- Outreach Development Corporation (Brentwood, NY)
- Summary of Position: The Client Benefit Associate will be responsible for the accurate collection and tracking of information related to the client ... appropriate insurance, Medicaid and financial information is collected from each client and/or the parent/guardian of adolescent clients. + Review financial… more
- Dow Jones (New York, NY)
- …Corp (Nasdaq: NWS, NWSA; ASX: NWS, NWSLV). **About the Role** In this role, the Client Associate is a key team player, partnering to sell integrated media ... and partnerships to large Financial Services clients. This position supports designated Client Partners/ Associate Client Partners to prepare proposals,… more
- JPMorgan Chase (New York, NY)
- …data to spark change, and guide customers' trust during crucial onboarding moments. As a Client Success Associate in Liink by JP Morgan, you support our clients ... implementations and internal strategic business initiatives. As a Client Success Associate , you will be leading...achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on… 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
- 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...NEW YORK - 75 ROCKEFELLER PLZ (NY3075) Pay and benefits information Pay range $26.00 - $40.50 hourly pay,… more
- Bank of America (Westport, CT)
- Registered Wealth Management Client Associate Westport, Connecticut **Job Description:** At Bank of America, we are guided by a common purpose to help make ... invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America… more
- Bank of America (Fairfield, CT)
- Wealth Management Client Associate Fairfield, Connecticut **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America… more
- Bank of America (Stamford, CT)
- Registered Wealth Management Client Associate Stamford, Connecticut **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...- Stamford - 301 TRESSER BLVD (CT9301) Pay and benefits information Pay range $26.00 - $40.50 hourly pay,… more
- Bank of America (Stamford, CT)
- Wealth Management Client Associate Stamford, Connecticut **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management ... advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...- Stamford - 301 TRESSER BLVD (CT9301) Pay and benefits information Pay range $25.00 - $37.00 hourly pay,… more
- KPMG (Stamford, CT)
- **Business Title:** Global Executive & Private Client Group (GEPC) Senior Associate **Requisition Number:** 112752 - 20 **Function:** Tax Services **Area of ... for as a firm. KPMG is currently seeking a Global Executive & Private Client Group (GEPC) Senior Associate to join our Business Tax Services… more
- S&P Global (New York, NY)
- …understanding of who our clients are and how they use our tools, as a Credit Client Service Associate , you will be a consultant providing the best and most ... 07 **The** **Team:** **As a member of the Credit Client Services team, you will serve as an expert...Staying current on existing and newly developed product offerings **Compensation/ Benefits Information:** (This section is only applicable to US… more
- Principal Financial Group (New York, NY)
- **What You'll Do** We're looking for a Client Reporting Associate to join our Principal Asset Management Operations Reporting team. In this role, you'll lead ... of the client in the reporting system. + Assist the Associate Director with key project deliverables for multiple projects this could include: redesigning… more
- Broadridge Financial Solutions (Edgewood, NY)
- …helping others along the way, come join the Broadridge team. The role of the Client Relations Administrator is to provide superior client levels of service to ... while acting as Broadridge's face to the client . The Client Relations Administrator is the...value being part of a diverse team. Compensation & Benefits : + Hourly Rate: $24 - $26 per hour… more
- Wells Fargo (Purchase, NY)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes, scheduling and… more
- KPMG (New York, NY)
- **Business Title:** Tax Associate , Global Executive & Private Client Group | Multiple Locations Summer/Fall 2025 **Requisition Number:** 115816 - 68 ... as a firm. KPMG is currently seeking a Tax Associate for our Global Executive & Private Client...the firm is proud to offer a comprehensive, competitive benefits package, with options designed to help you make… 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 ... their clients. You will establish, maintain, and build relationships while delivering exceptional client service. In this position you will have extensive client … more
- BlackRock (New York, NY)
- **About this role** ** Associate , Partner Marketing** **Aladdin Client Business** **New York, Princeton** **What does our business do?** Aladdin investment ... through sales and marketing initiatives. We work directly with client firms, as well as with global, digital and...employees are eligible for an annual discretionary bonus, and benefits including heath care, leave benefits , and… more
- Kestra Financial (Kings Park, NY)
- Summary The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes ... of business objectives + Other responsibilities as assigned by the Senior Client Service Associate Knowledge, Skills, and/or Abilities + Advanced computer… 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 ... 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 (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 ... will establish, maintain, and build relationships while delivering exceptional client service. In this role you will have extensive...achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on… more