- Unknown (New York, NY)
- Associate Vice President and Wealth Advisor About the...with a preference for those with exposure to HNW/UHNW client service or financial planning. A CFP(R) ... Privately Held About the Role The Company is seeking Wealth Advisor Associates / Associate Vice Presidents to join its Private Wealth Division. This role is ideal… more
- Unknown (New York, NY)
- …integrity and the ability to lead a high-performing finance organization that prioritizes client service . Hiring Manager Title Dean Travel Percent Less than 10% ... Associate Dean & Chief Financial Officer (CFO) About...Dean and Chief Financial Officer (CFO) to join its senior leadership team. The successful candidate will be responsible… 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)
- …new standards for service excellence at JPMorgan Asset Management. As a Client Service Delivery Associate within JPMorgan Asset Management, focusing on ... ideas and initiative will directly shape client experiences, drive innovation, and set...grow, as you'll use and expand your knowledge of service design to enhance interactions, develop and execute strategies… 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)
- …scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business ... clients. You will establish, maintain, and build relationships while delivering exceptional client service . In this role you will have extensive client … 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) ... and enhance Capital One's brand in the marketplace. The Associate works closely with TM Sales to understand the... Services, Implementations, and other partner teams + Routes client service issues to appropriate partners for… more
- JPMorgan Chase (New York, NY)
- As a Service Designer Senior Associate ...that support the development of the JP Morgan Private Client offering. The Private Client offering serves ... end-to-end customer and employee experiences by leveraging your advanced knowledge of service design principles. As a core contributor, you will participate in the… more
- Capital One (New York, NY)
- Senior Associate , CRE Loan Screening The...Capital One CRE Balance Sheet and Unitranche Loans from Client Loan Request to Term Sheet and can support ... (CRE) Balance Sheet secured loans, with support from the Senior Manager, CRE Loan Screening and the Line of...and quoting to ensure an efficient process with the client + Works to identify exceptions / risks associated… more
- SitusAMC (Albany, NY)
- …Manage and update key documents to support WFS Clients policies & procedures, service level agreements (ie, performance metrics) and client deliverables. + ... for onshore clients. + Manage time and tasks to Service Level Agreements agreed to with client ...and/or relevant experience, typically with 1+ years in an Associate level role or external equivalent. + 5+ years… more
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