- 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)
- 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 friend **To ... 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)
- Wealth Management Client Associate - RDA 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
- 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
- Wells Fargo (Melville, NY)
- **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
- Robert Half Finance & Accounting (New York, NY)
- Description Robert Half Financial Services are currently recruiting for a Client Relationship Associate role, at a growing Registered Investment Advisor ... based in midtown Manhattan New York. Our client requires 3+ years' Client ...+ Consistently identify opportunities the company to improve its client service and/or operations capabilities Requirements Requirements:… 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 financial industry experience with… more
- Veritext Legal Solutions (Mineola, NY)
- …videographers to ensuring transcripts are delivered on time and flawlessly accurate. As a Client Services Associate , you'll be the go-to expert for attorneys ... legal videographers, unmatched expertise in multiparty and complex litigation, unparalleled client service , and state-of-the-art conference spaces across North… 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
- 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 (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
- 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
- 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
- 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
- UNUM (New York, NY)
- …to helping you thrive. Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout ... others, and join Team Unum today! **General Summary:** The Client Manager Associate (CMA) is in training...retention. The CM drives, designs, and executes integrated enrollment, service and growth strategies for each customer in their… more
- WTW (New York, NY)
- …within our Global Natural Resources Industry Vertical Division (IVD). The Associate Client Advocate (ACA) owns client service activities and client ... **Description** The Associate Client Advocate (ACA) client...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
- 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
- WW Norton & Company, Inc. (New York, NY)
- …management, sales operations, and warehouse operations. This role sits within the Client Services Department and involves extensive collaboration with the Trade ... Job Descriptions: The Associate Director, Client Publisher Sales Operations... Publisher Inventory and Sales Operations reports to our Client Services Director and will be based… more
- Neuberger Berman (New York, NY)
- …Must have SIE, Series 7 and Series 66 + 1-2 years of client service or support in the financial services industry preferred + Proficiency in Microsoft Office ... + Monitor and follow up daily activities of operational support and facilitate client service needs + Initiate new account openings through the Centralized… more