- Bank of America (New York, NY)
- Advisor Development Program Client Associate New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... Client - Associate \_25045819) **Job Description:** **Advisor Development Program Client Associate ** Merrill Wealth Management is a leading… more
- Bank of America (New York, NY)
- Registered Wealth Management Client Associate New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… 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
- Bank of America (New York, NY)
- Private Wealth Client Associate New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... 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)
- …sector? The Commercial Term Lending (CTL) team at JPMorgan Chase is seeking a Senior Client Associate who will play a vital role in evaluating lending requests, ... relationships, and helping clients grow their real estate portfolios. As a Senior Client Associate within the Commercial Term Lending (CTL) team, you will… more
- JPMorgan Chase (New York, NY)
- …scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business ... their clients. You will establish, maintain, and build relationships while delivering exceptional client service . In this role you will have extensive client… more
- Raymond James Financial, Inc. (New Hyde Park, NY)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... at Raymond James could take you! **Essential Duties and Responsibilities** + Services a high volume of daily interactions, including basic inquiries and scheduling… more
- City National Bank (New York, NY)
- Client Service Associate -...client accounts and utilization of bank products and services . Works with clients to assist in operations areas. ... YOU NEED TO SUCCEED? *Required Qualifications** * Minimum 3 years experience in client service , banking operations or relationship management support required. *… more
- Kestra Financial (Kings Park, NY)
- Summary The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes ... objectives + Other responsibilities as assigned by the Senior Client Service Associate Knowledge, Skills,...will have 5+ years of experience in the financial services industry allowing for a good understanding of broker/dealer… more
- JPMorgan Chase (Manhasset, NY)
- … in JP Morgan Wealth Management, you will be tasked with delivering exceptional client service , operational marketing, and administrative support to our Private ... preserving client relationships, conducting account reviews, and advocating firm services to enhance client relationships. Your responsibilities will also… 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' ... staying invested, and investing with less emotion. **Job Summary:** As an Internal Client Advisor Associate within the Asset Management team, you will be… more
- S&P Global (New York, NY)
- **About the Role:** **Grade Level (for internal use):** 07 **About the** **Role:** ** Client Services Associate , Capital Markets** **The Team:** Join a team ... problem-solving skills, and professional communication. You will serve on the Capital Markets Client Services team, where you will help clients resolve their… more
- Robert Half Finance & Accounting (Fairfield, CT)
- …access sophisticated strategies through exchange-traded products. Our client is looking for a Client Services Associate to play a key role in expanding ... an early-career professional who's eager to blend analytical skills, client engagement, and creative problem-solving in a high-growth, entrepreneurial environment.… 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
- 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
- Justworks (New York, NY)
- Tax Associate , Client Tax Services and...role will be to support our existing tax related services and contribute to growing our service offerings. ... This role will explore and enable outstanding customer tax service delivery across the full range of tax market...thereby creating value and helping their growth. The Tax Associate of Client Tax Services … 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...user needs and help build inclusive, accessible products and services + Create journey maps and service … more
- S&P Global (New York, NY)
- **About the Role:** **Grade Level (for internal use):** 12 **The Role:** Associate Director, Client Coverage Redistribution Licensing Team **The Team:** The ... our world-renowned indices, research, and commentary. **The Impact:** The Associate Director in Client Coverage serves as...prosecute unlicensed data usage. + Provide focused and excellent service to the global client coverage team… more
- Publicis Groupe (New York, NY)
- …marketing, and sociology, psychology, and other liberal arts disciplines. **Overview** The Associate Director, Client Operations is an integral role within the ... our clients' brands, and to buy more products and services from them. Balancing the nimble spirit of a...and building internal operational processes throughout the account. The Associate Director, Client Operations will also be… more
- S&P Global (New York, NY)
- …cultivate a pipeline of contacts. Build strong relationships internally, liaising with Sales, Client Service , IIS, Marketing, and Product teams to support new ... internal use):** 12 **The Team:** We are seeking an Associate Director, Client Solutions Group to join...collaboratively to drive index-based solutions adoption across various financial services channels with a focus on wealth + Deliver… more