- Bank of America (New York, NY)
- Advisor Development Program Client Associate New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... Client - Associate \_25047509) **Job Description:** **Advisor Development Program Client Associate ** Merrill Wealth Management is a leading… more
- Bank of America (New York, NY)
- Registered Wealth Management Client Associate New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- Neuberger Berman (New York, NY)
- …an experienced Wealth Advisor Team. The Client Associate enhances the client experience by assisting with the service , maintenance, and growth of the ... the platform is truly unique in the industry. The Client Associate will deliver comprehensive operational support...Qualifications:** + 2+ years of proven client service /support or related experience in the financial services… more
- Bank of America (New York, NY)
- Wealth Management Client Associate - Bilingual Spanish Preferred NEW YORK, New York **To proceed with your application, you must be at least 18 years of age.** ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- JPMorgan Chase (New York, NY)
- …sector? The Commercial Term Lending (CTL) team at JPMorgan Chase is seeking a Senior Client Associate who will play a vital role in evaluating lending requests, ... relationships, and helping clients grow their real estate portfolios. As a Senior Client Associate within the Commercial Term Lending (CTL) team, you will… more
- JPMorgan Chase (New York, NY)
- …scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business ... their clients. You will establish, maintain, and build relationships while delivering exceptional client service . In this role you will have extensive client… more
- Raymond James Financial, Inc. (New Hyde Park, NY)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... at Raymond James could take you! **Essential Duties and Responsibilities** + Services a high volume of daily interactions, including basic inquiries and scheduling… more
- Kestra Financial (Kings Park, NY)
- Summary The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes ... objectives + Other responsibilities as assigned by the Senior Client Service Associate Knowledge, Skills,...will have 5+ years of experience in the financial services industry allowing for a good understanding of broker/dealer… more
- JPMorgan Chase (Brooklyn, NY)
- … in JP Morgan Wealth Management, you will be tasked with delivering exceptional client service , operational marketing, and administrative support to our Private ... preserving client relationships, conducting account reviews, and advocating firm services to enhance client relationships. Your responsibilities will also… more
- Northern Rivers Family Services (Schenectady, NY)
- Client Service Associate Job Details...- $19.00 Hourly Travel Percentage Negligible Description As a Client Services Associate , you will be ... and direct calls and check in all clients for services . + Greet all visitors that come to the...all visitors that come to the Center. + Review client demographics; confirm name, address, insurance and collection of… more