- Norstella (Albany, NY)
- Associate Client Solutions Manager ,...of such programs, with a focus on superior customer service + Workclosely with senior team members to learn ... Solutions Manager ** **Skipta, a Norstella Company** **Job Description:** The Associate Client Solutions Manager will report to an Account Director on… more
- JPMorgan Chase (New York, NY)
- As an associate in the ICAM team, you will play...global teams and lines of business to ensure seamless client service and information flow. + **Thought ... + **Strategic Leadership:** Develop and implement strategic initiatives to enhance client relationships and drive business growth. Collaborate with SRMs to identify… more
- 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 ... customized investment solutions, the platform is truly unique in the industry. The Client Associate will deliver comprehensive operational support and serve as a… more
- Bank of America (New York, NY)
- Registered Wealth Management Client Associate NEW YORK, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Bank of America (New York, NY)
- Private Wealth Client Associate New York, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and ... effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Neuberger Berman (New York, NY)
- …a member of the North American Intermediary sales team, the primary responsibility of the Client Associate (CA) is to partner with the Client Advisor ... updates, setting up sales appointments, and following up on client service + Act as a resource...1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm… more
- HSBC (Buffalo, NY)
- …banking experience, including operations and customer service experience. As our Client Experience Associate you will: + Greet and assist customers who ... communities and the planet we all share. As our Client Experience Associate , you'll help new and...owner of the customer experience within the center ensuring service excellence and timely resolution of service … more
- Neuberger Berman (New York, NY)
- …+ Monitor and follow up daily activities of operational support and facilitate client service needs + Initiate new account openings through the Centralized ... Series 7 and Series 66 + 1-2 years of client service or support in the financial...other Client Associates, PMs as well as Client Relationship Manager + Candidate must be… more
- Neuberger Berman (New York, NY)
- …Responsibilities:** + Participate in daily activities of operational support and facilitate client service needs + Heavy contact with High-net-worth clients ... obtain registrations within firm guidelines + 1-2 years of client service or support in the financial...1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm… more
- WTW (New York, NY)
- …revenue growth, market rationalization, and improved knowledge to support better client prospecting and service . _Note: Visa employment-based non-immigrant visa ... Lines professional to join the FINMAR team as a Senior Carrier Relationship Manager . This position is ideal for a someone with substantial Financial Lines broking… more
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