- JPMorgan Chase (New York, NY)
- …evolving team offers tremendous opportunity for those interested in client service , financial markets and digitalization. As a Market Transition Associate ... of the client , Corporate Investment Bank Markets business and Digital Client Service organizations. The team operates globally, supporting clients and… more
- Neuberger Berman (New York, NY)
- …an experienced Wealth Advisor Team. The Client Associate enhances the client experience by assisting with the service , maintenance, and growth of the ... customized investment solutions, the platform is truly unique in the industry. The Client Associate will deliver comprehensive operational support and serve as a… more
- Neuberger Berman (New York, NY)
- …analytics, and review materials. The role requires collaboration with Portfolio Management, Client Service , Marketing, RFP, Technology, and Legal teams to ... As a Client Reporting & Analytics Associate will...You will be compiling strategy-specific portfolio data and producing client -facing materials such as detailed reports, market … more
- Wells Fargo (New York, NY)
- **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 ... for appointments with new or prospective clients, establish and service client accounts, prepare forms, research account...when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively… more
- WTW (New York, NY)
- …software, market practice reports). + Manage and nurture long-term client relationships to foster repeat business, ensuring high renewal rates/ customer ... **Description** As a Senior Associate , you will be the primary point of...related field. + 2-5 years of proven experience in client success, customer service , or a technical… 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 ... sales opportunities, providing product updates, setting up sales appointments, and following up on client service + Act as a resource to advisors by developing… more
- Neuberger Berman (New York, NY)
- …Responsibilities:** + Participate in daily activities of operational support and facilitate client service needs + Heavy contact with High-net-worth clients ... will consider ability to obtain registrations within firm guidelines + 1-2 years of client service or support in the financial services industry preferred +… more
- Neuberger Berman (New York, NY)
- …+ Monitor and follow up daily activities of operational support and facilitate client service needs + Initiate new account openings through the Centralized ... Series 7 and Series 66 + 1-2 years of client service or support in the financial...sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business… more
- WTW (New York, NY)
- …growth, market rationalization, and improved knowledge to support better client prospecting and service . _Note: Visa employment-based non-immigrant visa ... with carrier counterparts to monitor and measure performance against agreed service levels. + **Advanced Subject Matter Expertise:** Leverage deep technical… more
- S&P Global (New York, NY)
- …the forefront of the FinTech space. **Responsibilities and Impact:** The Client Engagement Team is responsible for proactively fostering meaningful relationships ... usage, and overall internal workflows + Provide constructive and actionable client feedback to Product Management or other departments regarding product… more
- Fox Rothschild LLP (New York, NY)
- **Description** Fox Rothschild is seeking a dedicated Client Service Specialist for our fast-paced entertainment group in New York City. Reporting to the chair ... a high level of professionalism, and is able to foresee needs and expectations. The Client Service Specialist will have a true opportunity to shine in an… more
- Fox Rothschild LLP (New York, NY)
- **Description** The Transactional Client Service Specialist role is responsible for providing legal administrative support to a team of attorneys by performing ... to internal and external clients. **ESSENTIAL FUNCTIONS:** **Attorney Support** + Provide superior client service by answering and screening calls in a courteous… more
- Fox Rothschild LLP (New York, NY)
- **Description** The Labor and Employment Client Service Specialist role is responsible for providing legal administrative support to a team of attorneys by ... to internal and external clients. **ESSENTIAL FUNCTIONS:** **Attorney Support** + Provide superior client service by answering and screening calls in a courteous… more
- Amalgamated Bank (New York, NY)
- …Officer and will be accountable for institutional for supporting all aspects of Client Service & Business Development. Primary responsibilities include client ... Amalgamated Bank seeks a dedicated Institutional Service & Sales Associate who will...employees and customers Essential Job Functions: + Actively support Client Service & Sales to help the… more
- Bank of America (New York, NY)
- …is responsible for working closely with sales, portfolio managers, product specialists, and client service members to coordinate all sales and support activities ... working closely with sales, product, credit, legal, AML, compliance, client service and other operations teams to...on time product to Global Markets clients + Onboarding Associate serves as the voice of the client… more
- WTW (New York, NY)
- …+ Support onboarding and development of new hires within the Client Service Team (CST) and Placement teams. ** Market Engagement and Industry Relationships** ... member of WTW's Health and Benefits (H&B) team, the Associate Director will support the National Dental and Vision...Client Support and Delivery** + Partner with middle market broking and large group consulting teams to deliver… more
- AON (New York, NY)
- …+ Collect and analyze data and drafts, including assigned elements of client service plans, stewardship reports and other convincing presentations tailored ... Associate Account Executive - New York City Interested...and analyze data and drafts, including assigned elements of client service plans, stewardship reports and other… more
- Bank of America (New York, NY)
- …is responsible for working closely with sales, portfolio managers, product specialists, and client service members to coordinate all sales and support activities ... markets product knowledge and has KYC background. The onboarding associate will manage client pipeline and will...+ Partners with sales, portfolio managers, product specialists, and client service members to coordinate all sales… more
- Bank of America (New York, NY)
- …treasury products and services + Two or more years of B2B sales and/or client service experience in a financial services environment; preferred candidates will ... making recommendations and creating customized treasury solutions that meet client needs. As a Treasury Sales Associate ,...Certification + Prior experience in a sales support or client service role within a financial institution… more
- Capital One (New York, NY)
- …identify and market foreign exchange derivative products to the bank's commercial client base across various market segments + Assist with handling the ... Associate , Foreign Exchange Derivatives **Summary:** Capital One is...price, execute, and liaise with middle/back office) to streamline client trading activity + Work with relationship managers, underwriters,… more