• Client Associate

    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 ... the platform is truly unique in the industry. The Client Associate will deliver comprehensive operational support...**Qualifications:** + 2+ years of proven client service /support or related experience in the financial services… more
    Neuberger Berman (07/18/25)
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  • Private Wealth Client Associate

    Bank of America (New York, NY)
    Private Wealth Client Associate New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... 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 (08/01/25)
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  • JP Morgan Advisors - Senior Client…

    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 ... 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 (06/18/25)
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  • Client Service Associate…

    CIBC (New York, NY)
    …contribute. To learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) As a ** Client Service Associate /** **Senior Client ... and /or** **2-5 years of relevant financial industry experience.** Experience in a client service role within Wealth Management is a plus. + **You put clients… more
    CIBC (07/15/25)
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  • KPB Client Relationship Associate

    KeyBank (Tarrytown, NY)
    … services and wealth management. + Demonstrated proficiency and effectiveness in client service skills (including handling client /prospect and Center of ... **Location:** 660 White Plains Road - Tarrytown, New York 10591 **Job Summary** The Client Relationship Associate (CRA) supports the KPB sales team to grow,… more
    KeyBank (07/30/25)
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  • Client Services Associate

    Veritext Legal Solutions (Mineola, NY)
    …videographers to ensuring transcripts are delivered on time and flawlessly accurate. As a Client Services Associate , you'll be the go-to expert for attorneys ... legal videographers, unmatched expertise in multiparty and complex litigation, unparalleled client service , and state-of-the-art conference spaces across North… more
    Veritext Legal Solutions (07/27/25)
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  • Client Service Associate

    Raymond James Financial, Inc. (Rochelle Park, NJ)
    …to our clients. We believe in a team approach, and as such we are seeking a Client Service Associate with shared values and vision to join our team. The ... empathetic, professional, and enjoys solving problems. **Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person,… more
    Raymond James Financial, Inc. (07/11/25)
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  • Client Services Associate…

    Citigroup (New York, NY)
    The Client Services Associate is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing ... **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Client Services **Time… more
    Citigroup (06/06/25)
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  • JP Morgan Wealth Management - Private…

    JPMorgan Chase (New York, NY)
    … Investment Associate in JP Morgan Wealth Management, you will provide client service , operational marketing and administrative support to Private Client ... generation + Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance… more
    JPMorgan Chase (06/22/25)
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  • Asset Management - Internal Client Advisor…

    JPMorgan Chase (New York, NY)
    …phone conversations that deliver the JPMorgan value proposition + Provide superior client service by being responsive, thoughtful and making the clients' ... staying invested, and investing with less emotion. **Job Summary:** As an Internal Client Advisor Associate within the Asset Management team, you will be… more
    JPMorgan Chase (07/12/25)
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