- Bank of America (New York, NY)
- Wealth Management Client Associate (FP) New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision… more
- SitusAMC (New York, NY)
- …to manage multiple priorities and lead cross-functional teams. + Expertise in client management tools, CRM systems (Salesforce), and project management ... platform retention, and fostering new business opportunities. Essential Job Functions: + Client Relationship Management : + Lead and nurture relationships with… more
- HSBC (New York, NY)
- …fund types. The ability to build effective relationships across various departments - Prime, Client Management , Relationship Management and WMR - will be key ... also private equity funds) and to support the Institutional Client Group (ICG) relationship management team in all credit-related matters. ICG seeks to secure… more
- Raymond James Financial, Inc. (New York, NY)
- …business environment. . Builds trusted relationships with senior leadership, including executive management of the Private Client Group (PCG), the firm's wealth ... of risks and regulations in all aspects of the Private Client and Asset Management . Risk assessment methodologies . Risk governance structure and design… more
- JPMorgan Chase (New York, NY)
- …roles in Funds Management , Institutional Sales, and Marketing within our Asset Management Client Teams. As a 2026 Asset Management Clients Summer ... rotational program and you may rotate through the following roles. Asset Management Client Teams: + **Funds Management :** Responsible for the distribution of… more
- Neuberger Berman (New York, NY)
- Neuberger Berman is seeking an experienced and dynamic Head of our Transition Management and Client Experience. The successful candidate will be responsible for ... overseeing operational and change- management aspects of our client lifecycle from onboarding, transition management , offboarding, and overall client … 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… more
- JPMorgan Chase (Bronx, NY)
- …offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management , you will offer comprehensive financial ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- Highmark Health (Albany, NY)
- …SUMMARY** This job implements and administers strategic activities related to client retention, growth, and profitability of existing accounts within the assigned ... team members to achieve and/or exceed upselling opportunities. Responsible for market management (ie, awareness and management of external distribution channel… more
- American Express (New York, NY)
- …help us define the future of American Express. The Global Merchant Services Global Client Group (GCG) is responsible for a portfolio of our most significant global ... business. As a Senior Manager in the Global Merchant Services- Global Client Group, you will be responsible for both managing day-to-day merchant relationships… more