- Guardian Life (New York, NY)
- As Head of Client Management (HCM), you will lead the strategic direction of the Client Management and Field Service teams within the Group Benefits ... portfolio. **You will:** + Build and lead a successful team of Client Management and Field Service professionals + Establish, monitor and achieve performance… more
- Bank of America (New York, NY)
- Wealth Management Client Associate - Bilingual Spanish Preferred NEW YORK, New York **To proceed with your application, you must be at least 18 years of age.** ... goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision… more
- Bank of America (New York, NY)
- Registered Wealth Management Client Associate New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision… more
- TIAA (Albany, NY)
- **Wealth Client Relationship Manager** Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors ... are and who you aspire to be, you will thrive as a Wealth Management Client Relationship Manager at TIAA. * Deeply curious with a demonstrated ability to uncover… more
- Deloitte (Rochester, NY)
- …a broad range of responsibilities with a focus on overseeing the cross-workstream Customer/ Client Master Data Management process for all Deloitte member firms ... system on Informatica. Job responsibilities: + Oversight of all end-to-end Customer/ Client master data management processes across Deloitte's SAP and Salesforce… more
- Raymond James Financial, Inc. (Depew, NY)
- …by the financial advisor + Create and maintain records and files utilizing Client Relationship Management (CRM) software + Actively engage in available ... industry + Financial markets, products and industry regulations **Skill in** + Client Relationship Management (CRM) software + Microsoft Office + Effective… 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
- Neuberger Berman (New York, NY)
- **Position Overview:** NB Private Wealth is Neuberger Berman's direct-to- client wealth and investment management business. Managing $70b+ in client assets ... team on a regular or ad hoc basis + **Data Management ** : Maintain accurate and detailed client files, account information, and new business pipeline in the… 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
- Guardian Life (New York, NY)
- …to join our team as a FP&A Business Partner. The FP&A Business Partner for Client Solutions and Wealth Management (CSWM) leads the development of analytics and ... financial planning initiatives that drive actionable insights and support strategic decision-making across the CSWM business. This role partners closely with business leaders to deliver robust financial models, forecasts, and performance analyses, ensuring the… more