- 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 ... 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 ...Serve as a liaison between Wealth Advisors, Portfolio Managers, Operations , and clients. + ** Client Support** :… more
- Publicis Groupe (New York, NY)
- …identify data based publisher fits for clients, aligning audiences to stated client goals. ** Operations ** + Campaign Execution & Coordination: Assist in ... 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
- Public Consulting Group (Albany, NY)
- …optimizing program returns. This role must effectively integrate capabilities in client management and project management, collaborating with Operations , ... (PCG) is a leading public sector solutions implementation and operations improvement firm that partners with health, education, and...This position may report to either a SBS COE Client Success Associate Director or a … 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 ... via telephone, direct interaction and/or written correspondence + Process deposits of client funds and/or securities + Enter securities, payments, and orders into… 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
- City National Bank (New York, NY)
- …YOU NEED TO SUCCEED? *Required Qualifications** * Minimum 3 years experience in client service, banking operations or relationship management support required. * ... contact person providing proactive and consultative support to resolve operations issues that may from time to time arise....and operational needs. As the operational expert for the client , the Account Officer is positioned to proactively execute… 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 ... of business objectives + Other responsibilities as assigned by the Senior Client Service Associate Knowledge, Skills, and/or Abilities + Advanced computer… more
- 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
- Evolent (Albany, NY)
- …the impact of our specialty programs and administrative platform. Role Overview The Associate Director role on Client Analytics will support both internal teams ... Stay for the culture. What You'll Be Doing: The Client Analytics team provides a unique opportunity to collaborate...(EAS, Specialty Operations ) and external partners, delivering analyses that drive Evolent's… more