- 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
- JPMorgan Chase (Brooklyn, NY)
- Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences. As a Client ... enhance client relationships. **Job responsibilities** + Provide comprehensive client service by addressing inquiries, processing transactions, and… more
- CIBC (New York, NY)
- …To learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) As a **Senior Client Service Associate ** , you will support Private ... **Educational background:** You have a bachelor's degree (preferred). + ** Client service experience:** You have 3+ years...of $70,000 - $85,000 for the New York, NY market based on experience, qualifications, and location of the… more
- Citigroup (Uniondale, NY)
- …level of support to Securities Specialists including but not limited to, client market updates, new account opening and modification, documentation approval, ... The Client Services Associate is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing… more
- BlackRock (New York, NY)
- **About this role** **Veterans Transition Program- Associate Aladdin Client Experience** We recognize that veterans bring a unique and valued perspective to ... client team, the comprehensive oversight and delivery of service for clients of theAladdin (https://www.youtube.com/watch?v=Lzn2Av6QHK4) (R) business, connecting… 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
- Wells Fargo (Melville, 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
- S&P Global (New York, NY)
- …with an indefinite right to work in the United States*_** **About the Role:** Client Services Associate , Capital Markets **The Team:** Join our dynamic Capital ... effectively with individuals from diverse backgrounds. + Exceptional communication and customer service skills to effectively address client concerns and promote… 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
- JPMorgan Chase (New York, NY)
- …phone conversations that deliver the JPMorgan value proposition + Provide superior client service by being responsive, thoughtful and making the clients' ... investing with less emotion. **Job Summary:** As an Internal Client Advisor Associate within the Asset Management...lead generation + Convey the thought leadership of our Market Insights team to aid clients' understanding of the… more
- SMBC (New York, NY)
- …to its employees. **Role Description** SMBC Capital Markets, Inc. is seeking a highly skilled Associate for Market Risk to join our esteemed Market Risk ... risk management is both comprehensive and forward-thinking. **Role Responsibilities** As an Associate for Market Risk, you will: - Lead and manage complex… 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
- 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
- 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
- Compass Group, North America (New York, NY)
- …operational excellence, and contributes to R&D efforts to keep services ahead of market expectations. Key Drivers Client Engagement: Cultivate strong client ... training sessions, guiding operators on best practices for maintaining and strengthening client relationships, and delivering exceptional service in line with… 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
- Optiv (New York, NY)
- …evaluations + Interface and partner with the internal Optiv teams, particularly service delivery liaisons, to align client expectations with the entire ... The Associate Cybersecurity Advisor, aka Associate Portfolio...Optiv solution portfolio to ensure service delivery excellence and client satisfaction. +… more