- Dow Jones (New York, NY)
- …to large Financial Services clients. This position supports designated Client Partners/ Associate Client Partners to prepare proposals, maintain ... NWS, NWSLV). **About the Role** In this role, the Client Associate is a key team player,...support their CP/ACP in all sales to the Financial Services clients to achieve/exceed quarterly revenue goals. Client… 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 ... and prepare for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues,… 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 ... and preparing for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues +… 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 ... will establish, maintain, and build relationships while delivering exceptional client service . In this position you will...Word, PowerPoint, and Excel Chase is a leading financial services firm, helping nearly half of America's households and… 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 ... their clients. You will establish, maintain, and build relationships while delivering exceptional client service . In this role you will have extensive client… more
- Morgan Stanley (New York, NY)
- …by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of ... Morgan Stanley sponsored benefit programs. **Job:** **Wealth Management* **Title:** *Registered Client Service Associate **Location:** *New York-New York*… 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
- Randstad US (Brentwood, NY)
- client services associate . +...Microsoft Excel + Excellent Communication Skills + Responsiveness + Client Service + Basic Computer Skills + ... excellent opportunity for you! We are seeking a dedicated Client Operations Representative to join our dynamic team. In...work with accuracy above speed, and escalate if the ( Service Level Agreement) SLA cannot be met. + Evaluate… more
- Morgan Stanley (Purchase, NY)
- …diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *New ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape...documentation remains current * Identify and assist with Firm services and solutions that support clients' needs including banking… more
- Morgan Stanley (New York, NY)
- …Morgan 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 clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s)… more
- Amalgamated Bank (New York, NY)
- Amalgamated Bank seeks a highly motivated Client Support Associate to act in a lead capacity to provide oversight over all pricing, proxy, billing, statement, ... of our employees and customers. Essential Job Functions: + Work directly with client facing teams to resolve issues. This may include billing discrepancies, access… 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 ... objectives + Other responsibilities as assigned by the Senior Client Service Associate Knowledge, Skills,...will have 5+ years of experience in the financial services industry allowing for a good understanding of broker/dealer… more
- Morgan Stanley (New York, NY)
- …and implement effective controls and develop client relationships. This is an Associate level position within Core Services which perform and manage product ... We're seeking someone to join our team as a Client Tax Associate in Operations to ensure...agnostic and centralized operational services across several businesses or products. Morgan Stanley is… more
- JPMorgan Chase (West Harrison, NY)
- … Investment Associate in JP Morgan Wealth Management, you will provide client service , operational marketing and administrative support to Private Client ... generation + Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance… more
- JPMorgan Chase (New York, NY)
- …phone conversations that deliver the JPMorgan value proposition + Provide superior client service by being responsive, thoughtful and making the clients' ... staying invested, and investing with less emotion. **Job Summary:** As an Internal Client Advisor Associate within the Asset Management team, you will be… 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 ... **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Client Services **Time… more
- CBRE (New York, NY)
- Associate , Client Care - CBRE Investment Management Job ID 176731 Posted 26-Aug-2024 Service line REI Segment Role type Full-time Areas of Interest ... Group, Inc. (NYSE:CBRE), the world's largest commercial real estate services and investment firm (based on 2023 revenue). The...**About the role** Reporting directly to the Head of Client Care, the Client Care Associate… more
- S&P Global (New York, NY)
- …deep 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 ... 07 **The** **Team:** **As a member of the Credit Client Services team, you will serve as...Commercial, Product, Content and Technical Support.** **Responsibilities and Impact:** Client Service Associates are the first point… more
- CBRE (New York, NY)
- … Client Care Senior Associate to support capital raising efforts and client service for its flagship US enhanced return fund series. Reporting directly to ... Sr. Associate , Client Care Job ID 183837 Posted 09-Sep-2024 Service line REI Segment Role type Full-time Areas of Interest Investment Management Location(s)… more
- Neuberger Berman (New York, NY)
- …portfolio review materials. The Associate will collaborate with Portfolio Management, Client Service , Marketing, RFP, Technology and Legal Teams to deliver ... The Client Reporting & Analytics Associate will... client reporting + Participate in firm wide, client service -related strategic initiatives **Requirements:** + Bachelor's… more