- Gorlick, Kravitz & Listhaus, PC (New York, NY)
- …Experience with Taft-Hartley multi-employer plans strongly preferred; Strong client management skills; Strong project management skills; Strong interpersonal ... and written); Ability to work as a team to deliver excellent work product to client ; Strong research and drafting skills. If you are interested in joining our team,… 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 ... results focused and effective. **Position Overview:** The **Registered** **Wealth Management Client Associate ** role is a sales support position, typically… more
- Bank of America (Florham Park, NJ)
- Wealth Management Client Associate Florham Park, New Jersey **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through 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
- Morgan Stanley (Morristown, NJ)
- …modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business ... to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Client Service Associate **Location:** *New Jersey-Morristown* **Requisition… 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 financial ... Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem… more
- Morgan Stanley (New York, NY)
- …modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business ... diversifying its workforce (M/F/Disability/Vet).#LI-TS2 **Job:** **Wealth Management* **Title:** *PWM Client Service Associate **Location:** *New York-New York*… more
- Morgan Stanley (Morristown, NJ)
- …its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate **Location:** *New Jersey-Morristown* ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future...help shape the future of service by modernizing the client experience through an elevated standard of care. The… 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 creative ... With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office...branch office expenses and expense reports. * Opens new client accounts and researches client and security… more
- Neuberger Berman (New York, NY)
- **Summary** The Client Reporting Associate will join a seasoned nine-person Wealth Advisor Team with over $4 billion in assets under management within Neuberger ... Wealth Management business. The candidate will support the production of client performance reports including scheduled and ad-hoc requests. Additionally, candidate… more
- Robert Half Office Team (Parsippany, NJ)
- …wealth management solutions to high-net-worth clients. We are looking for a dynamic and client -centric Client Service Associate to join our elite team. ... maintaining strong relationships with high-net-worth clients, ensuring exceptional service and client satisfaction. + Assisting in the preparation and execution of… 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 role ... have sales experience or aspires to a brokerage sales career. Respect for the client , both our internal partners and external Bank clients is paramount in importance… more
- JPMorgan Chase (Morris Plains, NJ)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide ... client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. **Job responsibilities** + Support Advisors… more
- HSBC (New York, NY)
- …works with Center Manager and the center team to support these efforts As our Client Experience Associate you will: + Ensure the overall appearance of the Wealth ... Center. Manages completion of Wealth Center transactional activities while supporting client alternative delivery channel alternatives. Ensures a premium client … more
- Publicis Groupe (New York, NY)
- …an industry with much uncharted territory, trust a steady hand. **Job Description** As a Client Partnerships Associate , you will be a vital team player to your ... building and interpreting program performance data + As part of a Client Development team, collaborate with cross-departmental teams to identify and troubleshoot… 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 ... of attention to detail + Strong verbal and written communication skills + Client facing experience; strong background and interest in the fields of operations and… more
- Neuberger Berman (New York, NY)
- The Client Reporting & Analytics Associate will play an integral role in the Global Client Platform Group and will be directly aligned with Neuberger ... analytics for pitch books, factsheets and portfolio review materials. The Associate will collaborate with Portfolio Management, Client Service, Marketing,… more
- KPMG (Short Hills, NJ)
- **Business Title:** Global Executive & Private Client Group (GEPC) Associate **Requisition Number:** 112750 - 61 **Function:** Tax Services **Area of Interest:** ... as a firm. KPMG is currently seeking a Global Executive & Private Client Group (GEPC) Associate to join our Business Tax Services… more
- ADP (Florham Park, NJ)
- ADP is hiring ** Associate Client Support Consultants** . + _Are you ready to join a company offering career advancement opportunities throughout your career ... You carry the weight of ADP's service reputation and client satisfaction in your hands. The nature of what...will vary, as will the solutions you provide each client . There will be no shortage of new questions… more
- Morgan Stanley (Jersey City, NJ)
- …modeling in support of Wealth Management, Banking, and Firmwide Marketing. The* Associate ,** Client Engagement Marketing Analytics*will work with data in a ... to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Associate , Client Engagement Marketing Analytics* **Location:** *New… more
