- KeyBank (Pearl River, NY)
- …93 N Middletown Rd - Pearl River, New York 10965 **Job Summary** The Associate Private Client Advisor partners and assists Private Client Advisors ... with a focus on our Mass Affluent client base with planning and financial wellness as the...and will lead with these concepts when providing investment solutions to new and existing clients. Establish a strong… more
- KeyBank (Mahopac, NY)
- …Route 6 - Mahopac, New York 10541 **Job Description Preview** **Job Summary** The Associate Private Client Advisor partners and assists Private Client ... Advisors with a focus on our Mass Affluent client base with planning and financial wellness as the...and will lead with these concepts when providing investment solutions to new and existing clients. Establish a strong… more
- Wells Fargo (New York, NY)
- **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 ... when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively...the ability to listen to customer needs and recommend solutions + Ability to prioritize work, meet deadlines, achieve… more
- Neuberger Berman (New York, NY)
- …investment solutions , the platform is truly unique in the industry. The Client Associate will deliver comprehensive operational support and serve as a ... trusted resource for clients and an experienced Wealth Advisor Team. The Client Associate enhances the client experience by assisting with the service,… more
- JPMorgan Chase (Brooklyn, NY)
- Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences. As a Client Service ... operational support to our clients. Your role will involve addressing client inquiries, processing transactions, and troubleshooting issues, all while identifying… more
- Bank of America (New York, NY)
- Private Wealth Client Associate (FP) New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... Focus + Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management + Prioritization + Administrative… more
- WTW (New York, NY)
- …to grow existing relationships, collaborating with internal teams to deliver tailored solutions . You'll also monitor client success metrics, share insights with ... **Description** As a Senior Associate , you will be the primary point of...effective problem-solver, able to analyze issues and deliver efficient, client -focused solutions . + Experience with upselling or… more
- BlackRock (New York, NY)
- **About this role** **Aladdin Client Transformations - Front Office** **What we do** BlackRock's business is investing on behalf of our clients, from large ... growing rapidly, with the volume and complexity of new client deals and strategic partnerships growing each year. We...looking for a candidate to join us in the Associate /VP role within the team's Front Office practice. **Your… more
- Navient (Albany, NY)
- …our mission, read more below, and let's build something great together! **The Client Happiness Servicing Associate position will report to the Servicing Manager, ... Client Happiness.** **As the Client Happiness Servicing Associate , you will:** +...Speed is our competitive advantage. Our customers need better solutions , and the faster we execute, the greater our… more
- JPMorgan Chase (New York, NY)
- …staying invested, and investing with less emotion. **Job Summary:** As an Internal Client Advisor Associate within the Asset Management team, you will be ... over the globe meet their financial goals by providing industry leading investment solutions . Our wide array of financial strategies - equity, fixed income, cash… more