- Publicis Groupe (New York, NY)
- …a reputation for maintaining the largest, most reliable partnership-based platform and sterling service with a personal touch. With over 27 years of experience and ... 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
- 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 ... investment product delivery within assigned Branch(es) for Mass Affluent clients, including client management, service delivery, and other resources to maximize… more
- KeyBank (Pearl River, NY)
- …93 N Middletown Rd - Pearl River, New York 10965 **Job Summary** The Associate Private Client Advisor partners and assists Private Client Advisors ... delivery within assigned Branch(s) for the Mass Affluent clients including client management, service delivery and other resources in order to maximize needs-… more
- Wells Fargo (Oneonta, NY)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... preparing for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues + May… more
- Neuberger Berman (New York, NY)
- …including scheduled and ad-hoc requests. Additionally, candidate will provide comprehensive and client service support to the wealth advisor's high net worth ... **Summary** The Client Reporting Associate will join a seasoned nine-person Wealth Advisor Team with over $4 billion in assets under management within Neuberger… more
- M&T Bank (New York, NY)
- …Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders ... Experience Required:** **Bachelor's degree and a minimum of 1 years' financial services client service experience, or in lieu of a degree, a combined minimum of… more
- Publicis Groupe (New York, NY)
- …marketing, and sociology, psychology, and other liberal arts disciplines. **Overview** The Senior Associate , Client Operations will be part of a growing ... Foundry delivers the best of both worlds to a client roster that spans some of the world's best...beloved brands and companies. We combine boutique-caliber insights and service with the buying clout and first-look access of… more
- JPMorgan Chase (New York, NY)
- …within JP Morgan Asset Management you will be responsible for delivering exceptional client service to Institutional clients of JP Morgan Asset Management. You ... client . **Job Responsibilities** + Serve as the primary day-to-day client service contact, supporting advisors and account managers + Act as the central… more
- JPMorgan Chase (New York, NY)
- …Management, with a focus on Client Advisors, Investment Specialists, and Client Service teams. **Job responsibilities:** + Manage project plans and ... with senior stakeholders. **Job summary:** As the Asset Management Client Skills Strategy and Training Associate , you...Asset Management Client Skills Strategy and Training Associate , you will be responsible for developing, designing, and… more
- Publicis Groupe (New York, NY)
- …America, Best Buy, Kellogg Company, McDonald's, Novartis, Samsung, Visa and more. **Overview** The Associate will be part of a Client Operations team on a ... high-energy, highly visible account. Support Publicis Constellation Groupe (PCG) Client Operations Directors and Managers with billing, processes, systems management… more