- Morgan Stanley (Garden City, NY)
- …Morgan Stanley sponsored benefit programs. **Job:** **Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *New York-Garden ... *POSITION SUMMARY:* Registered Client Service Associates provide exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth… 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
- ADP (Florham Park, NJ)
- ADP is hiring ** Associate Client Support Consultants.** + _Are you ready to join a company offering career advancement opportunities throughout your career ... users on ADP technology, and more. You carry the weight of ADP's service reputation and client satisfaction in your hands. The nature of what you do every day… more
- Raymond James Financial, Inc. (Paramus, NJ)
- …branch office. * With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense ... reports. * Opens new client accounts and researches client and security...stressful situations and provide a high level of customer service in a calm and professional manner. * Analyze… more
- Truist (Paramus, NJ)
- …development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. JOB SUMMARY Responsible ... business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND… 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
- 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
- CIBC (New York, NY)
- …a proof of concept and precursor to the formal establishment of a US Senior Client Relationship Management Office (SRMO). The Associate will be involved in the ... to discuss advancements and opportunities related to each Targeted Client . The Associate will engage in a... coverage + Identify and propose new product and service capabilities for consideration by relevant businesses and Strategy… more
- TD Bank (Ramsey, NJ)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Associate Private Client Relationship Manager (ARM) is a high-touch point of ... on clients who maintain smaller balances with TD. The Associate Private Client Relationship Manager I will... client relationship and is accountable for exceeding client 's expectations for service . The ARM is… 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 ... Senior Associate , Client Care Job ID 183837 Posted 16-Jan-2025 Service line REI Segment Role type Full-time Areas of Interest Investment Management… more
- Neuberger Berman (New York, NY)
- …Private Wealth Management business. The Client Associate enhances the client experience by assisting with the service , maintenance and growth of the ... **Summary:** The Client Associate will provide comprehensive operational...daily activities of operational support team and facilitate all client service needs. + Act as a… more
- Penguin Random House (New York, NY)
- … Operations to join our collaborative team. The ideal candidate will possess strong client service skills, have a desire to grow within our organization, and ... passion for reading are encouraged to apply. About the Role The Senior Associate , Client Operations is a key member of our team, responsible for providing… 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
- Bank of America (New York, NY)
- Wealth Management Client Associate -Part Time NEW YORK, New York **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 (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. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- JPMorgan Chase (Jersey City, NJ)
- …servicing and delivering solutions to clients, you have found the right team! As a Client Manager Associate in the Escrow and Paying Agency Team, you will report ... of working capital. **Job Responsibilities:** + Provide strong customer service by responding quickly and accurately to client... service by responding quickly and accurately to client requests, offering solutions to client needs,… more