Client Associate - New York

+Job summary · We are seeking an experienced Registered Client Associate to serve as the operational backbone of our firm. This is not an entry-level role and not a stepping stone to becoming an advisor. This is a long-term, high-impact position for someone who takes pride in own ...

The Client Associate will assist Financial Advisor(s) with service and operational related activities, facilitate client requests for account information and/or quotes, schedule appointments with new or prospective clients, establish and service client accounts, prepare forms, · ...

This position centers on managing client relationships and day-to-day communication coordinating internally and with external experts. · Own the full client experience from request to delivery, while coordinating and assigning work across internal teams. · Build sourcing plans to ...

We are seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. · ...

The Client Associate is a necessary team player partnering to sell integrated media solutions and partnerships to clients. · You will support designated Client Partners to prepare proposals, maintain excellent client relations produce leads and sell to clients within the Luxury E ...

The Client Associate will act in an Executive Assistant capacity serving as the operational backbone of the team. · Excellent communication and organizational skills to drive efficiency and collaboration. · ...

This position centers on managing client relationships and day-to-day communication coordinating internally and with external experts. · Own the full client experience from request to delivery, while coordinating and assigning work across internal teams · Build sourcing plans to ...

Wealth and Investment Management at Wells Fargo Advisors seeks a Client Associate. · ...

The Client Associate is a necessary team player, partnering to sell integrated media solutions and partnerships to clients. · ...

This is a top ranked Private Wealth Management team within Neuberger Berman providing customized investment and holistic wealth planning services to ultra-high-net worth families. · ...

The Senior Client Associate will provide end-to-end operational and client service support to the advisory team. · This role goes far beyond traditional administrative support and requires someone who can work independently, manage multiple workflows simultaneously, and confident ...

Your role as a Client Associate involves working with a Private Wealth Management team in the New York City office. · ...

We're looking for a Client Associate to: Keep management systems up-to-date with client information Educate clients on account services and capabilities Help with the preparation of reports and other materials for client meetings Collect the right documentation for opening new ac ...

We're looking for a Client Associate to: calendaring for the team, · T&E in Concur, · keep management systems up-to-date with client information, · educate clients on account services and capabilities, · help with the preparation of reports and other materials for client meetings ...

The Client Associate will act in an Executive Assistant (EA) capacity serving as the operational backbone of the team, · ensuring seamless execution of administrative, client-facing and marketing initiatives. · ...

We are seeking a talented Associate to join the North America Client Platform team within Americas Client Service. As an Associate on this team, you will assist on projects to streamline business processes, strengthen the controls environment and manage business initiatives for t ...

This is a unique client-facing role with a defined path to becoming a Wealth Advisor. · ...

We are seeking a talented Associate to join the North America Client Platform team within Americas Client Service. About Us · JPMorganChase, one of the oldest financial institutions offers innovative financial solutions to millions of consumers small businesses and many of the wo ...

The Associate Client Advocate (ACA) client-facing functions utilizing colleague's advanced skills in Commercial Property and Casualty Insurance responsible for blend of internal delivery activities ACA supports client relationships strategy development execution at insurance prog ...

The Client Service team connects Guidepoint's clients with subject-matter experts to better inform their business decisions. They take the time to understand each client's specific research needs and deliver the experts closest to the topic, often within hours. · Play a vital rol ...