- HSBC (New York, NY)
- …our people, our investors, our communities and the planet we all share. Our Associate , Banks, Institutional Client Group will be a member of the Correspondent ... point. The role is based at our New York, New York office. As our Associate , Banks, Institutional Client Group you will: + Support of Relationship Managers for… more
- WTW (New York, NY)
- …Finance, Economics, or related field. + 2-5 years of proven experience in client success, customer service , or a technical support environment, preferably within ... **Description** As a Senior Associate , you will be the primary point of...internal teams to deliver tailored solutions. You'll also monitor client success metrics, share insights with product and research… more
- KeyBank (Tarrytown, NY)
- …financial services and wealth management. + Demonstrated proficiency and effectiveness in client service skills (including handling client /prospect and ... **Location:** 660 White Plains Road - Tarrytown, New York 10591 **Job Summary** The Client Relationship Associate (CRA) supports the KPB sales team to grow,… more
- Wells Fargo (Syracuse, NY)
- …Wells Fargo Advisors training program for meeting personal, professional, and organizational client service and financial goals within the Financial Advisory - ... **About this role:** Wells Fargo is seeking an Associate Private Client Financial Advisor (LO)...service + Provide financial information, investment profiles, and client financial needs to more experienced financial advisors +… 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
- KeyBank (Mahopac, NY)
- …Route 6 - Mahopac, New York 10541 **Job Description Preview** **Job Summary** The Associate Private Client Advisor partners and assists Private Client ... delivery within assigned Branch(s) for the Mass Affluent clients including client management, service delivery and other resources in order to maximize needs-… more
- JPMorgan Chase (New York, NY)
- Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ... firms. Embrace the challenge of shaping the future of client service and make your mark by...delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team,… 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
- Broadridge Financial Solutions (Edgewood, NY)
- …team with their mandate of making our clients lives easy and advocating for each client to ensure optimal outcomes. We are made up of high-performing teams that meet ... from home a few days a week. Responsibilities: + Assist in handling all client communications in a timely and professional manner. + Ensure all correspondence and … more
- JPMorgan Chase (Lake Grove, NY)
- … Investment Associate in JP Morgan Wealth Management, you will provide client service , operational marketing and administrative support to Private Client ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more