- Scotiabank (New York, NY)
- Associate Director, Global Capital Markets Documentation , GBM, New York, NY **Requisition ID:** 218678 **Salary Range:** 117.400,00 - 224.700,00 _Please note ... team, committed to results, in an inclusive and high-performing culture. **Title: Associate Director, Global Capital Markets Documentation , GBM, New York, NY**… more
- TD Bank (New York, NY)
- …more specific details for this role. **Job Description:** **Preferred Qualifications:** ** Associate - Global Markets Documentation ** **Department Overview** The ... markets trading products. The team is committed to providing a seamless client experience while managing the bank's risk. **Job Description** The position will… 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 ... for clients and an experienced Wealth Advisor Team. The Client Associate enhances the client ...for the team's client base, including opening client accounts, assisting with required documentation , and… more
- CIBC (New York, NY)
- …learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) As a **Senior Client Service Associate ** , you will support Private Wealth ... efforts by delivering exceptional service to clients. You'll respond to client inquiries, coordinate onboarding and account maintenance, and collaborate with… more
- WTW (New York, NY)
- **Description** As a Senior Associate , you will be the primary point of contact for your clients, building strong relationships and understanding their compensation ... collaborating with internal teams to deliver tailored solutions. You'll also monitor client success metrics, share insights with product and research teams, and stay… 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 ... assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation + Manage client needs regarding processing, service,… more
- Neuberger Berman (New York, NY)
- …+ Daily Interface with clients regarding account information, documentation , funds disbursements, charitable gifting, statement inquiries and online ... + Monitor and follow up daily activities of operational support and facilitate client service needs + Initiate new account openings through the Centralized Business… 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 ... client market updates, new account opening and modification, documentation approval, wire transfers, journals, stock transfers, account maintenance, capital call… more
- JPMorgan Chase (New York, 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 ... client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. **Job responsibilities** + Support Advisors… more
- SMBC (White Plains, NY)
- …to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The ... documents ahead of the disbursement of funds; verify that documentation and work processes are complete and conform to...ahead of the disbursement of loan funds, verify that documentation and work processes are complete and conform to… more
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