- Robert Half Finance & Accounting (New York, NY)
- Description Robert Half Financial Services are currently recruiting for a Client Relationship Associate role, at a growing Registered Investment Advisor ... requires 3+ years' Client Services or Relationship Management experience within investment advisory, wealth ...verbal and written communication skills + Bachelor degree The Client Relationship Associate role requires… more
- Bank of America (Latham, NY)
- Wealth Management Client Associate Latham, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Latham/ Wealth -Management- Client - Associate \_25023594) **Job Description:** Merrill … more
- Bank of America (New York, NY)
- Wealth Management Client Associate - RDA NEW YORK, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/NEW-YORK/ Wealth -Management- Client - Associate RDA\_25020770) **Job Description:** Merrill… more
- JPMorgan Chase (New York, NY)
- …investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide client ... service, operational marketing and administrative support to Private Client Advisors within Wealth Management. **Job responsibilities** + Support Advisors book… more
- CIBC (New York, NY)
- … Client Service Associate ** , you will support Private Wealth relationship management efforts by delivering exceptional service to clients. You'll ... and transactions align with regulatory and internal standards. You'll also support Relationship Managers by preparing materials, tracking client activity, and… more
- Neuberger Berman (New York, NY)
- …with wealth advisors, portfolio managers and operations on all aspects of the client relationship ; and assisting with legal issues around client account ... The Associate General Counsel - Private Wealth ...initiatives. + Review and approve marketing materials and other client communications to ensure that they comply with regulatory… more
- JPMorgan Chase (New York, NY)
- …to offer the best investment solutions to meet their financial needs. As a Private Wealth Associate in Chase Wealth Management, you will offer comprehensive ... of clients, from those just starting to save to those with significant wealth . You will provide an exceptional investor experience by offering advised solutions and… more
- S&P Global (New York, NY)
- …regional characteristics. **Responsibilities and Impact:** + Pre-Sales and on-boarding + Assisting Associate and Senior Associate Client Managers + Customer ... other significant changes + Customer Care Management + Assisting Associate and Senior Associate Client ...+ The ability to interpret trade data + Customer relationship skills + Ability to think outside the box… more
- Broadridge Financial Solutions (Edgewood, NY)
- …others along the way, come join the Broadridge team. Broadridge is seeking a Client Relationship Manager to oversee the delivery of contracted services to our ... + Minimum of 3 years of experience as a Relationship Manager or in a related client -facing...that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are… more
- Broadridge Financial Solutions (Edgewood, NY)
- …+ Strong understanding of Class Actions and other areas relative to Broadridge/ Client Relationship + Ability to identify and engage appropriate internal ... are timely and sufficiently responded to. + Advocate for client in each case and ensure claims are maximized....that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are… more
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