- Gallagher (New York, NY)
- …continuous pursuit of a better way. Gallagher Bassett Technical Services (GBTS) division is seeking self-motivated, detail-oriented, reliable, qualified, experienced ... weekends. Desired Qualifications: Construction sector claims investigation experience a plus. Associate or bachelor's degree in related field. Current and Valid… more
- Bank of America (New York, NY)
- …Private Wealth Client Associate ** is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... Registered Private Wealth Client Associate New York, New York...+ Work with highly affluent clients + Provides excellent Client Service to the bank's clients through… 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. **Position Overview:** The **Registered** **Wealth Management Client Associate ** role is a sales support...multiple communication methods to ensure a consistent and exceptional client service experience. + Act as a… more
- Neuberger Berman (New York, NY)
- …Series 7 and 66 licenses. + Minimum of 2-3 years of client service /support or related experience in the financial services industry. + Proficiency in ... **Summary:** The Client Associate will provide comprehensive operational...daily activities of operational support team and facilitate all client service needs. + Act as a… more
- JPMorgan Chase (New York, NY)
- …so, the Commercial Real Estate Commercial Term Lending team is a great fit! As a Client Associate on the Commercial Term Lending team, you will have an internal ... to join the nation's #1 multifamily lender as a Client Associate on our multifamily lending sales...commercial real estate firm or other area of financial services (Investment Management, Commercial Banking, Business Banking or Insurance)… more
- JPMorgan Chase (West Harrison, NY)
- …scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business ... will establish, maintain, and build relationships while delivering exceptional client service . In this position you will...Word, PowerPoint, and Excel Chase is a leading financial services firm, helping nearly half of America's households and… more
- JPMorgan Chase (Greenwich, CT)
- …scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business ... their clients. You will establish, maintain, and build relationships while delivering exceptional client service . In this role you will have extensive client… more
- Brooklyn Defender Services (Brooklyn, NY)
- Brooklyn Defender Services (BDS) is seeking a Re-Entry and Client Services Associate to join our team. BDS is a public defense office representing ... throughout the 5 boroughs as needed. + Other duties as assigned. In Client Services , the Associate will support the team in their various responsibilities… more
- Raymond James Financial, Inc. (Newark, NJ)
- **Description** **Overview** + Senior Registered Client Service Associate with potential supplemental compensation on a Chairman's Council, top ranked ... than 60 years of rich history and recognition for service and excellence in the Financial Services ... industry, Raymond James is seeking a dynamic Registered Client Service Associate who is… more
- Morgan Stanley (New York, NY)
- …by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of ... Morgan Stanley sponsored benefit programs. **Job:** **Wealth Management* **Title:** *Registered Client Service Associate **Location:** *New York-New York*… more
- The Millennium Group (Red Bank, NJ)
- …in gathering, organizing and reporting various types of information and data; + Client service experience preferred with acute attention to detail; + ... print, mail, document scanning, reception, and related office support services for Fortune 500 companies, professional service ...our 30+ years of success in the industry. The Client Reporting Associate is responsible for a… more
- BAYADA Home Health Care (Westfield, NJ)
- …providing the highest quality care to our clients. The Client Services Associate will: + Provide superior customer service and quality home care + Focus ... BAYADA Home Health Care has an immediate opening for a ** Client Services Associate ** in our **Westfield, NJ Office** . If you are looking for an exciting… more
- Morgan Stanley (New York, NY)
- …diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *New York-New ... *POSITION SUMMARY* Registered Client Service Associates (CSAs) help shape...documentation remains current * Identify and assist with Firm services and solutions that support clients' needs including banking… more
- Raymond James Financial, Inc. (Hackensack, NJ)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... at Raymond James could take you! **Essential Duties and Responsibilities** * Services a high volume of daily interactions, including basic inquiries and scheduling… more
- Neuberger Berman (New York, NY)
- …including scheduled and ad-hoc requests. Additionally, candidate will provide comprehensive and client service support to the wealth advisor's high net worth ... **Summary** The Client Reporting Associate will join a...+ Initiate new account opening process through centralized Private Client Services Team + Act as a… more
- Citigroup (Queens, NY)
- The Client Services Associate is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing ... **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Client Services **Time… more
- Santander US (Florham Park, NJ)
- Client Service Associate , Investments, Florham Park, NJ Country: United States of America The Client Service Associate (CSA) is a sales support ... (FA) and the Bank's clients with the administrative and service functions of the business. The CSA operates remotely...aspires to a brokerage sales career. Respect for the client , both our internal partners and external Bank clients… more
- JPMorgan Chase (Great Neck, NY)
- … Investment Associate in JP Morgan Wealth Management, you will provide client service , operational marketing and administrative support to Private Client ... generation + Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance… 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 ... **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Client Services **Time… more
- KPMG (New York, NY)
- …a Global Executive & Private Client Group (GEPC) Associate to join our Business Tax Services (https://tax.kpmg.us/content/tax/en/index.html) practice. ... models to support a consistent high level customer experience, and ensure pre-established client service level agreements are satisfied + Serve as a central… more
