- 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
- Bank of America (Iselin, NJ)
- Registered Wealth Management Client Associate Iselin, New Jersey **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
- 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 ... 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
- 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 (Florham Park, NJ)
- Wealth Management Client Associate Florham Park, New Jersey **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 (Mountain Lakes, NJ)
- **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
- 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
- JPMorgan Chase (Jersey City, NJ)
- …found the right team. As a Client Operations Associate within the Client Account Services (CAS) Custody Service (SVC) Delivery Team, you will act ... + Stakeholder & Relationship Management: Experienced in managing stakeholders, providing client service , and fostering relationship management + Interpersonal… 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
- JPMorgan Chase (Morris Plains, NJ)
- … 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 (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 ... **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Client Services **Time… 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 ... communities and the planet we all share. Supports retail operational, service , accounting and compliance-related activities within a Wealth Center. Manages… more
- WTW (New York, NY)
- …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
- IQVIA (Parsippany, NJ)
- …external client stakeholders by following IQVIA's best practices to achieve service levels, client satisfaction, and ensure revenue attainment. * Client ... satisfaction targets. * Strategic Expansion: Develops strategy for expanding the client 's utilization of existing information services and identifies new… more
- IQVIA (Parsippany, NJ)
- …external client stakeholders by following IQVIA's best practices to achieve service levels, client satisfaction, and ensure revenue attainment. + ** Client ... satisfaction targets. + **Strategic Expansion:** Develops strategy for expanding the client 's utilization of existing information services and identifies new… more