- Neuberger Berman (New York, NY)
- …for clients and an experienced Wealth Advisor Team managing over $2b AUM. The Client Associate enhances the client experience by assisting with the ... **Position Overview:** NB Private Wealth is Neuberger Berman's direct-to- client wealth and investment management business. Managing $70b+ in client … more
- Neuberger Berman (New York, NY)
- …reports including scheduled and ad-hoc requests. Additionally, candidate will provide comprehensive and client service support to the wealth advisor's high ... **Summary** The Client Reporting Associate will join a seasoned nine-person Wealth Advisor Team with over $4 billion in assets under management within… more
- Raymond James Financial, Inc. (Rochelle Park, NJ)
- …to our clients. We believe in a team approach, and as such we are seeking a Client Service Associate with shared values and vision to join our team. The ... empathetic, professional, and enjoys solving problems. **Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person,… more
- M&T Bank (Paramus, NJ)
- … client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders within ... policies and procedures that align with all aspects of Wealth Management sales and service strategy. Resolves...in process workflow to ensure timely processing and exceptional client service and experience for HNW and… more
- Bank of America (New York, NY)
- Wealth Management Client Associate - Bilingual Portuguese Preferred NEW YORK, New York **To proceed with your application, you must be at least 18 years of ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/NEW-YORK/ Wealth -Management- Client - Associate Bilingual-Portuguese-Preferred\_25030966) **Job Description:** Merrill… more
- Robert Half Finance & Accounting (New York, NY)
- …and institutions. Our client is seeking a Client Service Associate to support a dynamic Private Wealth Advisory team. This is an excellent ... Description Join a well-established, independent wealth management firm with a long-standing reputation for...Finance, Accounting or related field . 1+ years of client service experience, ideally in financial services… more
- JPMorgan Chase (New York, NY)
- … Associate in JP Morgan Wealth Management, you will provide client service , operational marketing and administrative support to Private Client ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more
- JPMorgan Chase (New York, NY)
- **2026 Asset & Wealth Management Global Private Bank LatAm - Summer Associate Program** Embark on a transformative journey with JP Morgan's Global Private Bank ... Summer Associate Program. This opportunity offers unparalleled career growth and...and the chance to work with industry leaders in wealth management. Develop your skills in client … more
- JPMorgan Chase (New York, NY)
- …to offer the best investment solutions to meet their financial needs. As a Private Wealth Associate in Chase Wealth Management, you will offer comprehensive ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more
- JPMorgan Chase (New York, NY)
- …design and governance issues, such as devising coverage models or defining client segments to differentiate service strategies + Manage or facilitate ... that address critical challenges to the firm. As an Associate on the Strategy & Business Development team, you...will be on the $3.0 Trillion Assets Under Supervision Wealth Management Solutions business, which is responsible for creating… more
- JPMorgan Chase (New York, NY)
- …ability to manage complex assignments and multiple searches while delivering exceptional client service . + Excellent relationship management skills with both ... experience? Apply today! As a Recruiter in Asset & Wealth Management, you will play a critical role in...and confidential project work. The ability to foster strong client relationships with senior managers and candidates is essential,… more
- Equitable (New York, NY)
- Wealth Management Associate - NY, New York (3173) ( PIN\_27282 ) **Primary Location** : UNITED STATES-NY-New York **Organization** : Equitable Advisors ... their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. **Role Highlights** + ** Client … more
- US Bank (New York, NY)
- …you excel at-all from Day One. **Job Description** This position is a service and support representative functioning as the primary, daily contact between Wealth ... within delegated authority and/or standard department guidelines, handles day-to-day client calls and transactions and problem resolution, escalating items beyond… more
- M&T Bank (New York, NY)
- …cohort within our Wealth Management division to gain experience on becoming a Wealth Associate . When starting with the team you'll learn from Wealth ... of any additional services they need, always with the client 's convenience in mind. We can also recommend more... services delivery and expand relationships Serve as support associate to Wealth and Investment advisors as… more
- JPMorgan Chase (New York, NY)
- …offer the best investment solutions to meet their financial needs. As an Event Associate /Project Manager within JP Morgan Wealth Management, you will play a ... the firm to enhance client engagement and ensure the success of our wealth management events strategy. You will report to the Division Strategy & Support Manager… 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 ... through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely… 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 ... offers US based clients and their advisors the personalized service of a dedicated wealth management business...will establish, maintain, and build relationships while delivering exceptional client service . In this role you will… 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 ... of experience, JP Morgan Private Bank delivers the highest quality advice, service , capabilities, and products to wealthy individuals and families around the world.… more
- BlackRock (New York, NY)
- …(eg, investment guideline updates, benchmark changes). + Partner with sales and client service teams to manage onboarding experiences, articulating key ... solutions to Outsourced Chief Investment Officer (OCIO), Fiduciary Management and Wealth Solutions clients as well as Multi-Asset Model Portfolios and investment… more
- S&P Global (New York, NY)
- **About the Role:** **Grade Level (for internal use):** 11 **The Role:** Senior Associate , Client Coverage Asset Management **The Team:** The North American ... indices, research, and commentary. **The Impact:** As a Sales Associate in Client Coverage, you are a...usage in your territory + Provide focused and excellent service to existing products/billing/ client queries within assigned… more
