- Publicis Groupe (New York, NY)
- …marketing, and sociology, psychology, and other liberal arts disciplines. **Overview** The Senior Associate , Client Operations will be part of a growing ... our clients' brands, and to buy more products and services from them. Balancing the nimble spirit of a...Foundry delivers the best of both worlds to a client roster that spans some of the world's best… more
- Dow Jones (New York, NY)
- …of News Corp (Nasdaq: NWS, NWSA; ASX: NWS, NWSLV). **About the Role:** The Client Associate is a necessary team player, partnering to sell integrated media ... content that features clients _Team's support_ + Cover for Client Partner and Associate Client ...or understanding is advantageous + Proven experience in providing client support and service + Proven ability… 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 ... the platform is truly unique in the industry. The Client Associate will deliver comprehensive operational support...**Qualifications:** + 2+ years of proven client service /support or related experience in the financial services… more
- JPMorgan Chase (New York, NY)
- …operating companies, investment funds and trusts! As a Real Estate Banking (REB) Client Associate in Commercial Real Estate, your primary responsibility will be ... banker team (REB Client Executives). You will participate in the Banking Associate program, which is designed for progression of job functions from Associate … more
- Bank of America (New Canaan, CT)
- Wealth Management Client Associate New Canaan, Connecticut **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- Bank of America (New York, NY)
- Registered Wealth Management Client Associate New York, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- JPMorgan Chase (New York, NY)
- Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ... firms. Embrace the challenge of shaping the future of client service and make your mark by...delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team,… 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
- Wells Fargo (Westport, CT)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... and preparing for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues +… more
- Wells Fargo (New York, 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 ... service and operational issues + Process processing client service requests + Provide assistance to...customers **Required Qualifications:** + 4+ years of Brokerage and Client Services experience, or equivalent demonstrated through… more
- JPMorgan Chase (New York, NY)
- …interested in client service , financial markets and digitalization. As a Client Service Associate II within the Markets Transition team, you will ... client , Corporate Investment Bank Markets business and Digital Client Service organizations. You will be operating...and skills + Minimum of three years experience in client facing role within financial services industry… more
- Citizens (Tarrytown, NY)
- …'s unique circumstances. Citizens Private Wealth Management is expanding and looking for a Trust Client Service Associate to join their team. In this role, ... of the Citizen's Private Wealth Trust business. The Private Client Trust Associate assists the team in...to day activities of our fiduciary clients including new client onboarding, client service and… 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 ... **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic...and branch office. + Onboards new clients, opens new client accounts and researches client and security… more
- Citigroup (New York, NY)
- The Client Services Associate is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing ... **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Client Services **Time… more
- Nuveen Investments (New York, NY)
- Client Service Associate will partner closely with teams in product, distribution, operations, technology, shareholder services and others (including 3rd ... **Career Level** 5IC **Preferred Experience** + 3+ years of Client Service Experience + 3+ years of...rely on our wide range of financial products and services to support and strengthen their financial well-being. **Privacy… more
- JPMorgan Chase (New York, NY)
- … Investment Associate in JP Morgan Wealth Management, you will provide client service , operational marketing and administrative support to Private Client ... generation + Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance… more
- Citigroup (Stamford, CT)
- The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Client Services **Time… more
- TEKsystems (New York, NY)
- Client Relations Associate ** Must have Windows...(Overtime) + Team oriented and work closely with other client services rep Benefits of the Role: + ... Accounting A Day in the Role: + Provide customer service to registered shareholders through inbound and outbound call...on May 15, 2025. About TEKsystems and TEKsystems Global Services We're a leading provider of business and technology… more
- WTW (Stamford, CT)
- …Finance, Economics, or related field. + 2-5 years of proven experience in client success, customer service , or a technical support environment, preferably within ... **Description** As a Senior Associate , you will be the primary point of...client -focused solutions. + Experience with upselling or identifying client needs to promote relevant services or… more
- S&P Global (New York, NY)
- …the forefront of the FinTech space. **Responsibilities and Impact:** The Client Engagement Team is responsible for proactively fostering meaningful relationships ... products, ensuring they achieve their objectives and derive maximum value from the services provided. This team acts as the primary point of contact for… more