• Vice President - Client Service

    JPMorgan Chase (Brooklyn, NY)
    …beneficial outcomes through influence and internal stakeholder management. + Provide excellent client service and support , proactively monitoring inquiries ... Join our team and make a significant impact on our client service teams in JPMorganChase. You'll have the opportunity to grow your career while leveraging your… more
    JPMorgan Chase (07/23/25)
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  • Client Associate

    Neuberger Berman (New York, NY)
    …to the team's success and client satisfaction. **Responsibilities:** + ** Client Service ** : Provide ongoing operational support for the team's client ... participating in professional organizations. **Qualifications:** + 2+ years of proven client service / support or related experience in the financial services… more
    Neuberger Berman (07/18/25)
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  • Wealth Management Client Associate

    Bank of America (New York, NY)
    …make an impact. Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). ... needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through...in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage… more
    Bank of America (10/02/25)
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  • Private Wealth Client Associate

    Bank of America (New York, NY)
    …results focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors ... needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through...in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage… more
    Bank of America (10/02/25)
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  • Client Associate

    Neuberger Berman (New York, NY)
    …+ Serve as a primary point of contact for high-net-worth clients, addressing operational support and client service needs including inquiries related to new ... consider ability to obtain registrations within firm guidelines + 2-4 years of client service or support in the financial services industry preferred +… more
    Neuberger Berman (09/17/25)
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  • Client Associate

    Neuberger Berman (New York, NY)
    …Skills Qualifications:** + SIE, Series 7, and Series 66 required + 2-4 years of client service or support experience in the financial services industry ... with Charles River, Salesforce, and FactSet, is a plus + Strong interpersonal, client service , and communication skills (written and verbal) + Ability to… more
    Neuberger Berman (08/13/25)
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  • Client Reporting Associate

    Neuberger Berman (New York, NY)
    …reports including scheduled and ad-hoc requests. Additionally, candidate will provide comprehensive and client service support to the wealth advisor's high ... and confirm internal systems accurately reflect Private Equity activity + Support client requests for statements and tax documents including 1099's and K1's… more
    Neuberger Berman (09/09/25)
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  • Merrill Associate Client Relationship…

    Bank of America (New York, NY)
    …ACRM partners with the Market Client Relationship Manager in managing the Client Associates, Service Support Staff, and the Market's Operations functions ... Participate in the management and training & development of the Market's Client Associates and Service Support Staff + Develop an understanding of and… more
    Bank of America (09/06/25)
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  • Client Service Associate

    Motion Recruitment Partners (New York, NY)
    …service experience for all of our clients. We are looking for our next Client Service Associate to support our growing business. Successful candidates ... Client Service Associate New York, New... Client Service Associate New York, New York **Hybrid** Contract...direct/retail investors, broker dealer platforms, institutions and advisors * Support client communication via team email to… more
    Motion Recruitment Partners (09/11/25)
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  • Merrill Market Client Relationship Manager

    Bank of America (New York, NY)
    …professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions and operations to drive ... risk and exposure for Merrill + Managing the branch's Wealth Management Client Associates and Service Support Staff + Representing the office and Merrill… more
    Bank of America (08/08/25)
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