- 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 more ... for review when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively seek resolutions to client … more
- 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
- 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 \_25037634) **Job Description:** Merrill Wealth Management is… more
- Wells Fargo (Clifton, NJ)
- **About this role:** Wells Fargo is seeking a Part-Time Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn ... direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes, scheduling and… more
- Motion Recruitment Partners (New York, NY)
- Client Service Associate New York, New York **Hybrid** Contract $25/hr - $30/hr **Title:** Client Service Associate **Description:** Job Description ... for all of our clients. We are looking for our next Client Service Associate to support our growing business. Successful candidates will have experience working… more
- 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
- 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
- Neuberger Berman (New York, NY)
- **Summary** The Client Reporting Associate will join a seasoned nine-person Wealth Advisor Team with over $4 billion in assets under management within Neuberger ... Wealth Management business. The candidate will support the production of client performance reports including scheduled and ad-hoc requests. Additionally, candidate… more
- 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 ideal ... enjoys solving problems. **Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person, including scheduling meetings and… more
- 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 ... level of support to Securities Specialists including but not limited to, client market updates, new account opening and modification, documentation approval, wire… more
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