- Bank of America (New York, NY)
- Registered Private Wealth Client Associate New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... to make a difference. Join us! **Job Description:** The **Registered Private Wealth Client Associate ** is responsible for providing client service support… 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 ... results focused and effective. **Position Overview:** The **Registered** **Wealth Management Client Associate ** role is a sales support position, typically… more
- Bank of America (Paramus, NJ)
- Registered Wealth Management Client Associate Paramus, New Jersey **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
- Bank of America (West Nyack, NY)
- Wealth Management Client Associate West Nyack, 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
- Publicis Groupe (New York, NY)
- **Company Description** **Job Description** The Client Associate will grow a current book of business, particularly within the Tech and Telco Vertical. They will ... into Tech and Digital. **Responsibilities** + Serve as a client partner, focusing on creating win/win outcomes to drive...of our data in technology platforms. + Responsible for client reporting, analysis, and insights. Uncovering insights from the… 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 have extensive... service. In this position you will have extensive client contact; you will be involved in all activities… more
- PNC (Ridgewood, NJ)
- …valued and have an opportunity to contribute to the company's success. As a Client Service Associate within PNC's Private Bank organization, you will be based ... Some responsibilities may be performed remotely, at the manager's discretion. The Client Service Associate serves as the primary point of contact for our clients… more
- Raymond James Financial, Inc. (Newark, NJ)
- **Description** **Overview** + Senior Registered Client Service Associate with potential supplemental compensation on a Chairman's Council, top ranked financial ... Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem… more
- Morgan Stanley (Paramus, NJ)
- …its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *New Jersey-Paramus* ... *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
- Raymond James Financial, Inc. (Hackensack, NJ)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative ... With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office...branch office expenses and expense reports. * Opens new client accounts and researches client and security… more
- Morgan Stanley (New York, NY)
- …to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * 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
- 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, ... and customers. Essential Job Functions: + Work directly with client facing teams to resolve issues. This may include...FIS counterparts to resolve. + Use judgement when analyzing client issues to determine trends with billing, statement, UNITY… more
- JPMorgan Chase (White Plains, NY)
- …of employment + Unlicensed or partially licensed hires will hold the Private Client Investment Associate Licensing title until licensing is obtained within ... licensed with required licenses, hire will move into Private Client Investment Associate title **What you will receive** Comprehensive compensation that includes… more
- Brooklyn Defender Services (Brooklyn, NY)
- Brooklyn Defender Services (BDS) is seeking a Client Services Associate to join our team. BDS is a public defense office representing low-income New Yorkers in ... including housing, public benefits, education, and employment issues. The Client Services Center is the first point of contact...for clients and visitors coming to the office. The Client Services Team greets clients and visitors, assists clients… more
- JPMorgan Chase (Ramsey, NJ)
- …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
- 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
- HSBC (Scarsdale, NY)
- …the planet we all share. Here's what you can expect: As the Client Experience Associate supports retail operational, service, accounting and compliance-related ... Wealth Center. Manages completion of branch transactional activities while supporting client alternative delivery channel alternatives. Ensures a premium client … more
- CBRE (New York, NY)
- Associate , Client Care - CBRE Investment Management Job ID 176731 Posted 30-Jul-2024 Service line REI Segment Role type Full-time Areas of Interest Investment ... please visit www.cbreim.com. **About the role** Reporting directly to the Head of Client Care, the Client Care Associate will take on a pivotal role within… 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...Ratings, Credit Analytics, and the Market Intelligence Platform. Credit Client Services interacts with many internal teams, including Commercial,… 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