- Bank of America (New York, NY)
- Registered Private Wealth Client Associate New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... to make a difference. Join us! **Job Description:** The **Registered Private Wealth Client Associate ** is responsible for providing client service support… more
- Bank of America (New York, NY)
- Registered Wealth Management Client Associate NEW YORK, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... results focused and effective. **Position Overview:** The **Registered** **Wealth Management Client Associate ** role is a sales support position, typically… more
- Neuberger Berman (New York, NY)
- **Summary:** The Client Associate will provide comprehensive operational support to a seasoned Wealth Advisor Team within Neuberger Berman Private Wealth. The ... candidate will enhance the client experience by assisting with the service, maintenance and...daily activities of operational support team and facilitate all client service needs. + Act as a liaison between… more
- JPMorgan Chase (New York, NY)
- …so, the Commercial Real Estate Commercial Term Lending team is a great fit! As a Client Associate on the Commercial Term Lending team, you will have an internal ... a unique opportunity to join the nation's #1 multifamily lender as a Client Associate on our multifamily lending sales team. The Commercial Term Lending (CTL)… more
- JPMorgan Chase (Garden City, NY)
- …scope allow us to customize solutions tailored to clients' specific needs As a Client Associate in JP Morgan Advisors, you will provide dedicated business ... will establish, maintain, and build relationships while delivering exceptional client service. In this position you will have extensive... service. In this position you will have extensive client contact; you will be involved in all activities… more
- Brooklyn Defender Services (Brooklyn, NY)
- Brooklyn Defender Services (BDS) is seeking a Re-Entry and Client Services Associate to join our team. BDS is a public defense office representing low-income New ... the 5 boroughs as needed. + Other duties as assigned. In Client Services, the Associate will support the team in their various responsibilities including the… more
- Morgan Stanley (New York, NY)
- …modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business ... to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Client Service Associate **Location:** *New York-New York*… more
- The Millennium Group (Red Bank, NJ)
- …who can uniquely contribute to our 30+ years of success in the industry. The Client Reporting Associate is responsible for a full range of activities that ensure ... is a unique opportunity to collaborate with our operations teams. Our Client Reporting Associate responsibilities include, but are not limited to: + Use of Excel… more
- Morgan Stanley (Shrewsbury, NJ)
- …modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business ... its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Senior Registered Client Service Associate * **Location:** *New Jersey-Shrewsbury* **Requisition… more
- BAYADA Home Health Care (Westfield, NJ)
- BAYADA Home Health Care has an immediate opening for a ** Client Services Associate ** in our **Westfield, NJ Office** . If you are looking for an exciting career ... opportunity in a growing industry, a Client Services Associate could be the position for you. BAYADA believes that our clients and their families deserve home… more
- Morgan Stanley (New York, NY)
- …diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *New York-New York* ... *POSITION SUMMARY* Registered Client Service Associates (CSAs) help shape the future...help shape the future of service by modernizing the client experience through an elevated standard of care. The… more
- Raymond James Financial, Inc. (Hackensack, NJ)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative ... With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office...branch office expenses and expense reports. * Opens new client accounts and researches client and security… more
- Neuberger Berman (New York, NY)
- **Summary** The Client Reporting Associate will join a seasoned nine-person Wealth Advisor Team with over $4 billion in assets under management within Neuberger ... Wealth Management business. The candidate will support the production of client performance reports including scheduled and ad-hoc requests. Additionally, candidate… more
- Citigroup (Queens, NY)
- The Client Services Associate is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing ... level of support to Securities Specialists including but not limited to, client market updates, new account opening and modification, documentation approval, wire… more
- Santander US (Florham Park, NJ)
- Client Service Associate , Investments, Florham Park, NJ Country: United States of America The Client Service Associate (CSA) is a sales support role ... have sales experience or aspires to a brokerage sales career. Respect for the client , both our internal partners and external Bank clients is paramount in importance… more
- JPMorgan Chase (New York, NY)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide ... client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. **Job responsibilities** + Support Advisors… more
- Citigroup (Staten Island, NY)
- The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... of attention to detail + Strong verbal and written communication skills + Client facing experience; strong background and interest in the fields of operations and… more
- Santander US (New York, NY)
- Associate , Client Lifecycle Management-1 New York, United States of America The Associate , Client Service is responsible for the day-to-day operations of ... complex conversion activities related to a mix of complex institutional client relationships requiring the in-depth understanding of custody and accounting… more
- KPMG (New York, NY)
- **Business Title:** Global Executive & Private Client Group (GEPC) Associate **Requisition Number:** 112751 - 68 **Function:** Tax Services **Area of Interest:** ... as a firm. KPMG is currently seeking a Global Executive & Private Client Group (GEPC) Associate to join our Business Tax Services… more
- ADP (Florham Park, NJ)
- ADP is hiring ** Associate Client Support Consultants** . + _ _ _Are you ready to join a company offering career advancement opportunities throughout your career ... You carry the weight of ADP's service reputation and client satisfaction in your hands. The nature of what...will vary, as will the solutions you provide each client . There will be no shortage of new questions… more