- 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
- Bank of America (Great Neck, NY)
- Wealth Management Client Associate Great Neck, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management ... 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 (Great Neck, NY)
- Registered Wealth Management Client Associate Great Neck, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… 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
- Topgolf (Paramus, NJ)
- The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or ... initiatives and CRM activity to drive and reward repeat business + Adhere to client service standards and company policies and procedures + Foster a friendly, open… 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 (New York, NY)
- …modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business ... Stanley sponsored benefit programs. **Job:** **Wealth Management* **Title:** *Registered Client Service Associate **Location:** *New York-New York* **Requisition… 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
- 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)
- …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)
- …Stanley sponsored benefit programs. **Job:** **Wealth Management* **Title:** *Registered 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
- Broadridge Financial Solutions (Newark, NJ)
- …along the way, come join the Broadridge team. Broadridge is growing! We are seeking a Client Management Associate to join our team in Newark, New Jersey! We are ... looking for someone to lead the implementation of new clients, manage existing client relationships and assist with developing new offerings to grow our firm's… 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 ... Center Manager and the center team to support these efforts As our Client Experience Associate you will: + Greet and assist customers who visit the Wealth Center… 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
- 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)
- …staying invested, and investing with less emotion. **Job Summary:** As an Internal Client Advisor Associate within the Asset Management team, you will be ... mutual funds, ETFs, and separately managed accounts in partnership with an External Client Advisor. This role provides an opportunity to demonstrate your passion for… more
- Publicis Groupe (New York, NY)
- …In an industry with much uncharted territory, trust a steady hand. **Overview** As a Client Partnerships Associate , you will be a vital team player to your CJ ... building and interpreting program performance data + As part of a Client Development team, collaborate with cross-departmental teams to identify and troubleshoot… more
- Citigroup (New York, NY)
- The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... of attention to detail + Strong verbal and written communication skills + Client facing experience; strong background and interest in the fields of operations and… more
- JPMorgan Chase (Brooklyn, NY)
- …front line, ensuring that every interactions leaves a lasting positive impression. As a Client Service Associate in our Security Services Custody Client ... Being apart of our Security Services Custody Client Operations team, you're part of a pivotal...along with our Markets business, helps service our core client segments: Asset Managers, Asset Owners, Insurance/GSEs, Banks/Broker Dealers… more