- Neuberger Berman (New York, NY)
- …point of contact for high-net-worth clients, addressing operational support and client service needs including inquiries related to new accounts, LOAs, account ... and wires, RMDs, name/address/beneficiary changes, ACAT and DTC transfers, cost updates, client directed trade orders, and other miscellaneous client requests +… more
- Neuberger Berman (New York, NY)
- …desk regarding trade instructions + Process account openings/closings, transfers, and other client requests; oversee transfer of assets and ensure completion of all ... required documentation + Perform daily review and maintenance of client accounts, including administrative changes, cash/security movements, and addressing… more
- Evolent (Albany, NY)
- …the impact of our specialty programs and administrative platform. **Role Overview:** The Associate Director role on Client Analytics will support both internal ... for the mission. Stay for the culture. **What You'll Be Doing:** The Client Analytics team provides a unique opportunity to collaborate with key business, analytics,… more
- JPMorgan Chase (New York, NY)
- …including interactions with senior stakeholders. **Job summary:** As the Asset Management Client Skills Strategy and Training Associate , you will be responsible ... The Client Skills Training Team is dedicated to designing,...of a the broader Global Product Strategy, Development & Client Skills Training organization, ideal for someone looking for… more
- Raymond James Financial, Inc. (Saratoga Springs, NY)
- …the financial advisors and branch office. + Onboards new clients, opens new client accounts and researches client and security information using internal ... databases and other technologies. + Ensures key client information and documentation is current with firm and...assesses and responds to all corporate action items and client account alerts. + Prepares financial reports, spreadsheets and… more
- City National Bank (New York, NY)
- …the ongoing business and operational needs. As the operational expert for the client , the Account Officer is positioned to proactively execute on the concepts ... for those clients they manage. * Resolves problems, answers questions related to client accounts and utilization of bank products and services. Works with clients to… more
- BlackRock (New York, NY)
- …The person will be a member of the Product Expert team within Aladdin Client Experience, focusing on one of the product areas listed above, and partnering closely ... and steps to resolve + Act as key liaison between the Aladdin Client Experience, Aladdin Client Engagement, Implementations, Product Marketing, Engineering, and… more
- JPMorgan Chase (New York, NY)
- …invested, staying invested, and investing with less emotion. As an Internal Client Advisor within our financial advisory team, you will assist financial advisors ... markets by providing timely solutions. In collaboration with a Client Advisor, you will aim to meet the objectives...that deliver the JPMAM value proposition + Provide superior client service by being responsive, thoughtful and making the… more
- Publicis Groupe (New York, NY)
- …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 ... the organization. **Responsibilities** **Do these things interest you?** Within the Associate role, there are several tracts available for focus. **Strategy** +… more
- Publicis Groupe (New York, NY)
- …America, Best Buy, Kellogg Company, McDonald's, Novartis, Samsung, Visa and more. **Overview** The Associate will be part of a Client Operations team on a ... high-energy, highly visible account. Support Publicis Constellation Groupe (PCG) Client Operations Directors and Managers with billing, processes, systems management… more