Senior Client Associate - Jersey City

Description · Are you ready to make an impact at DTCC?  · Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. ...

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 ...

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 ...

+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, · ...

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 ...

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 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 role is eligible for the following: · Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, · FSA HSA Pre Tax Parking Plan ,401 k Life AD D Accident Critical Illness Hospital Indemnity Long Term Care Short term Disability Long term Disa ...

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 ...

The Senior Client Associate will provide end-to-end operational and client service support to the advisory team. You will own key operational processes including account openings, money movement, custodian coordination, and complex paperwork. · ...

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 ...

About Rockefeller Capital Management · Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultr ...

The Senior Client Associate will provide end-to-end operational and client service support to the advisory team. · Manage end-to-end account openings, transfers, and maintenance, · Process time-sensitive money movement, · Maintain complete accurate compliant client records across ...

+Job summary · A Client Associate is sought by a Private Advisor Team to support advisors in managing client relationships and delivering comprehensive financial planning solutions. · +Prepare key documents and financial reports for client meetings (consolidated net worth, consol ...

· Are you ready to make an impact at DTCC?  · Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We are comm ...

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. · Calendar & Scheduling Management · Expense & Budget Administration ...