- JPMorgan Chase (New York, NY)
- …evolving team offers tremendous opportunity for those interested in client service , financial markets and digitalization. As a Market Transition Associate ... of the client , Corporate Investment Bank Markets business and Digital Client Service organizations. The team operates globally, supporting clients and… more
- AON (New York, NY)
- …the marketplace. + Compiles and analyzes data and drafts assigned elements of client service plans, stewardship reports and other presentations tailored to the ... We are looking for an Associate Broker, Middle Market to join...Compiles and analyzes data and drafts assigned elements of client service plans, stewardship reports and other… more
- Citigroup (Uniondale, NY)
- …level of support to Securities Specialists including but not limited to, client market updates, new account opening and modification, documentation approval, ... The Client Services Associate is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing… 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
- Neuberger Berman (New York, NY)
- …analytics, and review materials. The role requires collaboration with Portfolio Management, Client Service , Marketing, RFP, Technology, and Legal teams to ... As a Client Reporting & Analytics Associate will...You will be compiling strategy-specific portfolio data and producing client -facing materials such as detailed reports, market … more
- Wells Fargo (Purchase, 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
- Norstella (Albany, NY)
- Associate Client Solutions Manager, Skipta Company: Citeline Location: Remote, United States Date Posted: Apr 22, 2025 Employment Type: Full Time Job ID: R-1098 ... ** Client Solutions Manager** **Skipta, a Norstella Company** **Job Description:** The Associate Client Solutions Manager will report to an Account Director… more
- Wells Fargo (New York, NY)
- **About this role:** Wells Fargo is seeking a Senior Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our ... with customers + Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills + Client service focus with the ability to listen to customer needs… more
- WTW (New York, NY)
- …software, market practice reports). + Manage and nurture long-term client relationships to foster repeat business, ensuring high renewal rates/ customer ... **Description** As a Senior Associate , you will be the primary point of...related field. + 2-5 years of proven experience in client success, customer service , or a technical… more
- KeyBank (Syracuse, NY)
- …financial services and wealth management. + Demonstrated proficiency and effectiveness in client service skills (including handling client /prospect and ... 201 South Warren Street - Syracuse, New York 13202-1600 **Job Summary** The Client Relationship Associate (CRA) supports the KPB sales team to grow,… more
- CoStar Realty Information, Inc. (NY)
- Sales Associate - Mid-Level Market - Apartments.com, Westchester, NY Job Description CoStar Group (NASDAQ: CSGP) is a leading global provider of commercial and ... We are looking for passionate sales professionals to build long-lasting, service -focused customer relationships. As an Apartments.com **Sales Associate ,** you… 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 ... sales opportunities, providing product updates, setting up sales appointments, and following up on client service + Act as a resource to advisors by developing… more
- Neuberger Berman (New York, NY)
- …Responsibilities:** + Participate in daily activities of operational support and facilitate client service needs + Heavy contact with High-net-worth clients ... will consider ability to obtain registrations within firm guidelines + 1-2 years of client service or support in the financial services industry preferred +… more
- SMBC (New York, NY)
- …to its employees. **Role Description** SMBC Capital Markets, Inc. is seeking a highly skilled Associate for Market Risk to join our esteemed Market Risk ... risk management is both comprehensive and forward-thinking. **Role Responsibilities** As an Associate for Market Risk, you will: - Lead and manage complex… more
- Neuberger Berman (New York, NY)
- …+ Monitor and follow up daily activities of operational support and facilitate client service needs + Initiate new account openings through the Centralized ... Series 7 and Series 66 + 1-2 years of client service or support in the financial...sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business… more
- JPMorgan Chase (Hamburg, NY)
- …providing education and advice tailored to suit their financial needs. As an Associate Banker- Market Expansion in Branch Banking, you will contribute ... combined with cutting-edge financial technology and the most welcoming and friendly service , you will be front and center representing our brand and culture.… more
- WTW (New York, NY)
- …growth, market rationalization, and improved knowledge to support better client prospecting and service . _Note: Visa employment-based non-immigrant visa ... with carrier counterparts to monitor and measure performance against agreed service levels. + **Advanced Subject Matter Expertise:** Leverage deep technical… more
- S&P Global (New York, NY)
- …the forefront of the FinTech space. **Responsibilities and Impact:** The Client Engagement Team is responsible for proactively fostering meaningful relationships ... usage, and overall internal workflows + Provide constructive and actionable client feedback to Product Management or other departments regarding product… more
- JPMorgan Chase (Brooklyn, NY)
- …* Collaborate as part of a larger global team. * Deliver high-quality, professional client service . * Adhere to departmental billing protocols. * Work quickly ... services firm, and make a significant impact as a Market Researcher in our Business Research Center. This role...and research tools. * Demonstrated ability to provide high-quality client service in a professional setting. **FEDERAL… more
- Fox Rothschild LLP (New York, NY)
- **Description** Fox Rothschild is seeking a dedicated Client Service Specialist for our fast-paced entertainment group in New York City. Reporting to the chair ... a high level of professionalism, and is able to foresee needs and expectations. The Client Service Specialist will have a true opportunity to shine in an… more