- Outreach Development Corporation (Brentwood, NY)
- Summary of Position: The Client Benefit Associate will be responsible for the accurate collection and tracking of information related to the client ... appropriate insurance, Medicaid and financial information is collected from each client and/or the parent/guardian of adolescent clients. + Review financial… 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...not required (CPCU, ARM, CIC, CRIS, CRM) **Compensation and Benefits ** Base salary range and benefits information… more
- Morgan Stanley (New York, NY)
- We're seeking someone to join our team as an Associate in the Client Onboarding & Due Diligence Automation Team within the Firm's Wealth Management Operations ... to support financial transactions, devise and implement effective controls and develop client relationships. This is an Associate level position level position… more
- Morgan Stanley (New York, NY)
- …committed to diversifying its workforce (M/F/Disability/Vet). **Job:** **Other* **Title:** * Client Onboarding KYC Associate * **Location:** *New York-New ... We're seeking someone to join our team as an Associate in Shared Services and Banking Operations department to work on cross functional projects in support of… 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 ... advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...1325 FRANKLIN AVE - MERRILL LYNCH (NY3325) Pay and benefits information Pay range $25.00 - $37.00 hourly pay,… 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 ... advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...Great Neck - 805 Northern Blvd (NY3104) Pay and benefits information Pay range $26.00 - $40.50 hourly pay,… more
- KPMG (Melville, NY)
- **Business Title:** Global Executive & Private Client Group (GEPC) Senior Associate **Requisition Number:** 112753 - 67 **Function:** Tax Services **Area of ... for as a firm. KPMG is currently seeking a Global Executive & Private Client Group (GEPC) Senior Associate to join our Business Tax Services… more
- TD Bank (New York, NY)
- …specific details for this role. **Job Description:** A Relationship Manager Associate (RMA) within the Global Institutional Relationship Management team supports all ... aspects of the client servicing effort and is a key member of...several other key plans such as health and well-being benefits , savings and retirement programs, paid time off (including… more
- JPMorgan Chase (New York, NY)
- …market, we offer investment experience and insight that few other firms can match. As a Client Onboarding associate you will act on behalf of the Client in ... work across internal global partners (ie. product teams, operations, client service) as well as with external client...achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on… more
- Robert Half Finance & Accounting (New York, NY)
- Description Robert Half Financial Services are currently recruiting for a Client Relationship Associate role, at a growing Registered Investment Advisor based in ... verbal and written communication skills + Bachelor degree The Client Relationship Associate role requires 3 days...We provide access to top jobs, competitive compensation and benefits , and free online training. Stay on top of… 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 high-net-worth … 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, ... with the loan application process and services their needs post-loan close. The Client Relations Associate has a thorough understanding of the loan origination… 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 ... interaction and/or written correspondence + Facilitate PF Financial Advisor and client requests for account related information and/or quotes, scheduling and… more
- HSBC (New York, NY)
- …our investors, our communities and the planet we all share. The Client Experience Associate supports retail operational, service, accounting and ... the center team to support these efforts As our Client Experience Associate you will: + Greet...as part of an employee's overall total compensation and benefits . Variable pay generally takes the form of discretionary,… 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
- 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 ... Foundry delivers the best of both worlds to a client roster that spans some of the world's best...work on a high-energy, highly visible account. The Senior Associate supports the Operations Associate Director and… 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)
- …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
- 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...achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on… more