- Bank of America (New York, NY)
- Wealth Management Client Associate New York, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- JPMorgan Chase (Riverside, CT)
- Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ... mark by delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team, you will play a crucial role… more
- JPMorgan Chase (Riverside, CT)
- Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ... your mark by delivering high-quality support and innovative financial solutions. As a Client Associate within JP Morgan Advisors, you will play a crucial role in… 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 ... will establish, maintain, and build relationships while delivering exceptional client service. In this role you will have extensive... service. In this role you will have extensive client contact and will be involved in all activities… more
- Topgolf (Paramus, NJ)
- The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or ... initiatives and CRM activity to drive and reward repeat business + Adhere to client service standards and company policies and procedures + Foster a friendly, open… more
- Morgan Stanley (Purchase, NY)
- …modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business ... Financial Advisors *Additional responsibilities and requirements for a Registered Client Service Associate * * Input orders at the direction of clients and/or… more
- JPMorgan Chase (White Plains, NY)
- …initiatives to Private Client Investment Associates + Support Private Client Investment Associate performance and development through onboarding and ... training, and periodic in field workshops to improve Private Client Investment Associate effectiveness and expertise + Identify opportunities to develop and… 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). **Job:** **Wealth Management* **Title:** *PWM Client Service Associate **Location:** *New York-New York*… more
- Morgan Stanley (Purchase, NY)
- …its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *New York-Purchase* ... *POSITION SUMMARY:* Registered Client Service Associates provide exceptional service to our...in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role… more
- Morgan Stanley (New York, NY)
- …(M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Private Wealth Management Registered Client Service Associate * **Location:** *New York-New York* ... *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
- Morgan Stanley (New York, NY)
- …to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Client Service Associate * **Location:** *New York-New York* ... *POSITION SUMMARY* Client Service Associates provide exceptional service to our...in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role… more
- Citizens (New York, NY)
- Description The Client Relations Associate supports Private Bank's residential loan and commercial real estate loan products. They will focus on processing, ... loan application process and services their needs post-loan close. The Client Relations Associate has a thorough understanding of the loan origination process as… more
- JPMorgan Chase (New York, NY)
- …and ~4,000 advisors across 3,500 branches and 21 offices, we are seeking a Private Client investment Associate Program Manager to lead our team of Private ... Client Investment Managers. As a Private Client Investment Associate Program Manager within JPMorgan Wealth Management, you will be responsible for the… 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 activities as ... support to Investment Officers, Trust Officers, Financial Advisors, CNB colleagues, and client requests across a broad range of brokerage activities for retirement… 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
- JPMorgan Chase (New York, NY)
- …offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JPMorgan Wealth Management, you will have the ... opportunity to provide exceptional client service, operational marketing, and administrative support. You will...trades. You will also assist in building and maintaining client relationships, managing account reviews, and engaging in risk… more
- JPMorgan Chase (New York, NY)
- …staying invested, and investing with less emotion. **Job Summary:** As an Internal Client Advisor Associate within the Asset Management team, you will be ... mutual funds, ETFs, and separately managed accounts in partnership with an External Client Advisor. This role provides an opportunity to demonstrate your passion for… more
- JPMorgan Chase (New City, NY)
- …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
- 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
- WTW (New York, NY)
- **Description** The Associate Client Advocate (ACA) client -facing functions utilizing the colleague's advanced skills in Commercial Property and Casualty ... Logistics + Real Estate, Hospitality, & Leisure + Global Natural Resources The Associate Client Advocate (ACA) owns client service activities and client … more