- HSBC (Buffalo, NY)
- …our people, our investors, our communities and the planet we all share. As our Client Experience Associate , you'll help new and current Wealth Center ... experience , including operations and customer service experience . As our Client Experience Associate you will: + Greet and assist customers who visit… more
- UHS (Johnson City, NY)
- …Hours per week: 40 Salary range: $19.37 - $28.09 per hour, depending on experience . Overview The Client Service Associate assists physicians, patients and ... Client Service Associate , UHS Wilson Medical...to internal and external customers performing problem investigation, resolution, client notification and specimen problem reporting. Education/ Experience … more
- Wells Fargo (Purchase, NY)
- …for completeness and forwarding to management for review when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and ... **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… more
- Neuberger Berman (New York, NY)
- …trusted resource for clients and an experienced Wealth Advisor Team. The Client Associate enhances the client experience by assisting with the service, ... the platform is truly unique in the industry. The Client Associate will deliver comprehensive operational support...in professional organizations. **Qualifications:** + 2+ years of proven client service/support or related experience in the… more
- Citizens (Tarrytown, NY)
- …talented individuals with a demonstrated track record of delivering a gold glove experience to clients that results in long-term client loyalty. Citizens Private ... Wealth Management is expanding and looking for a Trust Client Service Associate to join their team....need to understand the wealth management industry and have experience in working with clients on matters related to… 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
- BlackRock (New York, NY)
- …join us in an Associate or Vice President role within the Aladdin Client Transformation team with **3-10 years** of relevant work experience . **Your Team** ... that BlackRock uses to manage investments day-to-day. The Aladdin Client Business is growing rapidly, with the volume of...of investment management with 3-5 years of relevant industry experience for an Associate level and 6+… more
- Broadridge Financial Solutions (Edgewood, NY)
- …others along the way, come join the Broadridge team. We are actively seeking an Associate Client Project Administrator to join in our Deer Park, NY office. In ... approach to gathering data and analyzing it to solve client inquiries. + Act as the front line; supporting...Qualifications: + BA/BS degree preferred. + Voluntary Corporate Actions experience is a plus. + Ability to work 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 ... client requires 3+ years Investor Relations, Fundraising or Client Relations experience within Institutional Asset Management...skills required + Bachelor Degree with GPA 3.5+ The Client Solutions Senior Associate role requires 3-4… more
- JPMorgan Chase (New York, NY)
- …seamlessly and ready to trade within targeted timeframe. Goal is to deliver an excellent client experience in line with the needs and objectives of the client ... base including Asset Managers, Pension Funds, Alternatives and Banks providing each client an excellent onboarding experience while working in a fast paced,… more
- WTW (New York, NY)
- …Business Administration, Finance, Economics, or related field. + 2-5 years of proven experience in client success, customer service, or a technical support ... **Description** As a Senior Associate , you will be the primary point of...effective problem-solver, able to analyze issues and deliver efficient, client -focused solutions. + Experience with upselling or… more
- Raymond James Financial, Inc. (New York, NY)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... and branch office. + Onboards new clients, opens new client accounts and researches client and security...+ Provide a high level of customer service. **Education/Previous Experience ** + High School Diploma or equivalent and one… more
- KeyBank (Syracuse, NY)
- …client needs and supports KPB team members throughout the sales and client experience process. **Responsibilities** + Prepare and participate in the ... Street - Syracuse, New York 13202-1600 **Job Summary** The Client Relationship Associate (CRA) supports the KPB...need guidance). + Proactively look for opportunities to improve client experience (identify pain points, gaps, process… 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 ... prior experience , you anticipate and proactively seek resolutions to client and business-related issues + Demonstrate seasoned judgment by handling complex… more
- Neuberger Berman (New York, NY)
- As a Client Reporting & Analytics Associate will play a pivotal role in the Global Client Platform Group, with a primary focus on supporting Collateralized ... degree in finance, business, science, or math + **4+ years of experience in Client Reporting** within asset management or financial services required, with a… more
- JPMorgan Chase (New York, NY)
- …with interactions with senior stakeholders **Job summary:** As the Asset Management Client Skills Training Facilitation and Training Associate on the Asset ... The Client Skills Training Team is dedicated to designing,...and strategically. + Proficiency in PowerPoint, Word, and Excel; experience with video, virtual meeting technology, or learning technology… 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 ... + Detail oriented + Invested in personal development + Consistently pursues client experience excellence + Works quickly to fulfill client needs, delivering… more
- JPMorgan Chase (New York, NY)
- …efforts. **Required Qualifications, Capabilities, and Skills:** + Proven leadership experience in a relationship management or client -facing function, ... As an associate in the ICAM team, you will play...**Strategic Leadership:** Develop and implement strategic initiatives to enhance client relationships and drive business growth. Collaborate with SRMs… more
- Bank of America (Clifton Park, NY)
- Wealth Management Client Associate Clifton Park, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management ... Series 7 & 66 preferred + Previous wealth management experience preferred **Skills:** + Account Management + Client Management + Customer and Client Focus +… more
- JPMorgan Chase (New York, NY)
- Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ... make your mark by delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team, you will play a… more