- BlackRock (New York, NY)
- **About this role** **Role Title: Transition Strategist, Transition Client Solutions** Location: San Francisco or New York BlackRock is a world-class provider of ... global investment management, risk management and advisory services to institutional,...business development, project structuring, and the seamless delivery of client transition projects. You will be accountable for ensuring… more
- Bank of America (Garden City, NY)
- Wealth Management Client Associate Garden City, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Garden-City/Wealth-Management- Client - Associate \_25035795) **Job Description:** Merrill Wealth Management is… more
- Wells Fargo (Syracuse, NY)
- **About this role:** Wells Fargo is seeking an Associate Private Client Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo ... Client function + Review basic or tactical client goals and risk tolerance, assess investment profile, and evaluate client financial needs related… more
- Citigroup (Uniondale, NY)
- The Client Services Associate is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing ... level of support to Securities Specialists including but not limited to, client market updates, new account opening and modification, documentation approval, wire… more
- Neuberger Berman (New York, NY)
- …and more than 2,800 employees in total-united in their commitment to delivering client outcomes and investment excellence. It is our people who define ... desk regarding trade instructions + Process account openings/closings, transfers, and other client requests; oversee transfer of assets and ensure completion of all… more
- Raymond James Financial, Inc. (Somers, NY)
- …the financial advisors and branch office. + Onboards new clients, opens new client accounts and researches client and security information using internal ... databases and other technologies. + Ensures key client information and documentation is current with firm and industry requirements, rules and regulations. +… more
- Broadridge Financial Solutions (New York, NY)
- …join the Broadridge team. Broadridge Disclosure Solutions is seeking a Capital Markets Client Service Associate to join our high-performance Capital Markets team ... City. In this hybrid role, youll be a critical connection between our investment banking, legal, and corporate issuer clients and our internal production experts.… 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 ... for review when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively seek resolutions to client … 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
- CIBC (New York, NY)
- …To learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) As a ** Client Service Associate /** **Senior Client Service ... Floor **Employment Type** Regular **Weekly Hours** 40 **Skills** Analytical Thinking, Client Service, Customer Experience (CX), Investment Portfolios, Post-Sales… more