Company Description. Bleakley Financial Group offers individuals, families, and business owners independent financial planning and wealth management advice in a focused team environment. The advisory model is based on a disciplined collaborative planning process that addresses the full complexity of personal situations. The financial professionals associated with Bleakley Financial Group may discuss and transact business only with residents of th...
Job Description: Client Service Associate (Full-Time). Position Overview. We are seeking a highly motivated and detail-oriented Client Service Associate (CSA) to join our team at Bleakley Financial Group. The CSA will play a crucial role in supporting several financial advisors by providing a wide range of administrative and client service tasks as part of an expanding centralized client service division. This position offers the opportunity to w...
