- OTR Global (Purchase, NY)
- …Who You Are We are seeking a proactive, detail-oriented Revenue Operations Associate to support client engagement, marketing, and research distribution efforts. ... Ideal candidates will have experience in sales support, CRM or database management , or engagement-related operations, especially within the investment management … more
- Waterfall Asset Management, LLC (New York, NY)
- Waterfall Asset Management , LLC is an SEC-registered alternative investment manager focused on specialty finance opportunities within asset-backed credit, whole ... analysis, trading, banking, and servicing experience. Waterfall seeks to provide its client a compelling risk/return profile which is generally uncorrelated to most… 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 ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Wealth- Management - Client - Associate \_25039877) **Job Description:** Merrill Wealth… 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 ... activities as needed, contributing to the integrity and efficiency of client lifecycle management and transaction readiness. **Qualifications and Skills**… more
- JPMorgan Chase (New York, NY)
- …investing with less emotion. **Job Summary:** As an Internal Client Advisor Associate within the Asset Management team, you will be responsible for helping ... **Job Description:** JPMorgan Asset Management helps institutional and individual clients from all...and separately managed accounts in partnership with an External Client Advisor. This role provides an opportunity to demonstrate… more
- JPMorgan Chase (New York, NY)
- …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
- 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 ideal ... by the financial advisor + Create and maintain records and files utilizing Client Relationship Management (CRM) software + Actively engage in available… more
- JPMorgan Chase (New York, NY)
- …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 book… 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 responsible for delivering exceptional client experience to… more
- JPMorgan Chase (New York, NY)
- …clients-delivering exceptional service and tailored solutions across every asset class. As a Client Account Manager within JP Morgan Asset Management you will be ... capabilities and skills** + Previous experience at an asset management firm; background in client service +...at an asset management firm; background in client service + Excellent communication skills (both oral and… more
- JPMorgan Chase (New York, NY)
- JPMorgan Asset Management (JPMAM) helps institutional and individual clients from all over the globe meet their financial goals by providing industry leading ... Our wide array of financial strategies - equity, fixed income, cash management , currency, asset allocation, and alternative asset classes - allow investors to… more
- JPMorgan Chase (Jersey City, NJ)
- …your expertise and dedication help institutional investors achieve operational excellence and risk management . As a Client Service Associate , you will ... escalation point for day-to-day issues, project work, and change management , ensuring a superior client experience and supporting business growth. Your role is … more
- Compass Group, North America (Whippany, NJ)
- …both written and verbal + Ability to communicate on various levels to include management , client , customer, and associate levels. + Excellent financial, ... community to be seen as a member of the client 's management team. + Review resident satisfaction...Time Off (varies by site/state) + Personal Leave + Associate Shopping Program + Health and Wellness Programs +… 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 ... development, and execution at the insurance program level. The Associate Client Advocate (ACA) owns client...providing all service, escalation, and placement to meet the client 's insurance and risk management needs. The… more
- 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 ... NB Private Wealth is Neuberger Berman's direct-to- client wealth and investment management business....for clients and an experienced Wealth Advisor Team. The Client Associate enhances the client … 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 ... operational support to our clients. Your role will involve addressing client inquiries, processing transactions, and troubleshooting issues, all while identifying… more
- Motion Recruitment Partners (New York, NY)
- … Client Service Associate **Description:** Job Description Summary The Client Service team partners with the portfolio management team, operations, ... Client Service Associate New York, New... Client Service Associate New York, New York **Hybrid** Contract $25/hr...of our clients. We are looking for our next Client Service Associate to support our growing… 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 ... Management business. The candidate will support the production of client performance reports including scheduled and ad-hoc requests. Additionally, candidate will… 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 ... across all stakeholders will be pivotal to our success. **Responsibilities** As a Client Lead, Associate Director you will: + Bring strong thought leadership… more
- JPMorgan Chase (Jersey City, NJ)
- …and external parties, to identify inefficiencies and manage improvement operations. As an Associate II within the Prime Client Operations team, you will serve ... contact for Prime Brokerage clients for all their Trade management and Settlements related needs. products in scope are...scope are "Equity, FI, REPO, and Options.", + Process client trades files, monitor Trade Exception Manager and sign… more
