- 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 ... the client , Corporate Investment Bank Markets business and Digital Client Service organizations. You will be operating on a global team, supporting clients… 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 ... enhance client relationships. **Job responsibilities** + Provide comprehensive client service by addressing inquiries, processing transactions, and… 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
- 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 ... with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team...detail + Strong verbal and written communication skills + Client facing experience; strong background and interest in the… 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 ... with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team...detail + Strong verbal and written communication skills + Client facing experience; strong background and interest in the… more
- Citigroup (Uniondale, 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
- Guardian Life (New York, NY)
- …in financial markets + Ability to work in a fast-paced environment + Client -centric and results-focused **You will** + Accept, place, and review equity, fixed ... Enter and manage annuity orders via AnnuityNet + Review client transactions for accuracy and compliance (eg, mutual fund...FINRA Series 7 and 63 licenses required + Strong service orientation and communication skills + Familiarity with Pershing… more
- S&P Global (New York, NY)
- …and Impact:** + Pre-Sales and on-boarding + Assisting Associate and Senior Associate Client Managers + Customer Service + Daily assistance to ... the delivery of the triResolve OTC derivative portfolio reconciliation service . The Client Manager will provide support...other significant changes + Customer Care Management + Assisting Associate and Senior Associate Client … more
- JPMorgan Chase (New York, NY)
- As a Client Service Manager (CSM) in Securities Services, you will join the client service team and support a book of clients. You will work closely with ... and to ensure client ongoing satisfaction with JPM. + Maintain client profiles and service level documents. + Participate and prepare for periodic client … 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
- JPMorgan Chase (Jersey City, NJ)
- …focus specifically on Middle Office Asset Servicing (Corporate Actions). As an Asset Servicing Client Service Senior Associate in the Prime Middle Office ... a successful voluntary corporate action election. + Provide a best-in-class client service experience. + Comply with the firm and departmental procedures and… 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 ... customized investment solutions, the platform is truly unique in the industry. The Client Associate will deliver comprehensive operational support and serve as a… 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
- WTW (New York, NY)
- …Finance, Economics, or related field. + 2-5 years of proven experience in client success, customer service , or a technical support environment, preferably within ... **Description** As a Senior Associate , you will be the primary point of...internal teams to deliver tailored solutions. You'll also monitor client success metrics, share insights with product and research… more
- Robert Half Finance & Accounting (New York, NY)
- …the year + Consistently identify opportunities the company to improve its client service and/or operations capabilities Requirements Requirements: + 3+ years' ... Description Robert Half Financial Services are currently recruiting for a Client Relationship Associate role, at a growing Registered Investment Advisor based in… 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 ... preparing for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues + May… 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
- Veritext Legal Solutions (Mineola, NY)
- …legal videographers, unmatched expertise in multiparty and complex litigation, unparalleled client service , and state-of-the-art conference spaces across North ... are delivered on time and flawlessly accurate. As a Client Services Associate , you'll be the go-to...client needs with care + Deliver responsive, solutions-oriented service quickly and kindly in a clear, professional manner… more
- JPMorgan Chase (New York, NY)
- … Account Manager within Asset Management you will be responsible for delivering exceptional client service to Institutional clients of JP Morgan. You will act as ... for each assigned client . **Job Responsibilities** + Act as day-to-day client service contact for assigned group of clients, supporting a client advisor… more