• Senior Registered Client Associate

    Wells Fargo (New York, NY)
    **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... for appointments with new or prospective clients, establish and service client accounts, prepare forms, research account...when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively… more
    Wells Fargo (08/08/25)
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  • Client Associate

    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
    Neuberger Berman (07/18/25)
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  • Private Wealth Client Associate

    Bank of America (New York, NY)
    Private Wealth Client Associate New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
    Bank of America (08/01/25)
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  • JP Morgan Advisors - Senior Client…

    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
    JPMorgan Chase (06/18/25)
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  • Client Benefits Associate -PT

    Outreach Development Corporation (Brentwood, NY)
    …exciting, high-energy, rewarding work environment. Outreach is seeking a qualified Part Time Client Benefit Associate (Biller) to work in our outpatient facility ... located at 400 Crooked Hill Rd. Brentwood, NY. The Client Benefit Associate (Biller) is responsible for the accurate collection and tracking of information… more
    Outreach Development Corporation (08/01/25)
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  • Client Service Associate…

    CIBC (New York, NY)
    …contribute. To learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) As a ** Client Service Associate /** **Senior Client ... and /or** **2-5 years of relevant financial industry experience.** Experience in a client service role within Wealth Management is a plus. + **You put clients… more
    CIBC (07/15/25)
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  • KPB Client Relationship Associate

    KeyBank (Tarrytown, NY)
    … services and wealth management. + Demonstrated proficiency and effectiveness in client service skills (including handling client /prospect and Center of ... **Location:** 660 White Plains Road - Tarrytown, New York 10591 **Job Summary** The Client Relationship Associate (CRA) supports the KPB sales team to grow,… more
    KeyBank (07/30/25)
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  • Capital Markets Client Service…

    Broadridge Financial Solutions (New York, NY)
    …join the Broadridge team. Broadridge Disclosure Solutions is seeking a Capital Markets Client Service Associate to join our high-performance Capital Markets ... meet regulatory standards. + Maintain a high level of client service by responding to routine inquiries...+ At least one year of experience in financial services , legal, printing, or a similar customer service… more
    Broadridge Financial Solutions (08/08/25)
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  • Client Service Associate

    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
    Kestra Financial (06/12/25)
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  • Client Services Associate…

    Citigroup (New York, NY)
    The Client Services Associate is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing ... **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Client Services **Time… more
    Citigroup (06/06/25)
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