- 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
- 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
- Wells Fargo (Woodbury, NY)
- …for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues, and enter ... **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment...applicable **Required Qualifications:** + 2+ years of Brokerage and Client Services experience, or equivalent demonstrated through… more
- Publicis Groupe (New York, NY)
- …of our great perks! Hybrid role- 3 days a week in office **Overview** The Associate is crucial in supporting internal account teams across a variety of back-end ... maintaining the largest, most reliable partnership-based platform and sterling service with a personal touch. With over 27 years...are several tracts available for focus. **Strategy** + Providing account updates to a client 's growing publisher… more
- Neuberger Berman (New York, NY)
- …ability to obtain registrations within firm guidelines + 2-4 years of client service or support in the financial services industry preferred + Proficiency in ... trade orders, and other miscellaneous client requests + Initiate new account openings through the Centralized Business Services Team, assist clients with… more
- World Insurance Associates, LLC. (Kingston, NY)
- …from one of our multiple offices throughout the region. Position Summary The Associate Client Representative supports the daily management of a high-volume ... is a unique insurance organization offering top products and services from major providers, combined with attentive service...client needs. + Set up and maintain accurate account details, contacts, and policy information in EPIC +… more
- Neuberger Berman (New York, NY)
- …+ SIE, Series 7, and Series 66 required + 2-4 years of client service or support experience in the financial services industry preferred + Proficiency in ... with Charles River, Salesforce, and FactSet, is a plus + Strong interpersonal, client service , and communication skills (written and verbal) + Ability to… more
- Bank of America (New York, NY)
- Wealth Management Client Associate New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- JPMorgan Chase (New York, 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
- 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...prospective or existing clients. **Job responsibilities:** + Own the client onboarding and account maintenance for new… more