- 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 ... focused and effective. **Position Overview:** The **Registered** **Wealth Management Client Associate ** role is a sales support...multiple communication methods to ensure a consistent and exceptional client service experience. + Act as a… more
- Bank of America (New York, NY)
- Wealth Management Client Associate New York, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and ... investment products and services for individuals, companies, and institutions. Merrill Wealth Management...effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial… more
- Bank of America (New York, NY)
- Registered Wealth Management Client Associate New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make ... a difference. Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… 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
- Raymond James Financial, Inc. (Newark, NJ)
- **Description** **Overview** + Senior Registered Client Service Associate with potential supplemental compensation on a Chairman's Council, top ranked ... than 60 years of rich history and recognition for service and excellence in the Financial Services ... industry, Raymond James is seeking a dynamic Registered Client Service Associate who is… 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 ... to diversifying its workforce (M/F/Disability/Vet).#LI-TS2 **Job:** **Wealth Management* **Title:** *PWM Client Service Associate **Location:** *New York-New… more
- Morgan Stanley (New York, NY)
- …diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *New York-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
- Raymond James Financial, Inc. (Hackensack, NJ)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... at Raymond James could take you! **Essential Duties and Responsibilities** * Services a high volume of daily interactions, including basic inquiries and scheduling… more
- Neuberger Berman (New York, NY)
- …including scheduled and ad-hoc requests. Additionally, candidate will provide comprehensive and client service support to the wealth advisor's high net worth ... **Summary** The Client Reporting Associate will join a...+ Initiate new account opening process through centralized Private Client Services Team + Act as a… more
- Citigroup (Uniondale, NY)
- The Client Services Associate is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing ... **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Client Services **Time… 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
- HSBC (New York, NY)
- …works with Center Manager and the center team to support these efforts As our Client Experience Associate you will: + Ensure the overall appearance of the Wealth ... communities and the planet we all share. Supports retail operational, service , accounting and compliance-related activities within a Wealth Center. Manages… more
- Publicis Groupe (New York, NY)
- …an industry with much uncharted territory, trust a steady hand. **Job Description** As a Client Partnerships Associate , you will be a vital team player to your ... reputation for maintaining the largest, most reliable partnership-based platform and sterling service with a personal touch. Founded in Santa Barbara, California in… more
- JPMorgan Chase (Brooklyn, NY)
- …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...a diverse global markets. Job Responsibilities: + Provide excellent client service and support to internal and… 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
- KPMG (New York, NY)
- …a Global Executive & Private Client Group (GEPC) Associate to join our Business Tax Services (https://tax.kpmg.us/content/tax/en/index.html) practice. ... models to support a consistent high level customer experience, and ensure pre-established client service level agreements are satisfied + Serve as a central… more
- Morgan Stanley (Jersey City, NJ)
- …modeling in support of Wealth Management, Banking, and Firmwide Marketing. The* Associate ,** Client Engagement Marketing Analytics*will work with data in a ... to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Associate , Client Engagement Marketing Analytics* **Location:** *New… more
- Publicis Groupe (New York, NY)
- …sociology, psychology, and other liberal arts disciplines. **Job Description** Overview: The Senior Associate , Client Operations will be part of a growing ... our clients' brands, and to buy more products and services from them. Balancing the nimble spirit of a...Foundry delivers the best of both worlds to a client roster that spans some of the world's best… more
- S&P Global (New York, NY)
- …who rely upon our world-renowned indices, research, and commentary. **The Role:** Senior Associate , Insurance - Client Coverage, North America is an external ... track record in a commercial role in a financial services firm + Excellent client relationships and sales and relationship management skills + Confident… more