- HSBC (Brooklyn, NY)
- …and works with Center Manager and the center team to support these efforts. As our Client Experience Associate you will: + Ensure the overall appearance of ... activities while supporting client alternative delivery channel alternatives. Ensures a premium client experience within the Wealth Center channel… more
- JPMorgan Chase (New York, NY)
- …first impression for the firm of what clients can expect in their wealth management experience . As a ** Client Onboarding Product Manager** as part of the **JPM ... The **JPM WM Client Onboarding & Account Opening** team builds scalable...Wealth Management Product & Experience ** organization, you will build and lead mission-critical processes,… more
- Wells Fargo (New York, NY)
- …for completeness and forwarding to management for review when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and ... **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… more
- Neuberger Berman (New York, NY)
- …trusted resource for clients and an experienced Wealth Advisor Team. The Client Associate enhances the client experience by assisting with the service, ... the platform is truly unique in the industry. The Client Associate will deliver comprehensive operational support...in professional organizations. **Qualifications:** + 2+ years of proven client service/support or related experience in the… more
- WW Norton & Company, Inc. (New York, NY)
- Job Descriptions: The Associate Director, Client Publisher Sales Operations and Business Analytics will support W. W. Norton's distribution clients with ... and will foster collegial and productive relationships with our client publishers. The Associate Director helps bring...to cover all activities required of the employee. Required Experience : Required Qualifications: + A minimum of six years'… more
- WTW (New York, NY)
- **Description** The Associate Client Advocate (ACA) client -facing functions utilizing the colleague's advanced skills in Commercial Property and Casualty ... or Geographical Divisions. + Tech, Media and Telecommunications The Associate Client Advocate (ACA) owns client... Client Advocate is to provide an exceptional client experience , with a primary focus on… more
- Motion Recruitment Partners (New York, NY)
- Client Service Associate New York, New York...and distribution to provide a best in class service experience for all of our clients. We are looking for ... a leading independent global investment management firm as a Client Services Associate . Role is hybrid in...to support our growing business. Successful candidates will have experience working in a collaborative work environment for a… more
- JPMorgan Chase (Brooklyn, NY)
- Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences. As a Client Service ... **Required qualifications, capabilities, and skills** + 3+ years of experience or equivalent expertise in a client ...of experience or equivalent expertise in a client service role within a financial institution. + Excellent… more
- WTW (New York, NY)
- …Business Administration, Finance, Economics, or related field. + 2-5 years of proven experience in client success, customer service, or a technical support ... **Description** As a Senior Associate , you will be the primary point of...effective problem-solver, able to analyze issues and deliver efficient, client -focused solutions. + Experience with upselling or… more
- JPMorgan Chase (New York, NY)
- …and ready to trade within targeted timeframe. Your goal is to deliver an excellent client experience in line with the needs and objectives of the client ... client service, financial markets and digitalization. As a Client Service Associate II within the Markets...Asset Managers, Pension Funds, Alternatives and Banks providing each client an excellent onboarding experience while working… 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 ... New York. Our client requires 3+ years' Client Services or Relationship Management experience within...verbal and written communication skills + Bachelor degree The Client Relationship Associate role requires 3 days… 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 ... responsibilities + Detail oriented + Invested in personal development + Consistently pursues client experience excellence + Works quickly to fulfill client … more
- BlackRock (New York, NY)
- …Work closely with senior sales leaders and internal teams to ensure a seamless client experience , contributing to the overall success of the business development ... **About this role** **Aladdin Business Development - Associate ** **Role Description** The Aladdin Business Development team...internal RFP teams and resources to respond to any client -generated RFPs. + ** Client Engagement** : Build… 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 ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Private-Wealth- Client - Associate \_25028376-2) **Job Description:** Merrill Wealth Management is… 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 ... make your mark by delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team, you will play a… more
- Wells Fargo (New York, 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 ... for review **Required Qualifications:** + 2+ years of Brokerage and Client Services experience , or equivalent demonstrated through one or a combination of the… 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 ... RIAs within a specific geographic region. **Responsibilities:** + Partner with Client Advisor to promote and sell Neuberger Berman equity, fixed-income, alternative,… 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 and ... or corrections, and follow up to ensure expectations are exceeded and every client walks away impressed. If you love follow-through, attention to detail, and making… 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 ... 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
- 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 ... of business objectives + Other responsibilities as assigned by the Senior Client Service Associate Knowledge, Skills, and/or Abilities + Advanced computer… more