- Bank of America (New York, NY)
- Wealth Management Client Associate New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Wealth- Management - Client - Associate \_25039877) **Job Description:** Merrill Wealth… more
- SMBC (New York, NY)
- …SMBC offers a competitive portfolio of benefits to its employees. **Role Description** The Associate within the Client Management team plays a key role ... activities as needed, contributing to the integrity and efficiency of client lifecycle management and transaction readiness. **Qualifications and Skills**… more
- JPMorgan Chase (New York, NY)
- …investing with less emotion. **Job Summary:** As an Internal Client Advisor Associate within the Asset Management team, you will be responsible for helping ... JPMorgan Asset Management helps institutional and individual clients from all...and separately managed accounts in partnership with an External Client Advisor. This role provides an opportunity to demonstrate… more
- JPMorgan Chase (New York, NY)
- …new standards for service excellence at JPMorgan Asset Management . As a Client Service Delivery Associate within JPMorgan Asset Management , focusing on ... and identify gaps to solve problems. Your recommendations will directly influence client satisfaction and drive continuous improvement. You'll enjoy a balance of… more
- JPMorgan Chase (Rochester, NY)
- …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 book… more
- Neuberger Berman (New York, NY)
- …customized investment solutions, the platform is truly unique in the industry. The Client Associate will deliver comprehensive operational support and serve as a ... **Position Overview:** NB Private Wealth is Neuberger Berman's direct-to- client wealth and investment management business....experienced Wealth Advisor Team managing over $2b AUM. The Client Associate enhances the client … more
- JPMorgan Chase (New York, NY)
- Join JP Morgan Asset Management , where your expertise as a Client Account Manager will be the cornerstone of delivering unparalleled service to our esteemed ... institutional clients! As a Client Account Manager within Asset Management you will be responsible for delivering exceptional client experience to… more
- JPMorgan Chase (New York, NY)
- …clients-delivering exceptional service and tailored solutions across every asset class. As a Client Account Manager within JP Morgan Asset Management you will be ... capabilities and skills** + Previous experience at an asset management firm; background in client service +...at an asset management firm; background in client service + Excellent communication skills (both oral and… more
- JPMorgan Chase (New York, NY)
- JPMorgan Asset Management (JPMAM) helps institutional and individual clients from all over the globe meet their financial goals by providing industry leading ... Our wide array of financial strategies - equity, fixed income, cash management , currency, asset allocation, and alternative asset classes - allow investors to… more
- Compass Group, North America (Albany, NY)
- …both written and verbal + Ability to communicate on various levels to include management , client , customer, and associate levels. + Excellent financial, ... community to be seen as a member of the client 's management team. + Review resident satisfaction...Time Off (varies by site/state) + Personal Leave + Associate Shopping Program + Health and Wellness Programs +… more
- WTW (New York, NY)
- …Together, we unlock potential. Learn more at wtwco.com . **Description** The Associate Client Advocate (ACA) client -facing functions utilizing the ... development, and execution at the insurance program level. The Associate Client Advocate (ACA) owns client...providing all service, escalation, and placement to meet the client 's insurance and risk management needs. The… more
- Public Consulting Group (Albany, NY)
- …across the public sector. To learn more, visit www.publicconsultinggroup.com . The Sr. Client Service Associate - Progress Track is responsible for the ... Teams to drive adoption, satisfaction, and impact. The Sr. Client Service Associate - Progress Track is...and operations for clients: + initiative planning and ongoing client relationship management . + collaborate with external… 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 ... operational support to our clients. Your role will involve addressing client inquiries, processing transactions, and troubleshooting issues, all while identifying… more
- Motion Recruitment Partners (New York, NY)
- … Client Service Associate **Description:** Job Description Summary The Client Service team partners with the portfolio management team, operations, ... Client Service Associate New York, New... Client Service Associate New York, New York **Hybrid** Contract $25/hr...of our clients. We are looking for our next Client Service Associate to support our growing… more
- KeyBank (Syracuse, NY)
- …201 South Warren Street - Syracuse, New York 13202-1600 **Job Summary** The Client Relationship Associate (CRA) supports the KPB sales team to grow, ... (required) **Tactical Skills** + General knowledge of financial services and wealth management . + Demonstrated proficiency and effectiveness in client service… more
- Raymond James Financial, Inc. (Somers, NY)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative ... by the financial advisor. + Creates and maintains records and files utilizing Client Relationship Management (CRM) software. + Assists Financial Advisors with… 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 ... Management business. The candidate will support the production of client performance reports including scheduled and ad-hoc requests. Additionally, candidate will… more
- KeyBank (Pearl River, NY)
- …investment product delivery within assigned Branch(es) for Mass Affluent clients, including client management , service delivery, and other resources to maximize ... N Middletown Rd - Pearl River, New York 10965 **Job Summary** The Associate Private Client Advisor partners and assists Private Client Advisors with a focus… more
- JPMorgan Chase (New York, NY)
- …technology that will enhance the advisor and client experience. The Associate will contribute to product development and management , market research, and ... products and solutions. Our business model focuses on deep client relationships through an integrated team structure with a...JP Morgan Private Bank Digital is seeking a motivated Associate to join our Alternatives Product team. This role… more
- BlackRock (New York, NY)
- … client onboarding, servicing, and operational efficiency, requiring strong client relationship management , process improvement capabilities, and project ... management , investment operations) and external partners to execute client onboarding and mandate changes. + ** Client ...execute client onboarding and mandate changes. + ** Client Relationship Management ** + Act as a… more