- CIBC (New York, NY)
- …CIBC.com (https://www.cibc.com/en/about-cibc.html) As a ** Client Service Associate /** ** Senior Client Service Associate ** , you will support ... 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
- Kestra Financial (Kings Park, NY)
- …daily in pursuit of business objectives + Other responsibilities as assigned by the Senior Client Service Associate Knowledge, Skills, and/or Abilities ... Summary The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes… more
- Wells Fargo (New York, NY)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn ... for appointments with new or prospective clients, establish and service client accounts, prepare forms, research account...when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively… more
- Publicis Groupe (New York, NY)
- …finance and marketing, and sociology, psychology, and other liberal arts disciplines. **Overview** The Senior Associate , Client Operations will be part of a ... Foundry delivers the best of both worlds to a client roster that spans some of the world's best...to work on a high-energy, highly visible account. The Senior Associate supports the Operations Associate… more
- Publicis Groupe (New York, NY)
- …leading brands. **Overview** We are looking for a motivated Operations Manager (Sr. Associate ) to join the client operations team for the Walmart account. ... **Company description** Zenith is a full- service media agency with capabilities and expertise across...operational processes to ensure efficiency, scalability, and consistency across client accounts. + Participate in team meetings to understand… more
- Broadridge Financial Solutions (New York, NY)
- …join the Broadridge team. Broadridge Disclosure Solutions is seeking a Capital Markets Client Service Associate to join our high-performance Capital Markets ... and other capital markets clients, under the supervision of senior staff. + Assist with and enter client...meet regulatory standards. + Maintain a high level of client service by responding to routine inquiries… more
- City National Bank (New York, NY)
- *REGULATORY ASSOCIATE , IN-BUSINESS CLIENT SERVICE & OPERATIONS RISK & CONTROLS* WHAT IS THE OPPORTUNITY? This position will work directly with the City ... assist in identifying, monitoring and mitigating operational and regulatory risks within Client Service & Operations.The role will support corporate governance… more
- JPMorgan Chase (New York, NY)
- As a Client Service Manager (CSM) in Securities Services, you will join the client service team and support a book of clients. You will work closely with ... together the internal teams and resources required to successfully service clients. **Job responsibilities:** + Support senior ... client ongoing satisfaction with JPM. + Maintain client profiles and service level documents. +… more
- AMA Group (New York, NY)
- **Title:** Senior Associate , Mechanical **Reports To:** Group Leader **Position Overview:** AMA Group is looking for a Mechanical Senior Associate , ... to small, providing technical leadership. This position will be client interfacing and responsible for all facets of product...the group. Your title within the company will be Senior Associate . **Role Responsibilities:** As a … more
- Grant Thornton (New York, NY)
- As a Risk Advisory Senior Associate - Not-for-Profit and Higher Education Practice, you will get the opportunity to grow and contribute to our clients' business ... completing priorities in a rapidly growing team environment + Exceptional client service , communication, analytical, organizational and project management skills… more