- 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
- CIBC (New York, NY)
- …about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) As a ** Client Service Associate /** ** Senior Client Service Associate ** , ... 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)
- …finance and marketing, and sociology, psychology, and other liberal arts disciplines. **Overview** The Senior Associate , Client Operations will be part of a ... Foundry delivers the best of both worlds to a client roster that spans some of the world's best...to work on a high-energy, highly visible account. The Senior Associate supports the Operations Associate… more
- JPMorgan Chase (New York, NY)
- Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ... mark by delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team, you will play a crucial role… more
- City National Bank (New York, NY)
- * CLIENT SERVICE ASSOCIATE SENIOR CNS* WHAT IS THE OPPORTUNITY? Serve as a registered representative for City National Securities (CNS). Process stock, ... Investment Officers, Trust Officers, Financial Advisors, CNB colleagues, and client requests across a broad range of brokerage activities...securities market. * Minimum of 5 years of direct client services experience required * FINRA Series 7 and… more
- Kestra Financial (Kings Park, NY)
- …daily in pursuit of business objectives + Other responsibilities as assigned by the Senior Client Service Associate Knowledge, Skills, and/or Abilities + ... Summary The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes… more
- JPMorgan Chase (New York, NY)
- …and collaborating across one of the world's most innovative financial organizations. As a Senior Product Associate in Client 360, you contribute to the ... Builds a deep understanding for how JPMorgan engages our extensive client base, including go-to-market strategies, relationship management priorities, and business… more
- Capital One (New York, NY)
- Senior Associate , Treasury Management Associate Aligned to one or more Commercial Banking business segments, the Treasury Management Associate (TMA) ... team, the TMA provides key support by maintaining a client focus with an awareness and understanding of implementing...and enhance Capital One's brand in the marketplace. The Associate works closely with TM Sales to understand the… more
- AMA Group (New York, NY)
- **Title:** Senior Associate , Mechanical **Reports To:** Group Leader **Position Overview:** AMA Group is looking for a Mechanical Senior Associate , ... to small, providing technical leadership. This position will be client interfacing and responsible for all facets of product...the group. Your title within the company will be Senior Associate . **Role Responsibilities:** As a … more
- JPMorgan Chase (New York, NY)
- We are looking for a talented Senior Associate to join the team! JP Morgan Asset & Wealth Management delivers industry-leading investment management and private ... close collaboration with senior executives. As a US Private Bank Strategy Senior Associate within Asset and Wealth Management, you will play a pivotal… more