- JPMorgan Chase (New York, NY)
- …highest standards of service, making it a key component of JP Morgan's holistic wealth management offerings. As a Product Associate for the Advance Investing ... The Self-Directed Investing product organization within JP Morgan Wealth Management empowers clients to take control of...on existing features, engaging with internal stakeholders to triage client input where needed + Analyze competitor trends and… more
- HSBC (New York, NY)
- …our communities and the planet we all share. As our Client Experience Associate , you'll help new and current Wealth Center customers feel comfortable while ... experience, including operations and customer service experience. As our Client Experience Associate you will: + Greet...completion of branch transactional activities + Ensure a premium client experience within the Wealth Center channel… 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 ... make your mark by delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team, you will play a… more
- KeyBank (Tarrytown, NY)
- **Location:** 660 White Plains Road - Tarrytown, New York 10591 **Job Summary** The Client Relationship Associate (CRA) supports the KPB sales team to grow, ... and participate in the development of sales presentations, annual wealth reviews, and other materials for client ...annual wealth reviews, and other materials for client meetings. + Schedule internal and external meetings (Pre… more
- Wells Fargo (Syracuse, NY)
- **About this role:** Wells Fargo is seeking an Associate Private Client Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo ... Fargo Advisors training program for meeting personal, professional, and organizational client service and financial goals within the Financial Advisory - Private… 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 team ... filings and other critical communications. We are looking for a client -focused, solutions-oriented professional who thrives in a fast-paced, high-stakes environment.… more
- Broadridge Financial Solutions (Edgewood, NY)
- …team with their mandate of making our clients lives easy and advocating for each client to ensure optimal outcomes. We are made up of high-performing teams that meet ... from home a few days a week. Responsibilities: + Assist in handling all client communications in a timely and professional manner. + Ensure all correspondence and … more
- Citigroup (Uniondale, NY)
- The Client Services Associate is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing ... level of support to Securities Specialists including but not limited to, client market updates, new account opening and modification, documentation approval, wire… more
- BlackRock (New York, NY)
- **About this role** **Role Title: Transition Strategist, Transition Client Solutions** Location: San Francisco or New York BlackRock is a world-class provider of ... public pension plans, corporate retirement plans, central banks, sovereign wealth funds, and other institutional investors. **Role and Responsibilities:**… more
- Citigroup (Staten Island, NY)
- The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... of own team and other closely related teams. **Responsibilities:** + Deliver wealth management services to clients with guidance from the Banker teams. +… more