- Neuberger Berman (New York, NY)
- …customized investment solutions, the platform is truly unique in the industry. The Client Associate will deliver comprehensive operational support and serve as a ... trusted resource for clients and an experienced Wealth Advisor Team. The Client Associate enhances the client experience by assisting with the service,… more
- Bank of America (New York, NY)
- Wealth Management Client Associate NEW YORK, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/NEW-YORK/Wealth-Management- Client - Associate \_25023505) **Job Description:** Merrill Wealth Management is… more
- Bank of America (New York, NY)
- Wealth Management Client Associate - RDA NEW YORK, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/NEW-YORK/Wealth-Management- Client - Associate RDA\_25020770) **Job Description:** Merrill Wealth Management… 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 ... within a specific geographic region. **Responsibilities:** + Partner with Client Advisor to promote and sell Neuberger Berman equity,...updates, setting up sales appointments, and following up on client service + Act as a resource to advisors… 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 ... mark by delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team, you will play a crucial role… more
- Wells Fargo (Short Hills, NJ)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... interaction and/or written correspondence + Facilitate PF Financial Advisor and client requests for account related information and/or quotes, scheduling and… more
- Motion Recruitment Partners (New York, NY)
- Client Service Associate New York, New York **Hybrid** Contract Up to $30/hr Join a leading independent global investment management firm as a Client ... for all of our clients. We are looking for our next Client Service Associate to support our growing business. Successful candidates will have experience working… more
- Robert Half Finance & Accounting (New York, NY)
- Description Robert Half Financial Services are currently recruiting for a Client Relationship Associate role, at a growing Registered Investment Advisor based in ... + Excellent verbal and written communication skills + Bachelor degree The Client Relationship Associate role requires 3 days per week in the midtown Manhattan… more
- CIBC (New York, NY)
- …learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) As a **Senior Client Service Associate ** , you will support Private Wealth ... efforts by delivering exceptional service to clients. You'll respond to client inquiries, coordinate onboarding and account maintenance, and collaborate with… more
- JPMorgan Chase (Jersey City, NJ)
- …your knowledge, skills, and abilities. You have found the right team. As a Client Operations Associate within the Client Account Services (CAS) Custody ... and external Service Level Agreements (SLAs) and coordination of complex client requests including fund restructures, launches and transitions. You will leverage… more
- Citigroup (New York, 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
- JPMorgan Chase (New York, NY)
- …staying invested, and investing with less emotion. **Job Summary:** As an Internal Client Advisor Associate within the Asset Management team, you will be ... mutual funds, ETFs, and separately managed accounts in partnership with an External Client Advisor. This role provides an opportunity to demonstrate your passion for… 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 (New York, 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
- Citigroup (New York, 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
- WTW (New York, NY)
- **Description** The Associate Client Advocate (ACA) client -facing functions utilizing the colleague's advanced skills in Commercial Property and Casualty ... Advocate within our Global Natural Resources Industry Vertical Division (IVD). The Associate Client Advocate (ACA) owns client service activities and … more
- JPMorgan Chase (Jersey City, NJ)
- …tailor cutting-edge products that fit client challenges. As a Senior Client Solutions Architect Associate in Embedded Payment's, you contribute significantly ... comprehensive product solutions for clients with complex challenges. Draw on client feedback and support the channeling, modification, and technical design and… 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
- Bloomberg (New York, NY)
- Associate , Client Strategy & Design, Bloomberg Live Experiences Location New York Business Area News and Media Ref # 10044667 **Description & Requirements** ... Bloomberg Media has an exciting role for an experienced client marketer and strategist to join the BLE team....materials - building strategic go-to-market narratives and creating strategic client proposals with a focus on BLE Forums. The… more
- ADP (Florham Park, NJ)
- ADP is hiring Associate Client Support Consultants **- Winter 2024 / Spring 2025 Graduates** . + _Are you ready to join a company offering career advancement ... 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