• Client Reporting Associate

    Neuberger Berman (New York, NY)
    …including scheduled and ad-hoc requests. Additionally, candidate will provide comprehensive and client service support to the wealth advisor's high net worth ... **Summary** The Client Reporting Associate will join a...for statements and tax documents including 1099's and K1's Client Servicing + Perform account maintenance including… more
    Neuberger Berman (09/09/25)
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  • Associate Account Manager, Employee…

    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 ... offering top products and services from major providers, combined with attentive service from local agents. Founded in 2011, World is one of fastest-growing… more
    World Insurance Associates, LLC. (08/08/25)
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  • Associate , Client Management

    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
    Publicis Groupe (09/27/25)
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  • Client Associate

    Neuberger Berman (New York, NY)
    …a primary point of contact for high-net-worth clients, addressing operational support and client service needs including inquiries related to new accounts, LOAs, ... client directed trade orders, and other miscellaneous client requests + Initiate new account openings...obtain registrations within firm guidelines + 2-4 years of client service or support in the financial… more
    Neuberger Berman (09/17/25)
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  • Client Associate

    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...Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills + Client service focus with the ability to… more
    Wells Fargo (09/30/25)
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  • Commercial Lines Associate Account…

    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 ... service to external and internal clients to ensure client satisfaction and retention. Primary Responsibilities + Supports lead...client needs. + Set up and maintain accurate account details, contacts, and policy information in EPIC +… more
    World Insurance Associates, LLC. (09/27/25)
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  • Client Associate

    Neuberger Berman (New York, NY)
    …Qualifications:** + SIE, Series 7, and Series 66 required + 2-4 years of client service or support experience in the financial services industry preferred + ... with Charles River, Salesforce, and FactSet, is a plus + Strong interpersonal, client service , and communication skills (written and verbal) + Ability to… more
    Neuberger Berman (08/13/25)
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  • Registered Client Associate

    Wells Fargo (Oneonta, NY)
    …for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues + May also ... **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management...Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills + Client service focus with the ability to… more
    Wells Fargo (09/18/25)
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  • Part-Time Client Associate

    Wells Fargo (New York, NY)
    **About this role:** Wells Fargo is seeking a Part-Time Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... (Word, Excel, Outlook, and PowerPoint) skills + Proficiency in Excel; Technically savvy + Client service focus with the ability to listen to customer needs and… more
    Wells Fargo (09/30/25)
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  • JP Morgan Advisors - Senior Client…

    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
    JPMorgan Chase (09/13/25)
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