• Client Associate

    Neuberger Berman (New York, NY)
    …customized investment solutions, the platform is truly unique in the industry. The Client Associate will deliver comprehensive operational support and serve as a ... trusted resource for clients and an experienced Wealth Advisor Team. The Client Associate enhances the client experience by assisting with the service,… more
    Neuberger Berman (07/18/25)
    - Related Jobs
  • Wealth Management Client Associate

    Bank of America (New York, NY)
    Wealth Management 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 ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Wealth-Management- Client - Associate \_25032480) **Job Description:** Merrill Wealth Management is… more
    Bank of America (08/02/25)
    - Related Jobs
  • 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 ... mark by delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team, you will play a crucial role… more
    JPMorgan Chase (06/18/25)
    - Related Jobs
  • Client Benefits Associate -PT

    Outreach Development Corporation (Brentwood, NY)
    …exciting, high-energy, rewarding work environment. Outreach is seeking a qualified Part Time Client Benefit Associate (Biller) to work in our outpatient facility ... located at 400 Crooked Hill Rd. Brentwood, NY. The Client Benefit Associate (Biller) is responsible for the accurate collection and tracking of information… more
    Outreach Development Corporation (08/01/25)
    - Related Jobs
  • Client Service Associate / Senior…

    CIBC (New York, NY)
    …To learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) As a ** Client Service Associate /** **Senior Client Service ... efforts by delivering exceptional service to clients. You'll respond to client inquiries, coordinate onboarding and account maintenance, and collaborate with… more
    CIBC (07/15/25)
    - Related Jobs
  • KPB Client Relationship Associate

    KeyBank (Tarrytown, NY)
    **Location:** 660 White Plains Road - Tarrytown, New York 10591 **Job Summary** The Client Relationship Associate (CRA) supports the KPB sales team to grow, ... expand and retain client relationships. The CRA will be an active member...active member of the relationship team accountable for efficient client onboarding, proactive outreach and providing top-tier service. The… more
    KeyBank (07/30/25)
    - Related Jobs
  • 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 and ... follow up to ensure expectations are exceeded and every client walks away impressed. If you love follow-through, attention...valued extensions of our team + Respond to all client requests received via email and/or phone queue timely… more
    Veritext Legal Solutions (07/27/25)
    - Related Jobs
  • Client Service Associate

    Kestra Financial (Kings Park, NY)
    Summary The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes ... objectives + Other responsibilities as assigned by the Senior Client Service Associate Knowledge, Skills, and/or Abilities + Advanced computer skills (Outlook,… more
    Kestra Financial (06/12/25)
    - Related Jobs
  • Licensed Client Service Associate

    Citigroup (Uniondale, NY)
    The Client Services Associate is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing ... level of support to Securities Specialists including but not limited to, client market updates, new account opening and modification, documentation approval, wire… more
    Citigroup (06/23/25)
    - Related Jobs
  • Client Experience Associate

    HSBC (Buffalo, NY)
    …people, our investors, our communities and the planet we all share. As our Client Experience Associate , you'll help new and current Wealth Center customers feel ... banking experience, including operations and customer service experience. As our Client Experience Associate you will: + Greet and assist customers who visit the… more
    HSBC (07/29/25)
    - Related Jobs