- 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 ... interaction and/or written correspondence + Facilitate PF Financial Advisor and client requests for account related information and/or quotes, scheduling and… more
- Morgan Stanley (New York, NY)
- …to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *PWM Registered Client Service Associate * **Location:** *New ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated… more
- Morgan Stanley (New York, NY)
- …other Morgan Stanley sponsored benefit programs. **Job:** **Wealth Management* **Title:** * Registered Client Service Associate **Location:** *New York-New ... *POSITION SUMMARY:* Registered Client Service Associates provide exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth… more
- Morgan Stanley (New York, NY)
- …other Morgan Stanley sponsored benefit programs. **Job:** **Wealth Management* **Title:** * Registered Client Service Associate **Location:** *New York-New ... client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and… more
- Raymond James Financial, Inc. (Greenwich, CT)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented ... and branch office. * Onboards new clients, opens new client accounts and researches client and security...clients, opens new client accounts and researches client and security information using internal databases and other… 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 ... that is culture driven, resilient, results focused and effective. **Position Overview:** The ** Registered ** **Wealth Management Client Associate ** role is a… 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 ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- Morgan Stanley (Purchase, NY)
- …sharing and collaborating with Financial Advisors *Additional responsibilities and requirements for a Registered Client Service Associate * * Input orders at ... experience through an elevated standard of care. The Client Service Associate assists with the development...deliver the full firm to clients. We are seeking both* Registered *and*Non- Registered * Client Services Associates for our… more
- Morgan Stanley (New York, NY)
- …members on a daily basis if/as needed * Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the ... with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong… more
- Morgan Stanley (New York, NY)
- …regular meetings and tracking follow-ups * Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at ... and performance measurement for technically advanced accounts. *DUT**I**E**S and RESPONSIBILITIES:* ** * Client Service:* As a key member of the service team, provide… more
- Robert Half Finance & Accounting (New York, NY)
- …Robert Half Financial Services are currently recruiting for a Client Relationship Associate role, at a growing Registered Investment Advisor based in midtown ... + Excellent verbal and written communication skills + Bachelor degree The Client Relationship Associate role requires 3 days per week in the midtown Manhattan… 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 ... service, operational marketing and administrative support to Private Client Advisors within Wealth Management. **Job responsibilities** + Support...60 day condition of employment + If you were registered after October 1, 2018 you must also have… more
- Veterans Affairs, Veterans Health Administration (New York, NY)
- …VA Campus in New York, NY. The Cardiac Catheterization/Electrophysiology Laboratory (CCL) Registered Nurse (RN) delivers and manages the care of patients undergoing ... equivalent to a bachelor's level degree in Nursing may have opportunity to become registered as a nurse with a state licensing board prior to completion of the… more
- Robert Half (New York, NY)
- …that solution. Associate Directors have a solid understanding of their client 's business and demonstrate technical competence in their solution and industry. ... JOB REQUISITION Business Platform Transformation S/4HANA Pre-Sales Architect - Associate Director LOCATION NEW YORK CITY ADDITIONAL LOCATION(S) JOB DESCRIPTION You… more
- Foresters Financial Services (Westbury, NY)
- Sales Support Associate Sales Westbury, New York Apply Description What we need: This role supports the Registered Financial Services Sales Representative's ... of hire to allow the incumbent to expand the client support provided to the Representative. What you will...advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in… more
- Neuberger Berman (New York, NY)
- Chief Compliance Officer for over $55 billion complex of funds registered under the Investment Company Act of 1940, covering multiple asset classes and strategies ... closed-end fund structures. **Responsibilities:** + Managing all aspects of a registered fund compliance program, including: + Annual Rule 38a-1 compliance review;… more
- City of New York (New York, NY)
- …- PLEASE READ: Only those who are currently serving as a permanent Associate Project Manager will be considered. The NYC Department of Environmental Protection (DEP) ... gas emissions through small and medium-sized capital projects. As an Associate Project Manager for the Mechanical Engineering Section, the selected candidate… more
- SMBC (New York, NY)
- …to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The ... to its employees. **Role Description** The Sales Middle Office Associate role will be joining the newly created Sales...etc.) manage trade lifecycle events, and assist in the client onboarding process (initiate credit application process and help… more
- SMBC (New York, NY)
- …to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The ... Description** SMBC's Global Structured Finance Department is looking for an Associate to join its Portfolio Management team covering project finance transactions… more
- SMBC (New York, NY)
- …to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The ... SMBC Capital Market, Inc has an opening for an Associate for Liquidity Risk. This position resides within the...be permitted for certain roles, including, for example, certain FINRA- registered roles for which in-office attendance for the entire… more