Client Associate - New York

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 ...

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, · ...

+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 ...

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. · ...

At BBH, Partnership is more than a form of ownership—it's our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200-year ...

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. · ...

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

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. · ...

CPA, Tax Planning look no further · This is an amazing opportunity to join a top Wealth Management Group of one of the premier banks. This individual will work with an established team of financial advisors servicing high-net-worth clients. · We are looking for a CPA who will foc ...

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 ...

At BBH, Partnership is more than a form of ownership—it's our approach to business and relationships.  We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200-year ...

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 ...

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 ...

The Client Associate will act in an Executive Assistant capacity serving as the operational backbone of the team ensuring seamless execution of administrative client-facing and marketing initiatives. · This role requires a proactive detail-oriented professional who embodies our c ...

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 connect the world's top investors and business leaders to the insights that shape investment decisions. · Want to accelerate your career in a high-energy, commercial role?About Third Bridge · We're offering more than a role - we're offering a career launchpad.As a Client Serv ...

We are looking for a detailed oriented and outgoing Client Service Associate to join our fast-growing company. · The Client Service Associate will help us build and scale the organization by focusing on providing white-glove client service to clients and their professional adviso ...

We are a growing company dedicated to providing outstanding service and building long-term client relationships. · Serve as a primary point of contact for clients · Respond to client inquiries via phone, email, and messaging platforms · Assist clients with questions, service requ ...