- 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 ... income maturities, settled free cash, reorganization notices, performance reporting, Executive Financial Services requests + Build and maintain relationships… more
- Raymond James Financial, Inc. (Somers, NY)
- …returns. + Reviews, assesses and responds to all corporate action items and client account alerts. + Prepares financial reports, spreadsheets and other materials ... Financial Advisors. + Creates and maintains records and files utilizing Client Relationship Management (CRM) software. + Assists Financial Advisors with… more
- Wells Fargo (New York, NY)
- …Brokerage client support experience + Administrative support experience in financial services + Experience interacting directly with customers + Intermediate ... **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… 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
- 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
- Bank of America (New York, NY)
- …**Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities ... Wealth Management Client Associate (FP) New York, New... needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank's clients through… more
- Huron Consulting Group (NY)
- …recognizes the response must be urgent and direct. Huron's industry-leading Healthcare Financial Advisory Services team works with healthcare leaders to prevent ... reduce the cost of providing patient care. Investing in new partnerships, clinical services and technology is not enough to create meaningful and substantive change.… more
- KeyBank (Pearl River, NY)
- …work as a collaborative team member. + Ability to use standard office equipment, proprietary financial services systems. + In the event you do not hold the ... - Pearl River, New York 10965 **Job Summary** The Associate Private Client Advisor partners and assists... Advisors with a focus on our Mass Affluent client base with planning and financial wellness… 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 ... **Qualifications:** + 2+ years of proven client service /support or related experience in the financial services industry. + An undergraduate degree and… more
- S&P Global (New York, NY)
- …Level (for internal use):** 09 **About the Role:** **The Team:** The CCO Financial Services segment is seeking a motivated and detail-oriented Associate ... creative + Experience with Salesforce will be beneficial + Previous experience in a financial services , financial institution or professional services … more