- JPMorgan Chase (New York, NY)
- …scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business ... support to Financial Advisors and their clients. You will...will establish, maintain, and build relationships while delivering exceptional client service. In this role you will have extensive… more
- BlackRock (New York, NY)
- …quality. + **Team leadership & Development** : Provide guidance, mentorship and support to Client Success Specialists, fostering professional growth and ensuring ... **About this role** **Job Description - Client Success Manager** Aladdin is BlackRock's central technology...clients get the most out of Aladdin, providing exceptional support by owning relationships and solving critical and high… 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 ... mutual funds, ETFs, and separately managed accounts in partnership with an External Client Advisor. This role provides an opportunity to demonstrate your passion for… more
- M&T Bank (New York, NY)
- …internal business partners, to contribute to the retention and expansion of existing client relationships. + Provide sales support to the team for ... **Overview:** **Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and… more
- World Insurance Associates, LLC. (Farmingville, NY)
- …and payroll & HR solutions. Position Summary The Senior Associate Client Representative works independently, to provide support to lead service and/or ... to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, change request, etc. + Create activities… more
- Northern Rivers Family Services (Schenectady, NY)
- …- $19.00 Hourly Position Type Full Time Travel Percentage Negligible Description As a Client Services Associate , you will be a valued member of an ... interdisciplinary team addressing support and clerical needs for center clients. The Behavioral...all visitors that come to the Center. + Review client demographics; confirm name, address, insurance and collection of… more
- Publicis Groupe (New York, NY)
- … Client Operations teams. **Responsibilities** **Specific Responsibilities** : + Support Manager and Director with miscellaneous operations tasks and projects + ... Samsung, Visa and more. **Overview** **Position Summary:** The Sr. Associate supports the Investment Operations Director and Manager with... Support Manager and Director in developing and building processes,… more
- Raymond James Financial, Inc. (Clarence, NY)
- **Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients + Work ... and within a dynamic team environment to provide administrative support to the financial advisors and branch office +...the financial advisors and branch office + Open new client accounts, process money movement, and research information as… more
- Mizuho Corporate Bank (New York, NY)
- Responsibilities: Support direct team manager for all onboarding processes: + Compose KYC packages and perform due diligence on new clients based on risk rating ... Ability to determine and review Dodd Frank regulatory information provided by the client and determine if sufficient based on regulation + Evaluate an Investment… more
- World Insurance Associates, LLC. (Geneva, NY)
- …This position supports the Account Executive with responsibilities related to client management and retention Essential Duties and Responsibilities + Effectively ... ensuring all required tasks are completed accurately and on-time + Growing client loyalty by building positive relationships and providing high levels of advocacy,… more