- 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 (Shrewsbury, NJ)
- …to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Client Service Associate **Location:** *New Jersey-Shrewsbury* ... *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
- 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
- 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
- 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
- Banfield Pet Hospital (Metuchen, NJ)
- …of the team when called upon and ensuring quality medical care, exceptional client service , associate engagement and maximum productivity. . Helping ... being a member of the team. . Providing professional, efficient and exceptional client service (lead by example), ensuring all associates do the same, to include… more
- Brookfield Properties (New York, NY)
- …business services across Brookfield Asset Management business segments delivered through a shared- service , client -focused model. The Mailroom Associate is ... the globe every day. We are seeking a Mailroom Associate to join the Brookfield Properties US Office Division...overseeing the daily operations of the Mailroom. The Mailroom Associate works closely with the Mailroom Manager, Receptionist, and… 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
- 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
- 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
- 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
- JPMorgan Chase (New York, NY)
- …delivering consistent skills and knowledge-based global training programs for Investment Specialists, Client Advisors, and Client Service professionals. We ... with senior stakeholders **Job summary:** As the Asset Management Client Skills Training Facilitation and Training Associate ...team covers Client Advisors, Investment Specialists, and Client Service teams within JP Morgan Asset… more
- Citizens (New York, NY)
- …working relationships with partners to maintain extraordinary internal and external client service . Partners include: Bankers and Relationship Managers, ... Description The Client Relations Associate supports Private Bank's residential loan and commercial real estate loan products. They will focus on processing,… more
- JPMorgan Chase (New York, NY)
- …**Job Responsibilities** + Lead and influence cross-functional teams across Institutional Client Service , Product teams, Operations, Product Development, Global ... that few other firms can match. As a US Client Onboarding Management associate on the onboarding...delivering against complex business strategies + Prior experience in Client Service , Operations, or Business Management +… more
- M&T Bank (New York, NY)
- …Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders ... business partners in process workflow to ensure timely processing and exceptional client service and experience for HNW and UHNW clients. The position has direct… more