- Eclaro (Munsey Park, NY)
- …technology solutions begin. ECLARO is looking for a Disaster Recovery Engineer for our client in New York, NY. ECLARO's client is a leading technology solutions ... dependency assessments to map out interdependencies between systems, applications, and services , ensuring seamless failover and recovery. Define, manage, and test… more
- WTW (New York, NY)
- …our Financial Institutions and Professional Services Industry Vertical Division (IVD). The Associate Client Advocate (ACA) owns client service ... **Description** The Associate Client Advocate (ACA) client...design and delivery of full client presentations/proposals, client advocacy reports, client service … 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
- Morgan Stanley (New York, NY)
- …diversifying its workforce (M/F/Disability/Vet). **Job:** **Fund Services * **Title:** *Fund Services - Technical Associate - Client Computing Solutions ... *Technical Associate - Client Computing Solutions Team*...Computing Solutions Team* *Product Development in Morgan Stanley Fund Services * Job Description: Morgan Stanley Fund Services … more
- Publicis Groupe (New York, NY)
- …marketing, and sociology, psychology, and other liberal arts disciplines. **Overview** The Senior Associate , Client Operations will be part of a growing ... our clients' brands, and to buy more products and services from them. Balancing the nimble spirit of a...Foundry delivers the best of both worlds to a client roster that spans some of the world's best… more
- Morgan Stanley (New York, NY)
- …Number" and click "Search jobs." No calls please. EOE **Job:** ** **Title:** * Associate , Client Services * **Location:** *New York-New York* **Requisition ... _Morgan Stanley & Co. LLC seeks an Associate , Client Services__in New York, New York_ Market make and trade options on SPX Index. Manage risk on both an… more
- Kyndryl (New York, NY)
- …world for our employees, our customers and our communities. **The Role** As a Associate Director, Client Solutions Advisor, you will apply your knowledge of ... and offering managers to map out and execute against service roadmaps. + Assessment of technologies or products via...+ Experience in providing public cloud transformation and modernization services in context of a client 's business.… more
- Bank of America (Garden City, NY)
- Wealth Management Client Associate Garden City, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management...effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial… 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
- Neuberger Berman (New York, NY)
- …in Microsoft Word, Outlook, PowerPoint. + Preferred: 2-3 years of client service /support or related experience in the financial services industry. + Strong ... **Summary:** Join Neuberger Berman Private Wealth as a Client Associate . You will provide essential...base. **Responsibilities:** + Support daily operations and address all client service needs. + Serve as a… more
- Wells Fargo (Melville, NY)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... and preparing for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues +… more
- JPMorgan Chase (Greenwich, CT)
- …scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business ... their clients. You will establish, maintain, and build relationships while delivering exceptional client service . In this role you will have extensive client… more
- Topgolf (Garden City, NY)
- The Client Associate is responsible for maintaining...to drive and reward repeat business + Adhere to client service standards and company policies and ... the in-store sales and service experience and promoting sales culture within the retail...**EDUCATION AND EXPERIENCE** + Minimum 1-year experience in a client services related capacity **PHYSICAL REQUIREMENTS /… more
- Morgan Stanley (Purchase, NY)
- …by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of ... and collaborating with Financial Advisors *Additional responsibilities and requirements for a Registered Client Service Associate * * Input orders at the… more
- Morgan Stanley (Garden City, NY)
- …by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of ... to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Client Service Associate * **Location:** *New York-Garden… more
- Principal Financial Group (New York, NY)
- **What You'll Do** We're looking for a Client Reporting Associate to join our Principal Asset Management Operations Reporting team. In this role, you'll lead ... of the client in the reporting system. + Assist the Associate Director with key project deliverables for multiple projects this could include: redesigning… 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...documentation remains current * Identify and assist with Firm services and solutions that support clients' needs including banking… 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:* Registered Client Service Associates provide exceptional ...of industry experience preferred *Knowledge/Skills* * Knowledge of financial services products, including but not limited to equities, bonds,… more
- Raymond James Financial, Inc. (Greenwich, CT)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... Responsibilities** * Serves as first point of contact to service a high volume of daily interactions, including basic...and branch office. * Onboards new clients, opens new client accounts and researches client and security… more
- Morgan Stanley (Garden City, NY)
- …to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Client Service Associate **Location:** *New York-Garden ... *POSITION SUMMARY* Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s)… more
