- 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
- 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
- Neuberger Berman (New York, NY)
- …Qualifications:** + SIE, Series 7, and Series 66 required + 2-4 years of client service or support experience in the financial services industry preferred + ... Charles River, Salesforce, and FactSet, is a plus + Strong interpersonal, client service , and communication skills (written and verbal) + Ability to organize,… more
- Neuberger Berman (New York, NY)
- The RIA Enterprise Associate is responsible for supporting senior client advisors providing strategic relationship management, investment solutions and capital ... addition to supporting and servicing existing clients, the Enterprise RIA Associate will actively participate in business development and prospecting initiatives to… more
- SMBC (New York, NY)
- …to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The ... employees. **Role Description** Sumitomo Mitsui Banking Corporation is seeking an Associate /Vice President to join its Strategic Financing Solutions group. SMBC's… more
- SMBC (New York, NY)
- …to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The ... (CUSO) seeks a quantitatively oriented individual for the position of Associate , Quantitative Analytics within Corporate Treasury. The role involves quantitative… more
- Towne Park (Ridgewood, NJ)
- …millions of patients, visitors and guests we proudly serve. Whether providing compassionate service that eases the anxiety of a patient and their family, creating a ... make an impact. When we see a customer, a client or one of our own team members smile,...Passenger endorsement issued by the state in which the associate will be preforming shuttle driver services. + Must… more
- Towne Park (Paramus, NJ)
- …roles are not eligible for benefits outlined above. **SUMMARY** The Guest Service Associate is responsible for providing exceptional hospitality services to ... make an impact. When we see a customer, a client or one of our own team members smile,...in an attentive, friendly and efficient manner. The Guest Service Associate is responsible for parking and… 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. (Rochelle Park, NJ)
- …to our clients. We believe in a team approach, and as such we are seeking a Client Service Associate with shared values and vision to join our team. The ... empathetic, professional, and enjoys solving problems. **Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person,… 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
- Citigroup (New York, 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 (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
- M&T Bank (Paramus, NJ)
- …Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders ... business partners in process workflow to ensure timely processing and exceptional client service and experience for HNW and UHNW clients. The position has direct… more
- Banfield Pet Hospital (Paramus, NJ)
- …supervision of the paraprofessional team to ensure quality medical care, exceptional client service , associate engagement and maximum productivity. Provide ... professional, efficient and exceptional client service (lead by example), ensuring all...to use a keyboard, operate equipment and read information. Associate is routinely exposed to a variety of pets… more
- Raymond James Financial, Inc. (Hackensack, NJ)
- …that currently includes a Senior Advisor, Associate Advisor, and Registered Client Service Associate specializing in supporting high-net-worth families ... * Partners with Financial Advisor to review clients' current portfolio design, understand client goals, enter client data, and conduct financial analysis. *… more
- Banfield Pet Hospital (Garfield, NJ)
- …supervision of the paraprofessional team to ensure quality medical care, exceptional client service , associate engagement and maximum productivity. - ... Provide professional, efficient and exceptional client service (lead by example), ensuring all associates do the same, to include client education about… 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
- 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
