- City National Bank (New York, NY)
- Client Service Associate -...and operational needs. As the operational expert for the client , the Account Officer is positioned to ... YOU NEED TO SUCCEED? *Required Qualifications** * Minimum 3 years experience in client service , banking operations or relationship management support required. *… more
- Raymond James Financial, Inc. (New Hyde Park, NY)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense… more
- Nuveen Investments (New York, NY)
- …be 12 months. This term could be extended based on company business needs. The Client Service Associate partners with associates across Global Client ... reports to clients, and working with business partners to service client needs throughout the client...of account maintenance activities (eg, amendments to account name, fee schedules, benchmarks, client agreements,… 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 ... account maintenance, and compliance + Process, submit, and service all account paperwork/requests; follow through to...objectives + Other responsibilities as assigned by the Senior Client Service Associate Knowledge, Skills,… more
- WTW (New York, NY)
- …strategy development, and execution at the insurance program level. The Associate Client Advocate (ACA) owns client service activities and client ... unlock potential. Learn more at wtwco.com . **Description** The Associate Client Advocate (ACA) client -facing...acquisition due diligence) + Maximizes the profitability of the client account & drives retention of that… more
- Raymond James Financial, Inc. (Depew, NY)
- **Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients + ... administrative support to the financial advisors and branch office + Open new client accounts, process money movement, and research information as needed + Ensure … more
- Bank of America (New York, NY)
- Advisor Development Program Client Associate New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... Client - Associate \_25045819) **Job Description:** **Advisor Development Program Client Associate ** Merrill Wealth Management is a leading… more
- JPMorgan Chase (New York, NY)
- … in JP Morgan Wealth Management, you will be tasked with delivering exceptional client service , operational marketing, and administrative support to our Private ... will play a crucial role in aiding Advisors in fostering and preserving client relationships, conducting account reviews, and advocating firm services to enhance… more
- Bank of America (New York, NY)
- Registered 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 ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- Bank of America (New York, NY)
- Private Wealth 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