- Neuberger Berman (New York, NY)
- **Summary** The Client Reporting Associate will join a seasoned nine-person Wealth Advisor Team with over $4 billion in assets under management within ... and ad-hoc requests. Additionally, candidate will provide comprehensive and client service support to the wealth advisor's... Services Team + Act as a liaison between Wealth Advisor, Neuberger Berman Portfolio Managers, Asset Management… more
- Neuberger Berman (New York, NY)
- **Summary:** The Client Associate will provide comprehensive operational support to a seasoned Wealth Advisor Team within Neuberger Berman Private Wealth ... portfolio systems. + Provide customized reporting and analysis to client or Wealth Advisor team on a...first or second "Best Place to Work in Money Management " for last eight consecutive years (firms with 1,000+… more
- Morgan Stanley (New York, NY)
- …**Investment Banking/Sales/Trading/Research* **Title:** *ISG Management , Financial Crimes & Client Onboarding - Associate * **Location:** *New York-New York* ... financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees… more
- Robert Half Finance & Accounting (Los Gatos, CA)
- …thrilled to partner with an exceptional company in the search for a Client Associate to join their esteemed Wealth Advisory team. Our client is dedicated ... contribute to their continued success. Position Overview: As a Client Associate , you will play a crucial...to clients. Key Responsibilities: + Collaborate closely with the Wealth Advisory team to fulfill client service… more
- Thrivent Financial (Scottsdale, AZ)
- …services practice for Thrivent is looking for a full-time Practice Support Associate ( Client Service Administrator). This is an incredible opportunity for ... this role is a great fit for you. Position Summary: The Practice Support Associate ( Client Service Administrator) position is critical for providing leverage to… more
- JPMorgan Chase (Garden City, NY)
- JP Morgan Advisors, the ultra-high net worth division of JP Morgan Wealth Management , offers US based clients and their advisors the personalized service of a ... dedicated wealth management business and the global resources...customize solutions tailored to clients' specific needs As a Client Associate in JP Morgan Advisors, you… more
- JPMorgan Chase (Washington, DC)
- JP Morgan Advisors, the ultra-high net worth division of JP Morgan Wealth Management , offers US based clients and their advisors the personalized service of a ... dedicated wealth management business and the global resources...customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you… more
- Fifth Third Bank, NA (Pittsburgh, PA)
- …Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Supports the Wealth Advisor; interacts directly with the client in administrative and support ... Work effectively with team members to support Fifth Third Wealth Advisor, clients and prospects. + Provides all necessary...resolution to emerging needs. + Takes ownership for resolving client issues and escalates issues/trends to management … more
- HUB International (Mclean, VA)
- …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. In addition to winning the Gold ... our talent. We currently have an opportunity for a ** Client Service Associate - Retirement Plans** **&...**& Financial Wellness** to join our Retirement and Private Wealth team in our **Bethesda, MD & McLean, VA**… more
- HUB International (Austin, TX)
- …competent professional team. **BRIEF DESCRIPTION / OVERVIEW** : We are looking for a Client Associate . You will assist wealth managers and financial planners ... management , life and health, employee benefits, investment and wealth management products and services. With over...in preparing and processing paperwork to open and maintain client accounts. You will resolve any account related issues… more