- Capital One Careers (New York, NY)
- Senior Associate , Product Manager - Bank ModernizationAt Capital One, we believe great products begin with a deep understanding of our customers. From our earliest ... Qualifications:At least 3 years of experience with web and client -side mobile platformsAt least 2 years of experience as...be regularly worked.McLean, VA: $109,000 - $124,400 for Sr. Associate , Product Management New York, NY: $118,900 - $135,700… more
- Santander Holdings USA Inc Careers (New York, NY)
- Associate - Financial Advisory, Structured FinanceNew York, United States of AmericaUSA Job Family Description: The Associate - Financial Advisory will be a ... to clients related to financing and strategic transactions.USA Job Function Description:The Associate - Financial Advisory will be a strategic advisor to our clients… more
- Santander Holdings USA Inc Careers (New York, NY)
- …lists to generate business and identify new customer prospects.Responsible for client relationships, including attracting and retaining new clients and strengthening ... to senior bankers and serves as a secondary banker for clients.Lead client presentation preparation, including all background research and analysis, drafting and… more
- Santander Holdings USA Inc Careers (New York, NY)
- …resolution, and ability to build rapport across departments and provide excellent client service in a deadline-oriented and time sensitive environment. Duties & ... and external counsel to achieve timely closing of transactionsCoordinate new client onboarding with Operations, CDF Portfolio Management Team and third party… more
- Empower (Stamford, CT)
- …helping more customers achieve financial freedom. Empower Yourself.As a Premier Wealth Associate , you will support new and existing Empower clients on all retail ... in an inbound call center settingDeliver an efficient and responsive client experience by taking ownership, delivering accurate information and initiate proactive… more
- HEPCO, Inc. (Edison, NJ)
- Our client is seeking a Field Inspector to support the delivery of energy efficiency programs to commercial and industrial customers throughout New Jersey. This role ... thinking, analytical, and problem-solving skills. Team-oriented, hands-on, adaptive, and client -focused. Excellent time management and organizational skills. Experience and… more
- Neuberger Berman (New York, NY)
- **Summary:** The Client Associate will provide comprehensive operational support to a seasoned Wealth Advisor Team within Neuberger Berman's Private Wealth ... Management business. The Client Associate enhances the client experience by assisting with the service, maintenance and growth of the team's high net worth… more
- Bank of America (New York, NY)
- Wealth Management Seasonal Client Associate San Francisco, California;New York, New York; Miami, Florida; Boston, Massachusetts **Job Description:** Merrill ... 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 (New York, NY)
- Registered Private Wealth Management Client Associate New York, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- Neuberger Berman (New York, NY)
- …a member of the North American Intermediary sales team, the primary responsibility of the Client Associate (CA) is to partner with the Client Advisor ... within a specific geographic region. **Responsibilities:** + Partner with Client Advisor to promote and sell Neuberger Berman equity,...updates, setting up sales appointments, and following up on client service + Act as a resource to advisors… more
- Raymond James Financial, Inc. (New York, NY)
- …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
- Raymond James Financial, Inc. (New York, NY)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... and branch office. * Onboards new clients, opens new client accounts and researches client and security...clients, opens new client accounts and researches client and security information using internal databases and other… more
- JPMorgan Chase (New York, NY)
- …first class experience from the time they enter to the time they leave. As a Client Center Associate in the Private Bank you will assist in leading the ... The JP Morgan Private Bank Client Center Team leads the operation of the firm's Client Centers around the world. Our Client Centers allow our banking teams… more
- JPMorgan Chase (Jersey City, NJ)
- …your knowledge, skills, and abilities. You have found the right team. As a Client Operations Associate - Bilingual English/Spanish within the Client Account ... internal and external Service Level Agreements (SLAs) and coordination of complex client requests including fund restructures, launches, and transitions . You will… 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
- JPMorgan Chase (New York, NY)
- …and ~4,000 advisors across 3,500 branches and 21 offices, we are seeking a Private Client investment Associate Program Manager to lead our team of Private ... Client Investment Managers. As a Private Client Investment Associate Program Manager within JPMorgan Wealth Management, you will be responsible for the… more
- Sodexo (Queens, NY)
- …high-level client relationship management? SodexoLive! is seeking a Senior National Client Executive ( Associate Vice President) to drive success in our ... You will oversee the day-to-day business operations and ongoing client relationships for Chase Sapphire Airport Lounges, ensuring operational efficiency,… more
- City National Bank (New York, NY)
- * CLIENT SERVICE ASSOCIATE SENIOR - Commercial Bank, Brokerage Support, New York, NYC. * *WHAT IS THE OPPORTUNITY?* This is a hybrid service role that will ... support to Investment Officers, Trust Officers, Financial Advisors, CNB colleagues, and client requests across a broad range of brokerage activities for retirement… more
- Santander US (Brooklyn, NY)
- Client Service Associate , Investments, Brooklyn, NY Florham Park, United States of America Job Description The Client Service Associate (CSA) is a sales ... have sales experience or aspires to a brokerage sales career. Respect for the client , both our internal partners and external Bank clients is paramount in importance… more
- Citigroup (New York, 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
