- Neuberger Berman (New York, NY)
- …readiness activities across Product Development, Operations, Legal/Compliance, Technology, and Client Service + Assist in preparing enablement materials: ... and more than 2,900 employees in total-united in their commitment to delivering client outcomes and investment excellence. It is our people who define… more
- Quad (New York, NY)
- …guidelines and recommendations to the Media Investment teams. The successful Sr. Associate provides a high level of service to assigned accounts by creating ... Rise is an award-winning, full- service Media Agency of Record that is backed...Purpose of Job: The primary role of the Sr. Associate , Media Planning is to develop, maintain and manage… more
- SMBC (White Plains, NY)
- …of 5 key functions: Sales Middle Office, Confirmations, Settlements, Margin and Client Service Operations. Settlements actively manages pre- and post-settlement ... its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects… more
- Raymond James Financial, Inc. (New Hyde Park, NY)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense… more
- JPMorgan Chase (New York, NY)
- …talented Associate to join the North America Client Platform team within Americas Client Service . As an Associate on this team, you will assist on ... monitoring processes. + Partner extensively with colleagues across AM, including client service , product, finance, operations, and technology teams. **Required… 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 ... enhance client relationships. **Job responsibilities** + Provide comprehensive client service by addressing inquiries, processing transactions, and… more
- Raymond James Financial, Inc. (Clarence, NY)
- **Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients + ... administrative support to the financial advisors and branch office + Open new client accounts, process money movement, and research information as needed + Ensure … more
- Nuveen Investments (New York, NY)
- …business partners, working with deal teams to maximize tax efficiency of investment structures. + Responsible for managing junior tax member, providing oversight and ... oversight and coordination of tax compliance services from third party tax service providers. + Responsible for assisting in keeping investor relations informed of… more
- JPMorgan Chase (Brooklyn, NY)
- …offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will be ... strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting...tasked with delivering exceptional client service , operational marketing, and administrative support… more
- JPMorgan Chase (New York, NY)
- …phone conversations that deliver the JPMorgan value proposition + Provide superior client service by being responsive, thoughtful and making the clients' ... globe meet their financial goals by providing industry leading investment solutions. Our wide array of financial strategies -...investing with less emotion. **Job Summary:** As an Internal Client Advisor Associate within the Asset Management… more
- US Tech Solutions (New York, NY)
- …Collaborate cross functionally with Asset Management, Accounting, Legal and various shared service groups within the client . + Identifies increased efficiencies ... the Role:** + The Real Estate Operations team support commercial real estate investment activities across the platform. + The preferred candidate will have knowledge… more
- Citigroup (New York, NY)
- …directly affected by the performance of the individual. **Responsibilities:** + Provide complete service support to client , including solving complex client ... The Associate Banker Senior is a seasoned professional role....as account opening and closing, loan disbursals, etc. + Client /prospect meetings - Organize the pre-call planning, organizing post-meeting… more
- BlackRock (New York, NY)
- …demand for the firm's Municipal products, and ensuring the team provides high-quality, investment -focused client service . As the candidate progresses in this ... preeminent asset management firms and a premier provider of global investment management, risk management and advisory services to institutional, intermediary, and… more
- Nuveen Investments (New York, NY)
- …transaction and service requests. + Utilizes knowledge of tax and investment strategies to inform financial advice based on clients' financial needs and ... Counsels participants on their pension plans, tax deferred annuities and other available investment options in order to help clients retain and increase assets. +… more
- JPMorgan Chase (New York, NY)
- The Investment Associate is an integral member of the Financial Advisor's team. An Investment Associate works in close partnership with the Financial ... including overall asset allocation, tactical shifts and security selection and perform client portfolio reviews on a regular basis in conjunction with or by… more
- Wells Fargo (New York, NY)
- 2026 Investment Banking Summer Associate Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial ... corporate and transaction banking, commercial real estate lending and servicing, investment banking, equity and fixed income solutions including sales, trading, and… more
- JPMorgan Chase (New York, NY)
- The Investment Associate is an integral member of the Financial Advisor's team. An Investment Associate works in close partnership with the Financial ... including overall asset allocation, tactical shifts and security selection and perform client portfolio reviews on a regular basis in conjunction with or by… more
- Publicis Groupe (New York, NY)
- **Company description** Zenith is a full- service media agency with capabilities and expertise across all channels and disciplines. Zenith is part of Publicis Media, ... have a measurable effect on our clients' business. Every investment we make has an ROI mindset-not just for...value for our people, our capabilities and our media investments for some of the world's leading brands. **Overview**… more
- Publicis Groupe (New York, NY)
- …McDonald's, Novartis, Samsung, Visa and more. **Overview** **Position Summary:** The Sr. Associate supports the Investment Operations Director and Manager with ... and strong attention to detail They will work closely with Investment , Reconciliation and Client Operations teams. **Responsibilities** **Specific… more
- Citigroup (New York, NY)
- …but not required + Strong communication, planning, and organizational skills + Passion for client service and a dedication to deliver the best results on every ... division, is looking for Summer Associates to join the Investment Banking team in NAM. The Investment ...capital raising and other strategic financings to corporate, financial service and public sector clients. **Your time here will… more
