- HSBC (Brooklyn, NY)
- …and works with Center Manager and the center team to support these efforts. As our Client Experience Associate you will: + Ensure the overall appearance of ... activities while supporting client alternative delivery channel alternatives. Ensures a premium client experience within the Wealth Center channel… more
- WW Norton & Company, Inc. (New York, NY)
- Job Descriptions: The Associate Director, Client Publisher Sales Operations and Business Analytics will support W. W. Norton's distribution clients with ... and will foster collegial and productive relationships with our client publishers. The Associate Director helps bring...to cover all activities required of the employee. Required Experience : Required Qualifications: + A minimum of six years'… more
- WTW (New York, NY)
- **Description** The Associate Client Advocate (ACA) client -facing functions utilizing the colleague's advanced skills in Commercial Property and Casualty ... our Global Natural Resources Industry Vertical Division (IVD). The Associate Client Advocate (ACA) owns client... Client Advocate is to provide an exceptional client experience , with a primary focus on… more
- Motion Recruitment Partners (New York, NY)
- Client Service Associate New York, New York...and distribution to provide a best in class service experience for all of our clients. We are looking for ... a leading independent global investment management firm as a Client Services Associate . Role is hybrid in...to support our growing business. Successful candidates will have experience working in a collaborative work environment for a… more
- JPMorgan Chase (Brooklyn, NY)
- Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences. As a Client Service ... **Required qualifications, capabilities, and skills** + 3+ years of experience or equivalent expertise in a client ...of experience or equivalent expertise in a client service role within a financial institution. + Excellent… more
- JPMorgan Chase (Brooklyn, NY)
- …timeliness + Partner with CAS Coordination members to provide a seamless client experience and support for market entry **Required qualifications, capabilities, ... abilities. You have found the right team. As a Client Operations Associate within the Client... inquiries with a creative and inquisitive approach + Client Account Services Expertise: Experience in … more
- CIBC (New York, NY)
- …tracking client activity, and contributing to a consistent and high-quality client experience . **_At CIBC we enable the work environment most optimal ... learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) As a **Senior Client Service Associate ** , you will support Private Wealth… more
- JPMorgan Chase (New York, NY)
- …and ready to trade within targeted timeframe. Your goal is to deliver an excellent client experience in line with the needs and objectives of the client ... client service, financial markets and digitalization. As a Client Service Associate II within the Markets...Asset Managers, Pension Funds, Alternatives and Banks providing each client an excellent onboarding experience while working… 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
- 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 ... New York. Our client requires 3+ years' Client Services or Relationship Management experience within...verbal and written communication skills + Bachelor degree The Client Relationship Associate role requires 3 days… more
- Bank of America (New York, NY)
- Wealth Management Client Associate - RDA NEW YORK, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... responsibilities + Detail oriented + Invested in personal development + Consistently pursues client experience excellence + Works quickly to fulfill client … more
- Bank of America (Latham, NY)
- Wealth Management Client Associate Latham, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Latham/Wealth-Management- Client - Associate \_25023594) **Job Description:** Merrill Wealth Management is… more
- BlackRock (New York, NY)
- …Work closely with senior sales leaders and internal teams to ensure a seamless client experience , contributing to the overall success of the business development ... **About this role** **Aladdin Business Development - Associate ** **Role Description** The Aladdin Business Development team...internal RFP teams and resources to respond to any client -generated RFPs. + ** Client Engagement** : Build… more
- KeyBank (Mahopac, NY)
- …Route 6 - Mahopac, New York 10541 **Job Description Preview** **Job Summary** The Associate Private Client Advisor partners and assists Private Client ... Advisors with a focus on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts when… 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
- Wells Fargo (Melville, NY)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... for review **Required Qualifications:** + 2+ years of Brokerage and Client Services experience , or equivalent demonstrated through one or a combination of the… 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 ... RIAs within a specific geographic region. **Responsibilities:** + Partner with Client Advisor to promote and sell Neuberger Berman equity, fixed-income, alternative,… more
- Bloomberg (New York, NY)
- …a focus on BLE Forums. The role will partner with sales, strategy, client experience , marketing, production, editorial and more to develop compelling solutions ... Associate , Client Strategy & Design, Bloomberg...NEED TO HAVE: + Bachelor's Degree, 4-8 years of experience in developing best-in-class marketing proposals and sales collateral… more
- Veritext Legal Solutions (Mineola, NY)
- …videographers to ensuring transcripts are delivered on time and flawlessly accurate. As a Client Services Associate , you'll be the go-to expert for attorneys and ... or corrections, and follow up to ensure expectations are exceeded and every client walks away impressed. If you love follow-through, attention to detail, and making… more
- Publicis Groupe (New York, NY)
- …marketing, and sociology, psychology, and other liberal arts disciplines. **Overview** The Senior Associate , Client Operations will be part of a growing ... Foundry delivers the best of both worlds to a client roster that spans some of the world's best...work on a high-energy, highly visible account. The Senior Associate supports the Operations Associate Director and… more