Client associate jobs in Passaic, New Jersey - Page 13Crear alertas

With a diverse client base of over 2000 corporate clients, ranging from early-stage start-ups to established multinational corporations, JPMWS manages nearly $370 billion in assets for 1. Engage with decision-makers to deepen client relationships and build client loyalty. You will be at the forefron

As a Client Strategy and Ops Associate, you will collaborate directly with prospects and clients to help them realize the full value of Finster's AI platform. We're seeking a Client Strategy & Ops Associate to help drive customer outcomes and operational excellence as we scale. You'll identify oppor

A leading global investment firm is seeking an Associate for their Research and Client Advisory Group in New York. In this role, you will conduct original research on geopolitics and emergent technologies, delivering insights to clients.

A leading financial institution is seeking a Client Service Delivery Associate I to enhance client experiences through excellent customer service and operational support. The ideal candidate has over 3 years of experience in client service within a financial institution and exceptional communication

Job Responsibilities * Provide exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, security transfers, and loan transactions including escalated research requests * Adhere to and maintain the firm's controls policies and procedure

Coordinate transportation and accommodation arrangements for visitor’s/client’s/ executives when required. High school diploma or equivalent required; associate or bachelor’s degree preferred. Minimum of 2 years of experience in office administration, reception, client services, or a similar r

Associate Vice President, Risk Management Client Analytics. The Company is seeking an AVP for Risk Management Client Analytics to lead a team of analysts in providing tailored, strategic, and actionable insights to its largest and most sophisticated clients. The AVP will be at the forefront of ident

Job Responsibilities * Provide exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, security transfers, and loan transactions including escalated research requests * Adhere to and maintain the firm's controls policies and procedure

Client Service Associate Job Overview:. The SMA Client Service team partners with the portfolio management team, operations, trading and distribution to provide a best in class service experience for all of our clients. Client Service Associate Job Responsibilities:.

Use data and client feedback to deliver personalized recommendations that increase adoption and ensure clients are realizing the full potential of the product. Our company mission is to create a product that our client counterparts love, and this role is a key part of that objective. As part of our

Contribute to the continuing innovation and evolution of client success processes within Ethic, to help provide our clients with a best in class client experience. Ethic is looking for exceptional Client Success candidates to support the growth of our client base. Manage daily trading workflow with

Client Services Associates are the first point of contact for our clients. Client Services Credit Associate. This involves developing an understanding of the client's workflow and providing tailored assistance to help clients maximize their usage of the S&P Global Market Intelligence product range.

Use data and client feedback to deliver personalized recommendations that increase adoption and ensure clients are realizing the full potential of the product. We're seeking a Client Success Associate who is passionate about user engagement and data analysis. Act as a primary point of contact for cl

The Senior Associate, Client Events Strategy will support the development, execution, and optimization of FTI Consulting's global client events and sponsorships program. Client Event Delivery & Execution:. Ability to travel to clients and FTI office(s) as needed.

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the directi

We pride ourselves on our commitment to excellence and our ability to meet the unique needs of both our clients and candidates.

As an Physical Deliveries Associate II within the North Americas Deliveries team, you will be at the forefront of managing options expirations and deliverable futures positions. Your role will involve processing contrary instructions, reconciling expiration results, and ensuring accurate client noti

The Client Onboarding Specialist will partner with the client-facing teams to ensure all client KYC records are compliant with regulatory standards, and will ensure high quality and timely completion of all client-level due diligence requirements at the onset and renewal of client relationships. The

As a Client Service Delivery Associate I within JPMorganChase, you will play a pivotal role in delivering exceptional customer service and operational support to our clients. Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client exper

Our client is seeking a highly professional Client Services Associate to work as part of our Investor Relations team to support our growing investor base. Deliver unparalleled client service with emphasis on warmth, professional, and timely communication via phone and email. Exceptional focus on cli

Senior Client Service Associate. Provide exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, security transfers, and loan transactions including escalated research requests. Collaborate with respective client facing teams and inter

Build, manage and maintain strong client relationships through daily interactions with clients, Wealth Management team, and internal business partners to contribute to the development of new client relationships and the retention and expansion of existing client relationships. Process more complex c

Under supervision, the role communicates with clients and focuses on supporting the onboarding of new client accounts, delivering reports to clients, and working with business partners to service client needs throughout the client lifecycle. The Client Service Associate partners with associates acro

Associate, Client Processing II - Core Clearing Client Processing. Associate, Client Processing II - Core Clearing Client Processing. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and

Ability to meet employer's attendance policy, willingness to work flexible hours, including evenings and weekends, to accommodate client needs and support team coverage.

