• Client Service Associate

    Raymond James Financial, Inc. (Somers, NY)
    …in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem ... and branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and… more
    Raymond James Financial, Inc. (09/09/25)
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  • Administrative and Operational Support…

    City National Bank (New York, NY)
    …all aspects of maintaining client relationships by providing PMs with support appropriate with established service models for quality and timeliness. This ... CLIENT CARE COORDINATOR* WHAT IS THE OPPORTUNITY? Coordinates client and operational support to a Portfolio...as the primary Portfolio Management team liaison with all Client Service teams including New Accounts, Billing,… more
    City National Bank (09/10/25)
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  • Vice President, Advisory Supervision

    Raymond James Financial, Inc. (New York, NY)
    …PCG to ensure supervisory practices align with regulatory expectations, mitigate firm risk, and support advisor and client outcomes. + Develop and implement ... supervisory needs. **Skill in** + Strategic and analytical thinking to align regulatory, firm, advisor , and client needs. + Establishing KPIs and linking them to… more
    Raymond James Financial, Inc. (08/15/25)
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  • Client Associate

    Wells Fargo (Woodbury, NY)
    …work experience, training, military experience, education **Desired Qualifications:** + Brokerage client support experience or financial services industry ... record keeping necessary to support efforts to service and grow client relationships + Acts...applicable **Required Qualifications:** + 2+ years of Brokerage and Client Services experience, or equivalent demonstrated through… more
    Wells Fargo (09/30/25)
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  • Merrill Market Client Relationship Manager

    Bank of America (New York, NY)
    …MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, ... Financial Advisor teams and deliver outstanding client service + Supervises financial transactions and...exposure for Merrill + Managing the branch's Wealth Management Client Associates and Service Support … more
    Bank of America (08/08/25)
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  • Client Accounting Manager

    Black Ink Business Services, LLC (Brooklyn, NY)
    …teams and excel at operating independently in fast-paced environments. What You'll Do Client Services + Partner with clients across diverse industries to deliver ... high-quality service + Build and manage long-term client ...and professionally to and on behalf of clients + Support day-to-day client business decision-making with data-driven… more
    Black Ink Business Services, LLC (09/16/25)
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  • Client Reporting Associate

    Neuberger Berman (New York, NY)
    …scheduled and ad-hoc requests. Additionally, candidate will provide comprehensive and client service support to the wealth advisor 's high net worth ... confirm internal systems accurately reflect Private Equity activity + Support client requests for statements and tax...+ Initiate new account opening process through centralized Private Client Services Team + Act as a… more
    Neuberger Berman (09/09/25)
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  • Vice President - Enterprise Client…

    AON (NY)
    …contractual scope with existing clients. Find opportunities to work across Aon businesses in support of client expansion as part of our 3x3 strategy. + ... B2B2C or embedded insurance solutions (eg travel insurance, warranty, service contracts, ticket protection, etc.). + Global client...clients. Find opportunities to work across Aon businesses in support of client expansion as part of… more
    AON (09/26/25)
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  • Client Associate

    Neuberger Berman (New York, NY)
    …organizations. **Qualifications:** + 2+ years of proven client service / support or related experience in the financial services industry. + An ... a trusted resource for clients and an experienced Wealth Advisor Team. The Client Associate enhances the... client satisfaction. **Responsibilities:** + ** Client Service ** : Provide ongoing operational support for… more
    Neuberger Berman (07/18/25)
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  • JP Morgan Advisors - Senior Client…

    JPMorgan Chase (New York, NY)
    …their clients. You will establish, maintain, and build relationships while delivering exceptional client service . In this role you will have extensive client ... of products and applications including, but not limited to: Advisor Services , Wealth Planning & Advice, Goal...suite + Perform daily administrative and operational duties that support the Financial Advisor (s) and clients, including… more
    JPMorgan Chase (09/13/25)
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