- 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,...candidate will have 5+ years of experience in the financial services industry allowing for a good… more
- Raymond James Financial, Inc. (New Hyde Park, NY)
- … Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... 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 … more
- Bank of America (New York, NY)
- …passion of becoming a Financial Advisor. **Job Description:** The Wealth Management Client Associate - Advisor Development Program (WMCA - ADP) role is an ... Advisor Development Program Client Associate New York, New York...at Merrill. This progression role is responsible for providing client service support to Financial … more
- JPMorgan Chase (New York, NY)
- …new standards for service excellence at JPMorgan Asset Management. As a Client Service Delivery Associate within JPMorgan Asset Management, focusing on ... ideas and initiative will directly shape client experiences, drive innovation, and set...+ 3+ years of experience in financial services or private markets, focusing on service … more
- JPMorgan Chase (New York, NY)
- …talented Associate to join the North America Client Platform team within Americas Client Service . As an Associate on this team, you will assist on ... monitoring processes. + Partner extensively with colleagues across AM, including client service , product, finance, operations, and technology teams. **Required… more
- Guidehouse (New York, NY)
- …As an Associate Director at Guidehouse's Commercial Financial Services practice, you will have responsibility for client management, solution ... years of experience in the banking industry or commercial financial services consulting + 7+ years' experience...financial stability. + Proven ability to successfully lead client service delivery teams that deliver the… more
- Raymond James Financial, Inc. (Clarence, NY)
- …James. The term "Raymond James" includes, but is not limited to Raymond James Financial Services , Inc. ("RJFS") and Raymond James Financial Services ... **Essential Duties and Responsibilities** + Service daily client inquiries over the...financial advisors and branch office + Open new client accounts, process money movement, and research information as… more
- Raymond James Financial, Inc. (Depew, NY)
- …James. The term "Raymond James" includes, but is not limited to Raymond James Financial Services , Inc. ("RJFS") and Raymond James Financial Services ... **Essential Duties and Responsibilities** + Service daily client inquiries over the...financial advisors and branch office + Open new client accounts, process money movement, and research information as… more
- JPMorgan Chase (New York, NY)
- …and commentary. **Required qualifications, capabilities, and skills** + 3+ years in a client -facing role within the financial services industry + ... a team that drives the integration of new clients onto JP Morgan's Prime Financial Services platform, ensuring a smooth and timely onboarding experience across… more
- KeyBank (Mahopac, NY)
- …Branch Huddles and Debriefs. + Work in a branch environment to provide in-person client services . + Assist Private Client Advisor in engaging licensed ... 6 - Mahopac, New York 10541 **Job Summary** The Associate Private Client Advisor partners and assists...+ Bachelor's Degree (preferred) **Work Experience** + Experience in financial services or related field (preferred) **Licenses… more