- JPMorgan Chase (Brooklyn, 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 ... **Required qualifications, capabilities, and skills** + 3+ years of experience or equivalent expertise in a client ...of experience or equivalent expertise in a client service role within a financial institution. + Excellent… more
- KeyBank (Syracuse, NY)
- …client needs and supports KPB team members throughout the sales and client experience process. **Responsibilities** + Prepare and participate in the ... Street - Syracuse, New York 13202-1600 **Job Summary** The Client Relationship Associate (CRA) supports the KPB...need guidance). + Proactively look for opportunities to improve client experience (identify pain points, gaps, process… more
- 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 ... for review when applicable **Required Qualifications:** + 2+ years of Brokerage and Client Services experience , or equivalent demonstrated through one or a… more
- Publicis Groupe (New York, NY)
- …consumers in a measurable way. **Overview** Ignite your career as a Local Media Client Lead Associate Director in the Publicis Media Exchange! As an experienced ... will be pivotal to our success. **Responsibilities** As a Client Lead, Associate Director you will: +...perfect opportunity for you if you have 7+ years experience in Local Media and are a confident communicator… more
- 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 ... branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense… more
- KeyBank (Mahopac, NY)
- **Location:** 981 Route 6 - Mahopac, New York 10541 **Job Summary** The Associate Private Client Advisor partners and assists Private Client Advisors with a ... focus on our Mass Affluent client base with planning and financial wellness as the...and Key. **Education** + High School Diploma or equivalent experience (required) + Bachelor's Degree (preferred) **Work Experience… more
- Publicis Groupe (New York, NY)
- …and sterling service with a personal touch. With over 27 years of experience and 1,000+ associates across 7 different countries, CJ (formerly Commission Junction) is ... 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… more
- Bank of America (Albany, NY)
- Wealth Management Client Associate Albany, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Albany/Wealth-Management- Client - Associate \_25019110) **Job Description:** Merrill Wealth Management is… more
- Neuberger Berman (New York, NY)
- **Summary** The Client Reporting Associate will join a seasoned nine-person Wealth Advisor Team with over $4 billion in assets under management within Neuberger ... Wealth Management business. The candidate will support the production of client performance reports including scheduled and ad-hoc requests. Additionally, candidate… more
- JPMorgan Chase (New York, NY)
- …the most elevated and personalized experiences for our clients. As a Marketing Strategy- Client Engagement- Senior Associate on the JP Morgan Private Client ... The JP Morgan Private Client Marketing Strategy team defines the vision for...product owners, and content teams to deliver a surround-sound experience for prospects, new and existing customers. + Manage… more
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