- HSBC (New York, NY)
- …our people, our investors, our communities and the planet we all share. The Client Experience Associate supports retail operational, service, accounting and ... with Center Manager and the center team to support these efforts As our Client Experience Associate you will: + Ensure the overall appearance of the Wealth… more
- JPMorgan Chase (New York, NY)
- …first impression for the firm of what clients can expect in their wealth management experience . As a ** Client Onboarding Product Manager** as part of the **JPM ... The **JPM WM Client Onboarding & Account Opening** team builds scalable...Wealth Management Product & Experience ** organization, you will build and lead mission-critical processes,… more
- Neuberger Berman (New York, NY)
- …trusted resource for clients and an experienced Wealth Advisor Team. The Client Associate enhances the client experience by assisting with the service, ... the platform is truly unique in the industry. The Client Associate will deliver comprehensive operational support...in professional organizations. **Qualifications:** + 2+ years of proven client service/support or related experience in the… more
- WTW (New York, NY)
- **Description** The Associate Client Advocate (ACA) client -facing functions utilizing the colleague's advanced skills in Commercial Property and Casualty ... Estate, Hospitality, & Leisure + Global Natural Resources The Associate Client Advocate (ACA) owns client... Client Advocate is to provide an exceptional client experience , with a primary focus on… more
- Bank of America (Iselin, NJ)
- Registered Wealth Management Client Associate Iselin, New Jersey **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... of their clients. **Position Overview:** The **Registered Wealth Management Client Associate ** role is a sales support...oriented + Invested in personal development + Consistently pursues client experience excellence + Works quickly to… more
- BlackRock (New York, NY)
- …join us in an Associate or Vice President role within the Aladdin Client Transformation team with **3-10 years** of relevant work experience . **Your Team** ... that BlackRock uses to manage investments day-to-day. The Aladdin Client Business is growing rapidly, with the volume of...of investment management with 3-5 years of relevant industry experience for an Associate level and 6+… more
- Robert Half Finance & Accounting (New York, NY)
- Description Robert Half Financial Services are hiring for a Client Solutions Senior Associate role for a growing global Private Credit Investment firm located in ... client requires 3+ years Investor Relations, Fundraising or Client Relations experience within Institutional Asset Management...skills required + Bachelor Degree with GPA 3.5+ The Client Solutions Senior Associate role requires 3-4… more
- JPMorgan Chase (New York, NY)
- …seamlessly and ready to trade within targeted timeframe. Goal is to deliver an excellent client experience in line with the needs and objectives of the client ... base including Asset Managers, Pension Funds, Alternatives and Banks providing each client an excellent onboarding experience while working in a fast paced,… more
- WTW (New York, NY)
- …Business Administration, Finance, Economics, or related field. + 2-5 years of proven experience in client success, customer service, or a technical support ... **Description** As a Senior Associate , you will be the primary point of...effective problem-solver, able to analyze issues and deliver efficient, client -focused solutions. + Experience with upselling or… more
- Raymond James Financial, Inc. (New York, NY)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... and branch office. + Onboards new clients, opens new client accounts and researches client and security...+ Provide a high level of customer service. **Education/Previous Experience ** + High School Diploma or equivalent and one… more