- Dow Jones (New York, NY)
- …to large Financial Services clients. This position supports designated Client Partners/ Associate Client Partners to prepare proposals, maintain ... NWS, NWSLV). **About the Role** In this role, the Client Associate is a key team player,...support their CP/ACP in all sales to the Financial Services clients to achieve/exceed quarterly revenue goals. Client… 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...multiple communication methods to ensure a consistent and exceptional client service experience. + Act as a… 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 ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… 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 ... 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 (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 ... a difference. Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… 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 ... a difference. Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… 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 ... and preparing for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues +… 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
- 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 ... committed to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Client Service Associate * **Location:** *New York-New… 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
- Morgan Stanley (Purchase, NY)
- …diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *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
- Morgan Stanley (New York, NY)
- …Morgan Stanley sponsored benefit programs. **Job:** **Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *New York-New York* ... *POSITION SUMMARY* Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s)… more
- Amalgamated Bank (New York, NY)
- Amalgamated Bank seeks a highly motivated Client Support Associate to act in a lead capacity to provide oversight over all pricing, proxy, billing, statement, ... of our employees and customers. Essential Job Functions: + Work directly with client facing teams to resolve issues. This may include billing discrepancies, access… 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 ... objectives + Other responsibilities as assigned by the Senior Client Service Associate Knowledge, Skills,...will have 5+ years of experience in the financial services industry allowing for a good understanding of broker/dealer… 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
- Morgan Stanley (New York, NY)
- …and implement effective controls and develop client relationships. This is an Associate level position within Core Services which perform and manage product ... We're seeking someone to join our team as a Client Tax Associate in Operations to ensure...agnostic and centralized operational services across several businesses or products. Morgan Stanley is… more
- JPMorgan Chase (West Harrison, NY)
- … Investment Associate in JP Morgan Wealth Management, you will provide client service , operational marketing and administrative support to Private Client ... generation + Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance… more
- JPMorgan Chase (New York, NY)
- …phone conversations that deliver the JPMorgan value proposition + Provide superior client service by being responsive, thoughtful and making the clients' ... staying invested, and investing with less emotion. **Job Summary:** As an Internal Client Advisor Associate within the Asset Management team, you will be… 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