- Morgan Stanley (New York, NY)
- …committed to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Registered Client Service Associate * ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an… more
- Wells Fargo (Greenwich, CT)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn ... for appointments with new or prospective clients, establish and service client accounts, prepare forms, research account...review when applicable + Utilize prior experience in the Registered Client Associate role to… 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 ... that is culture driven, resilient, results focused and effective. **Position Overview:** The ** Registered ** **Wealth Management Client Associate ** role is a… more
- Bank of America (New York, NY)
- Registered Wealth Management Client Associate New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make ... Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities… more
- Equitable (New York, NY)
- Associate General Counsel - Registered Funds, Equitable Investment Management ( 2400008P ) **Primary Location** : UNITED STATES-NY-New York **Organization** : ... based in our New York, NY office. As an Associate General Counsel within the Equitable Investment Management Legal...on legal and regulatory matters relating to the firm's registered mutual funds; assisting with fund board and committee… more
- TD Bank (New York, NY)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Associate Private Client Relationship Manager (ARM) is a high-touch point of ... on clients who maintain smaller balances with TD. The Associate Private Client Relationship Manager I will... client relationship and is accountable for exceeding client 's expectations for service . The ARM is… more
- JPMorgan Chase (White Plains, NY)
- …meet their financial needs. As part of Consumer Banking, you will provide client service , operational marketing and administrative support to primarily Private ... of employment + Unlicensed or partially licensed hires will hold the Private Client Investment Associate Licensing title until licensing is obtained within… more
- Robert Half Finance & Accounting (New York, NY)
- …Robert Half Financial Services are currently recruiting for a Client Relationship Associate role, at a growing Registered Investment Advisor based in midtown ... the year + Consistently identify opportunities the company to improve its client service and/or operations capabilities Requirements Requirements: + 3+ years'… more
- JPMorgan Chase (Mamaroneck, 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
- Hartford HealthCare (Bridgeport, CT)
- …we leverage cutting edge technology to provide quality care in our client 's home. Most importantly, our employees are appreciated for the real differences ... provide direct care as appropriate. . Reviews referrals, and initiates contact with client and family . Conducts a complete nursing assessment based on referral… more
- InGenesis (New York, NY)
- …is currently sourcing for Registered Nurse candidates to work for our potential client . In this role, you will provide general nursing care to patients within a ... * Performs other duties as assigned. Minimum Qualifications * Associate 's or baccalaureate Registered Nurse degree from...are motivated to create innovative solutions and deliver superior service to our clients. InGenesis counts almost half of… more
- Veterans Affairs, Veterans Health Administration (Brooklyn, NY)
- …administrative matters. Responsible for performance improvement data, customer service /patient satisfaction, patient and employee safety, interviewing applicants, ... collaborative partnerships with physicians and other clinicians. Participates on service and medical center committees and task forces to...level degree in Nursing may have opportunity to become registered as a nurse with a state licensing board… more
- TD Bank (New York, NY)
- … client service to achieve greater share of wallet. The Private Client Service Associate will support other team members (Relationship Managers, Trust ... + May act as a subject matter expert to Client Associate team + Ensures those existing...of account administration, retention and projects + Completes assigned administrative/ Client service tasks within policy and operating… more
- Foresters Financial Services (Westbury, NY)
- Sales Support Associate Sales Westbury, New York Apply Description What we need: This role supports the Registered Financial Services Sales Representative's ... business with day-to-day administrative assistance while enhancing the service experience of clients*. *This role requires FINRA licensing...of hire to allow the incumbent to expand the client support provided to the Representative. What you will… more
- City of New York (New York, NY)
- …and finalized promptly; Prepares Contract Documents; Performs Design Support Investigations; and Client Service ; will work on Capital and JOC assignments for ... Only those who are currently serving as a permanent Associate Project Manager will be considered. The NYC Department...valid New York State license as a Professional Engineer, Registered Architect, or Registered Landscape Architect. Experience… more
- Morgan Stanley (New York, NY)
- …Investment Management strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to ... a diverse client base, which includes governments, institutions, corporations and individuals...out these functions on behalf of MSIM as a registered investment advisor as well as on behalf of… more
- Compass Group, North America (Fairfield, CT)
- …The company is a division of Compass Group and has more than 1,200 registered dietitians, 300 executive chefs, and 17,000 professional food service team members. ... status will be considered. Job Summary The Retail Food Service Manager position is an exciting opportunity for an...team + Acts as the direct liaison with the client Preferred Qualifications: + Culinary degree preferred, or AA… more
- T. Rowe Price (New York, NY)
- …Present TRP's Alternative capabilities to Financial Advisors and Investors and supporting client service requests as appropriate. + Proactive outreach to ... group strives to build strong long-term relationships through outstanding customer service and a comprehensive suite of investment management solutions to our… more
- City of New York (New York, NY)
- …an emphasis on environmental health and safety, quality, schedule, budget, and client service . BEDC seeks to hire an Associate Project Manager 2 to be an ... throughout the project lifecycle and must be focused on client service to the operating Bureaus. The...project performance metrics. Only applicants who are permanent Civil Service Associate Project Managers are eligible to… more
- Guardian Life (New York, NY)
- …The Trusted Advisor to their clients. Through continued growth and creation of client and advisor solutions, we aim to help Field Representatives grow and diversify ... their practices, clients, and income streams. The Wealth Management Associate is an integral part of Park Avenue Securities. Reporting to the Head of Wealth… more