- CIBC (New York, NY)
- …CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a Client Service Associate , you will provide day-to-day ... management accounts, IRAs, foundations) and act as a trusted partner to the Client Service Manager(s) by serving as their primary point of contact for… more
- Santander US (Brooklyn, NY)
- Client Service Associate , Investments , Brooklyn, NY Florham Park, United States of America Job Description The Client Service Associate (CSA) ... is a sales support role within the Administration Department of Santander Investments , LLC. The CSA promotes and supports the Financial Advisor (FA) and the Bank's… more
- Citigroup (Uniondale, NY)
- The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team...detail + Strong verbal and written communication skills + Client facing experience; strong background and interest in the… more
- JPMorgan Chase (Brooklyn, NY)
- …front line, ensuring that every interactions leaves a lasting positive impression. As a Client Service Associate in our Security Services Custody Client ... a diverse global markets. Job Responsibilities: + Provide excellent client service and support to internal and...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- Raymond James Financial, Inc. (Rochester, NY)
- **Job Description** Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of ... the financial advisors and branch office. * Onboards new clients, opens new client accounts and researches client and security information using internal… more
- Citigroup (Uniondale, NY)
- The Client Services Associate is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing ... level of support to Securities Specialists including but not limited to, client market updates, new account opening and modification, documentation approval, wire… more
- JPMorgan Chase (New York, NY)
- …and ~4,000 advisors across 3,500 branches and 21 offices, we are seeking a Private Client investment Associate Program Manager to lead our team of Private ... Client Investment Managers. As a Private Client Investment Associate Program Manager...with Divisional and Regional Field Leadership to deliver top-tier client service . + Spearhead projects that drive… more
- JPMorgan Chase (New York, NY)
- …whose goal is to identify and provide clients with access to alternative investment opportunities. With over $150 billion of client capital invested across ... advise product specialists and advisor teams, ensuring they can adequately address client questions regarding investment opportunity and structure. + Coordinate… more
- JPMorgan Chase (New York, NY)
- …Office products including Word, Excel (vlookups, etc.), and Outlook* + Dedicated to superior client service and able to remain poised under pressure + Team ... Ops services to clients across AIS. As a Alternative Investment Services Associate you will gain diverse...level activity (investor capital activity, contact/wire updates, investor and client reporting, etc.) + Serve as the main contact… more
- JPMorgan Chase (New York, NY)
- …the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide ... strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting... client service , operational marketing and administrative support… more
- Publicis Groupe (New York, NY)
- … investments for some of the world's leading brands. **Overview** The Associate Director of Investment Excellence is responsible for day-to-day media buy ... **Company description** Zenith is a full- service media agency with capabilities and expertise across...have a measurable effect on our clients' business. Every investment we make has an ROI mindset-not just for… more
- Raymond James Financial, Inc. (Locust Valley, NY)
- …identify client goals and tolerances. * Assists with developing individualized client investment strategy for Financial Advisor. * Responds to inquiries from ... Advisors. * Uses analytical tools, software and methodologies to research investment products, asset allocation and comparative analysis on portfolios. * Assists… more
- CBRE (New York, NY)
- Portfolio Management Associate , CBRE Investment Management Job ID 200674 Posted 19-Mar-2025 Service line REI Segment Role type Full-time Areas of Interest ... the Role** We are looking for a Portfolio Management Associate that will be a key part of the...Investment Accounting & Reporting + Performance Analytics + Client Care and Client Solutions + Insights… 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
- 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
- Publicis Groupe (New York, NY)
- …Buy, Kellogg Company, McDonald's, Novartis, Samsung, Visa and more. **Overview** The Associate Media Director, National Video Investment oversees the team's ... media buying/ investment initiatives and will focus on servicing our client in the creation, execution, and monitoring of integrated media plans to secure the… 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
- 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 ... looking for Summer Associates to join the Banking - 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
- Publicis Groupe (New York, NY)
- …technological advancement. This is a collaborative and connected team dedicated to great client service as well as fostering an environment for professional ... Company, McDonald's, Novartis, Samsung, Visa and more. **Overview** The Senior Associate , National Video Investment will work cross-functionally with internal… more
- Publicis Groupe (New York, NY)
- …soul of Publicis Media, Spark Foundry delivers the best of both worlds to a client roster that spans some of the world's best and most beloved brands and companies. ... We combine boutique-caliber insights and service with the buying clout and first-look access of...psychology, and other liberal arts disciplines. **Overview** The Senior Associate will support the Manager and Associate … more