- Bank of America (New York, NY)
- … Client Relationship Manager in managing the Client Associates, Service Support Staff, and the Market's Operations functions where responsibilities ... Merrill Associate Client Relationship Manager New York,...participate in the overall delivery and management of the client service experience for the Market. **Specific… more
- WTW (New York, NY)
- …strategy development, and execution at the insurance program level. The Associate Client Advocate (ACA) owns client service activities and client ... unlock potential. Learn more at wtwco.com . **Description** The Associate Client Advocate (ACA) client -facing...Engage Service Liaisons (Subject Matter Expert or Client Operations Specialist) on escalations + Gather… 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
- 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
- Publicis Groupe (New York, NY)
- …identify data based publisher fits for clients, aligning audiences to stated client goals. ** Operations ** + Campaign Execution & Coordination: Assist in ... a reputation for maintaining the largest, most reliable partnership-based platform and sterling service with a personal touch. With over 27 years of experience and… more
- Kelly Services (New York, NY)
- …provided Executive Summary We are seeking a strategic, resourceful, and high-performing Menu Operations Associate to support our client 's menu UI features ... **Menu Operations Associate ** Remote, New York Title:...you will have access to a retirement savings plan, service bonus and holiday pay plans (earn up to… more
- Neuberger Berman (New York, NY)
- …including scheduled and ad-hoc requests. Additionally, candidate will provide comprehensive and client service support to the wealth advisor's high net worth ... **Summary** The Client Reporting Associate will join a...+ Initiate new account opening process through centralized Private Client Services Team + Act as a… more
- Neuberger Berman (New York, NY)
- …ability to obtain registrations within firm guidelines + 2-4 years of client service or support in the financial services industry preferred + Proficiency in ... a primary point of contact for high-net-worth clients, addressing operational support and client service needs including inquiries related to new accounts, LOAs,… more
- Cardinal McCloskey Community Services (Bronx, NY)
- …through quality community based services . We are currently seeking a Business Operations Associate to play a key role in supporting the stability and ... functions using MyEvolv. + Coordinate insurance and authorization processes for children's services . + Support billing and administrative operations to maintain… more
- Neuberger Berman (New York, NY)
- …+ SIE, Series 7, and Series 66 required + 2-4 years of client service or support experience in the financial services industry preferred + Proficiency in ... notes and strategy updates from meetings + Interact with operations and middle office to resolve account or performance...Salesforce, and FactSet, is a plus + Strong interpersonal, client service , and communication skills (written and… more
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