- Legal & General Retirement America (Stamford, CT)
- …day-to-day external communications. This includes but is not limited to in-person client meetings to establish and maintain those relationships as needed. *Respond ... work experience in financial, investment or insurance industry, including experience in a client facing role. PRT specific experience is a plus. *College Degree (BA… more
- DWS Group (New York, NY)
- …the opportunity to work alongside internal groups, such as Portfolio & Asset management, Client Service & Marketing, external service providers, and clients. ... Job Description: Employer: DWS Group Title: Real Estate Fund Finance /Fund Accounting Associate Location: New York Job Code: #LI-MB1 #LI-0 2 About DWS: Today,… more
- Pernini Legal, LLC (New York, NY)
- …technology issues. Key Skills: Exceptional analytical, research, and writing skills; proactive client service mindset; and ability to work collaboratively in a ... GLOBAL PRIVACY & CYBERSECURITY ASSOCIATE ATTORNEY Location: New York, NYHYBRID Our client , an international AmLaw 100 firm with a top-tier international privacy… more
- Miller Law Group (New Rochelle, NY)
- …*Collaborate with firm leadership to support strategic initiatives and maintain high client service standards Qualifications *A Juris Doctor degree from an ... Description Role Description Miller Law Group is seeking a Family Law Associate Attorney with 2-7 years of family and matrimonial law experience to join our growing… more
- Motion Recruitment Partners (New York, NY)
- Client Service Associate New York, New York **Hybrid** Contract $25/hr - $30/hr **Title:** Client Service Associate **Description:** Job ... experience for all of our clients. We are looking for our next Client Service Associate to support our growing business. Successful candidates will have… 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 ... With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office...stressful situations and provide a high level of customer service in a calm and professional manner. + Analyze… more
- Kestra Financial (Kings Park, NY)
- Summary The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes ... of business objectives + Other responsibilities as assigned by the Senior Client Service Associate Knowledge, Skills, and/or Abilities + Advanced computer… more
- Robert Half Finance & Accounting (New York, NY)
- …to high-net-worth individuals, families, and institutions. Our client is seeking a Client Service Associate to support a dynamic Private Wealth Advisory ... in Finance, Accounting or related field . 1+ years of client service experience, ideally in financial services . Excellent communication and… 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 ... ideas and initiative will directly shape client experiences, drive innovation, and set...grow, as you'll use and expand your knowledge of service design to enhance interactions, develop and execute strategies… more
- WTW (New York, NY)
- …strategy development, and execution at the insurance program level. The Associate Client Advocate (ACA) owns client service activities and client ... unlock potential. Learn more at wtwco.com . **Description** The Associate Client Advocate (ACA) client -facing...design and delivery of full client presentations/proposals, client advocacy reports, client service … more
- Neuberger Berman (New York, NY)
- …Team managing over $2b AUM. The Client Associate enhances the client experience by assisting with the service , maintenance, and growth of the team's ... customized investment solutions, the platform is truly unique in the industry. The Client Associate will deliver comprehensive operational support and serve as a… more
- S&P Global (New York, NY)
- **About the Role:** **Grade Level (for internal use):** 11 **The Role:** Senior Associate , Client Coverage Asset Management **The Team:** The North American ... indices, research, and commentary. **The Impact:** As a Sales Associate in Client Coverage, you are a...usage in your territory + Provide focused and excellent service to existing products/billing/ client queries within assigned… more
- Bank of America (New York, NY)
- Wealth Management Client Associate - Bilingual Portuguese Preferred NEW YORK, New York **To proceed with your application, you must be at least 18 years of ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- SMBC (New York, NY)
- …to continuous improvement initiatives aimed at enhancing operational efficiency and client service delivery. + Demonstrate strong expertise in conducting ... competitive portfolio of benefits to its employees. **Role Description** The Associate within the Client Management team plays a key role in executing Know Your… more
- KeyBank (Mahopac, NY)
- **Location:** 981 Route 6 - Mahopac, New York 10541 **Job Summary** The Associate Private Client Advisor partners and assists Private Client Advisors with a ... investment product delivery within assigned Branch(es) for Mass Affluent clients, including client management, service delivery, and other resources to maximize… more
- Wells Fargo (Danbury, CT)
- **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 appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues + Execute… more
- Neuberger Berman (New York, NY)
- …including scheduled and ad-hoc requests. Additionally, candidate will provide comprehensive and client service support to the wealth advisor's high net worth ... **Summary** The Client Reporting Associate will join a seasoned nine-person Wealth Advisor Team with over $4 billion in assets under management within Neuberger… 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...beloved brands and companies. We combine boutique-caliber insights and service with the buying clout and first-look access of… more
- JPMorgan Chase (New York, NY)
- …within JP Morgan Asset Management you will be responsible for delivering exceptional client service to Institutional clients of JP Morgan Asset Management. You ... client . **Job Responsibilities** + Serve as the primary day-to-day client service contact, supporting advisors and account managers + Act as the central… more
- JPMorgan Chase (New York, NY)
- …degree required + Previous experience at an asset management firm; background in client service and/or institutional client base + Business acumen ... service to our esteemed institutional clients! As a Client Account Manager within Asset Management you will be...Institutional Sales and Investment Specialists to form a dedicated service team for each assigned client . You… more
