• 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)
    - Related Jobs

  • Client Associate

    Dow Jones (New York, NY)
    …to large Financial Services clients. This position supports designated Client Partners/ Associate Client Partners to prepare proposals, maintain ... business outcomes and long-term partnerships. **About the Role:** The Client Associate is an important team player,...support their CP/ACP in all sales to the Financial Services clients to achieve/exceed quarterly revenue goals. Client… more
    Dow Jones (09/27/25)
    - Related Jobs

  • Wealth Management Client Associate

    Bank of America (New York, NY)
    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 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 (09/27/25)
    - Related Jobs

  • Client Associate

    Wells Fargo (Woodbury, NY)
    **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career ... and prepare for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues,… more
    Wells Fargo (09/30/25)
    - Related Jobs

  • Part-Time Client Associate

    Wells Fargo (New York, NY)
    **About this role:** Wells Fargo is seeking a Part-Time Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... customers **Required Qualifications:** + 2+ years of Brokerage and Client Services experience, or equivalent demonstrated through...PowerPoint) skills + Proficiency in Excel; Technically savvy + Client service focus with the ability to… more
    Wells Fargo (09/30/25)
    - Related Jobs

  • Registered Client Associate

    Wells Fargo (Oneonta, NY)
    **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... and preparing for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues +… more
    Wells Fargo (09/18/25)
    - Related Jobs

  • JP Morgan Advisors - Senior Client…

    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
    JPMorgan Chase (09/13/25)
    - Related Jobs

  • Client Service Associate

    Motion Recruitment Partners (New York, NY)
    Client Service Associate New York, New York **Hybrid** Contract $25/hr - $30/hr **Title:** Client Service Associate **Description:** Job ... of our clients. We are looking for our next Client Service Associate to support...working in a collaborative work environment for a financial services /RIA/Broker Dealer firm and have a passion for delivering… more
    Motion Recruitment Partners (09/11/25)
    - Related Jobs

  • Sr Client Service Associate

    Public Consulting Group (Albany, NY)
    …across the public sector. To learn more, visit www.publicconsultinggroup.com . The Sr. Client Service Associate - Progress Track is responsible for ... improvement firm that partners with health, education, and human services agencies to improve lives. Founded in 1986, PCG...Teams to drive adoption, satisfaction, and impact. The Sr. Client Service Associate - Progress… more
    Public Consulting Group (08/28/25)
    - Related Jobs

  • Client Service Associate

    Raymond James Financial, Inc. (Somers, NY)
    …excellence in the Financial Services industry, Raymond James is seeking a dynamic 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
    Raymond James Financial, Inc. (09/09/25)
    - Related Jobs