- JPMorgan Chase (New York, NY)
- … service, operational marketing and administrative support to primarily Private Client Advisor (s) within JP Morgan Wealth Management **Job responsibilities** ... + Aid the Advisor (s) by building and maintaining client relationships...Unlicensed or partially licensed hires will hold the Private Client Investment Associate Licensing title until licensing… more
- Atria Wealth Solutions (Corning, NY)
- …Services, L. P. (CFS) First Heritage Federal Credit Union is seeking a Financial Advisor Associate to provide retirement and investment services to its member ... representatives in assigning the servicing and transitioning a portion of the client base, conducting regularly scheduled reviews with assigned clients to monitor … more
- Edward Jones (Endicott, NY)
- …branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory ... at a professional crossroads, a career as a financial advisor may be the right change for you. Financial...and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're… more
- H&R Block (White Plains, NY)
- **498924BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is to ... about their lives, careers, businesses and money, you'll build client relationships that will grow stronger every year. Joining...stronger every year. Joining **Block Advisors** as a **Tax Advisor ** means you'll serve clients with diverse tax and… more
- Sedgwick (New York, NY)
- …to Work(R) Most Loved Workplace(R) Forbes Best-in-State Employer Claims Advisor - Professional Liability **ESSENTIAL FUNCTIONS and RESPONSIBILITIES** + Analyzes ... and reviewing attorney invoices; monitors counsel for compliance with client guidelines. + Uses appropriate cost containment techniques including strategic… more
- Kohl's (Newburgh, NY)
- …truck unload, etc. + Minimum Qualifications + Authentic passion for beauty + Client facing Retail or Service Industry experience + Excellent written and ... The requirements listed below are representative of functions an associate will be required to perform and the ...environment Minimum Qualifications + Authentic passion for beauty + Client facing Retail or Service Industry experience … more
- Kohl's (Amsterdam, NY)
- …unload, etc. Minimum Qualifications + Authentic passion for beauty + 3+ years Client facing retail or service industry experience + Excellent written and ... Sephora training team, and other partners. + Builds strong Client loyalty and drives sales through a hospitality mentality....The requirements listed below are representative of functions an associate will be required to perform and the … more
- Raymond James Financial, Inc. (New York, NY)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... setup and maintenance. * May participate in live meetings with the Financial Advisor and their respective client (s). * Manages budgeting and tracking of… more
- JPMorgan Chase (Fayetteville, NY)
- If you are passionate about client experience and goals driven planning, then our team is the right place for you. As a Private Client Investment ... service operational marketing and administrative support to the primary Private Client Advisor (s), within JP Morgan Wealth Management. **Job responsibilities**… more
- Morgan Stanley (Utica, NY)
- … Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists ... appropriate action on client account alerts *OTHER* * Partner with Financial Advisor (s) in developing a business plan and delivering against a client service… more
- Neuberger Berman (New York, NY)
- **Summary:** The Client Associate will provide comprehensive operational support to a seasoned Wealth Advisor Team within Neuberger Berman Private Wealth. ... The candidate will enhance the client experience by assisting with the service,...portfolio systems. + Provide customized reporting and analysis to client or Wealth Advisor team on a… more
- JPMorgan Chase (West Harrison, NY)
- …scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business ... their clients. You will establish, maintain, and build relationships while delivering exceptional client service. In this role you will have extensive client … more
- JPMorgan Chase (Garden City, NY)
- …scope allow us to customize solutions tailored to clients' specific needs As a Client Associate in JP Morgan Advisors, you will provide dedicated business ... + Perform daily administrative and operational duties that support the Financial Advisor (s) and clients; including money transfers, client account maintenance,… more
- Bank of America (Pittsford, NY)
- …to the businesses of a particular Financial Advisor . For established clients, the Client Associate will often serve as the most frequent point of contact ... Private Wealth Client Associate Pittsford, New York **Job...oriented + Invested in personal development + Consistently pursues client experience excellence + Works quickly to… more
- Morgan Stanley (Garden City, NY)
- …the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through ... appropriate action on client account alerts *OTHER* * Partner with Financial Advisor (s) in developing a business plan and delivering against a client service… more
- Morgan Stanley (Glens Falls, NY)
- …the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through ... appropriate action on client account alerts *OTHER* * Partner with Financial Advisor (s) in developing a business plan and delivering against a client service… more
- Robert Half Finance & Accounting (New York, NY)
- …Robert Half Financial Services are currently recruiting for a Client Relationship Associate role, at a growing Registered Investment Advisor based in midtown ... 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 New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... client materials and follows up on all client and Financial Advisor (FA) requests +...oriented + Invested in personal development + Consistently pursues client experience excellence + Microsoft Word, Excel,… more
- JPMorgan Chase (New City, NY)
- …to offer the best 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… more
- Morgan Stanley (New York, NY)
- …member of the advisory team and is responsible for delivering a consistent, positive client experience to help ensure all commitments are completed and delivered ... across the firm to respond quickly and accurately to client questions and concerns. The Wealth Management Associate...a team-wide effort to organize, streamline and enhance a client experience that emphasizes value, service and… more