- Norstella (Albany, NY)
- Associate Client Solutions Manager, Skipta Company: Citeline Location: Remote, United States Date Posted: Apr 22, 2025 Employment Type: Full Time Job ID: ... right treatments to the right patients at the right time . ** Client Solutions Manager** **Skipta, a Norstella...Solutions Manager** **Skipta, a Norstella Company** **Job Description:** The Associate Client Solutions Manager will report to… more
- Broadridge Financial Solutions (Edgewood, NY)
- …others along the way, come join the Broadridge team. We are actively seeking an Associate Client Project Administrator to join in our Deer Park, NY office. In ... approach to gathering data and analyzing it to solve client inquiries. + Act as the front line; supporting...+ Ability to work well independently as well as part of a team; ability to think from a… more
- Wells Fargo (Purchase, 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 ... when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively...will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams… more
- 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
- Neuberger Berman (New York, NY)
- As a Client Reporting & Analytics Associate will play a pivotal role in the Global Client Platform Group, with a primary focus on supporting Collateralized ... clients. You will be compiling strategy-specific portfolio data and producing client -facing materials such as detailed reports, market exhibits, commentary, and… more
- Raymond James Financial, Inc. (New York, NY)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... and branch office. + Onboards new clients, opens new client accounts and researches client and security...deadlines in a fast-paced, task-oriented work environment. + Identify time sensitive items and assess competing priorities. + Take… 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
- Neuberger Berman (New York, NY)
- …a member of the North American Intermediary sales team, the primary responsibility of the Client Associate (CA) is to partner with the Client Advisor ... within a specific geographic region. **Responsibilities:** + Partner with Client Advisor to promote and sell Neuberger Berman equity,...believe we would pay for this role at the time of this posting. We may ultimately pay more… more
- Neuberger Berman (New York, NY)
- …+ Participate in daily activities of operational support and facilitate client service needs + Heavy contact with High-net-worth clients regarding; new ... and wires, RMDs, name/address/beneficiary changes, ACAT and DTC transfers, cost updates, client directed trade orders, and other miscellaneous client requests +… 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 ... implementing administrative and operational processes and tools within Brokerage and Client Support functional area + Perform complex administrative tasks including… more