Top 3174 Credit associate Jobs in Oakland Gardens Ny

Wealth Management: Client Service Associate
Northwestern Mutual —New York, NY
- $80,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Background check
- 5 years
- Disability insurance
- Health insurance
Quick Apply
5d
Financial Sales Representative
Fundible —Great Neck, NY
- $100,000 - $220,000 a year
- 8 hour shift
- Sales
- Customer service
- Office
- Health insurance
- Dental insurance
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Leasing & Compliance Specialist (LIHTC)
Locust Cove Management —New York, NY
- $60,000 - $80,000 a year
- Full-time
- Mid-level
- Office
- Microsoft Office
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Accounting Associate
TaxFrame —Elmhurst, NY
- $40,000 - $60,000 a year
- Full-time
- Hybrid work
- Background check
- English
- Bachelor's degree
- Work from home
- Professional development assistance
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Advancement Associate—2026-2027
Friends Academy —Locust Valley, NY
- $20 - $23 an hour
- Overtime
- Background check
- School experience
- Google Workspace
- 403(b) matching
- Health savings account
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Key Accounts Representative
Agency DEPT OF ENVIRONMENT PROTECTION —Queens, NY
- $64,338 - $90,695 a year
- Multiple hires
- Microsoft Word
- Mid-level
- Office
- Loan forgiveness
Merchandise Associate
HomeGoods —Bayside, NY
- $17.00 - $17.50 an hour
- Part-time
- Merchandising
- Organizational skills
- Fair chance
- Paid parental leave
- Health savings account
Appeal Group
DEPT OF ENVIRONMENT PROTECTION —Queens, NY
- $61,656 - $89,625 a year
- Full-time
- High school
- Mid-level
- Office
- Loan forgiveness
Payments Analyst
DEPARTMENT OF CORRECTION —Queens, NY
- $61,656 - $70,904 a year
- Full-time
- High school
- Mid-level
- Office
- Loan forgiveness
Merchandise Associate
Marshalls —Flushing, NY
- $17.00 - $17.50 an hour
- Part-time
- Merchandising
- Organizational skills
- Fair chance
- Paid parental leave
- Health savings account
12d
Medicaid Specialist
Sunnyside Community Services —Sunnyside, NY
- $46,000 - $48,000 a year
- Full-time
- Hybrid work
- Spanish
- Mid-level
- Office
- Paid holidays
- Disability insurance
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12d
Assistant Property Manager
FirstService Residential —Manhattan, NY
- $31 - $33 an hour
- Full-time
- Sales
- Mid-level
- Windows
- Paid holidays
- Disability insurance
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Store Associate & Content Creator
Tahli's Discount Liquors —Great Neck, NY
- From $16.50 an hour
- Temporary
- Merchandising
- In-person
- Communication skills
- Employee discount
- Flexible schedule
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Associate, Private Credit, Real Estate
Macquarie Group Limited —New York, NY
- $125,000 - $200,000 a year
- Full-time
- Writing skills
- Research
- Mid-level
- Paid parental leave
- Health savings account
Senior Associate, Sponsorship & Conferences
The Managed Funds Association —New York, NY
- $90,000 - $100,000 a year
- Hybrid work
- Microsoft Excel
- Marketing
- Mid-level
- Paid holidays
- Disability insurance
Accounting Clerk
NYMI Associates —Manhattan, NY
- $20 - $25 an hour
- Part-time
- Mid-level
- Finance
- High school diploma or GED
Quick Apply
Executive Assistant to CEO
Kleinfeld Bridal —New York, NY
- $65,000 - $70,000 a year
- Full-time
- English
- Research
- Mid-level
- Health insurance
- 401(k)
Quick Apply
Wellness Advisor/ Sales Associate
Massage Envy Bayside —Bayside, NY
- $17 - $18 an hour
- Part-time
- Background check
- Computer literacy
- High school diploma or GED
- 401(k)
- Paid time off
Quick Apply
Portfolio Associate - Asset Management
Paths Management Services LLC —New York, NY
- $120,000 - $140,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Finance
- Commuter assistance
- Paid holidays
Quick Apply
Office Assistant
DEPARTMENT FOR THE AGING —Manhattan, NY
- $68,209 - $78,440 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- High school
- Loan forgiveness
1d

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Wealth Management: Client Service Associate

Northwestern Mutual -
New York, NY

Quick Apply

Job Details

Full-time
$80,000 a year
5 days ago

Benefits

Disability insurance
Health insurance
Dental insurance
Paid time off
Professional development assistance
Retirement plan

Qualifications

Microsoft Word
Financial planning
Wealth management
Regulatory compliance
Series 7
Client meetings
Securities law compliance support experience
Bachelor's degree
Attention to detail
Client services
Securities Industry Essentials
Relationship management
FINRA License
Investment risk management
Experience practicing in the securities industry
Legal compliance

Full Job Description

Wealth Management: Client Service Associate

Northwestern Mutual Midtown Manhattan, NY

We are looking for a highly self-sufficient individual with a solid foundation in finance to join our team as a Client Service Associate. Our ideal candidate will be able to clearly understand what is happening during client meetings, think critically, and contribute without requiring constant direction. This person will understand the purpose behind their work and be able to anticipate the next steps. This is not a sales role, nor is it simply a transactional or administrative role.

