- Dow Jones (New York, NY)
- …to large Financial Services clients. This position supports designated Client Partners/ Associate Client Partners to prepare proposals, maintain ... NWS, NWSLV). **About the Role** In this role, the Client Associate is a key team player,...support their CP/ACP in all sales to the Financial Services clients to achieve/exceed quarterly revenue goals. Client… 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 ... focused and effective. **Position Overview:** The **Registered** **Wealth Management Client Associate ** role is a sales support...multiple communication methods to ensure a consistent and exceptional client service experience. + Act as a… more
- Bank of America (New York, NY)
- Private Wealth Client Associate New York, New York **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...effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial… 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 ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- Bank of America (New York, NY)
- Wealth Management Client Associate NEW YORK, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... a difference. Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- JPMorgan Chase (New York, 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 ... their clients. You will establish, maintain, and build relationships while delivering exceptional client service . In this role you will have extensive client… more
- JPMorgan Chase (New York, 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 role you will...Word, PowerPoint, and Excel Chase is a leading financial services firm, helping nearly half of America's households and… more
- Morgan Stanley (New York, NY)
- …by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of ... Morgan Stanley sponsored benefit programs. **Job:** **Wealth Management* **Title:** *Registered Client Service Associate **Location:** *New York-New York*… more
- Motion Recruitment Partners (New York, NY)
- Client Service Associate New York, NY **Hybrid** Contract Up to $0.72/hr **Title:** Client Service Associate **Description:** Job Description ... of our clients. We are looking for our next Client Service Associate to support...working in a collaborative work environment for a financial services /RIA/Broker Dealer firm and have a passion for delivering… more
- Principal Financial Group (New York, NY)
- **What You'll Do** We're looking for a Client Reporting Associate to join our Principal Asset Management Operations Reporting team. In this role, you'll lead ... of the client in the reporting system. + Assist the Associate Director with key project deliverables for multiple projects this could include: redesigning… more
- Morgan Stanley (New York, NY)
- …its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *PWM Registered Client Service Associate * **Location:** *New York-New ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape...documentation remains current * Identify and assist with Firm services and solutions that support clients' needs including banking… more
- Morgan Stanley (New York, NY)
- …Morgan Stanley sponsored benefit programs. **Job:** **Wealth Management* **Title:** *Registered Client Service Associate **Location:** *New York-New York* ... *POSITION SUMMARY:* Registered Client Service Associates provide exceptional ...of industry experience preferred *Knowledge/Skills* * Knowledge of financial services products, including but not limited to equities, bonds,… more
- Raymond James Financial, Inc. (Hackensack, NJ)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... at Raymond James could take you! **Essential Duties and Responsibilities** * Services a high volume of daily interactions, including basic inquiries and scheduling… more
- Neuberger Berman (New York, NY)
- Summary: The Client Service Associate (CSA) is a key relationship management and servicing support role within Neuberger Berman's NA Institutional business. ... The CSA will report to the Head of NA Client Service . They will support a ...those needs show an ability to deliver value added services customized to each client 's requirements. Attention… more
- Morgan Stanley (New York, NY)
- …committed to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Client Service Associate **Location:** *New York-New ... *POSITION SUMMARY* Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s)… more
- Broadridge Financial Solutions (Newark, NJ)
- …along the way, come join the Broadridge team. Broadridge is growing! We are seeking a Client Management Associate to join our team in Newark, New Jersey! We are ... looking for someone to lead the implementation of new clients, manage existing client relationships and assist with developing new offerings to grow our firm's… more
- Morgan Stanley (New York, NY)
- …implement effective controls and develop client relationships. This is an Associate level position level position within Core Services , which is responsible ... We're seeking someone to join our team as a Client Tax Associate in Wealth Management Operationsto...for performing and managing product-agnostic and centralized operational services across several businesses and products. Morgan Stanley is… more
- Amalgamated Bank (New York, NY)
- Amalgamated Bank seeks a highly motivated Client Support Associate to act in a lead capacity to provide oversight over all pricing, proxy, billing, statement, ... of our employees and customers. Essential Job Functions: + Work directly with client facing teams to resolve issues. This may include billing discrepancies, access… more
- Brooklyn Defender Services (Brooklyn, NY)
- Brooklyn Defender Services (BDS) is seeking a Client Services Associate to join our team. BDS is a public defense office representing low-income New ... advocacy services , including housing, public benefits, education, and employment issues. The Client Services Center is the first point of contact for clients… more
- Morgan Stanley (New York, NY)
- …workforce (M/F/Disability/Vet **Job:** **Wealth Management* **Title:** *Prospect Management and Client Coverage Associate /AVP* **Location:** *New York-New York* ... Morgan Stanley is a leading global financial services firm providing a wide range of investment...learn, to achieve and prosper. The Prospect Management & Client Coverage team is embedded within the broader Strategic… more