- BlackRock (Princeton, NJ)
- …home and improve their financial well-being. **Team Overview:** The Alternatives Client Services (ACS) team provides comprehensive support for BlackRock's private ... onboarding, and report distribution while maintaining strong oversight of third-party service providers, including transfer agents and tax providers. **The ACS team… more
- Neuberger Berman (New York, NY)
- …Qualifications:** + SIE, Series 7, and Series 66 required + 2-4 years of client service or support experience in the financial services industry preferred + ... Salesforce, and FactSet, is a plus + Strong interpersonal, client service , and communication skills (written and...2,800 employees in total-united in their commitment to delivering client outcomes and investment excellence. It is… more
- Publicis Groupe (Birmingham, MI)
- …our competitors and provide a critical foundation for the agency. The Senior Associate , Client Operations supports the Operations Supervisor and Associate ... Director. At the macro level, for their assigned client , the Senior Associate will manage financial...Investment and Strategy teams are adhering to the Client Operations processes by monitoring and correcting any quality… more
- JPMorgan Chase (San Francisco, CA)
- 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
- JPMorgan Chase (Dallas, TX)
- …scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business ... their clients. You will establish, maintain, and build relationships while delivering exceptional client service . In this role you will have extensive client… more
- Bank of America (New York, NY)
- Merrill Associate Client Relationship Manager New York, New York;New York, New York; New York, New York **To proceed with your application, you must be at least ... culture driven, resilient, results focused and effective. **Position Overview:** The ** Associate Client Relationship Manager (ACRM)** supports the Firms business… more
- Bank of America (Boca Raton, FL)
- Registered Wealth Management Client Associate Boca Raton, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... focused and effective._ **Position Overview:** The **Registered Wealth Management Client Associate ** role is a sales support...multiple communication methods to ensure a consistent and exceptional client service experience. + Act as a… more
- Bank of America (Los Angeles, CA)
- Registered Wealth Management Client Associate Los Angeles, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- Bank of America (Santa Barbara, CA)
- Wealth Management Client Associate Santa Barbara, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- US Bank (Spokane Valley, WA)
- …One. **Job Description** Provides sales, processing, operational, administrative and customer service support to Investment Relationship Managers of US Bancorp ... contact and profile existing clients, leads, and prospects - Prior sales and service experience relating to Brokerage and Investment Advisory business is… more