- JPMorgan Chase (Brooklyn, NY)
- …front line, ensuring that every interactions leaves a lasting positive impression. As a Client Service Associate in our Security Services Custody Client ... opportunities in a diverse global markets. Job Responsibilities: + Provide excellent client service and support to internal and external clients daily + Monitor… 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
- Morgan Stanley (New York, NY)
- …Morgan Stanley sponsored benefit programs. **Job:** **Wealth Management* **Title:** *Registered Client Service Associate - Spanish/English Bilingual* ... *POSITION SUMMARY:* Registered Client Service Associates provide exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth… more
- Morgan Stanley (New York, NY)
- …its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *PWM Registered Client Service Associate * **Location:** *New York-New ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated… more
- Morgan Stanley (New York, NY)
- …Morgan Stanley sponsored benefit programs. **Job:** **Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *New York-New York* ... *POSITION SUMMARY* Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s)… more
- Raymond James Financial, Inc. (Hackensack, NJ)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office...stressful situations and provide a high level of customer service in a calm and professional manner. * Analyze… 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 ... 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
- Neuberger Berman (New York, NY)
- …Private Wealth Management business. **Responsibilities:** + Support daily operations and address all client service needs. + Serve as a liaison among Wealth ... **Summary:** Join Neuberger Berman Private Wealth as a Client Services Associate . You will provide...Concur is a plus. + Strong communication, interpersonal, and client service skills. + Detail-oriented, organized, and… more
- Citigroup (Uniondale, 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
- Guardian Life (New York, NY)
- This is a service oriented role in a fast- paced environment for a retail broker/dealer and RIA. This role handles all aspects of order entry for mutual funds, ... order entry through Annuity net + Review trades and client transactions including mutual fund shares classes, breakpoints, ROA,...+ Series 7 & 63 required + Phone based service experience + Knowledge of equity and fixed income… more
- WTW (Millburn, NJ)
- …+ Real Estate, Hospitality, & Leisure + Global Natural Resources The Associate Client Advocate (ACA) owns client service activities and client ... **Description** The Associate Client Advocate (ACA) client...design and delivery of full client presentations/proposals, client advocacy reports, client service … more
- Morgan Stanley (New York, NY)
- …basis if/as needed * Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the ... client experience * Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings as well as… more
- Neuberger Berman (New York, NY)
- …portfolio review materials. The Associate will collaborate with Portfolio Management, Client Service , Marketing, RFP, Technology and Legal Teams to deliver ... The Client Reporting & Analytics Associate will... client reporting + Participate in firm wide, client service -related strategic initiatives **Requirements:** + Bachelor's… more
- Neuberger Berman (New York, NY)
- …as portfolio review materials. The Associate will partner with Portfolio Management, Client Service , IT, Marketing, RFP and Legal teams and will be involved ... Ability to communicate effectively with subject matter experts, mainly investment teams, client service , legal and compliance, and technology. + Highly motivated… 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: + Greet...and placement of collateral + Manage the provision of service to Wealth Center customers. Identify potential process improvements… more
- Morgan Stanley (New York, NY)
- …This is an Associate level position level position within the Client Service & Relationship Management, which is responsible for managing internal ... We're seeking someone to join our team as an Associate in the Client Onboarding & Due...client relationships. We do this by engaging in client service activities, optimizing the client… more
- CBRE (New York, NY)
- … Client Care Senior Associate to support capital raising efforts and client service for its flagship US enhanced return fund series. Reporting directly to ... Sr. Associate , Client Care Job ID 183837 Posted 14-Oct-2024 Service line REI Segment Role type Full-time Areas of Interest Customer Service , Investment… more
- Bank of America (Great Neck, NY)
- Registered Wealth Management Client Associate Great Neck, 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
- Bank of America (Great Neck, NY)
- Wealth Management Client Associate Great Neck, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- KPMG (New York, NY)
- … models to support a consistent high level customer experience, and ensuring pre-established client service level agreements are satisfied + Serve as a central ... **Business Title:** Global Executive & Private Client Group (GEPC) Senior Associate **Requisition...overseeing our Japanese and Korean bilingual staff + Maintain service focus centered on supporting Japanese and Korean headquartered… more