- 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 (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
- 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. (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
- 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
- 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 (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
- 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
- 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
- JPMorgan Chase (New York, 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
- Santander US (New York, NY)
- Client Support Associate New York, United States of America Essential Functions/Responsibilities: Ensures highest quality of client satisfaction by ... internal operational and portfolio management areas to respond to client needs in a timely manner and take immediate...and always find ways to improve or enhance the client experience. Participate and sometimes lead projects as needed.… 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
- 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
- JPMorgan Chase (New York, NY)
- …offering and seamless customer experiences for this high priority segment. As a Client Experience Senior Associate on the Consumer Bank Affluent team, you ... client and advocate for an optimal customer experience. The Client Experience Senior Associate will leverage and develop a multitude of skills, including… more
- MediaRadar (New York, NY)
- Associate Client Partner, Sell Side Location: NY Hybrid About MediaRadar MediaRadar is an award-winning advertising intelligence solution that is used by media ... analytics leader. Join our team in the New York City office as an Associate Client Partner - Core Accounts. where you will play a crucial role in overseeing… more
- Neuberger Berman (New York, NY)
- The Client Reporting & Analytics Associate will play a critical role in the Global Client Platform Group, directly supporting our Asset-Backed/CLO and Liquid ... Alternatives Portfolio Management teams as well as Institutional Client Coverage teams. This position involves compiling strategy-specific portfolio data and… more
- WTW (New York, NY)
- … relationship management efforts and coordinating all service activity at the program level. The Associate Client Advocate is a key member of the client ... **Description** This position is a senior client -facing role responsible for directly supporting Commercial Property...oversight delivery and review of current program, expiring exposures, client service agreements, menu of services required and … more