- JPMorgan Chase (New York, NY)
- …evolving team offers tremendous opportunity for those interested in client service , financial markets and digitalization. As a Market Transition Associate ... of the client , Corporate Investment Bank Markets business and Digital Client Service organizations. The team operates globally, supporting clients and… more
- Raymond James Financial, Inc. (Morristown, NJ)
- …is why we are growing our team and seeking a registered, team-oriented, high-performing Client Service Advisor to complement our existing team. **Purpose of the ... Role:** The Registered Client Service Advisor is accountable for managing...goals with any changing life circumstances. Provide updates on market trends, portfolio performance, and relevant changes that impact… more
- AON (New York, NY)
- …the marketplace. + Compiles and analyzes data and drafts assigned elements of client service plans, stewardship reports and other presentations tailored to the ... We are looking for an Associate Broker, Middle Market to join...Compiles and analyzes data and drafts assigned elements of client service plans, stewardship reports and other… more
- Neuberger Berman (New York, NY)
- …an experienced Wealth Advisor Team. The Client Associate enhances the client experience by assisting with the service , maintenance, and growth of the ... customized investment solutions, the platform is truly unique in the industry. The Client Associate will deliver comprehensive operational support and serve as a… more
- WTW (New York, NY)
- …software, market practice reports). + Manage and nurture long-term client relationships to foster repeat business, ensuring high renewal rates/ customer ... **Description** As a Senior Associate , you will be the primary point of...related field. + 2-5 years of proven experience in client success, customer service , or a technical… more
- Wells Fargo (Florham Park, NJ)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... and preparing for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues +… more
- Neuberger Berman (New York, NY)
- …a member of the North American Intermediary sales team, the primary responsibility of the Client Associate (CA) is to partner with the Client Advisor ... sales opportunities, providing product updates, setting up sales appointments, and following up on client service + Act as a resource to advisors by developing… more
- BlackRock (Princeton, NJ)
- …a home and improve their financial well-being. **Team Overview:** The Alternatives Client Services (ACS) team provides comprehensive support for BlackRock's private ... market products,. The team manages key functions such as...and report distribution while maintaining strong oversight of third-party service providers, including transfer agents and tax providers. **The… more
- Neuberger Berman (New York, NY)
- …+ Monitor and follow up daily activities of operational support and facilitate client service needs + Initiate new account openings through the Centralized ... Series 7 and Series 66 + 1-2 years of client service or support in the financial...sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business… more
- SMBC (New York, NY)
- …to its employees. **Role Description** SMBC Capital Markets, Inc. is seeking a highly skilled Associate for Market Risk to join our esteemed Market Risk ... risk management is both comprehensive and forward-thinking. **Role Responsibilities** As an Associate for Market Risk, you will: - Lead and manage complex… more