- Citizens (Tarrytown, NY)
- …'s unique circumstances. Citizens Private Wealth Management is expanding and looking for a Trust Client Service Associate to join their team. In this role, ... of the Citizen's Private Wealth Trust business. The Private Client Trust Associate assists the team in...to day activities of our fiduciary clients including new client onboarding, client service and… more
- Raymond James Financial, Inc. (New York, NY)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic...and branch office. + Onboards new clients, opens new client accounts and researches client and security… more
- Citigroup (Stamford, CT)
- 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
- 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 (New York, NY)
- …and provides subject matter expertise to clients both internal and external. As a Client Service Associate within the Equity Derivatives Middle Office team ... JP Morgan's Equity Derivatives Business is a complex business, serving multiple client bases including hedge funds, corporations and private bank clients, to provide… 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...stressful situations and provide a high level of customer service in a calm and professional manner. * Analyze… more
- Banfield Pet Hospital (Paramus, NJ)
- …supervision of the paraprofessional team to ensure quality medical care, exceptional client service , associate engagement and maximum productivity. Provide ... professional, efficient and exceptional client service (lead by example), ensuring all...to use a keyboard, operate equipment and read information. Associate is routinely exposed to a variety of pets… more
- Raymond James Financial, Inc. (Hackensack, NJ)
- …that currently includes a Senior Advisor, Associate Advisor, and Registered Client Service Associate specializing in supporting high-net-worth families ... * Partners with Financial Advisor to review clients' current portfolio design, understand client goals, enter client data, and conduct financial analysis. *… more
- HSBC (New York, NY)
- …and the planet we all share. The Client Experience Associate supports retail operational, service , accounting and compliance-related activities within ... the center team to support these efforts As our Client Experience Associate you will: + Ensure...and placement of collateral + Manage the provision of service to Wealth Center customers. Identify potential process improvements… 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
- WTW (New York, NY)
- …means you'll provide hands-on support and advocacy, ensuring clients receive top-notch service and solutions. The Associate Client Advocate (ACA) ... Advocate in our Healthcare and Life Sciences Division. The ACA manages client service activities and engagement, coordinating daily with a Client Specialist… more
- Bank of America (Greenwich, CT)
- Wealth Management Client Associate Greenwich, Connecticut **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management ... focused and effective. This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities… 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 ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- WTW (Stamford, CT)
- …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)
- Description Robert Half Financial Services are hiring for a Client Solutions Senior Associate role for a growing global Private Credit Investment firm located in ... in the firm's CRM and liaising with various fund service providers. + Participate in firm and NYC office...skills required + Bachelor Degree with GPA 3.5+ The Client Solutions Senior Associate role requires 3-4… more
- JPMorgan Chase (New York, NY)
- As an associate in the ICAM team, you will play...global teams and lines of business to ensure seamless client service and information flow. + **Thought ... + **Strategic Leadership:** Develop and implement strategic initiatives to enhance client relationships and drive business growth. Collaborate with SRMs to identify… 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
- 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 ... providing product updates, setting up sales appointments, and following up on client service + Act as a resource to advisors by developing and maintaining… 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...beloved brands and companies. We combine boutique-caliber insights and service with the buying clout and first-look access of… more
- JPMorgan Chase (New York, NY)
- … Investment 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