• Client Services SME - UR/Pharmacy

    Sedgwick (Albany, NY)
    …on issues and trends impacting programs. + Conducts pre-renewal visits reviewing client loss experience and general company performance . Reviews and identifies ... Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Client Services SME - UR/Pharmacy **PRIMARY PURPOSE** : To determine account management… more
    Sedgwick (09/10/25)
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  • Client Associate

    Neuberger Berman (New York, NY)
    NB Private Wealth is Neuberger Berman's direct-to- client wealth and investment management business. Managing $70b+ in client assets across 40+ seasoned wealth ... investment solutions, the platform is truly unique in the industry. The Client Associate will deliver comprehensive operational support and serve as a trusted… more
    Neuberger Berman (07/18/25)
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  • Client Reporting Associate

    Neuberger Berman (New York, NY)
    …Wealth Management business. The candidate will support the production of client performance reports including scheduled and ad-hoc requests. Additionally, ... **Summary** The Client Reporting Associate will join a seasoned nine-person...activity including trades, cash flow, debits, margin, tech shorts, performance , transfers, allocations, fees etc. by utilizing various in-house… more
    Neuberger Berman (09/09/25)
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  • Client Associate

    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 ... updates, funds disbursements, charitable gifting, account performance , trade activity, asset transfers, statement inquiries, objective changes, portfolio market… more
    Neuberger Berman (09/17/25)
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  • Private Client Advisor II

    Bank of America (New York, NY)
    Private Client Advisor II New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Private- Client -Advisor-II\_25024778) **Job Description:** At Bank of America, we are… more
    Bank of America (09/06/25)
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  • Client Associate

    Neuberger Berman (New York, NY)
    …LOAs, account updates, funds disbursements, charitable gifting, account performance , trade activity, asset transfers, statement inquiries, objective changes, ... desk regarding trade instructions + Process account openings/closings, transfers, and other client requests; oversee transfer of assets and ensure completion of all… more
    Neuberger Berman (08/13/25)
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  • Head of Transition Management and Client…

    Neuberger Berman (New York, NY)
    …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 experience across all products and… more
    Neuberger Berman (07/04/25)
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  • VP, Client Portfolio Management

    TD Bank (New York, NY)
    …of questions including on investment philosophy and process, and portfolio positioning and performance + Manages internal database of client FAQs + Composes ... **Line of Business:** EPOCH LLC **Job Description:** The VP, Client Portfolio Management (CPM) acts as a central point...help you succeed. You'll have regular career, development, and performance conversations with your manager , as well… more
    TD Bank (09/24/25)
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  • Tax Solutions Sr. Client Support Specialist

    S&P Global (New York, NY)
    …Role:** **Grade Level (for internal use):** 10 **The** **Role:** Tax Solutions Client Success/ Client Engagement Sr. Specialist **The Team:** S&P's Market ... help our customers make better informed decisions, driving growth, performance , and efficiency. **What's in it for you:** You...Serve as the primary and secondary relationship and support manager for assigned Tier 1/high value clients and handle… more
    S&P Global (09/30/25)
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  • Wealth Management Client Associate

    Bank of America (New York, NY)
    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 friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Wealth-Management- Client -Associate\_25039877) **Job Description:** Merrill Wealth Management is a leading… more
    Bank of America (09/27/25)
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