• Sr Client Service Associate

    Public Consulting Group (Albany, NY)
    …across the public sector. To learn more, visit www.publicconsultinggroup.com . The Sr. Client Service Associate - Progress Track is responsible for the ... Teams to drive adoption, satisfaction, and impact. The Sr. Client Service Associate - Progress Track is...staff, and other internal stakeholders to ensure a seamless client experience. + Maintain shared internal documentation … more
    Public Consulting Group (08/28/25)
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  • Client Associate

    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
    Neuberger Berman (07/18/25)
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  • Client Service Associate

    Raymond James Financial, Inc. (Somers, NY)
    …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative ... maintenance and to meet firm and industry requirements, ensures client paperwork and documentation is accurate and correct prior to submission and processing.… more
    Raymond James Financial, Inc. (09/09/25)
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  • Client Service Associate

    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
    Kestra Financial (09/11/25)
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  • Client Associate

    Wells Fargo (Woodbury, NY)
    **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career ... system, prepare client receipts, and forward securities with any supporting documentation to the Home Office + Disseminate reports + Maintain accurate records… more
    Wells Fargo (09/30/25)
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  • Client Services Associate Bilingual…

    Citigroup (New York, 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
    Citigroup (09/05/25)
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  • JP Morgan Wealth Management - Private…

    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
    JPMorgan Chase (09/20/25)
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  • Client Associate

    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 (09/17/25)
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  • Client Associate

    Neuberger Berman (New York, NY)
    … documentation + Perform daily review and maintenance of client accounts, including administrative changes, cash/security movements, and addressing insufficient ... desk regarding trade instructions + Process account openings/closings, transfers, and other client requests; oversee transfer of assets and ensure completion of all… more
    Neuberger Berman (08/13/25)
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  • Registered Client Service Associate

    Raymond James Financial, Inc. (Saratoga Springs, NY)
    …and security information using internal databases and other technologies. + Ensures key client information and documentation is current with firm and industry ... returns. + Reviews, assesses and responds to all corporate action items and client account alerts. + Prepares financial reports, spreadsheets and other materials for… more
    Raymond James Financial, Inc. (08/26/25)
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