- Wells Fargo (New York, NY)
- **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 ... to management for review when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively seek resolutions to … 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 ... delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team,...and the wider community. **Job responsibilities:** + Own the client onboarding and account maintenance for new… more
- World Insurance Associates, LLC. (Syosset, NY)
- …and retirement services, and human capital management solutions. Position Overview Our Associate Account Manager provides general account support and ... diverse, global organizations. Essential Duties and Responsibilities + Support the account management team in resolving day-to-day customer inquiries and escalate… more
- JPMorgan Chase (New York, NY)
- …broker for trade execution and ask that the remaining commission be allocated to a client account , where the investment manager would accrue CSA credits and use ... Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences. As a Client Service… more
- 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 ... of business objectives + Other responsibilities as assigned by the Senior Client Service Associate Knowledge, Skills, and/or Abilities + Advanced computer… more
- JPMorgan Chase (New York, NY)
- …one of the world's most innovative financial organizations. As a Senior Product Associate in Balance Sheet Oversight and Optimization team of Liquidity & Account ... our products and ongoing success. **J.P. Morgan Liquidity & Account Solutions ("L&AS")** works with global clients with complex...on the overall product experience + Performs analysis on client deposits and payments trends, and assesses impact of… 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 ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Private-Wealth- Client - Associate --FP-\_25033391) **Job Description:** Merrill Wealth Management is… more
- JPMorgan Chase (Lake Grove, NY)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide ... new lead generation + Assist in managing relationship and account reviews, promoting firm services to deepen client... account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports +… more
- Wells Fargo (Syracuse, NY)
- **About this role:** Wells Fargo is seeking an Associate Private Client Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo ... Fargo Advisors training program for meeting personal, professional, and organizational client service and financial goals within the Financial Advisory - Private… more
- Citigroup (Uniondale, NY)
- The Client Services Associate is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing ... support to Securities Specialists including but not limited to, client market updates, new account opening and...not limited to, client market updates, new account opening and modification, documentation approval, wire transfers, journals,… more