- 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
- City National Bank (New York, NY)
- * CLIENT SERVICE ASSOCIATE SENIOR CNS*...securities market. * Minimum of 5 years of direct client services experience required * FINRA Series 7 ... clients of City National Securities. Assist CNS brokerage clients and Retirement Services Clients with transactions and administrative support. WHAT WILL YOU DO? *… more
- Wells Fargo (New York, NY)
- …for appointments with new or prospective clients, establish and service client accounts, prepare forms, research account inquiries and/or issues + Execute ... **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more… more
- World Insurance Associates, LLC. (Syosset, NY)
- …solutions. Position Overview Our Associate Account Manager provides general account support and customer service to an impressive roster of multinational ... World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local… more
- The Walt Disney Company (New York, NY)
- **Department/** **Group Overview:** The Associate Account Executive (AAE) **key role is to provide sales support for Account Executives (AE)** within Disney ... & addressable) and **will drive accountability & clarity of account ownership within** **allocated** **customer relationship management platforms** (ex. salesforce)… more
- JPMorgan Chase (New York, NY)
- Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ... firms. Embrace the challenge of shaping the future of client service and make your mark by...delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team,… more
- JPMorgan Chase (Lake Grove, NY)
- …+ Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance ... solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth... in JP Morgan Wealth Management, you will provide client service , operational marketing and administrative support… more
- Bank of America (New York, NY)
- Private Wealth Client Associate (FP) New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- Wells Fargo (Syracuse, NY)
- …Wells Fargo Advisors training program for meeting personal, professional, and organizational client service and financial goals within the Financial Advisory - ... **About this role:** Wells Fargo is seeking an Associate Private Client Financial Advisor (LO)...for immediate registration (or FINRA recognized equivalents) + Financial services experience + Client services … more
- Publicis Groupe (New York, NY)
- …marketing, and sociology, psychology, and other liberal arts disciplines. **Overview** The Senior Associate , Client Operations will be part of a growing ... our clients' brands, and to buy more products and services from them. Balancing the nimble spirit of a...the opportunity to work on a high-energy, highly visible account . The Senior Associate supports the Operations… more