Client Associate - New York, NY

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 ...

Company Description · At &Partners, we believe in aligning interests to deliver exceptional financial advice. Our advisors go beyond traditional financial planning to empower their clients, fostering financial independence and unlocking new opportunities. Founded by an accomplish ...

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, · ...

Company Description · At &Partners, we believe in aligning interests to deliver exceptional financial advice. Our advisors go beyond traditional financial planning to empower their clients, fostering financial independence and unlocking new opportunities. Founded by an accomplish ...

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 ...

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 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 ...

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

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 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 ...

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. About Us · JPMorganChase, one of the oldest financial institutions offers innovative financial solutions to millions of consumers small businesses and many of the wo ...

Your role · Are you truly service oriented? Do you know how to take care of people? · 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 report ...

Location: New York, NY · Employment Type: Full-Time · About The Role · We're hiring a Client Services Associate to support and strengthen relationships with our clients while ensuring a smooth, positive customer experience. This role is ideal for someone who enjoys working with p ...

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 ...