• Morgan Stanley (Melville, NY)
    Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ ... PWAs/ teams in delivering against their business plan and client service model Remaining current on all...and/or Experience High School Diploma/Equivalency College degree preferred Active Series 7 (GS), and Series 66 (AG/RA)… more
    Upward (06/30/25)
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  • Oppenheimer & Co. Inc. (New York, NY)
    …& Co. Inc.'s Private Client Division is currently seeking a Registered Client Service Associate for their Midtown East branch office. The RCSA's primary ... & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in… more
    Upward (07/21/25)
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  • Arch.co (New York, NY)
    Our Company Arch is a Series A financial technology company that automates the management of private investments, improving access, understanding, and the human ... in all departments as we scale. About the Role We're looking for a Client Implementation Specialist to lead onboarding for clients in our Strategic Accounts segment… more
    Upward (07/14/25)
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  • BTIG (New York, NY)
    …and settlement, and reporting trades to clients Assist clients in full- service capacity with everything from onboarding, wiring of proceeds, share delivery, ... from transfer agents, coordinating restrictive legend opinions, and all other client needs Assist internally with business development, including helping with… more
    Upward (07/14/25)
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  • Northwestern Mutual (East Syracuse, NY)
    …a financial advisor, you start as a financial representative focused on client -building and obtaining licenses. Our award-winning training programs equip you with ... an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and… more
    Upward (07/07/25)
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  • Konica Minolta Business Solutions, USA, Inc. (Victor, NY)
    …nurtures and develops the customer relationship, providing accountability to the client and throughout the organization Stay informed about industry trends, ... of Konica Minolta's bizhub brand. Over the past two decades, the bizhub series has revolutionized office technology and redefined how businesses operate. It has… more
    Upward (07/19/25)
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  • Citigroup, Inc. (Plainview, NY)
    …excellent discovery and profiling skills. Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and ... tools based on client profiling. With the support of product specialists, intuitively...expand high value customer relationship by maximizing sale and service opportunities. Refer opportunities to segment partners where appropriate… more
    Upward (07/18/25)
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  • Blue Owl (New York, NY)
    …and position the full Blue Owl platform for applicable clients. Provide superior client service and responds to technical, product and competitive positioning ... advisors within a designated channel and territory, maintaining a high level of service and representing themselves as a subject matter expert for our investment… more
    Upward (06/29/25)
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  • Citigroup, Inc. (New York, NY)
    …excellent discovery and profiling skills. Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and ... tools based on client profiling. With the support of product specialists, intuitively...expand high value customer relationship by maximizing sale and service opportunities. Refer opportunities to segment partners where appropriate… more
    Upward (07/16/25)
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  • Synthesia (New York, NY)
    …of customer issues About you Customer-facing experience in Customer Success Management / Client Service / Account Management or similar ideally in B2B SaaS ... company in the world. In 2025 we announced our series D funding. In total we've raised over $330M...A competitive salary + stock options in our fast-growing Series D startup Hybrid working environment 100% Medical, Dental… more
    Upward (07/23/25)
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