- Bank of America (Iselin, NJ)
- Registered Wealth Management Client Associate Iselin, New Jersey **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... service needs of their clients. **Position Overview:** The **Registered Wealth Management Client Associate ** role is a sales support position, typically… more
- Dow Jones (New York, NY)
- …of News Corp (Nasdaq: NWS, NWSA; ASX: NWS, NWSLV). **About the Role:** The Client Associate is a necessary team player, partnering to sell integrated media ... published content that features clients _Team's support_ + Cover for Client Partner and Associate Client Partner when needed + Prospect/research projects for… 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 ... trusted resource for clients and an experienced Wealth Advisor Team. The Client Associate enhances the client experience by assisting with the service,… more
- JPMorgan Chase (New York, NY)
- …operating companies, investment funds and trusts! As a Real Estate Banking (REB) Client Associate in Commercial Real Estate, your primary responsibility will be ... management and business development with the banker team (REB Client Executives). You will participate in the Banking ...Client Executives). You will participate in the Banking Associate program, which is designed for progression of job… more
- Bank of America (Iselin, NJ)
- Registered Wealth Management Client Associate Iselin, New Jersey **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… 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 ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… 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 ... mark by delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team, you will play a crucial role… 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 ... within a specific geographic region. **Responsibilities:** + Partner with Client Advisor to promote and sell Neuberger Berman equity,...updates, setting up sales appointments, and following up on client service + Act as a resource to advisors… more
- Wells Fargo (New York, NY)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... implementing administrative and operational processes and tools within Brokerage and Client Support functional area + Perform complex administrative tasks including… 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...clients, opens new client accounts and researches client and security information using internal databases and other… more
- JPMorgan Chase (Jersey City, NJ)
- …your knowledge, skills, and abilities. You have found the right team. As a Client Operations Associate within the Client Account Services (CAS) Custody ... and external Service Level Agreements (SLAs) and coordination of complex client requests including fund restructures, launches and transitions. You will leverage… 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 ... level of support to Securities Specialists including but not limited to, client market updates, new account opening and modification, documentation approval, wire… more
- JPMorgan Chase (New York, NY)
- …to offer the best 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… more
- Nuveen Investments (New York, NY)
- Client Service Associate will partner closely with teams in product, distribution, operations, technology, shareholder services and others (including 3rd Party ... Agents, Fund Administrators & Outside Counsel) to deliver an outstanding client experience to intermediaries, advisors and end-investors in Nuveen's Alternative… 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 ... of attention to detail + Strong verbal and written communication skills + Client facing experience; strong background and interest in the fields of operations and… more
- TEKsystems (New York, NY)
- Client Relations Associate ** Must have Windows 11 PRO or Mac OS 13 Open-ended Contract **THIS IS A CALL CENTER JOB** SERIOUS INQUIRIES ONLY **MUST HAVE ... - 2pm-10pm + Saturday 10AM-4PM (Overtime) + Team oriented and work closely with other client services rep Benefits of the Role: + Market Exposure - Chance to speak… 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 ... and written skills required + Bachelor Degree with GPA 3.5+ The Client Solutions Senior Associate role requires 3-4 days per week in the midtown Manhattan… more
- Neuberger Berman (New York, NY)
- As a Client Reporting & Analytics Associate will play a pivotal role in the Global Client Platform Group, with a primary focus on supporting Collateralized ... clients. You will be compiling strategy-specific portfolio data and producing client -facing materials such as detailed reports, market exhibits, commentary, and… more
- JPMorgan Chase (Jersey City, NJ)
- …tailor cutting-edge products that fit client challenges. As a Senior Client Solutions Architect Associate in Embedded Payment's, you contribute significantly ... comprehensive product solutions for clients with complex challenges. Draw on client feedback and support the channeling, modification, and technical design and… 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