- 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
- 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
- Motion Recruitment Partners (New York, NY)
- Client Service Associate New York, NY...service for all channels **You will receive the following benefits :** + Medical Insurance - Four medical plans to ... **Hybrid** Contract Up to $0.72/hr **Title:** Client Service Associate **Description:** Job Description Summary...for you and your family + Dental & Orthodontia Benefits + Vision Benefits + Health Savings… 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
- 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
- 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 ... invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America… 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. **Position Overview:** The **Registered** **Wealth Management Client Associate ** role is a sales support...NEW YORK - 75 ROCKEFELLER PLZ (NY3075) Pay and benefits information Pay range $26.00 - $40.50 hourly pay,… 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 ... advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...Melville - 1305 WALT WHITMAN RD (NY3305) Pay and benefits information Pay range $25.00 - $37.00 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
- 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
- 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 ...a discretionary bonus. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, 401(k), life… more
- KPMG (New York, NY)
- **Business Title:** Tax Associate , Global Executive & Private Client Group | Multiple Locations Summer/Fall 2025 **Requisition Number:** 115816 - 68 ... as a firm. KPMG is currently seeking a Tax Associate for our Global Executive & Private Client...the firm is proud to offer a comprehensive, competitive benefits package, with options designed to help you make… 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)
- …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
- 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
- JPMorgan Chase (New York, NY)
- …staying invested, and investing with less emotion. **Job Summary:** As an Internal Client Advisor Associate within the Asset Management team, you will be ... and separately managed accounts in partnership with an External Client Advisor. This role provides an opportunity to demonstrate...achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on… more
- Neuberger Berman (New York, NY)
- …emphasizes conservation growth. **Position Overview:** We are looking for a portfolio/trading associate in our NYC office to join the Fraenkel Group. **Primary ... internal and external reporting + Process account openings/closings, transfers, and other client requests + Create, monitor, and update financial data reports +… more
- Kyndryl (New York, NY)
- …world for our employees, our customers and our communities. **The Role** As a Associate Director, Client Solutions Advisor, you will apply your knowledge of ... transformation and cloud adoption solutions for our customers. Have conversations with client C-Suite on transformation methods and planning. + Work as part of… more
- City National Bank (New York, NY)
- **REGULATORY ASSOCIATE , IN-BUSINESS CLIENT SERVICE & OPERATIONS RISK & CONTROLS** **WHAT IS THE OPPORTUNITY?** This position will work directly with the City ... in identifying, monitoring and mitigating operational and regulatory risks within Client Service & Operations.The role will support corporate governance enhancement… more
- HSBC (Scarsdale, NY)
- …the planet we all share. Here's what you can expect: As the Client Experience Associate supports retail operational, service, accounting and compliance-related ... Wealth Center. Manages completion of branch transactional activities while supporting client alternative delivery channel alternatives. Ensures a premium client … more