• Client Associate

    Dow Jones (New York, NY)
    …Corp (Nasdaq: NWS, NWSA; ASX: NWS, NWSLV). **About the Role** In this role, the Client Associate is a key team player, partnering to sell integrated media ... and partnerships to large Financial Services clients. This position supports designated Client Partners/ Associate Client Partners to prepare proposals,… more
    Dow Jones (09/09/24)
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  • Registered Wealth Management Client

    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 (09/12/24)
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  • Wealth Management Client Associate

    Bank of America (New York, NY)
    Wealth Management Client Associate NEW YORK, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities… more
    Bank of America (09/21/24)
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  • Private Wealth Client Associate

    Bank of America (New York, NY)
    Private Wealth 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
    Bank of America (09/17/24)
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  • Registered Wealth Management Client

    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 ... 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 (09/12/24)
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  • JP Morgan Advisors - Senior Client

    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
    JPMorgan Chase (09/23/24)
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  • JP Morgan Wealth Management- Client

    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
    JPMorgan Chase (09/20/24)
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  • Client Service Associate

    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 ... to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Client Service Associate * **Location:** *New York-New York*… more
    Morgan Stanley (09/14/24)
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  • Client Service Associate

    Motion Recruitment Partners (New York, NY)
    Client Service Associate New York, NY **Hybrid** Contract Up to $0.72/hr **Title:** Client Service Associate **Description:** Job Description Summary The ... for all of our clients. We are looking for our next Client Service Associate to support our growing business. Successful candidates will have experience working… more
    Motion Recruitment Partners (09/20/24)
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  • Client Reporting Associate

    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
    Principal Financial Group (08/21/24)
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  • PWM Registered Client Service…

    Morgan Stanley (New York, NY)
    …its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *PWM 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 (09/21/24)
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  • Client Service Associate *

    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
    Morgan Stanley (09/17/24)
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  • Registered Client Service Associate

    Morgan Stanley (New York, NY)
    …Stanley sponsored benefit programs. **Job:** **Wealth Management* **Title:** *Registered Client Service Associate **Location:** *New York-New York* **Requisition ... *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 (09/17/24)
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  • Client Relationship Associate

    Robert Half Finance & Accounting (Middlesex, NJ)
    Description Robert Half is looking for a Client Relationship Associate to join our cleint's team in the Middlesex, New Jersey area. This role is pivotal for ... communication with clients, pitching and coordinating product placement, and ensuring client satisfaction. Responsibilities: * Manage and maintain a portal of… more
    Robert Half Finance & Accounting (08/29/24)
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  • Client Management Associate

    Broadridge Financial Solutions (Newark, NJ)
    …along the way, come join the Broadridge team. Broadridge is growing! We are seeking a Client Management Associate to join our team in Newark, New Jersey! We are ... looking for someone to lead the implementation of new clients, manage existing client relationships and assist with developing new offerings to grow our firm's… more
    Broadridge Financial Solutions (09/20/24)
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  • Client Tax Associate

    Morgan Stanley (New York, NY)
    We're seeking someone to join our team as a Client Tax Associate in Wealth Management Operationsto perform numerous data reviews, tax forms, interacting with ... financial transactions, devise and implement effective controls and develop client relationships. This is an Associate level...and develop client relationships. This is an Associate level position level position within Core Services, which… more
    Morgan Stanley (09/17/24)
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  • Client Support Associate

    Amalgamated Bank (New York, NY)
    Amalgamated Bank seeks a highly motivated Client Support Associate to act in a lead capacity to provide oversight over all pricing, proxy, billing, statement, ... and customers. Essential Job Functions: + Work directly with client facing teams to resolve issues. This may include...FIS counterparts to resolve. + Use judgement when analyzing client issues to determine trends with billing, statement, UNITY… more
    Amalgamated Bank (08/15/24)
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  • Client Services Associate

    Brooklyn Defender Services (Brooklyn, NY)
    Brooklyn Defender Services (BDS) is seeking a Client Services Associate to join our team. BDS is a public defense office representing low-income New Yorkers in ... including housing, public benefits, education, and employment issues. The Client Services Center is the first point of contact...for clients and visitors coming to the office. The Client Services Team greets clients and visitors, assists clients… more
    Brooklyn Defender Services (09/20/24)
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  • Prospect Management and Client Coverage…

    Morgan Stanley (New York, NY)
    …workforce (M/F/Disability/Vet **Job:** **Wealth Management* **Title:** *Prospect Management and Client Coverage Associate /AVP* **Location:** *New York-New York* ... place for people to learn, to achieve and prosper. The Prospect Management & Client Coverage team is embedded within the broader Strategic Client Management… more
    Morgan Stanley (09/19/24)
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  • Client Tax Associate

    Morgan Stanley (New York, NY)
    We're seeking someone to join our team as a Client Tax Associate in Operations to ensure that all IRS Tax documentations, withholding, reporting, deposits and ... financial transactions, devise and implement effective controls and develop client relationships. This is an Associate level...and develop client relationships. This is an Associate level position within Core Services which perform and… more
    Morgan Stanley (09/11/24)
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