- Neuberger Berman (New York, NY)
- …readiness activities across Product Development, Operations, Legal/Compliance, Technology, and Client Service + Assist in preparing enablement materials: ... newly established to serve as the backbone for operational excellence across Private Wealth products and service offerings. The team oversees all operational… more
- Raymond James Financial, Inc. (Rochelle Park, NJ)
- …to our clients. We believe in a team approach, and as such we are seeking a Client Service Associate with shared values and vision to join our team. The ... empathetic, professional, and enjoys solving problems. **Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person,… more
- M&T Bank (Paramus, NJ)
- … client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders within ... policies and procedures that align with all aspects of Wealth Management sales and service strategy. Resolves...in process workflow to ensure timely processing and exceptional client service and experience for HNW and… more
- Bank of America (New York, NY)
- Wealth Management Client Associate - Bilingual Spanish Preferred NEW YORK, New York **To proceed with your application, you must be at least 18 years of ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/NEW-YORK/ Wealth -Management- Client - Associate \_25045963) **Job Description:** Merrill … more
- M&T Bank (New York, NY)
- … client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders within ... policies and procedures that align with all aspects of Wealth Management sales and service strategy** **_._**...degree and a minimum of 1 years' financial services client service experience, or in lieu of… more
- JPMorgan Chase (New York, NY)
- … 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
- Nuveen Investments (Hackensack, NJ)
- … Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients. Working under moderate ... ** Wealth Client Relationship Manager** Wealth...and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development… more
- Equitable (New York, NY)
- Wealth Management Associate - NY, New York (5201) ( 250000IM ) **Primary Location** : UNITED STATES-NY-New York **Organization** : Equitable Advisors ... their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. **Role Highlights** + ** Client … more
- JPMorgan Chase (New York, NY)
- …This includes owning the strategy and implementation of goals-based planning, establishing a client onboarding & service model, delivering a set of investment ... The JP Morgan Wealth Management Business fits into the larger Consumer...to deliver a full suite of solutions for every client . The Practice Management and Advisor Development team is… more
- JPMorgan Chase (New York, NY)
- As a Managed Solutions Associate within the Managed Solutions Specialist Team, you will collaborate with Portfolio Managers, Strategists, and Due Diligence ... a global team sitting within JPM Investment Solutions that provides comprehensive client and advisor coverage of all managed solutions (Separately Managed Accounts,… more
- PNC (West New York, NJ)
- …Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service , identifying sales and/or ... the company's success. As a Financial Advisor within PNC Wealth Management, you will be based in our West...business partners as appropriate. + Acquires, expands and maintains client relationships through business development and client … more
- S&P Global (New York, NY)
- …cultivate a pipeline of contacts. Build strong relationships internally, liaising with Sales, Client Service , IIS, Marketing, and Product teams to support new ... the Role:** **Grade Level (for internal use):** 12 **The Team:** We are seeking an Associate Director, Client Solutions Group to join our Commercial team at S&P… more
- World Insurance Associates, LLC. (Ramsey, NJ)
- …part of the firm's Investment Committee and Financial Planning Committee. The Senior Client Associate will deliver high-quality service and operational ... Position Objective The Senior Client Associate is a support position...operations, and ensuring accurate and timely execution of all client service activities. This role supports advisors… more
- JPMorgan Chase (New York, 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 ... offers US based clients and their advisors the personalized service of a dedicated wealth management business...will establish, maintain, and build relationships while delivering exceptional client service . In this role you will… more
- Wells Fargo (New York, NY)
- **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the ... and prepare for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues,… more
- JPMorgan Chase (New York, NY)
- …exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to ... that's best for them. As a Platform Solutions Internal Client Advisor within JP Morgan Asset Management's RIA channel,...and with our partner firms + Understanding of the wealth and asset management industries, tax management, custody and/or… more
- Scotiabank (New York, NY)
- Associate Director, FinTech and Payment Service Providers, GTB **Requisition ID:** 245394 **Salary Range:** 120,900.00 - 231,400.00 _Please note that the Salary ... driven winning team, committed to results, in an inclusive and high-performing culture. ** Associate Director, FinTech and Payment Service Providers, GTB - New… more
- Citigroup (New York, NY)
- …of banking and wealth management solutions to our clients + Provide complete service support to client , including solving complex client inquiries + ... The Associate Banker SAFE Act LO is a seasoned...with Banker on prospecting efforts prospecting - conduct new client /prospect research, generate leads and develop prospects, network to… more
- Raymond James Financial, Inc. (New York, NY)
- …the wealth management and financial services industries. Our summer associate will gain practical exposure to deal origination, investment analysis, relationship ... to associates, and clients of the future. Our company values associate development and growth, offering opportunities through developmental programs, mentorships,… more
- H&R Block (New York, NY)
- …host customer service training sessions with new Tax Advisors and Client Service Professionals (CSPs) to establish clear understanding of communication and ... between the tax advisors in the program and the wealth managers to further the client experience....Able to model and train others in delivering superior client service . + Previous multi-unit leadership experience… more
