- HSBC (New York, NY)
- …our people, our investors, our communities and the planet we all share. The Client Experience Associate supports retail operational, service, accounting and ... with Center Manager and the center team to support these efforts As our Client Experience Associate you will: + Ensure the overall appearance of the Wealth… 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
- 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
- Citizens (Tarrytown, NY)
- …talented individuals with a demonstrated track record of delivering a gold glove experience to clients that results in long-term client loyalty. Citizens Private ... Wealth Management is expanding and looking for a Trust Client Service Associate to join their team....need to understand the wealth management industry and have experience in working with clients on matters related to… more
- BlackRock (New York, NY)
- …join us in an Associate or Vice President role within the Aladdin Client Transformation team with **3-10 years** of relevant work experience . **Your Team** ... that BlackRock uses to manage investments day-to-day. The Aladdin Client Business is growing rapidly, with the volume of...of investment management with 3-5 years of relevant industry experience for an Associate level and 6+… more
- Robert Half Finance & Accounting (New York, NY)
- Description Robert Half Financial Services are hiring for a Client Solutions Senior Associate role for a growing global Private Credit Investment firm located in ... client requires 3+ years Investor Relations, Fundraising or Client Relations experience within Institutional Asset Management...skills required + Bachelor Degree with GPA 3.5+ The Client Solutions Senior Associate role requires 3-4… more
- WTW (Stamford, CT)
- …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
- WTW (New York, NY)
- …support and advocacy, ensuring clients receive top-notch service and solutions. The Associate Client Advocate (ACA) is a mid-career position, responsible for ... business efforts. The ACA's main goal is to provide an excellent client experience , focusing on direct engagement and retention. This includes working with sales… more
- JPMorgan Chase (New York, NY)
- …seamlessly and ready to trade within targeted timeframe. Goal is to deliver an excellent client experience in line with the needs and objectives of the client ... base including Asset Managers, Pension Funds, Alternatives and Banks providing each client an excellent onboarding experience while working in a fast paced,… more
- Raymond James Financial, Inc. (New York, NY)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... and branch office. + Onboards new clients, opens new client accounts and researches client and security...+ Provide a high level of customer service. **Education/Previous Experience ** + High School Diploma or equivalent and one… more
- Bank of America (New York, NY)
- Registered Wealth Management Client Associate NEW YORK, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... + Detail oriented + Invested in personal development + Consistently pursues client experience excellence + Works quickly to fulfill client needs, delivering… more
- JPMorgan Chase (New York, NY)
- …efforts. **Required Qualifications, Capabilities, and Skills:** + Proven leadership experience in a relationship management or client -facing function, ... As an associate in the ICAM team, you will play...**Strategic Leadership:** Develop and implement strategic initiatives to enhance client relationships and drive business growth. Collaborate with SRMs… more
- Bank of America (New Canaan, CT)
- Wealth Management Client Associate New Canaan, Connecticut **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... Series 7 & 66 preferred + Previous wealth management experience preferred **Skills:** + Account Management + Client Management + Customer and Client Focus +… 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
- 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
- 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
- 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 ... in Microsoft Office Suite **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:**… more
- Dow Jones (New York, NY)
- Job Description : The Associate Client Partner is a developmental level sales position focused on the Enterprise category that will focus on the prospecting of ... for potential new advertising partners to grow accounts. The Associate Client Partner will help grow these...+ Achieve revenue targets for your territory Skills & Experience + 3+ years of experience in… more
- Neuberger Berman (New York, NY)
- …+ Monitor and follow up daily activities of operational support and facilitate client service needs + Initiate new account openings through the Centralized Business ... and oversee the transfer of assets + General administrative tasks; scheduling client meetings, travel and expense reports and CRM tasks + Oversee marketing… more
- Raymond James Financial, Inc. (Paramus, NJ)
- …branch office. * With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense ... reports. * Opens new client accounts and researches client and security...of customer service. **Education** High School (HS) (Required) **Work Experience ** General Experience - 13 months to… more