysis, Comparative Analysis, Industry Research
New York, New York, United States · On-site
$100k–$135k/yr
You're the brains behind our work. You're ready to bring your knowledge from the classroom to the boardroom and Citi wants to help you get there. Whether it's honing your skills or building your network, we know that suc…
Skills: Financial Modeling, Company Valuations, Discounted Cash Flow Analysis, Comparative Analysis, Industry Research
New York, New York, United States · On-site
$100k–$135k/yr
You're the brains behind our work. You're ready to bring your knowledge from the classroom to the boardroom and Citi wants to help you get there. Whether it's honing your skills or building your network, we know that suc…
Skills: Financial Modeling, Company Valuations, Discounted Cash Flow Analysis, Comparative Analysis, Industry Research
New York, New York, United States · On-site
$100k–$135k/yr
You're the brains behind our work. You're ready to bring your knowledge from the classroom to the boardroom and Citi wants to help you get there. Whether it's honing your skills or building your network, we know that suc…
Skills: Financial Modeling, Company Valuations, Discounted Cash Flow Analysis, Comparative Analysis, Industry Research
New York, New York, United States · On-site
$100k–$135k/yr
You're the brains behind our work. You're ready to bring your knowledge from the classroom to the boardroom and Citi wants to help you get there. Whether it's honing your skills or building your network, we know that suc…
Skills: Financial Modeling, Company Valuations, Discounted Cash Flow Analysis, Comparative Analysis, Industry Research
New York, New York, United States · On-site
$80k–$115k/yr
The Capital Markets Analyst is an intermediate level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and o…
Skills: Capital Markets, Financial Analysis, Debt Capital Markets, Syndicated Loans, Strategic Advisory
New York, New York, United States · On-site
$150k–$180k/yr
You're the brains behind our work. You're ready to bring your knowledge from the classroom to the boardroom and Citi wants to help you get there. Whether it's honing your skills or building your network, we know that suc…
Skills: Financial Markets, Global Business, Team Management, Project Management, Communication
New York, New York, United States · On-site
$80k–$115k/yr
You're the brains behind our work… You're ready to bring your knowledge from the classroom to the boardroom and Citi wants to help you get there. Whether it's honing your skills or building your network, we know that suc…
Skills: Financial Modeling, Company Valuations, Discounted Cash Flow Analysis, Comparative Analysis, Industry Research
City of Rochester, New York, United States · Hybrid
$21/hr–$30/hr
As a community, the University of Rochester is defined by a deep commitment to Meliora - Ever Better. Embedded in that ideal are the values we share: equity, leadership, integrity, openness, respect, and accountability. …
Skills: Accounts Payable, Accounts Receivable, Microsoft Excel, Customer Service, Organization Skills
Purchase, New York, United States · On-site
$110k–$190k/yr
Product Owner - Capital Markets, Syndicate/Structured Products, Vice President Wealth Management Platforms Purchase, NY Summary: About Morgan Stanley Morgan Stanley is a leading global financial services firm providing a…
Skills: Product Ownership, Agile Methodology, Scrum, Business Analysis, Systems Analysis
Getzville, New York, United States · Hybrid
$20/hr–$34/hr
Overview: Reconciliation of assigned GL accounts and DDAs timely and accurately. Identify out of balance conditions and unusual or aged items in assigned accounts. Research of complex issues. Participate in projects. Pri…
Skills: GL Account Reconciliation, DDA Reconciliation, GAAP, Financial Reporting, SOX Compliance
Skaneateles, New York, United States · Hybrid
$50k–$68k/yr
This is where your work makes a difference. At Baxter, we believe every person—regardless of who they are or where they are from—deserves a chance to live a healthy life. It was our founding belief in 1931 and continues …
Skills: Sales Support, Customer Service, Contract Management, Billing Operations, Salesforce
New York, New York, United States · Hybrid
Job Description We're at a critical inflection point in our product journey. Our technology is transforming how donors give and how nonprofits raise funds, but to scale our impact, we need product people who can turn dee…
Skills: Product management, Product strategy, Customer insight, Product roadmap, Technical fluency
New York, New York, United States · Hybrid
$27/hr–$33/hr
Job DetailsJob Location: Whitestone, NY 11357Position Type: Full TimeSalary Range: $27.25 - $33.00 Base+Commission/monthJob Shift: 1st ShiftJob Category: InsuranceLaunch Your Insurance Career with AAA Northeast – P…
Skills: Insurance Sales, Customer Service, Cold Calling, Lead Development, CRM Management
New York, New York, United States · Hybrid
$230k–$280k/yr
✨ Overview Tetrix is a fast-growing startup on a mission to empower institutional investors to confidently invest in alternative markets (think Bloomberg, but for private markets). Our AI-native product transforms messy,…
Skills: AWS CDK, CI/CD Pipelines, Cloud Infrastructure, Observability, Logging
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Provide comprehensive client service support to multiple Financial Advisors by acting as the primary point of contact for client needs. Ensure operational excellence by aligning practices with bank policies and promoting banking offerings to deepen client relationships.
Requires a high school diploma and a results-oriented, client-centric mindset with the ability to adapt to new technology. Preferred qualifications include FINRA licenses (SIE, Series 7, 66) and proficiency in Microsoft Office and Salesforce.
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 that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy
Pay Transparency details
US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)Pay and benefits informationPay range$25.00 - $44.00 hourly pay, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading. This LinkedIn company page is moderated. For more information, please visit: https://bit.ly/32FDdQr. For account issues, please visit: https://bit.ly/2GeTIeP.
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Based on 10284 listings with disclosed salaries, most finance & accounting jobs in New York pay between $80k–$214k per year. Individual offers vary with seniority, company size, and specialization.
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