- 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
- JPMorgan Chase (New York, NY)
- Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences. As a Client Service ... operational support to our clients. Your role will involve addressing client inquiries, processing transactions, and troubleshooting issues, all while identifying… 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)
- …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
- TD Bank (New York, NY)
- …you more specific details for this role. **Job Description:** The Global Markets Documentation Team in Global Markets Transaction Management is an integral part of ... capital markets trading products. The team is committed to providing a seamless client experience while managing the bank's risk. The position will be responsible… 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
- Navient (Albany, NY)
- …our mission, read more below, and let's build something great together! **The Client Happiness Servicing Associate position will report to the Servicing Manager, ... Client Happiness.** **As the Client Happiness Servicing Associate , you will:** +...explain available relief options, and guide customers through necessary documentation and follow-ups. + Collaborate with internal teams to… more
- BlackRock (New York, NY)
- …they need when planning for their most important goals **.** **Team Overview** The Client Contracting Team is a team of legal professionals sitting within Client ... onboard new, and modify existing, institutional clients at BlackRock. Members of the Client Contracting Team are contract managers who work across the firm to ensure… 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 (Lake Grove, 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