• Asset Management - Institutional Client…

    JPMorgan Chase (New York, NY)
    … client . **Job Responsibilities** + Serve as the primary day-to-day client service contact, supporting advisors and account managers + Act as the central ... and tailored solutions across every asset class. As a Client Account Manager within JP Morgan Asset...Asset Management you will be responsible for delivering exceptional client service to Institutional clients of JP… more
    JPMorgan Chase (09/29/25)
    - Related Jobs

  • Client Service Associate

    Motion Recruitment Partners (New York, NY)
    Client Service Associate New York, New York **Hybrid** Contract $25/hr - $30/hr **Title:** Client Service Associate **Description:** Job ... of our clients. We are looking for our next Client Service Associate to support...working in a collaborative work environment for a financial services /RIA/Broker Dealer firm and have a passion for delivering… more
    Motion Recruitment Partners (09/11/25)
    - Related Jobs

  • Client Service Associate…

    City National Bank (New York, NY)
    …YOU NEED TO SUCCEED? *Required Qualifications** * Minimum 3 years experience in client service , banking operations or relationship management support required. * ... and operational needs. As the operational expert for the client , the Account Officer is positioned to...client accounts and utilization of bank products and services . Works with clients to assist in operations areas.… more
    City National Bank (09/04/25)
    - Related Jobs

  • Client Service Associate

    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 ... account maintenance, and compliance + Process, submit, and service all account paperwork/requests; follow through to...objectives + Other responsibilities as assigned by the Senior Client Service Associate Knowledge, Skills,… more
    Kestra Financial (09/11/25)
    - Related Jobs

  • Client Service Associate

    Raymond James Financial, Inc. (Somers, NY)
    …excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... at Raymond James could take you! **Essential Duties and Responsibilities** + Services a high volume of daily interactions, including basic inquiries and scheduling… more
    Raymond James Financial, Inc. (09/09/25)
    - Related Jobs

  • Client Services Associate…

    Citigroup (New York, NY)
    The Client Services Associate is...support to Securities Specialists including but not limited to, client market updates, new account opening and ... **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Client Services **Time… more
    Citigroup (09/05/25)
    - Related Jobs

  • Registered Client Service…

    Raymond James Financial, Inc. (Saratoga Springs, NY)
    …returns. + Reviews, assesses and responds to all corporate action items and client account alerts. + Prepares financial reports, spreadsheets and other materials ... **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
    Raymond James Financial, Inc. (08/26/25)
    - Related Jobs

  • Client Associate

    Neuberger Berman (New York, NY)
    …an experienced Wealth Advisor Team. The Client Associate enhances the client experience by assisting with the service , maintenance, and growth of the ... the platform is truly unique in the industry. The Client Associate will deliver comprehensive operational support...**Qualifications:** + 2+ years of proven client service /support or related experience in the financial services… more
    Neuberger Berman (07/18/25)
    - Related Jobs

  • Associate Client Advocate…

    WTW (New York, NY)
    …strategy development, and execution at the insurance program level. The Associate Client Advocate (ACA) owns client service activities and client ... unlock potential. Learn more at wtwco.com . **Description** The Associate Client Advocate (ACA) client -facing...acquisition due diligence) + Maximizes the profitability of the client account & drives retention of that… more
    WTW (09/12/25)
    - Related Jobs

  • Client Reporting Associate

    Neuberger Berman (New York, NY)
    …access, etc + Initiate new account opening process through centralized Private Client Services Team + Act as a liaison between Wealth Advisor, Neuberger ... **Summary** The Client Reporting Associate will join a...and ad-hoc requests. Additionally, candidate will provide comprehensive and client service support to the wealth advisor's… more
    Neuberger Berman (09/09/25)
    - Related Jobs