- 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
- 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
- S&P Global (New York, NY)
- …who rely upon our world-renowned indices, research, and commentary. **The Role:** Senior Associate , Insurance - Client Coverage, North America is an external ... track record in a commercial role in a financial services firm + Excellent client relationships and sales and relationship management skills + Confident… more
- TD Bank (White Plains, NY)
- …for service . The ARM is at the center of the Private Client Services model supporting these smaller balance clients by providing day-to-day account ... role. **Line of Business:** TD Wealth **Job Description:** The Associate Private Client Relationship Manager (ARM) is...Effectively implements a process with CSAs to ensure every client receives Legendary service + Effectively executes… more
- Principal Financial Group (New York, NY)
- **What You'll Do** We're looking for an Associate Director, Client Service to join our Client Relationship Team. In this pivotal role, you will be ... unparalleled client experiences, fortifying relationships, delivering end-to-end client service to our Institutional Clients. +...least 7 years of experience in asset management and client services , with a minimum of 5… more
- Wells Fargo (Syracuse, NY)
- **About this role:** Wells Fargo is seeking a Profit Formula Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo ... 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)
- …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
- Wells Fargo (Ithaca, NY)
- **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career ... and prepare for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues,… 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...Word, PowerPoint, and Excel Chase is a leading financial services firm, helping nearly half of America's households and… 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
- MUFG (New York, NY)
- …A member of our recruitment team will provide more details. **Position Summary:** EFX Sales/ Client Services Associate will provide EFX coverage of clients in ... 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for...selected colleague will work at an MUFG office or client sites four days per week and work remotely… more
- Brooklyn Defender Services (Brooklyn, NY)
- Brooklyn Defender Services (BDS) is seeking a Re-Entry and Client Services Associate to join our team. BDS is a public defense office representing ... throughout the 5 boroughs as needed. + Other duties as assigned. In Client Services , the Associate will support the team in their various responsibilities… more
- Eurasia Group (New York, NY)
- …the firm. This role cuts across various aspects of our business, from sales and client service to advisory research, events, and media. The associate ... Associate Director of Strategic Client Initiatives...specific needs. Qualifications: + 4-6 years of experience in client service , interacting confidently with clients in… more
- Morgan Stanley (Orchard Park, NY)
- …by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of ... to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Client Service Associate **Location:** *New York-Orchard… more
- Morgan Stanley (Glens Falls, NY)
- …by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of ... EOE committed to diversifying its workforce. M/F/D/V. **Job:** **Wealth Management* **Title:** * Client Service Associate **Location:** *New York-Glens Falls*… more
- Outreach Development Corporation (Bellport, NY)
- …exciting, high-energy, rewarding work environment. Outreach is seeking a qualified Part Time Client Benefit Associate (Biller) to work in our outpatient facility ... located at 11 Farber Drive, Unit D, Bellport, NY. The Client Benefit Associate (Biller) is responsible for the accurate collection and tracking of information… more
- Morgan Stanley (Rochester, NY)
- …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