- CIBC (New York, NY)
- …CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a Client Service Associate , you will provide day-to-day ... management accounts, IRAs, foundations) and act as a trusted partner to the Client Service Manager(s) by serving as their primary point of contact for client… 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 ... 63 or 66 licenses *Skills and Knowledge* * 5 years experience in client service , banking operations or relationship management support * 5 years of experience… 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 ... with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team...detail + Strong verbal and written communication skills + Client facing experience; strong background and interest in the… more
- JPMorgan Chase (New York, NY)
- …to our ReEntry Overview page for further information regarding the Program. As a Client Service Associate supporting our Customized Managed Account Solutions ... on key strategic projects to enhance our SMA overall efficiency in our client service business processes. Job Responsibilites + Complete account set up and data… more
- WTW (New York, NY)
- …+ Real Estate, Hospitality, & Leisure + Global Natural Resources The Associate Client Advocate (ACA) owns client service activities and client ... **Description** The Associate Client Advocate (ACA) client...design and delivery of full client presentations/proposals, client advocacy reports, client service … more
- Neuberger Berman (New York, NY)
- …portfolio review materials. The Associate will collaborate with Portfolio Management, Client Service , Marketing, RFP, Technology and Legal Teams to deliver ... The Client Reporting & Analytics Associate will play an integral role in the Global Client Platform Group and will be directly aligned with Neuberger… more
- CIBC (New York, NY)
- …a proof of concept and precursor to the formal establishment of a US Senior Client Relationship Management Office (SRMO). The Associate will be involved in the ... to discuss advancements and opportunities related to each Targeted Client . The Associate will engage in a... coverage + Identify and propose new product and service capabilities for consideration by relevant businesses and Strategy… 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 ... Senior Associate , Client Care Job ID 183837 Posted 16-Jan-2025 Service line REI Segment Role type Full-time Areas of Interest Investment Management… more
- Neuberger Berman (New York, NY)
- …Private Wealth Management business. The Client Associate enhances the client experience by assisting with the service , maintenance and growth of the ... **Summary:** The Client Associate will provide comprehensive operational...daily activities of operational support team and facilitate all client service needs. + Act as a… more
- WTW (Short Hills, NJ)
- …is one of teamwork, proactive, consistent communication and challenging the status quo around client service . She is a passionate advocate for her team, making ... **Description** We are looking for a driven, client -centric associate to join a high-performance...level. The ACA is a key member of the client service team, responsible for facilitating the… more
- Penguin Random House (New York, NY)
- … Operations to join our collaborative team. The ideal candidate will possess strong client service skills, have a desire to grow within our organization, and ... passion for reading are encouraged to apply. About the Role The Senior Associate , Client Operations is a key member of our team, responsible for providing… more
- Simon & Schuster (New York, NY)
- Associate Director, Client Sales, Special Markets 1230 Ave of the Americas, New York, NY 10036, USAReq #405 Thursday, January 2, 2025 Simon & Schuster was named ... information visit our website at www.simonandschuster.com. **Simon & Schuster is seeking an Associate Director, Client Sales, Special Markets who will be a key… more
- Bank of America (New York, NY)
- Wealth Management Client Associate -Part Time NEW YORK, 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
- 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 ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- JPMorgan Chase (Jersey City, NJ)
- …servicing and delivering solutions to clients, you have found the right team! As a Client Manager Associate in the Escrow and Paying Agency Team, you will report ... of working capital. **Job Responsibilities:** + Provide strong customer service by responding quickly and accurately to client... service by responding quickly and accurately to client requests, offering solutions to client needs,… more
- Neuberger Berman (New York, NY)
- …the North American Intermediary sales team, the primary responsibility of the Advisor Consultant Associate (ACA) or Client Associate (CA) is to partner with ... providing product updates, setting up sales appointments, and following up on client service + Act as a resource to advisors by developing and maintaining… more
- JPMorgan Chase (New York, NY)
- …**Job Responsibilities** + Lead and influence cross-functional teams across Institutional Client Service , Product teams, Operations, Product Development, Global ... that few other firms can match. As a US Client Onboarding Management associate on the onboarding...delivering against complex business strategies + Prior experience in Client Service , Operations, or Business Management +… more
- JPMorgan Chase (New York, NY)
- 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 ... firms. Embrace the challenge of shaping the future of client service and make your mark by...delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team,… more
- HSBC (Brooklyn, NY)
- …banking experience, including operations and customer service experience. As our Client Experience Associate you will: + Greet and assist customers who ... communities and the planet we all share. As our Client Experience Associate , you'll help new and...owner of the customer experience within the branch ensuring service excellence and timely resolution of service … more
- M&T Bank (New York, NY)
- …Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders ... business partners in process workflow to ensure timely processing and exceptional client service and experience for HNW and UHNW clients. The position has direct… more