- Neuberger Berman (New York, NY)
- …the North American Intermediary sales team, the primary responsibility of the Advisor Consultant Associate (ACA) or Client Associate (CA) is to partner with ... the Advisor Consultant or Client Advisor (external wholesaler) to promote and sell Neuberger...geographic region. **Responsibilities:** + Partner with Advisor Consultant or Client Advisor to promote and sell Neuberger Berman equity,… more
- Bank of America (Paramus, NJ)
- Wealth Management Client Associate Paramus, New Jersey **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
- 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
- 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
- JPMorgan Chase (White Plains, NY)
- …initiatives to Private Client Investment Associates + Support Private Client Investment Associate performance and development through onboarding and ... training, and periodic in field workshops to improve Private Client Investment Associate effectiveness and expertise + Identify opportunities to develop and… 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 provide exceptional service to our...in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role… more
- CIBC (New York, NY)
- …visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a Client Service Associate , you will provide day-to-day administrative ... support for a variety of high-net-worth client accounts (revocable and irrevocable trusts, investment management accounts,...foundations) and act as a trusted partner to the Client Service Manager(s) by serving as their primary point… 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
- Morgan Stanley (New York, NY)
- …(M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Private Wealth Management 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
- Citizens (New York, NY)
- Description The Client Relations Associate supports Private Bank's residential loan and commercial real estate loan products. They will focus on processing, ... loan application process and services their needs post-loan close. The Client Relations Associate has a thorough understanding of the loan origination process as… more
- City National Bank (New York, NY)
- * CLIENT SERVICE ASSOCIATE SENIOR CNS* *WHAT IS THE OPPORTUNITY?* This is a hybrid service role that will support select investment account related activities as ... support to Investment Officers, Trust Officers, Financial Advisors, CNB colleagues, and client requests across a broad range of brokerage activities for retirement… more
- JPMorgan Chase (New City, 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)
- …offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JPMorgan Wealth Management, you will have the ... opportunity to provide exceptional client service, operational marketing, and administrative support. You will...trades. You will also assist in building and maintaining client relationships, managing account reviews, and engaging in risk… 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
- 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
- Cline Davis & Mann (New York, NY)
- …change on behalf of important healthcare brands. **Title:** Client Solutions Associate **Department/Discipline:** Strategy/New Business **Company/Location:** ... meetings, room reservations, preparing agendas, preparing handouts and/or coordinating client events and entertainment. + Responsible for developing detailed… more
- NCR VOYIX (New York, NY)
- …best-known brands around the world to your local favorite around the corner. The Client Training Associate is a specialist role within the Hospitality Field ... Deployments team performing duties including client trainings, installations, go live support, and on-site troubleshooting. This role requires basic knowledge of POS… more
- WTW (New York, NY)
- **Description** The Associate Client Advocate (ACA) client -facing functions utilizing the colleague's advanced skills in Commercial Property and Casualty ... Logistics + Real Estate, Hospitality, & Leisure + Global Natural Resources The Associate Client Advocate (ACA) owns client service activities and client … more
- CBRE (New York, NY)
- Sr. Associate , Client Care Job ID 183837 Posted 14-Oct-2024 Service line REI Segment Role type Full-time Areas of Interest Customer Service, Investment ... Investment Management Client Solutions team is seeking a seasoned Client Care Senior Associate to support capital raising efforts and client service for… 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