- 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
- 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
- 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 ... our clients' brands, and to buy more products and services from them. Balancing the nimble spirit of a...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
- City National Bank (New York, NY)
- * CLIENT SERVICE ASSOCIATE SENIOR CNS*...securities market. * Minimum of 5 years of direct client services experience required * FINRA Series ... clients of City National Securities. Assist CNS brokerage clients and Retirement Services Clients with transactions and administrative support. WHAT WILL YOU DO? *… 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...will have 5+ years of experience in the financial services industry allowing for a good understanding of broker/dealer… 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
- JPMorgan Chase (New York, NY)
- …that drive value for our customers through successful product launches and exceptional client experiences. Asa Senior Associate - Product Manager in ... expertise and maintain strong stakeholder relationships. + Support sales presentations, client discussions, and Request For Proposal (RFP) processes. + Oversee… more
- JPMorgan Chase (New York, NY)
- As a Client Service Manager (CSM) in Securities Services , you will join the client service team and support a book of clients. You will work closely ... together the internal teams and resources required to successfully service clients. **Job responsibilities:** + Support senior ... client ongoing satisfaction with JPM. + Maintain client profiles and service level documents. +… more
- Capital One (New York, NY)
- …Client Services , Implementations, and other partner teams + Routes client service issues to appropriate partners for completion, and communicates ... Senior Associate , Treasury Management Associate...of financial services , commercial bank operations or client service experience **Preferred Qualifications:** + Bachelor's… more