- Morgan Stanley (New York, NY)
- …to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *PWM Registered Client Service Associate * **Location:** ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an… more
- Morgan Stanley (New York, NY)
- …and other Morgan Stanley sponsored benefit programs. **Job:** **Wealth Management* **Title:** * Registered Client Service Associate **Location:** *New ... *POSITION SUMMARY:* Registered Client Service Associates provide exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth… more
- Morgan Stanley (New York, NY)
- …and other Morgan Stanley sponsored benefit programs. **Job:** **Wealth Management* **Title:** * Registered Client Service Associate **Location:** *New ... the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through… more
- Morgan Stanley (New York, NY)
- …and other Morgan Stanley sponsored benefit programs. **Job:** **Wealth Management* **Title:** * Registered Client Service Associate * **Location:** *New ... *POSITION SUMMARY* Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s)… more
- Raymond James Financial, Inc. (Greenwich, CT)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail ... Responsibilities** * Serves as first point of contact to service a high volume of daily interactions, including basic...and branch office. * Onboards new clients, opens new client accounts and researches client and security… more
- Morgan Stanley (Purchase, NY)
- …sharing and collaborating with Financial Advisors *Additional responsibilities and requirements for a Registered Client Service Associate * * Input orders ... experience through an elevated standard of care. The Client Service Associate assists with...deliver the full firm to clients. We are seeking both* Registered *and*Non- Registered * Client Services Associates for our… more
- Morgan Stanley (New York, NY)
- …if/as needed * Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the ... client experience * Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings as well as… 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 ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… 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 ... for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues + Execute… more
- Robert Half Finance & Accounting (New York, NY)
- …Robert Half Financial Services are currently recruiting for a Client Relationship Associate role, at a growing Registered Investment Advisor based in midtown ... the year + Consistently identify opportunities the company to improve its client service and/or operations capabilities Requirements Requirements: + 3+ years'… more
- JPMorgan Chase (New York, NY)
- … Investment Associate in JP Morgan Wealth Management, you will provide client service , operational marketing and administrative support to Private Client ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more
- Veterans Affairs, Veterans Health Administration (New York, NY)
- …VA Campus in New York, NY. The Cardiac Catheterization/Electrophysiology Laboratory (CCL) Registered Nurse (RN) delivers and manages the care of patients undergoing ... be tested will be denied employment with VA. Selective Service Registration is required for males born after 12/31/1959....level degree in Nursing may have opportunity to become registered as a nurse with a state licensing board… more
- Robert Half (New York, NY)
- …that solution. Associate Directors have a solid understanding of their client 's business and demonstrate technical competence in their solution and industry. ... JOB REQUISITION Business Platform Transformation S/4HANA Pre-Sales Architect - Associate Director LOCATION NEW YORK CITY ADDITIONAL LOCATION(S) JOB DESCRIPTION You… more
- Foresters Financial Services (Westbury, NY)
- Sales Support Associate Sales Westbury, New York Apply Description What we need: This role supports the Registered Financial Services Sales Representative's ... business with day-to-day administrative assistance while enhancing the service experience of clients*. *This role requires FINRA licensing...of hire to allow the incumbent to expand the client support provided to the Representative. What you will… more
- Neuberger Berman (New York, NY)
- Chief Compliance Officer for over $55 billion complex of funds registered under the Investment Company Act of 1940, covering multiple asset classes and strategies ... closed-end fund structures. **Responsibilities:** + Managing all aspects of a registered fund compliance program, including: + Annual Rule 38a-1 compliance review;… more
- City of New York (New York, NY)
- …and finalized promptly; Prepares Contract Documents; Performs Design Support Investigations; and Client Service ; will work on Capital and JOC assignments for ... Only those who are currently serving as a permanent Associate Project Manager will be considered. The NYC Department...valid New York State license as a Professional Engineer, Registered Architect, or Registered Landscape Architect. Experience… more
- SMBC (White Plains, NY)
- …of 5 key functions: Sales Middle Office, Confirmations, Settlements, Margin and Client Service Ops. Settlements actively manages pre and post settlement ... we are a leading market-maker in several markets. The Settlements Specialist ( Associate ) will be immersed in a fast-paced environment supporting daily settlements… more
- Robert Half (New York, NY)
- …You excel at identifying opportunities to integrate product solutions and resources to improve client service capabilities. + You have interest in working with a ... the latest tools and methods. You'll develop lasting relationships with client personnel and further these relationships through quality product delivery. You'll… more
- City National Bank (New York, NY)
- … onboarding to ensure positive client experience. Provide product solutions to client needs and quality service Responsible for developing and ensuring all ... *BUSINESS SALES AND PORTFOLIO RELATIONSHIP ASSOCIATE COMMUNITY BANKING* WHAT IS THE OPPORTUNITY? Responsible for collaborating with clients and Business Community… more
- Robert Half (New York, NY)
- …provide impactful advice and solutions. You'll develop lasting relationships with client personnel and further these relationships through quality product delivery. ... clients and communities. + You have interest in participating in the preparation of client proposals and strategies to win new business. + You have interest in… more