- CIBC (New York, NY)
- …contribute. To learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) As a ** Senior Client Service Associate ** , you will ... + **Educational background:** You have a bachelor's degree (preferred). + ** Client service experience:** You have 3+ years of financial industry experience with… more
- City National Bank (New York, NY)
- * CLIENT SERVICE ASSOCIATE SENIOR CNS* WHAT IS THE OPPORTUNITY? Serve as a registered representative for City National Securities (CNS). Process stock, ... Investment Officers, Trust Officers, Financial Advisors, CNB colleagues, and client requests across a broad range of brokerage activities...securities market. * Minimum of 5 years of direct client services experience required * FINRA Series 7 and… 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
- WTW (New York, NY)
- **Description** As a Senior Associate , you will be the primary point of contact for your clients, building strong relationships and understanding their ... or related field. + 2-5 years of proven experience in client success, customer service , or a technical support environment, preferably within the financial… 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
- 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 (New York, NY)
- …interested in client service , financial markets and digitalization. As a Client Service Associate II within the Markets Transition team, you will ... objectives of the client , Corporate Investment Bank Markets business and Digital Client Service organizations. You will be operating on a global team,… 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
- 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
- Skidmore College (Saratoga Springs, NY)
- The Senior Associate Director, Database Management is responsible for database management, oversight, and strategy within the Advancement Operations division. ... of advancement applications, their interconnections and related training and support. The Senior Associate Director, Database Management serves as lead project… more