- Neuberger Berman (New York, NY)
- …customized investment solutions, the platform is truly unique in the industry. The Client Associate will deliver comprehensive operational support and serve as a ... for clients and an experienced Wealth Advisor Team. The Client Associate enhances the client ...believe we would pay for this role at the time of this posting. We may ultimately pay more… more
- CIBC (New York, NY)
- …learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) As a **Senior Client Service Associate ** , you will support Private Wealth ... efforts by delivering exceptional service to clients. You'll respond to client inquiries, coordinate onboarding and account maintenance, and collaborate with… more
- Publicis Groupe (New York, NY)
- …and marketing, and sociology, psychology, and other liberal arts disciplines. **Overview** The Senior Associate , Client Operations will be part of a growing ... Foundry delivers the best of both worlds to a client roster that spans some of the world's best...work on a high-energy, highly visible account. The Senior Associate supports the Operations Associate Director and… more
- Veritext Legal Solutions (Mineola, NY)
- …to ensuring transcripts are delivered on time and flawlessly accurate. As a Client Services Associate , you'll be the go-to expert for attorneys and legal ... follow up to ensure expectations are exceeded and every client walks away impressed. If you love follow-through, attention...track assignment deadlines, ensuring all tasks are completed on time and any potential delays are communicated promptly to… more
- Wells Fargo (Melville, NY)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes, scheduling and… more
- Broadridge Financial Solutions (Edgewood, NY)
- …team with their mandate of making our clients lives easy and advocating for each client to ensure optimal outcomes. We are made up of high-performing teams that meet ... days a week. Responsibilities: + Assist in handling all client communications in a timely and professional manner. +...plus + Detail oriented ability to multi-task, and excellent time management and follow-up skills. Salary: $24 hourly. Bonus… more
- BlackRock (New York, NY)
- …sophisticated and highly integrated analytics and systems for managing money. Aladdin Client Engagement is part of the Aladdin Business within BlackRock ... **About this role** **Relationship Manager, Aladdin Client Engagement** **BlackRock Solutions (BRS)** supports the investment process through the development,… more
- UNUM (New York, NY)
- …team. Help us help others, and join Team Unum today! **General Summary:** The Client Manager Associate (CMA) is in training to be responsible for proactive ... When you join the team at Unum, you become part of an organization committed to helping you thrive....benefits and service solutions that enable employees at our client companies to thrive throughout life's moments. And this… more
- MUFG (New York, NY)
- …the next step in exploring a career with us and encourage you to spend more time reviewing them! **Our Culture Principles** + Client Centric + People Focused + ... 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for...to be the world's most trusted financial group, it's part of our culture to put people first, listen… more
- Guardian Life (New York, NY)
- …in financial markets + Ability to work in a fast-paced environment + Client -centric and results-focused **You will** + Accept, place, and review equity, fixed ... Enter and manage annuity orders via AnnuityNet + Review client transactions for accuracy and compliance (eg, mutual fund...systems and Envestnet a plus + Excellent organizational and time management skills + Ability to communicate effectively at… more
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