- 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 ... opportunities in a diverse global markets. Job Responsibilities: + Provide excellent client service and support to internal and external clients daily + Monitor… more
- Morgan Stanley (Purchase, NY)
- …by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of ... with Financial Advisors *Additional responsibilities and requirements for a Registered Client Service Associate * * Input orders at the direction of… 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 provide exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth… more
- Morgan Stanley (New York, NY)
- …committed to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Client Service Associate * **Location:** *New York-New ... *POSITION SUMMARY* Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s)… 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 ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated… more
- CIBC (New York, NY)
- …CIBC, please 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 ... management accounts, IRAs, foundations) and act as a trusted partner to the Client Service Manager(s) by serving as their primary point of contact for client… 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 ... 63 or 66 licenses *Skills and Knowledge* * 5 years experience in client service , banking operations or relationship management support * 5 years of experience… 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 ... with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team...detail + Strong verbal and written communication skills + Client facing experience; strong background and interest in the… more
- Raymond James Financial, Inc. (Morristown, NJ)
- …is very important to our team. 1792 Wealth Advisors is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... Responsibilities** + Serves as first point of contact to service a high volume of daily interactions, including basic...and branch office. + Onboards new clients, opens new client accounts and researches client and security… more
- JPMorgan Chase (New York, NY)
- …to our ReEntry Overview page for further information regarding the Program. As a Client Service Associate supporting our Customized Managed Account Solutions ... on key strategic projects to enhance our SMA overall efficiency in our client service business processes. Job Responsibilites + Complete account set up and data… more
- WTW (New York, NY)
- …+ Real Estate, Hospitality, & Leisure + Global Natural Resources The Associate Client Advocate (ACA) owns client service activities and client ... **Description** The Associate Client Advocate (ACA) client...design and delivery of full client presentations/proposals, client advocacy reports, client service … more
- WTW (Short Hills, NJ)
- …within our Retail & Distribution Industry Vertical Division (IVD). The Associate Client Advocate (ACA) owns client service activities and client ... **Description** The Associate Client Advocate (ACA) client...design and delivery of full client presentations/proposals, client advocacy reports, client service … 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 play an integral role in the Global Client Platform Group and will be directly aligned with Neuberger… more
- Morgan Stanley (New York, NY)
- …and tracking follow-ups * Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of ... coverage for an FA/PWA/team including: * Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings… more
- CBRE (New York, NY)
- … Client Care Senior Associate to support capital raising efforts and client service for its flagship US enhanced return fund series. Reporting directly to ... 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… more
- Simon & Schuster (New York, NY)
- Associate Director Client Sales, Independent Retail Team 1230 Ave of the Americas, New York, NY 10036, USAReq #401 Thursday, January 2, 2025 Simon & Schuster was ... & Schuster's Independent Retail Team is looking for an Associate Director of Client Sales for our...client publishers themselves,focusing on sales, operations, logistics, customer service , and general Client Publisher support. The… more
- Simon & Schuster (New York, NY)
- Associate Director, Client Sales, Special Markets 1230 Ave of the Americas, New York, NY 10036, USAReq #405 Thursday, January 2, 2025 Simon & Schuster was named ... information visit our website at www.simonandschuster.com. **Simon & Schuster is seeking an Associate Director, Client Sales, Special Markets who will be a key… 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
- 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 ... Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities… more
- 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 ... providing product updates, setting up sales appointments, and following up on client service + Act as a resource to advisors by developing and maintaining… more