- 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
- JPMorgan Chase (New York, NY)
- …data to spark change, and guide customers' trust during crucial onboarding moments. As a Client Success Associate in Liink by JP Morgan, you support our clients ... implementations and internal strategic business initiatives. As a Client Success Associate , you will be leading...achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on… 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
- KPMG (Stamford, CT)
- **Business Title:** Global Executive & Private Client Group (GEPC) Senior Associate **Requisition Number:** 112752 - 20 **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
- S&P Global (New York, NY)
- …understanding of who our clients are and how they use our tools, as a Credit Client Service Associate , you will be a consultant providing the best and most ... 07 **The** **Team:** **As a member of the Credit Client Services team, you will serve as an expert...Staying current on existing and newly developed product offerings **Compensation/ Benefits Information:** (This section is only applicable to US… 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
- Broadridge Financial Solutions (Edgewood, NY)
- …helping others along the way, come join the Broadridge team. The role of the Client Relations Administrator is to provide superior client levels of service to ... while acting as Broadridge's face to the client . The Client Relations Administrator is the...value being part of a diverse team. Compensation & Benefits : + Hourly Rate: $24 - $26 per hour… more
- Randstad US (Brentwood, NY)
- client services associate . + brentwood , new york + posted august 14, 2024 **job details** summary + $18.50 - $19 per hour + temporary + high school + category ... skills? We have an excellent opportunity for you! We are seeking a dedicated Client Operations Representative to join our dynamic team. In this role, you will be… more
- Wells Fargo (Purchase, 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 about ... direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes, scheduling and… more
- Wells Fargo (New York, NY)
- **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career ... direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes + Schedule and… 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
- JPMorgan Chase (West Harrison, 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 ... their clients. You will establish, maintain, and build relationships while delivering exceptional client service. In this position you will have extensive client … more
- BlackRock (New York, NY)
- **About this role** ** Associate , Partner Marketing** **Aladdin Client Business** **New York, Princeton** **What does our business do?** Aladdin investment ... through sales and marketing initiatives. We work directly with client firms, as well as with global, digital and...employees are eligible for an annual discretionary bonus, and benefits including heath care, leave benefits , and… more
- Kestra Financial (Kings Park, NY)
- Summary The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes ... of business objectives + Other responsibilities as assigned by the Senior Client Service Associate Knowledge, Skills, and/or Abilities + Advanced computer… more
- JPMorgan Chase (Greenwich, CT)
- …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 (West Harrison, 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 ... 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
- Neuberger Berman (New York, NY)
- **Summary:** The Client Services Assistant will provide comprehensive operational support to a seasoned Wealth Advisor Team at Neuberger Berman Private Wealth. ... + Participate in daily activities of operational support team and facilitate all client service needs. + Act as a liaison between Wealth Advisors, Portfolio… more