- Wells Fargo (New York, NY)
- …for completeness and forwarding to management for review when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and ... **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… 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
- 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
- WTW (New York, NY)
- …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
- 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
- Wells Fargo (New York, NY)
- **About this role:** Wells Fargo is seeking a Senior Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our ... prior experience , you anticipate and proactively seek resolutions to client and business-related issues + Demonstrate seasoned judgment by handling complex… 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
- 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
- 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
- Wells Fargo (Mountain Lakes, NJ)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... for review **Required Qualifications:** + 2+ years of Brokerage and Client Services experience , or equivalent demonstrated through one or a combination of the… 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
- BAYADA Home Health Care (Jersey City, NJ)
- **BAYADA Home Health Care is seeking a Bilingual Client Services Associate to join our Assistive Care State Programs Practice.** As an Associate for BAYADA, ... Clinical Managers, and Directors to gain valuable insight and experience in the home health care industry. As one...excellence, and reliability, our core values. **As a Bilingual Client Services Associate ** **your day may look… 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
- IQVIA (Parsippany, NJ)
- Job Description: **Med-Tech Client Information Manager (CIM)** IQVIA (TM) **Position Overview** The Med-Tech Client Information Manager (CIM) will be responsible ... developed for our big pharma clients, we aim to enhance the service experience for our Med-Tech segment, fostering stronger partnerships and driving better outcomes.… more
- Publicis Groupe (Morristown, NJ)
- …members is a direct determinant of success at Payer Sciences. **Overview** As an Associate on the Payer Sciences' Client Engagement Team, your role will focus ... achievable because we fully integrate analytics, strategy consulting and communications for every client . We also offer a suite of unique software tools that afford… more