- 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)
- …**Tactical Skills** + General knowledge of financial services and wealth management . + Demonstrated proficiency and effectiveness in client service skills ... Road - Tarrytown, New York 10591 **Job Summary** The Client Relationship Associate (CRA) supports the KPB...and participate in the development of sales presentations, annual wealth reviews, and other materials for client … 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. ... management for review when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively seek resolutions to … more
- BlackRock (New York, NY)
- …the Americas to generate new and repeat business through proactive relationship management . + Develop and deepen client relationships, establishing strategic ... **About this role** **Role Title: Transition Strategist, Transition Client Solutions** Location: San Francisco or New York...York BlackRock is a world-class provider of global investment management , risk management and advisory services to… 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
- TD Bank (New York, NY)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Associate Private Client Relationship Manager (ARM) is a high-touch point of ... on clients who maintain smaller balances with TD. The Associate Private Client Relationship Manager I will...client . The job partners with other RMs, IAs, Wealth Strategists and Wealth Lending Advisors. The… more
- Broadridge Financial Solutions (Edgewood, NY)
- …role of this position is to assist Relationship Managers and members of the management team with their mandate of making our clients lives easy and advocating for ... each client to ensure optimal outcomes. We are made up...+ Detail oriented ability to multi-task, and excellent time management and follow-up skills. Salary: $24 hourly. Bonus Eligible.… 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
- Citigroup (Staten Island, NY)
- …effectiveness of own team and other closely related teams. **Responsibilities:** + Deliver wealth management services to clients with guidance from the Banker ... The Licensed Client Service Associate is a developing...manage multiple concurrent deadlines with strong organizational and time management skills per the needs of banker teams and… more