- Morgan Stanley (New York, NY)
- …to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *PWM Registered Client Service Associate * **Location:** ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an… more
- Morgan Stanley (New York, NY)
- …and other Morgan Stanley sponsored benefit programs. **Job:** **Wealth Management* **Title:** * Registered Client Service Associate - Spanish/English ... *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)
- …and other Morgan Stanley sponsored benefit programs. **Job:** **Wealth Management* **Title:** * Registered Client Service Associate **Location:** *New ... the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through… more
- Morgan Stanley (New York, NY)
- …and other Morgan Stanley sponsored benefit programs. **Job:** **Wealth Management* **Title:** * Registered Client Service Associate * **Location:** *New ... *POSITION SUMMARY* Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s)… more
- Morgan Stanley (Purchase, NY)
- …sharing and collaborating with Financial Advisors *Additional responsibilities and requirements for a Registered Client Service Associate * * Input orders ... experience through an elevated standard of care. The Client Service Associate assists with...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)
- …if/as needed * Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the ... client experience * Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings as well as… 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 ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- Guardian Life (New York, NY)
- This is a service oriented role in a fast- paced environment for a retail broker/dealer and RIA. This role handles all aspects of order entry for mutual funds, ... fixed income, and annuities. Orders are accepted from PAS Registered Representatives and our end clients via phone or...order entry through Annuity net + Review trades and client transactions including mutual fund shares classes, breakpoints, ROA,… more
- JPMorgan Chase (Great Neck, NY)
- … Investment Associate in JP Morgan Wealth Management, you will provide client service , operational marketing and administrative support to Private Client ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… 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 ... be tested will be denied employment with VA. Selective Service Registration is required for males born after 12/31/1959....level degree in Nursing may have opportunity to become registered as a nurse with a state licensing board… 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
- Robert Half (New York, NY)
- …You excel at identifying opportunities to integrate product solutions and resources to improve client service capabilities. + You view client challenges as ... JOB REQUISITION New York Technology Audit and Advisory Associate Director LOCATION NEW YORK CITY ADDITIONAL LOCATION(S)...client requests and commitments . Protiviti is not registered to hire or employ personnel in the following… 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 ... business with day-to-day administrative assistance while enhancing the service experience of clients*. *This role requires FINRA licensing...of hire to allow the incumbent to expand the client support provided to the Representative. What you will… more
- Morgan Stanley (New York, NY)
- …Management (MSIM) is one of the largest global asset management organizations of any full- service securities firm, with more than 40 years of history, a presence in ... March 31, 2024. MSIM strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a… 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)
- …and finalized promptly; Prepares Contract Documents; Performs Design Support Investigations; and Client Service ; will work on Capital and JOC assignments for ... Only those who are currently serving as a permanent Associate Project Manager will be considered. The NYC Department...valid New York State license as a Professional Engineer, Registered Architect, or Registered Landscape Architect. Experience… more
- Charles Schwab (New York, NY)
- …opportunity** The Banking & Trust Sales team is seeking a Regional Banking Associate (RBA) to provide dedicated support for the Regional Banking Managers (RBMs). The ... & Trust solutions among our retail branch partners as well as with Registered Investment Advisors (RIAs) who utilize Schwab to custody their clients' assets. **What… more
- Robert Half (New York, NY)
- …You excel at identifying opportunities to integrate product solutions and resources to improve client service capabilities. + You have interest in working with a ... the latest tools and methods. You'll develop lasting relationships with client personnel and further these relationships through quality product delivery. You'll… more
- Robert Half (New York, NY)
- …provide impactful advice and solutions. You'll develop lasting relationships with client personnel and further these relationships through quality product delivery. ... clients and communities. + You have interest in participating in the preparation of client proposals and strategies to win new business. + You have interest in… more
- Wolters Kluwer (New York, NY)
- …within an assigned territory that currently do not have CT Corporation as their registered agent. You will report to the Associate Director, Sales - Financial ... by identifying organizations within assigned territory using competitors as registered agents; engage the client account at...services are initiated and delivered; ensure that the assigned Service Team is informed early in the sales cycle;… more