- HSBC (New York, NY)
- …our people, our investors, our communities and the planet we all share. The Client Experience Associate supports retail operational, service, accounting and ... with Center Manager and the center team to support these efforts As our Client Experience Associate you will: + Ensure the overall appearance of the Wealth… more
- JPMorgan Chase (New York, NY)
- …first impression for the firm of what clients can expect in their wealth management experience . As a ** Client Onboarding Product Manager** as part of the **JPM ... The **JPM WM Client Onboarding & Account Opening** team builds scalable...Wealth Management Product & Experience ** organization, you will build and lead mission-critical processes,… more
- Neuberger Berman (New York, NY)
- …trusted resource for clients and an experienced Wealth Advisor Team. The Client Associate enhances the client experience by assisting with the service, ... the platform is truly unique in the industry. The Client Associate will deliver comprehensive operational support...in professional organizations. **Qualifications:** + 2+ years of proven client service/support or related experience in the… more
- WTW (New York, NY)
- **Description** The Associate Client Advocate (ACA) client -facing functions utilizing the colleague's advanced skills in Commercial Property and Casualty ... Estate, Hospitality, & Leisure + Global Natural Resources The Associate Client Advocate (ACA) owns client... Client Advocate is to provide an exceptional client experience , with a primary focus on… more
- Bank of America (Yardley, PA)
- Registered Wealth Management Client Associate Yardley, Pennsylvania **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... of their clients. **Position Overview:** The **Registered Wealth Management Client Associate ** role is a sales support...oriented + Invested in personal development + Consistently pursues client experience excellence + Works quickly to… more
- Norstella (Trenton, NJ)
- Associate Client Solutions Manager, Skipta Company: Citeline Location: Remote, United States Date Posted: Apr 22, 2025 Employment Type: Full Time Job ID: R-1098 ... ** Client Solutions Manager** **Skipta, a Norstella Company** **Job Description:** The Associate Client Solutions Manager will report to an Account Director… more
- BlackRock (New York, NY)
- …join us in an Associate or Vice President role within the Aladdin Client Transformation team with **3-10 years** of relevant work experience . **Your Team** ... that BlackRock uses to manage investments day-to-day. The Aladdin Client Business is growing rapidly, with the volume of...of investment management with 3-5 years of relevant industry experience for an Associate level and 6+… more
- Robert Half Finance & Accounting (New York, NY)
- Description Robert Half Financial Services are hiring for a Client Solutions Senior Associate role for a growing global Private Credit Investment firm located in ... client requires 3+ years Investor Relations, Fundraising or Client Relations experience within Institutional Asset Management...skills required + Bachelor Degree with GPA 3.5+ The Client Solutions Senior Associate role requires 3-4… more
- JPMorgan Chase (New York, NY)
- …seamlessly and ready to trade within targeted timeframe. Goal is to deliver an excellent client experience in line with the needs and objectives of the client ... base including Asset Managers, Pension Funds, Alternatives and Banks providing each client an excellent onboarding experience while working in a fast paced,… more
- WTW (New York, NY)
- …Business Administration, Finance, Economics, or related field. + 2-5 years of proven experience in client success, customer service, or a technical support ... **Description** As a Senior Associate , you will be the primary point of...effective problem-solver, able to analyze issues and deliver efficient, client -focused solutions. + Experience with upselling or… more
- Raymond James Financial, Inc. (Newtown, PA)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative ... branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense… more
- Raymond James Financial, Inc. (New York, NY)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... and branch office. + Onboards new clients, opens new client accounts and researches client and security...+ Provide a high level of customer service. **Education/Previous Experience ** + High School Diploma or equivalent and one… more
- Publicis Groupe (New York, NY)
- …for generating strategic insights while driving learnings across the full suite of the client 's activities. The Associate Director serves as the primary point of ... within an agency or media company + 2+ years of people management experience , managing 3+ reports in account management/ client services team **Additional… 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 ... + Detail oriented + Invested in personal development + Consistently pursues client experience excellence + Works quickly to fulfill client needs, delivering… more
- JPMorgan Chase (New York, NY)
- …efforts. **Required Qualifications, Capabilities, and Skills:** + Proven leadership experience in a relationship management or client -facing function, ... As an associate in the ICAM team, you will play...**Strategic Leadership:** Develop and implement strategic initiatives to enhance client relationships and drive business growth. Collaborate with SRMs… more
- NTT America, Inc. (Trenton, NJ)
- …you can grow, belong and thrive. **Your day at NTT DATA** The Senior Associate Client Success Manager is responsible for the onboarding, implementation, and ... **ESSENTIAL DUTIES & RESPONSIBILITIES** + Manages all aspects of client lifecycle from pre-implementation to post-implementation and account renewals, focused… more
- JPMorgan Chase (New York, NY)
- Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ... make your mark by delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team, you will play a… more
- Neuberger Berman (New York, NY)
- …a member of the North American Intermediary sales team, the primary responsibility of the Client Associate (CA) is to partner with the Client Advisor ... RIAs within a specific geographic region. **Responsibilities:** + Partner with Client Advisor to promote and sell Neuberger Berman equity, fixed-income, alternative,… more
- Publicis Groupe (New York, NY)
- …marketing, and sociology, psychology, and other liberal arts disciplines. **Overview** The Senior Associate , Client Operations will be part of a growing ... Foundry delivers the best of both worlds to a client roster that spans some of the world's best...work on a high-energy, highly visible account. The Senior Associate supports the Operations Associate Director and… more
- BlackRock (Princeton, NJ)
- …systems, leveraging Airtable workflows and exception reporting to ensure process integrity. ** Experience & Qualifications** + ** Associate Role:** 3-5 years of ... legal frameworks related to investment products and services. + Proven experience in a client -facing role, with the ability to handle inquiries and build trusted… more