- CIBC (New York, NY)
- …CIBC.com (https://www.cibc.com/en/about-cibc.html) As a ** Client Service Associate /** ** Senior Client Service Associate ** , you will support ... and /or** **2-5 years of relevant financial industry experience.** Experience in a client service role within Wealth Management is a plus. + **You put clients… 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
- 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 appointments with new or prospective clients, establish and service client accounts, prepare forms, research account...when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively… more
- WTW (New York, NY)
- **Description** As a Senior Associate , you will be the primary point of contact for your clients, building strong relationships and understanding their ... or related field. + 2-5 years of proven experience in client success, customer service , or a technical support environment, preferably within the financial… 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 ... firms. Embrace the challenge of shaping the future of client service and make your mark by...delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team,… 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 ... and other capital markets clients, under the supervision of senior staff. + Assist with and enter client...meet regulatory standards. + Maintain a high level of client service by responding to routine inquiries… 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
- 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