- Eclaro (Munsey Park, NY)
- …technology solutions begin. ECLARO is looking for a Disaster Recovery Engineer for our client in New York, NY. ECLARO's client is a leading technology solutions ... Preferred Qualifications: Azure Solutions Architect Expert or Azure Administrator Associate certification. Experience with on-premises-to-cloud migration for disaster recovery… more
- Bank of America (Garden City, NY)
- Wealth Management Client Associate Garden City, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- Neuberger Berman (New York, NY)
- **Summary:** Join Neuberger Berman Private Wealth as a Client Associate . You will provide essential operational support to a seasoned Wealth Advisor Team at ... Neuberger Berman Private Wealth. The role aims to enhance the client experience by assisting with the service, maintenance, and growth of the team's high-net-worth … more
- Bank of America (Great Neck, NY)
- Registered Wealth Management Client Associate Great Neck, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- Wells Fargo (Melville, 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 ... interaction and/or written correspondence + Facilitate PF Financial Advisor and client requests for account related information and/or quotes, scheduling and… more
- JPMorgan Chase (New York, 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 role you will have extensive... service. In this role you will have extensive client contact and will be involved in all activities… more
- Topgolf (Garden City, NY)
- The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or ... initiatives and CRM activity to drive and reward repeat business + Adhere to client service standards and company policies and procedures + Foster a friendly, open… more
- Morgan Stanley (Purchase, NY)
- …modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business ... Financial Advisors *Additional responsibilities and requirements for a Registered Client Service Associate * * Input orders at the direction of clients and/or… more
- Morgan Stanley (Garden City, NY)
- …modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business ... to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Client Service Associate * **Location:** *New York-Garden City*… 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
- Robert Half Finance & Accounting (New York, NY)
- Description Robert Half Financial Services are currently recruiting for a Client Relationship Associate role, at a growing Registered Investment Advisor based in ... + Excellent verbal and written communication skills + Bachelor degree The Client Relationship Associate role requires 3 days per week in the midtown Manhattan… more
- Morgan Stanley (Garden City, NY)
- …to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Client Service Associate **Location:** *New York-Garden City* ... *POSITION SUMMARY* Client Service Associates provide exceptional service to our...in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role… more
- Morgan Stanley (New York, NY)
- …its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *PWM Registered Client Service Associate * **Location:** *New York-New York* ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future...help shape the future of service by modernizing the client experience through an elevated standard of care. The… more
- Morgan Stanley (New York, NY)
- …Stanley sponsored benefit programs. **Job:** **Wealth Management* **Title:** *Registered Client Service Associate **Location:** *New York-New York* **Requisition ... *POSITION SUMMARY:* Registered Client Service Associates provide exceptional service to our...in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role… more
- 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
- Raymond James Financial, Inc. (Greenwich, CT)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... and branch office. * Onboards new clients, opens new client accounts and researches client and security...clients, opens new client accounts and researches client and security information using internal databases and other… more
- Citizens (New York, NY)
- Description The Client Relations Associate supports Private Bank's residential loan and commercial real estate loan products. They will focus on processing, ... loan application process and services their needs post-loan close. The Client Relations Associate has a thorough understanding of the loan origination process as… more
- HSBC (New York, NY)
- …our investors, our communities and the planet we all share. The Client Experience Associate supports retail operational, service, accounting and ... Center Manager and the center team to support these efforts As our Client Experience Associate you will: + Greet and assist customers who visit the Wealth Center… 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
- Morgan Stanley (New York, NY)
- …workforce (M/F/Disability/Vet **Job:** **Wealth Management* **Title:** *Prospect Management and Client Coverage Associate /AVP* **Location:** *New York-New York* ... place for people to learn, to achieve and prosper. The Prospect Management & Client Coverage team is embedded within the broader Strategic Client Management… more
