- 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
- 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 (Melville, NY)
- Wealth Management Client Associate Melville, 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 (Stamford, CT)
- Wealth Management Client Associate Stamford, Connecticut **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
- 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 (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
- Morgan Stanley (Purchase, NY)
- …modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business ... Financial Advisors *Additional responsibilities and requirements for a Registered Client Service Associate * * Input orders at the direction of clients and/or… more
- Morgan Stanley (Garden City, 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-Garden City*… more
- 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
- 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
- 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
- Neuberger Berman (New York, NY)
- Summary: The Client Service Associate (CSA) is a key relationship management and servicing support role within Neuberger Berman's NA Institutional business. The ... CSA will report to the Head of NA Client Service. They will support a Client Service Advisor(s) and their day-to-day responsibilities, client servicing needs… 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 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 (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 (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 (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
- 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
- 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
- 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 (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