- Bank of America (Pittsford, NY)
- Private Wealth Client Associate Pittsford, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and ... driven, resilient, results focused and effective. **Position Overview:** The **Private** **Wealth Client Associate ** role is a sales support position, typically… more
- Citizens (Tarrytown, NY)
- …while intimately focusing on each client 's unique circumstances. The Private Client Associate 's primary responsibility is to provide personalized service to ... our Private Wealth clients for their day to day needs. The Private Client Associate has a passion for providing exceptional banking service to clients. Primary… more
- Bank of America (New York, NY)
- Registered Wealth Management Client Associate New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make ... Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities… more
- Citizens (Tarrytown, NY)
- …while intimately focusing on each client 's unique circumstances. The Private Client Associate II is responsible for providing day-to-day servicing of ... high-net-worth individuals, families and foundations and has cultivated long-lasting client relationships through multiple market cycles. Citizens Private Wealth… 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, maintenance and...daily activities of operational support team and facilitate all client service needs. + Act as a liaison between… 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 ... will establish, maintain, and build relationships while delivering exceptional client service. In this position you will have extensive... service. In this position you will have extensive client contact; you will be involved in all activities… 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 ... will establish, maintain, and build relationships while delivering exceptional client service. In this role you will have extensive... service. In this role you will have extensive client contact and will be involved in all activities… more
- CBRE (Albany, NY)
- Client Success Associate Director Job ID 160239 Posted 26-Mar-2024 Service line Advisory Segment Role type Full-time Areas of Interest Customer Service, Property ... - US - United States of America About The Role: As a CBRE Client Success Associate Director, you will lead operational activities for client services teams… more
- Morgan Stanley (Garden City, NY)
- …modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business ... to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Client Service Associate * **Location:** *New York-Garden City*… more
- Outreach Development Corporation (Bellport, NY)
- …exciting, high-energy, rewarding work environment. Outreach is seeking a qualified Part Time Client Benefit Associate (Biller) to work in our outpatient facility ... located at 11 Farber Drive, Unit D, Bellport, NY. The Client Benefit Associate (Biller) is responsible for the accurate collection and tracking of information… more
- Morgan Stanley (Glens Falls, NY)
- …modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business ... to diversifying its workforce. M/F/D/V. **Job:** **Wealth Management* **Title:** * Client Service Associate **Location:** *New York-Glens Falls* **Requisition… more
- Robert Half Finance & Accounting (New York, NY)
- Description Robert Half Financial Services are currently recruiting for a Client Relationship Associate role, at a growing Registered Investment Advisor based in ... + Excellent verbal and written communication skills + Bachelor degree The Client Relationship Associate role requires 3 days per week in the midtown Manhattan… more
- Morgan Stanley (Utica, NY)
- …its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *New York-Utica* **Requisition ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future...help shape the future of service by modernizing the client experience through an elevated standard of care. 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 ... * Helps manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private placement investment… more
- JPMorgan Chase (White Plains, NY)
- …of employment + Unlicensed or partially licensed hires will hold the Private Client Investment Associate Licensing title until licensing is obtained within ... licensed with required licenses, hire will move into Private Client Investment Associate title **What you will receive** Comprehensive compensation that includes… 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
- Citigroup (Staten Island, NY)
- The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... of attention to detail + Strong verbal and written communication skills + Client facing experience; strong background and interest in the fields of operations and… more
- HSBC (New York, NY)
- …works with Center Manager and the center team to support these efforts As our Client Experience Associate you will: + Ensure the overall appearance of the Wealth ... Center. Manages completion of Wealth Center transactional activities while supporting client alternative delivery channel alternatives. Ensures a premium client … more
- Publicis Groupe (New York, NY)
- …an industry with much uncharted territory, trust a steady hand **Job Description** As a Client Partnerships Associate , you will be a vital team player to your CJ ... building and interpreting program performance data + As part of a Client Development team, collaborate with cross-departmental teams to identify and troubleshoot… more
- HSBC (Scarsdale, NY)
- …the planet we all share. Here's what you can expect: As the Client Experience Associate supports retail operational, service, accounting and compliance-related ... Wealth Center. Manages completion of branch transactional activities while supporting client alternative delivery channel alternatives. Ensures a premium client … more