• Client Associate

    Neuberger Berman (New York, NY)
    …and Series 66 required + 2-4 years of client service or support experience in the financial services industry preferred + Proficiency in Microsoft Office ... with Charles River, Salesforce, and FactSet, is a plus + Strong interpersonal, client service , and communication skills (written and verbal) + Ability to… more
    Neuberger Berman (08/13/25)
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  • Licensed Private Client Banker

    KeyBank (Suffern, NY)
    …their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services . PCBs identify ... products and services to meet client needs and refer to appropriate sales professionals in...and audit procedures and policies including appropriate documentation of client interactions. + Support of branch operations… more
    KeyBank (09/12/25)
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  • Client Reporting Associate

    Neuberger Berman (New York, NY)
    …reports including scheduled and ad-hoc requests. Additionally, candidate will provide comprehensive and client service support to the wealth advisor's high ... confirm internal systems accurately reflect Private Equity activity + Support client requests for statements and tax...+ Initiate new account opening process through centralized Private Client Services Team + Act as a… more
    Neuberger Berman (09/09/25)
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  • Client Service Representative

    US Tech Solutions (Brentwood, NY)
    …or Conversion to Permanent** **Overview** + We are seeking a Client Services Coordinator to provide client -facing support and internal team assistance. ... and department support as assigned **Qualifications** + 1-2 years of client services experience preferred + Bachelor's degree preferred (not required) +… more
    US Tech Solutions (09/24/25)
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  • Associate, JP Morgan Private Client - Field…

    JPMorgan Chase (New York, NY)
    At JPMorgan Chase, we are committed to extraordinary client service , taking care of our employees, and building relationships while maintaining a strong ... the firm has to offer. As a Field Incentive Support Associate within the Private Client Relationship...**Experienced** - Should have 3+years of experience in financial services and background in Finance, Compensation, and/or HR +… more
    JPMorgan Chase (08/21/25)
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  • Manager - Client

    City National Bank (New York, NY)
    …to achieve exemplary service levels when working with or for the client in problem resolution. Support internal sales activities including developing product ... for managing and conducting annual reviews for the internal sales/ service team. * CLIENT SERVICE ...CNB colleagues in all divisions of the bank to support client retention objectives and proactively promotes… more
    City National Bank (09/19/25)
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  • Client Service Associate

    Motion Recruitment Partners (New York, NY)
    …service experience for all of our clients. We are looking for our next Client Service Associate to support our growing business. Successful candidates ... Client Service Associate New York, New...direct/retail investors, broker dealer platforms, institutions and advisors * Support client communication via team email to… more
    Motion Recruitment Partners (09/11/25)
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  • Client Services Representative (CSR)

    Schwarzman Animal Medical Center (New York, NY)
    …work, client education, and support of the Director of Clinical Services , Client Services Managers, and other team members. This position requires ... As a Client Services Representative (CSR) at the...a positive attitude and an environment of patient and client -centered service , continuous quality improvement, compliance with… more
    Schwarzman Animal Medical Center (09/02/25)
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  • Vice President - Client Service

    JPMorgan Chase (Brooklyn, NY)
    …beneficial outcomes through influence and internal stakeholder management. + Provide excellent client service and support , proactively monitoring inquiries ... our team and make a significant impact on our client service teams in JPMorganChase. You'll have...Capabilities, and Skills** + Prior experience in custody operation services or prime brokerage. + Ability to work closely… more
    JPMorgan Chase (07/23/25)
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  • Merrill Market Client Relationship Manager

    Bank of America (New York, NY)
    …professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions and operations to drive ... balancing the risk and exposure for Merrill + Managing the branch's Wealth Management Client Associates and Service Support Staff + Representing the office… more
    Bank of America (08/08/25)
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