- Bank of America (New York, NY)
- …Private Wealth Client Associate ** is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... Registered Private Wealth Client Associate New York, New York...+ Work with highly affluent clients + Provides excellent Client Service to the bank's clients through… 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
- Neuberger Berman (New York, NY)
- …Series 7 and 66 licenses. + Minimum of 2-3 years of client service /support or related experience in the financial services industry. + Proficiency in ... **Summary:** The Client Associate will provide comprehensive operational...daily activities of operational support team and facilitate all client service needs. + Act as a… 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 ... to join the nation's #1 multifamily lender as a Client Associate on our multifamily lending sales...commercial real estate firm or other area of financial services (Investment Management, Commercial Banking, Business Banking or Insurance)… 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 ... committed to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Client Service Associate **Location:** *New York-New… more
- BAYADA Home Health Care (Westfield, NJ)
- …providing the highest quality care to our clients. The Client Services Associate will: + Provide superior customer service and quality home care + Focus ... 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… more
- Morgan Stanley (Morristown, NJ)
- …diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate **Location:** *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
- Raymond James Financial, Inc. (Bedminster, 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)
- …including scheduled and ad-hoc requests. Additionally, candidate will provide comprehensive and client service support to the wealth advisor's high net worth ... **Summary** The Client Reporting Associate will join a...+ Initiate new account opening process through centralized Private Client Services Team + Act as a… 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 ... (FA) and the Bank's clients with the administrative and service functions of the business. The CSA operates remotely...aspires to a brokerage sales career. Respect for the client , both our internal partners and external Bank clients… more
- JPMorgan Chase (New York, NY)
- … Investment Associate in JP Morgan Wealth Management, you will provide client service , operational marketing and administrative support to Private Client ... generation + Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance… 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 ... **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Client Services **Time… more
- Santander US (New York, NY)
- …, Client Lifecycle Management-1 New York, United States of America The Associate , Client Service is responsible for the day-to-day operations of ... the company's business units. Aims to deliver superior service to clients by driving and optimizing the effectiveness...Work Experience: + 5+ Years Experience in securities, financial services or client -facing or project management roles… more
- WTW (New York, NY)
- …including Program level oversight delivery and review of current program, expiring exposures, client service agreements, menu of services required and ... **The Role** The Associate Client Advocate works with and...and supports Natural Resources account leaders to manage overall client service delivery and administration throughout the… more
- KPMG (Short Hills, NJ)
- …a Global Executive & Private Client Group (GEPC) Associate to join our Business Tax Services (https://tax.kpmg.us/content/tax/en/index.html) practice. ... models to support a consistent high level customer experience, and ensure pre-established client service level agreements are satisfied + Serve as a central… more
- ADP (Florham Park, NJ)
- ADP is hiring ** Associate Client Support Consultants** . + _ _..._ _ _ _ **Apply now!** **To learn more about Client Services at ADP** , ** ** watch ... users on ADP technology, and more. You carry the weight of ADP's service reputation and client satisfaction in your hands. The nature of what you do every day… more
- KPMG (Short Hills, NJ)
- **Business Title:** Associate , Client Engagement & Billing **Requisition Number:** 113142 - 61 **Function:** Tax Services **Area of Interest:** **State:** NJ ... our future, and what we stand for as a firm. KPMG is currently seeking an Associate , Client Engagement & Billing to join our State and Local Tax (SALT)… more
- Publicis Groupe (New York, NY)
- …sociology, psychology, and other liberal arts disciplines. **Job Description** Overview: The Senior Associate , Client Operations will be part of a growing ... our clients' brands, and to buy more products and services from them. Balancing the nimble spirit of a...Foundry delivers the best of both worlds to a client roster that spans some of the world's best… more
- Siemens (Morristown, NJ)
- …buildings; it's about creating perfect places that improve people's lives. Our ** Associate Client Service Managers (ACSM)** establish the foundation ... **Job Family:** Customer Services **Req ID:** 421906 Here at Siemens, we...for our customer's service and digital experience by focusing on account management.… more
- Publicis Groupe (New York, NY)
- …to make business decisions. **Responsibilities:** ** Client Reporting** + Work closely with Client Finance Director/ Client Services to manage client ... Client + Work with Project Management & Client services to manage weekly client... plan and plans for rolling forecasts + Assist Client Finance Associate Director/Director in the development… more