Job Summary In this compliance role, the individual will support Compliance Officers in the day-to-day responsibilities of reviewing daily, monthly, quarterly, and annual compliance submissions required of advisors and staff. They will also help with email reviews,...
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Client Service Associate (NY, New York City)
Job Summary: Client Service Associate is responsible for enhancing the client experience by servicing clients and providing operational support to Financial Advisors and NewEdge Wealth. As a Client Service Associate, you will interface with clients and prospective...