- 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 ... experience for all of our clients. We are looking for our next Client Service Associate to support our growing business. Successful candidates will have… 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 ... With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office...stressful situations and provide a high level of customer service in a calm and professional manner. * Analyze… 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 ... with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team...detail + Strong verbal and written communication skills + Client facing experience; strong background and interest in the… more
- JPMorgan Chase (New York, NY)
- …interested in client service , financial markets and digitalization. As a Client Service Associate II within the Markets Transition team, you will ... the client , Corporate Investment Bank Markets business and Digital Client Service organizations. You will be operating on a global team, supporting clients… more
- JPMorgan Chase (New York, NY)
- …and provides subject matter expertise to clients both internal and external. As a Client Service Associate within the Equity Derivatives Middle Office team ... JP Morgan's Equity Derivatives Business is a complex business, serving multiple client bases including hedge funds, corporations and private bank clients, to provide… more
- Raymond James Financial, Inc. (Paramus, NJ)
- …branch office. * With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense ... reports. * Opens new client accounts and researches client and security...stressful situations and provide a high level of customer service in a calm and professional manner. * Analyze… more
- Citigroup (Uniondale, 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
- Banfield Pet Hospital (Paramus, NJ)
- …supervision of the paraprofessional team to ensure quality medical care, exceptional client service , associate engagement and maximum productivity. Provide ... professional, efficient and exceptional client service (lead by example), ensuring all...to use a keyboard, operate equipment and read information. Associate is routinely exposed to a variety of pets… more
- Raymond James Financial, Inc. (Hackensack, NJ)
- …that currently includes a Senior Advisor, Associate Advisor, and Registered Client Service Associate specializing in supporting high-net-worth families ... * Partners with Financial Advisor to review clients' current portfolio design, understand client goals, enter client data, and conduct financial analysis. *… more
- Banfield Pet Hospital (Garfield, NJ)
- …supervision of the paraprofessional team to ensure quality medical care, exceptional client service , associate engagement and maximum productivity. - ... Provide professional, efficient and exceptional client service (lead by example), ensuring all associates do the same, to include client education about… more
- BlackRock (New York, NY)
- **About this role** **Veterans Transition Program- Associate Aladdin Client Experience** We recognize that veterans bring a unique and valued perspective to ... client team, the comprehensive oversight and delivery of service for clients of theAladdin (https://www.youtube.com/watch?v=Lzn2Av6QHK4) (R) business, connecting… more
- Wells Fargo (New York, NY)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... for appointments with new or prospective clients, establish and service client accounts, prepare forms, research account...when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively… more
- Bank of America (New York, NY)
- Advisor Development Program Client Associate New York, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... driven, resilient, results focused and effective. **Role Specifics:** The Wealth Management Client Associate - Advisor Development Program (WMCA - ADP) role… more
- Neuberger Berman (New York, NY)
- …an experienced Wealth Advisor Team. The Client Associate enhances the client experience by assisting with the service , maintenance, and growth of the ... customized investment solutions, the platform is truly unique in the industry. The Client Associate will deliver comprehensive operational support and serve 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 ... 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)
- 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
- BlackRock (New York, NY)
- **About this role** **Veterans Transition Program-Relationship Manager, Aladdin Client Engagement** We recognize that veterans bring a unique and valued perspective ... and gain insights into the day-to-day life of an Associate as you develop subject-matter expertise through on-the-job learning...with portfolios totaling over _$13 trillion_ . Our diverse client base is made up of external institutional asset… more
- WTW (New York, NY)
- …Finance, Economics, or related field. + 2-5 years of proven experience in client success, customer service , or a technical support environment, preferably within ... **Description** As a Senior Associate , you will be the primary point of...internal teams to deliver tailored solutions. You'll also monitor client success metrics, share insights with product and research… more
- Robert Half Finance & Accounting (New York, NY)
- …the year + Consistently identify opportunities the company to improve its client service and/or operations capabilities Requirements Requirements: + 3+ years' ... Description Robert Half Financial Services are currently recruiting for a Client Relationship Associate role, at a growing Registered Investment Advisor based in… 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 ... in the firm's CRM and liaising with various fund service providers. + Participate in firm and NYC office...skills required + Bachelor Degree with GPA 3.5+ The Client Solutions Senior Associate role requires 3-4… more