- 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 ... results focused and effective. **Position Overview:** The **Registered** **Wealth Management Client Associate ** role is a sales support position, typically… more
- Bank of America (Great Neck, NY)
- Wealth Management Client Associate Great Neck, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities… more
- Neuberger Berman (New York, NY)
- **Summary:** The Client Associate will provide comprehensive operational support to a seasoned Wealth Advisor Team within Neuberger Berman Private Wealth. The ... candidate will enhance the client experience by assisting with the service, maintenance and...daily activities of operational support team and facilitate all client service needs. + Act as a liaison between… more
- JPMorgan Chase (New York, NY)
- …so, the Commercial Real Estate Commercial Term Lending team is a great fit! As a Client Associate on the Commercial Term Lending team, you will have an internal ... a unique opportunity to join the nation's #1 multifamily lender as a Client Associate on our multifamily lending sales team. The Commercial Term Lending (CTL)… more
- JPMorgan Chase (Garden City, 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 ... will establish, maintain, and build relationships while delivering exceptional client service. In this position you will have extensive... service. In this position you will have extensive client contact; you will be involved in all activities… more
- JPMorgan Chase (Greenwich, CT)
- …scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business ... will establish, maintain, and build relationships while delivering exceptional client service. In this role you will have extensive... service. In this role you will have extensive client contact and will be involved in all activities… more
- Brooklyn Defender Services (Brooklyn, NY)
- Brooklyn Defender Services (BDS) is seeking a Re-Entry and Client Services Associate to join our team. BDS is a public defense office representing low-income New ... the 5 boroughs as needed. + Other duties as assigned. In Client Services, the Associate will support the team in their various responsibilities including the… more
- Morgan Stanley (New York, NY)
- …modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business ... to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Client Service Associate **Location:** *New York-New York*… more
- Morgan Stanley (New York, NY)
- …diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *New York-New York* ... *POSITION SUMMARY* Registered Client Service Associates (CSAs) help shape the future...help shape the future of service by modernizing the client experience through an elevated standard of care. The… more
- Raymond James Financial, Inc. (Hackensack, NJ)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative ... With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office...branch office expenses and expense reports. * Opens new client accounts and researches client and security… more
- Neuberger Berman (New York, NY)
- **Summary** The Client Reporting Associate will join a seasoned nine-person Wealth Advisor Team with over $4 billion in assets under management within Neuberger ... Wealth Management business. The candidate will support the production of client performance reports including scheduled and ad-hoc requests. Additionally, candidate… more
- JPMorgan Chase (New York, NY)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide ... client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. **Job responsibilities** + Support Advisors… more
- Citigroup (Uniondale, NY)
- The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... of attention to detail + Strong verbal and written communication skills + Client facing experience; strong background and interest in the fields of operations and… more
- Santander US (New York, NY)
- Associate , Client Lifecycle Management-1 New York, United States of America The Associate , Client Service is responsible for the day-to-day operations of ... complex conversion activities related to a mix of complex institutional client relationships requiring the in-depth understanding of custody and accounting… more
- KPMG (New York, NY)
- **Business Title:** Global Executive & Private Client Group (GEPC) Associate **Requisition Number:** 112751 - 68 **Function:** Tax Services **Area of Interest:** ... as a firm. KPMG is currently seeking a Global Executive & Private Client Group (GEPC) Associate to join our Business Tax Services… more
- Publicis Groupe (New York, NY)
- …sociology, psychology, and other liberal arts disciplines. **Job Description** Overview: The Senior Associate , Client Operations will be part of a growing ... Foundry delivers the best of both worlds to a client roster that spans some of the world's best...work on a high-energy, highly visible account. The Senior Associate supports the Operations Associate Director and… more
- Publicis Groupe (New York, NY)
- …develop annual client plan and plans for rolling forecasts + Assist Client Finance Associate Director/Director in the development of revenue targets for ... to further scale the data-led offering and provide true momentum to our client 's own transformation. This model, with a country-led approach, is called the "Power… more
- S&P Global (New York, NY)
- …who rely upon our world-renowned indices, research, and commentary. **The Role:** Senior Associate , Insurance - Client Coverage, North America is an external ... portfolios, and developing investment strategies. **The Team:** The North American Client Coverage Team is responsible for sales and licensing of intellectual… more
- MUFG (New York, NY)
- …A member of our recruitment team will provide more details. **Position Summary:** EFX Sales/ Client Services Associate will provide EFX coverage of clients in the ... 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for...selected colleague will work at an MUFG office or client sites four days per week and work remotely… more
- TD Bank (New York, NY)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Associate Private Client Relationship Manager (ARM) is a high-touch point of ... with a focus on clients who maintain smaller balances with TD. The Associate Private Client Relationship Manager I will serve as the central point of contact for… more