- Truist (Paramus, NJ)
- …development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. JOB SUMMARY Responsible ... business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND… more
- City National Bank (New York, NY)
- * CLIENT SERVICE ASSOCIATE SENIOR CNS* *WHAT IS THE OPPORTUNITY?* This is a hybrid service role that will support select investment account related ... 7 and 63 or 66 licenses *Skills and Knowledge* * 5 years experience in client service , banking operations or relationship management support * 5 years of… more
- JPMorgan Chase (New York, NY)
- …degree required + Previous experience at an asset management firm; background in client service and/or institutional client base + Business acumen ... partnership with colleagues in Institutional Sales and Investment Specialists to form a dedicated service team for each assigned client . You will work with our… more
- WTW (New York, NY)
- …Global Services and Solutions practice who will be responsible for assisting the broader client service and brokerage teams in the advisory, development, ... global programs. Maintain primary ownership of communication flow between network, State-side brokerage team and the client . + Review appropriate binding… more
- JPMorgan Chase (New York, NY)
- …+ Experience working with credit and risk management teams, sales, stock loan, client service , product development, quantitative research and legal departments + ... resources with a view of optimizing risk adjusted returns. Job Summary: As an Associate within out risk management group, you will contribute to the team and… more
- BMO Financial Group (New York, NY)
- BMO Capital Markets is a leading, full- service financial services provider. We offer corporate and investment banking, treasury management, as well as research and ... to increase OneClient at BMO + Provides comprehensive account coverage and client development as well as actively prospects new clients to increase revenue… more
- JPMorgan Chase (New York, NY)
- …suite of end-to-end capabilities for our clients. **Job Summary:** As an Associate in Securities Services Sales, you will support the Latin America team, ... Fund services, Hedge Fund Services, Global Custody, Securities Lending, Prime Brokerage , Collateral Management, and Liquidity Solutions. + Perform market research… more
- WTW (Stamford, CT)
- …dental, life, disability, voluntary benefits, etc. You will interface with vendors and client service teams, prepare and communicate complex analyses to clients, ... **Description** As a Healthcare Financial/Actuarial Senior Associate you will be a key member of... action + Partners with Global Delivery Centers and Client Service teams to deliver superior project… more
- WTW (Stamford, CT)
- …a Health and Benefits Associate Director, you will be a leader on the client service team and will be responsible for fostering relationships cross the ... Proactively advising clients and ensuring the delivery of superior client service + Playing a key role...health and welfare plans gained in a consulting or brokerage environment or similar experience in a consultative role… more
- BMO Financial Group (New York, NY)
- …the business group, and other internal teams. The right candidate should possess excellent client service skills and prior experience with US Equities broker to ... focus on Canada and UK/Europe. Essential Job Functions/Responsibilities + Work with CES client service and sales team to onboard and set-up new clients… more
- WTW (Stamford, CT)
- …and Benefits Senior Associate , you will be a key member of the client service team, engaging directly with clients and establishing relationships across all ... for clients + Proactively advising clients and providing superior client service + Contributing to the creation...health and welfare plans gained in a consulting or brokerage environment or similar experience in a consultative role… 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
- WTW (New York, NY)
- **Description** The Associate Broker oversees day-to-day placement and broking responsibilities for North American accounts including new business development; ... for this specific job opportunity. **The Role:** + Manages brokerage responsibilities for a book of new and recurring...underwriters and producers + Obtains and distributes information from client and/or producing office + Assists or may lead… more
- HUB International (New York, NY)
- …HUB International Northeast is a division of a leading international insurance brokerage selling and servicing all lines of insurance. Our Northeast division is ... seeking an Associate Account Executive for the Rubin Group department in...position. This position will provide our clients with exceptional service in a timely and professional manner, and in… more
- Boston Properties (New York, NY)
- …to assure lease provisions satisfy internal BXP policy requirements; and negotiate brokerage commission agreements with outside brokers. + Work with the BXP regional ... agreements with general contractors, architects, engineers, and other related design- service providers. + Analyze, structure, draft and negotiate agreements in… more
- WTW (New York, NY)
- …Global Services and Solutions practice that will be responsible for assisting the broader client service and brokerage teams in the advisory, development, ... global programs. Maintain primary ownership of communication flow between network, State-side brokerage team and the client . + Review appropriate binding… more
- Aston Carter (Airmont, NY)
- …proud to be a ClearlyRated Best of Staffing(R) double diamond winner for both client and talent service . Diversity, Equity & Inclusion At Aston Carter, diversity ... Administrative AssistantJob Description A New Business Administrator in an insurance brokerage context often deals with managing the processing of new applications,… more