- HSBC (New York, NY)
- …our people, our investors, our communities and the planet we all share. The Client Experience Associate supports retail operational, service, accounting and ... with Center Manager and the center team to support these efforts As our Client Experience Associate you will: + Greet and assist customers who visit the… more
- Morgan Stanley (New York, NY)
- …this by engaging in client service activities, optimizing the client experience , and managing vendor/external business partner relationships. Morgan Stanley ... We're seeking someone to join our team as an Associate in the Client Onboarding & Due...to complete deliverables. * At least 2 years' relevant experience would generally be expected to find the skills… more
- CBRE (New York, NY)
- Sr. Associate , Client Care Job ID 183837...in the real estate/ real assets industry. + Proven experience in Client Care/ Client Relations/Investor ... Client Solutions team is seeking a seasoned Client Care Senior Associate to support capital...Specialist role within an investment management firm. + Proven experience collaborating with others, providing guidance to more junior… 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 ... Institutions and Professional Services Industry Vertical Division (IVD). The Associate Client Advocate (ACA) owns client... Client Advocate is to provide an exceptional client experience , with a primary focus on… more
- WTW (Millburn, NJ)
- **Description** The Associate Client Advocate (ACA) client -facing functions utilizing the colleague's advanced skills in Commercial Property and Casualty ... Institutions and Professional Services Industry Vertical Division (IVD). The Associate Client Advocate (ACA) owns client... Client Advocate is to provide an exceptional client experience , with a primary focus on… 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
- Morgan Stanley (New York, NY)
- …the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through ... Stanley sponsored benefit programs. **Job:** **Wealth Management* **Title:** *Registered Client Service Associate **Location:** *New York-New York* **Requisition… 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 ... client in the reporting system. + Assist the Associate Director with key project deliverables for multiple projects...Math, Engineering or Technology. + 2+ years of business experience in Client Reporting. Asset Management is… more
- TD Bank (New York, NY)
- …contact for assigned client relationships, provides a Best in Class client experience in accordance with established service level agreements (SLAs), through ... Team as required + Participates in project related initiatives to enhance client experience + Supports collection of outstanding documentation and ad… more
- Morgan Stanley (New York, NY)
- … Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists ... its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *PWM Registered Client Service Associate * **Location:** *New York-New York*… more
- 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...for processing at the direction of the FA/PWA *EDUCATION, EXPERIENCE , KNOWLEDGE, and SKILLS:* *Education and/or Experience *… more
- Neuberger Berman (New York, NY)
- …portfolio and product analytics, as well as portfolio review materials. The Associate will partner with Portfolio Management, Client Service, IT, Marketing, ... The candidate will play an integral role within the Quantitative Client Reporting & Portfolio Analytics team based in New York. This individual will be supporting… more
- Neuberger Berman (New York, NY)
- **Summary:** Join Neuberger Berman Private Wealth as a Client Associate . You will provide essential operational support to a seasoned Wealth Advisor Team at ... Neuberger Berman Private Wealth. The role aims to enhance the client experience by assisting with the service, maintenance, and growth of the team's… more
- Morgan Stanley (New York, NY)
- …Stanley sponsored benefit programs. **Job:** **Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *New York-New York* ... *POSITION SUMMARY* Client Service Associates provide exceptional service to our...reports for processing at the direction of theFA/PWA *EDUCATION, EXPERIENCE , KNOWLEDGE, and SKILLS:* * High School Diploma/Equivalency *… 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 ... + Detail oriented + Invested in personal development + Consistently pursues client experience excellence + Works quickly to fulfill client needs, delivering… more
- KPMG (New York, NY)
- **Business Title:** Global Executive & Private Client Group (GEPC) Senior Associate **Requisition Number:** 112753 - 68 **Function:** Tax Services **Area of ... KPMG is currently seeking a Global Executive & Private Client Group (GEPC) Senior Associate to join...service models to support a consistent high level customer experience , and ensuring pre-established client service level… more
- Bank of America (Great Neck, NY)
- Wealth Management Client Associate Great Neck, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management ... 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 (Jersey City, NJ)
- …to identify inefficiencies and manage improvement operations. As a Prime Clients Operations Associate I within our Prime Brokerage team, you will be tasked with ... limited to, trade bookings, settlement exceptions, documentation, audits, technology, and client reporting. You will also provide support for clients trading… more
- JPMorgan Chase (Brooklyn, NY)
- …manage client expectations and concerns, with focus on delivering unparalleled client experience + Provide operations subject matter expertise and value ... front line, ensuring that every interactions leaves a lasting positive impression. As a Client Service Associate in our Security Services Custody Client … more
- JPMorgan Chase (New York, NY)
- …for arranging corporate & expert access events for our institutional investor & corporate client partners. As an Associate on the Investor Access team, you will ... The Client Intelligence and Solutions Sales team is looking for an experienced Associate on our NY Investor Access team. JPM Investor Access team is responsible… more