This is a great opportunity for someone who is currently a CSA or a Jr Advisor with an upbeat personality, detail-oriented, knowledgeable and experienced in investments and can clearly and professionally communicate with clients. Ideal candidates will thrive in a support role, assisting Wealth Management Advisors in the service and sales cycle for both insurance and investment clients. This is a client facing role so excellent interpersonal and communication skills and a cheerful attitude are a must, as you will work closely with all facets of the team and act as the liaison between the Network and Home Office, advisors and clients. Client Service Associate will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.

We are a top-performing Northwestern Mutual wealth management firm located in Midtown Manhattan. We provide advanced financial planning, investment management, and strategic wealth solutions through sophisticated, tax-aware planning and investment strategies with precision and purpose. As a team, we value accountability, professionalism, and long-term relationship management in a results-oriented and dynamic atmosphere.

NOTE: This role requires 5 days a week (8:30am-6:30pm EST). Remote work is a consideration for candidates who are fully licensed with investment experience. All applying candidates must meet our qualifications and job responsibilities to be considered.

Compensation & Benefits

Salary: $80,000
Bonus Structure: Opportunity to earn up to $20k annually based on performance
Health & Dental Insurance: Offered through NM platform
Paid Time Off/Vacation/Sick Time: Available through NM platform
Retirement Plan: Available through NM platform
Long-Term and Short-Term Disability Insurance: Available through NM platform
Professional Development: FINRA coursework and continuing education supported

Job Skills & Qualifications

· Bachelor’s degree is required

· Minimum of 5 years of experience in financial services/wealth management

· FINRA Series 7 required

· SIE (Securities Industry Essentials)

· Life & Health Insurance license or the ability to obtain within 30-days of hire

· Public Notary Certificate or ability to obtain within 90 days of hire

· Solid understanding of financial planning, regulations, compliance requirements and industry best practices

· Attention to detail with the ability to stay highly organized and accountable at all times

· Tech savvy with thorough working knowledge of MS Office applications (Word, Excel) and ability to learn our client relationship software, clearing firm's system, and other systems

Job Responsibilities

· Open investment and advisory accounts

· Process transfers and other asset movement

· Review retirement projections and update retirement models based on information from client meetings

· Capture detailed notes during client calls and meetings

· Follow up with clients for statements and outstanding documentation

· Prepare paperwork to ensure meetings are fully organized beforehand

· Send calendar invitations and coordinate scheduling

· Track action items and provide diligent follow-up

· Keep client files and workflows organized

· Understand a client’s financial picture well enough to identify what needs to be updated/completed after meetings

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over a sponsorship of an employment Visa at this time. Candidates must be 21 years of age or older with the ability to complete and satisfactorily pass a background search (local, state and federal) and FINRA brokerage screening, credit check, education verification, drug tests, skills assessments, and interviews. This role requires individuals to stand, sit for prolonged periods of time w/constant repetitive motions (may include wrists, hands, or fingers).

Job Type: Full-time

Base Pay: $80,000.00 per year

Benefits:

Dental insurance
Health insurance
Paid time off
Professional development assistance
Retirement plan

Education:

Bachelor's (Required)

Experience:

financial services/wealth management/insurance: 5 years (Required)

License/Certification:

Public Notary Certificate (Preferred)
Life and Health Insurance license (Preferred)
Series 7 (Required)

Work Location: Hybrid remote in New York, NY 10022

Quick Apply

Refine Your Search

credit associate jobs in oakland gardens ny

Wealth Management: Client Service Associate

Financial Sales Representative

Leasing & Compliance Specialist (LIHTC)

Accounting Associate

Advancement Associate—2026-2027

Key Accounts Representative

Merchandise Associate

Appeal Group

Payments Analyst

Merchandise Associate

Medicaid Specialist

Assistant Property Manager

Store Associate & Content Creator

Associate, Private Credit, Real Estate

Senior Associate, Sponsorship & Conferences

Accounting Clerk

Executive Assistant to CEO

Wellness Advisor/ Sales Associate

Portfolio Associate - Asset Management

Office Assistant

I want to receive the latest job alert for credit associate in oakland gardens ny

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