Client Associate - New York, NY

+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 ...

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 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 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, · ...

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. · ...

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 ...

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 ...

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

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 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'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 Reporting Associate will provide accurate and timely financial reporting for clients in the financial services industry. · This temporary position requires a detail-oriented individual with a strong understanding of banking and financial services operations. · Prepare ...

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

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 are seeking a Client Services Associate who will support senior leadership on client-driven research initiatives. · ...

+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 ...