- Neuberger Berman (New York, NY)
- …customized investment solutions, the platform is truly unique in the industry. The Client Associate will deliver comprehensive operational support and serve as a ... trusted resource for clients and an experienced Wealth Advisor Team. The Client Associate enhances the client experience by assisting with the service,… more
- Bank of America (New York, NY)
- Private Wealth Client Associate Boston, Massachusetts;Miami, Florida; New York, New York; Atlanta, Georgia **To proceed with your application, you must be at ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Boston/Private-Wealth- Client - Associate \_25041144-1) **Job Description:** Merrill Wealth Management is… 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 ... 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
- Motion Recruitment Partners (New York, NY)
- Client Service Associate New York, New York **Hybrid** Contract $25/hr - $30/hr **Title:** Client Service Associate **Description:** Job Description ... for all of our clients. We are looking for our next Client Service Associate to support our growing business. Successful candidates will have experience working… 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
- 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, and/or Abilities + Advanced computer skills (Outlook,… 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 ... level of support to Securities Specialists including but not limited to, client market updates, new account opening and modification, documentation approval, wire… more
- JPMorgan Chase (Lake Grove, 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
- JPMorgan Chase (New York, NY)
- …staying invested, and investing with less emotion. **Job Summary:** As an Internal Client Advisor Associate within the Asset Management team, you will be ... mutual funds, ETFs, and separately managed accounts in partnership with an External Client Advisor. This role provides an opportunity to demonstrate your passion for… more
- WTW (New York, NY)
- …Together, we unlock potential. Learn more at wtwco.com . **Description** The Associate Client Advocate (ACA) client -facing functions utilizing the ... relationships, strategy development, and execution at the insurance program level. The Associate Client Advocate (ACA) owns client service activities and … 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
- JPMorgan Chase (New York, NY)
- …to innovate, design, and develop technology that will enhance the advisor and client experience. The Associate will contribute to product development and ... products and solutions. Our business model focuses on deep client relationships through an integrated team structure with a...JP Morgan Private Bank Digital is seeking a motivated Associate to join our Alternatives Product team. This role… more
- JPMorgan Chase (New York, NY)
- …set new standards for service excellence at JPMorgan Asset Management. As a Client Service Delivery Associate within JPMorgan Asset Management, focusing on ... and identify gaps to solve problems. Your recommendations will directly influence client satisfaction and drive continuous improvement. You'll enjoy a balance of… more
- Publicis Groupe (New York, NY)
- …consumers in a measurable way. **Overview** Ignite your career as a Local Media Client Lead Associate Director in the Publicis Media Exchange! As an experienced ... all stakeholders will be pivotal to our success. **Responsibilities** As a Client Lead, Associate Director you will: + Bring strong thought leadership to … more
- SMBC (New York, NY)
- …SMBC offers a competitive portfolio of benefits to its employees. **Role Description** The Associate within the Client Management team plays a key role in ... to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The… more
- Neuberger Berman (New York, NY)
- …point of contact for high-net-worth clients, addressing operational support and client service needs including inquiries related to new accounts, LOAs, account ... and wires, RMDs, name/address/beneficiary changes, ACAT and DTC transfers, cost updates, client directed trade orders, and other miscellaneous client requests +… more
- Neuberger Berman (New York, NY)
- …desk regarding trade instructions + Process account openings/closings, transfers, and other client requests; oversee transfer of assets and ensure completion of all ... required documentation + Perform daily review and maintenance of client accounts, including administrative changes, cash/security movements, and addressing… more
- JPMorgan Chase (New York, NY)
- …invested, staying invested, and investing with less emotion. As an Internal Client Advisor within our financial advisory team, you will assist financial advisors ... markets by providing timely solutions. In collaboration with a Client Advisor, you will aim to meet the objectives...that deliver the JPMAM value proposition + Provide superior client service by being responsive, thoughtful and making the… more
- Publicis Groupe (New York, NY)
- …America, Best Buy, Kellogg Company, McDonald's, Novartis, Samsung, Visa and more. **Overview** The Associate will be part of a Client Operations team on a ... high-energy, highly visible account. Support Publicis Constellation Groupe (PCG) Client Operations Directors and Managers with billing, processes, systems management… more
- JPMorgan Chase (New York, NY)
- Join JP Morgan Asset Management, where your expertise as a Client Account Manager will be the cornerstone of delivering unparalleled service to our esteemed ... institutional clients! As a Client Account Manager within Asset Management you will be...Asset Management you will be responsible for delivering exceptional client experience to Institutional clients investing in Alternative strategies… more