An understanding of credit risks associated with institutional clients including Private Equity, Private Capital Sponsor funds, and to a less degree hedge funds, along with the trading products they use. Engage with clients to conduct comprehensive fund due diligence, including collecting and review

Support regular client-facing communications and adhering to client communication standards by preparing and distributing kick off materials, client status reports, contact reports, MLR meetings and follow ups, etc. We're looking for an experienced and motivated client services professional to join

The Client Advisory Team is looking for an Associate to work directly with the senior members of the Team across all areas of the client engagement. Associate, Client Advisory - NY. Working closely with a subset of the firm's Client Advisors and clients to support the advisory process.

Responsibilities:/pulliBuild and maintain strong client relationships, including onsite presence as needed/liliSupport overall client satisfaction by providing the highest caliber customer-service experience/liliPartner with Sales to help meet client and internal goals and improve overall business p

The Private & Commercial Concierge Associate (PCC) serves as the first point of contact for our Private Bank clients and prospective clientele, delivering a refined, high-touch service experience with professionalism and discretion. Private & Commercial Client Services Call Center Associate. In this

Registered Client Services Associate - Brokerage. Collaborates with Financial Advisor(s) to prepare client meetings and presentations, including gathering relevant data and creating reports. Provides high quality operational support to Financial Advisors and their clients, as well as other team memb

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. Wealth Management Client Associate - Bilingual Portuguese Preferred. Ensures timeliness, accuracy, and co

The firm is seeking a Client Service Associate to join our Private Client Division in New York. The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction. Client interaction a

Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team. Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private

Citi's Client organization is looking for Summer Associates to join the Equity Research team in New York City. Client - Equity Research, Summer Associate, New York City - US 2027. We address their needs by leveraging our products in all discipline currencies, sectors, geographies and asset classes;

Apply analytical skills, market knowledge, and an understanding of Bridgewater's investment methodology to create insights to help shape clients' investment thinking or deliver client-ready portfolio position and performance reports to allow our Client Advisors, Investment Strategists and Chief Inve

As a Client Service Associate within our Business Insurance Property & Casualty Group, you will support the Account Management and Sales teams, ensuring the client's needs and expectations are met. Client Service Associate, Business Insurance. Learn more about what makes us different and how you can

Client Services Account Associate - NetLine. You'll apply your energy and intellect to helping clients be faster to market and faster to revenue. Implement systematic tracking procedures to monitor campaign progress from submission to completion, maintaining detailed documentation of all client inte

Join our team to develop and execute strategic client initiatives, driving growth and enhancing client relationships.

Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences. As a Client Service Delivery Associate I within JPMorgan Chase, you will play a pivotal role in delivering exceptional customer service and operational support to our

What You Will Own: Work with Project Managers to develop strategies for satisfying each client project request, utilize LinkedIn, press releases, case studies, and the internet to identify the best experts for our clients to get their strategic or investment questions answered, identify the best lea

Senior Client Service Associate. Senior Client Service Associate (Onsite). Assist to ensures preparation of weekly, monthly and quarterly client reports and presentations to be delivered to clients.

The Client Onboarding Specialist will partner with the client-facing teams to ensure all client KYC records are compliant with regulatory standards, and will ensure high quality and timely completion of all client-level due diligence requirements at the onset and renewal of client relationships. The

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

The Associate supports in client management, with direct contact, through taking internal meeting notes, preparing client meetings, creating client-facing recaps, updating content and budget trackers, ensuring timelines are maintained, delivering content and related notes, and preparing campaign res

When associates bring their best authentic selves, our organization, clients, and communities thrive. At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conser

Client Services Associates are the first point of contact for our clients. Client Services Credit Associate. The S&P Global Market Intelligence Client Services Credit Associate role offers emerging professionals an opportunity to join a rapidly growing company with an exceptional corporate culture.

Support a portfolio of client accounts in partnership with Client Success Managers, helping deliver a high-quality client experience. Pivotal Health is looking for a Client Success Associate to support our healthcare provider clients throughout their journey with us. Maintain accurate client records