- 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 ... for review when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively seek resolutions to client … more
- Neuberger Berman (New York, NY)
- …customized investment solutions, the platform is truly unique in the industry. The Client Associate will deliver comprehensive operational support and serve as a ... trusted resource for clients and an experienced Wealth Advisor Team. The Client Associate enhances the client experience by assisting with the service,… 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 (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 ... mark by delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team, you will play a crucial role… more
- CIBC (New York, NY)
- …To learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) As a ** Client Service Associate /** **Senior Client Service ... efforts by delivering exceptional service to clients. You'll respond to client inquiries, coordinate onboarding and account maintenance, and collaborate with… more
- KeyBank (Tarrytown, NY)
- **Location:** 660 White Plains Road - Tarrytown, New York 10591 **Job Summary** The Client Relationship Associate (CRA) supports the KPB sales team to grow, ... expand and retain client relationships. The CRA will be an active member...active member of the relationship team accountable for efficient client onboarding, proactive outreach and providing top-tier service. The… more
- Broadridge Financial Solutions (New York, NY)
- …join the Broadridge team. Broadridge Disclosure Solutions is seeking a Capital Markets Client Service Associate to join our high-performance Capital Markets team ... filings and other critical communications. We are looking for a client -focused, solutions-oriented professional who thrives in a fast-paced, high-stakes environment.… 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 ... objectives + Other responsibilities as assigned by the Senior Client Service Associate Knowledge, Skills, and/or Abilities + Advanced computer skills (Outlook,… 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 ... level of support to Securities Specialists including but not limited to, client market updates, new account opening and modification, documentation approval, wire… more
- HSBC (New York, NY)
- …people, our investors, our communities and the planet we all share. As our Client Experience Associate , you'll help new and current Wealth Center customers feel ... banking experience, including operations and customer service experience. As our Client Experience Associate you will: + Greet and assist customers who visit the… more