• Client Service Associate

    Raymond James Financial, Inc. (Somers, NY)
    …in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem ... James could take you! **Essential Duties and Responsibilities** + Services a high volume of daily interactions, including basic...With a high level of organization and accuracy, processes client financial transactions and financial advisor and… more
    Raymond James Financial, Inc. (09/09/25)
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  • Director - Life Sciences Advisory - Patient…

    Guidehouse (New York, NY)
    … client relationships while managing client expectations. You will become the client 's trusted advisor that contributes to the "key client " business ... Job Posting **What You Will Do** **:** The Patient Services team provides program design, implementation, and monitoring ...accountable to develop business with new buyers within key client /s, drawing upon industry and client connections… more
    Guidehouse (08/18/25)
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  • Key Private Bank Senior Portfolio Strategist

    KeyBank (Tarrytown, NY)
    …utilizes centralized resources in support of portfolio construction and client service activities, ultimately transitioning portfolio rebalancing, trading, ... providing effective advice, strategies, solutions and optimal levels of service that exceed client expectations. Meets or...client aspirations and further position Key as the client 's trusted advisor . + Interfaces with other… more
    KeyBank (08/26/25)
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  • JP Morgan Wealth Management - Senior Associate,…

    JPMorgan Chase (New York, NY)
    …+ Develop detailed operating model for business changes + Leverage understanding of client and advisor wealth management processes (front and back office), such ... operating models for business changes + Demonstrate understanding of client and advisor wealth management processes (front...improvement is a plus Chase is a leading financial services firm, helping nearly half of America's households and… more
    JPMorgan Chase (10/02/25)
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  • Frosch - Ita Specialist Lead

    JPMorgan Chase (Rochester, NY)
    …hotels, insurance quotes and concierge services + Maintain high-touch, white-glove service throughout the client journey + Assist in crafting seamless, ... operations and be able to step in to manage client needs during advisor absences + Attend...+ Bachelor's degree + Experience booking cruises + Prior client -facing or concierge service experience + Social… more
    JPMorgan Chase (10/02/25)
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  • Client Associate

    Neuberger Berman (New York, NY)
    …in professional organizations. **Qualifications:** + 2+ years of proven client service /support or related experience in the financial services industry. + An ... a trusted resource for clients and an experienced Wealth Advisor Team. The Client Associate enhances the...opportunity to significantly contribute to the team's success and client satisfaction. **Responsibilities:** + ** Client Service… more
    Neuberger Berman (07/18/25)
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  • Technology Sales Specialist - Data and AI

    IBM (Armonk, NY)
    …AI Market Knowledge: Expertise in the Data & AI market to serve as a trusted client advisor (training on IBM's Data & AI offerings will be provided). * ... work that will compel our clients to invest in IBM's products and services . **Your role and responsibilities** As a Technology Sales Specialist you'll work closely… more
    IBM (09/16/25)
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  • Technology Sales Engineer - Data & Intelligence

    IBM (New York, NY)
    …AI Market Knowledge: Expertise in the Data & AI market to quickly become a trusted client advisor (training on IBM's Data & AI offerings will be provided). IBM ... compel our clients to invest in IBM's products and services . **Your role and responsibilities** As a Brand Technical...to their business. Your primary responsibilities will include: * Client Strategy Design: Creating client strategies for… more
    IBM (09/05/25)
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  • Associate Director - Strategy & Design

    Fortress Brand (New York, NY)
    …multiple projects phasing through the team seamlessly in partnership with operations and client service teams. + Presentation & Storytelling: + Cultivate robust ... client relationships as a strategic partner and trusted advisor . + Ensure that brand strategies not only meet...relationships as a strategic client partner and advisor to top-tier accounts… more
    Fortress Brand (08/26/25)
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  • JP Morgan Wealth Management- Vice President,…

    JPMorgan Chase (New York, NY)
    …matrix organization + Familiarity with end-to-end bank infrastructure, including advisors, client service , product, technology, operations and controls + ... model for business changes and roadmap for implementation + Leverage understanding of client and advisor wealth management processes (front, middle, and back… more
    JPMorgan Chase (09/20/25)
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