- 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 ... results focused and effective. **Position Overview:** The **Registered** **Wealth Management Client Associate ** role is a sales support position, typically… more
- Neuberger Berman (New York, NY)
- **Summary:** The Client Associate will provide comprehensive operational support to a seasoned Wealth Advisor Team within Neuberger Berman Private Wealth. The ... candidate will enhance the client experience by assisting with the service, maintenance and...daily activities of operational support team and facilitate all client service needs. + Act as a liaison between… more
- Bank of America (New York, NY)
- Registered Wealth Management Client Associate New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make ... Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities… more
- JPMorgan Chase (Garden City, 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 position you will have extensive... service. In this position you will have extensive client contact; you will be involved in all activities… more
- JPMorgan Chase (Greenwich, CT)
- …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 have extensive... service. In this role you will have extensive client contact and will be involved in all activities… more
- BlackRock (New York, NY)
- **About this role** **About this Role:** **Aladdin Business, Aladdin Client Engagement, Associate ** BlackRock is one of the world's preeminent asset management ... partner - to take full advantage of Aladdin. This is a client facing role and the associate will be expected to build deep partnerships with the clients to… more
- Morgan Stanley (New York, NY)
- …modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business ... Morgan Stanley sponsored benefit programs. **Job:** **Wealth Management* **Title:** * Client Service Associate * **Location:** *New York-New York* **Requisition… more
- The Millennium Group (Red Bank, NJ)
- …who can uniquely contribute to our 30+ years of success in the industry. The Client Reporting Associate is responsible for a full range of activities that ensure ... is a unique opportunity to collaborate with our operations teams. Our Client Reporting Associate responsibilities include, but are not limited to: + Use of Excel… more
- Morgan Stanley (Shrewsbury, NJ)
- …modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business ... its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Senior Registered Client Service Associate * **Location:** *New Jersey-Shrewsbury* **Requisition… 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
- Morgan Stanley (New York, NY)
- …diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *New York-New York* ... *POSITION SUMMARY* Registered Client Service Associates (CSAs) help shape the future...help shape the future of service by modernizing the client experience through an elevated standard of care. The… 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 creative ... With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office...branch office expenses and expense reports. * Opens new client accounts and researches client and security… more
- Neuberger Berman (New York, NY)
- **Summary** The Client Reporting Associate will join a seasoned nine-person Wealth Advisor Team with over $4 billion in assets under management within Neuberger ... Wealth Management business. The candidate will support the production of client performance reports including scheduled and ad-hoc requests. Additionally, candidate… more
- JPMorgan Chase (Brooklyn, NY)
- …line, ensuring that every interactions leaves a lasting positive impression. As a ** Client Service Associate ** in our **Security Services Custody Client ... Being apart of our **Security Services Custody Client Operations** team, you're part of a pivotal...along with our Markets business, helps service our core client segments: Asset Managers, Asset Owners, Insurance/GSEs, Banks/Broker Dealers… more
- Morgan Stanley (New York, NY)
- …**Job:** **Investment Banking/Sales/Trading/Research* **Title:** *ISG Management, Financial Crimes & Client Onboarding - Associate * **Location:** *New York-New ... our culture. *Department Profile* The Financial Crimes Risk and Client Onboarding ("FCRCO") Team sits within the Firm's business...will be between $85,000 and $140,000 per year for Associate , at the commencement of employment. However, base pay… 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
- Robert Half Office Team (Morristown, NJ)
- … client , a prestigious financial services firm, is seeking a dedicated and experienced Client Service Associate to join their team. This role demands a strong ... and an active Series 7 license. The ideal candidate will excel in client relations, possess exceptional communication skills, and demonstrate a keen attention to… 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 ... of attention to detail + Strong verbal and written communication skills + Client facing experience; strong background and interest in the fields of operations and… more
- Morgan Stanley (New York, NY)
- …risk functions, sales, trading, underwriting, and other capital markets professionals. As an Associate in the on the Client Financing Team, /you will:/ | ... diversifying its workforce (M/F/Disability/Vet). **Job:** **Investment Banking/Sales/Trading/Research* **Title:** *Muni Client Financing & Structuring - Associate * **Location:** *New… more
- ADP (Florham Park, NJ)
- ADP is hiring ** Associate Client Support Consultants** . + _ _ _Are you ready to join a company offering career advancement opportunities throughout your career ... 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