Client associate jobs in New York, New York - Page 11Create job alerts

In addition to delivering thoughtful counsel and quality financial solutions to our clients, we are all committed to "giving back to our communities. Provide quality service to clients and facilitate operational tasks (i. Assist with the team's prospect to client onboarding process by preparing pape

We are looking for a highly motivated and outgoing Financial Customer Experience Associate to support moomoo's in-person activations in our NYC Brand Store. This role combines financial expertise, client relationship management, and event leadership to deliver an exceptional in-person customer exper

As a Client Service Associate, you’ll be making a real difference in people’s lives. You will inspire clients to make informed financial decisions while building lasting relationships. Warmly greet clients and handle inquiries with a friendly demeanor.

Develop and maintain strong relationships with clients in order to maximize their banking experience. Act as a liaison between client and all back office departments to ensure prompt and accurate service. Proactively contact clients with recommendations.

Role Objectives** Associate Key Responsibilities Client Support & Issue Resolution + Serve as a primary point of contact for day-to-day client inquiries related to cash management services, including payments, and digital banking access + Resolve service issues by investigating tran

Work as part of a team on the execution of real estate transactions. Support the Debt Finance team in finding new clients and keeping an updated prospective client database. As an Associate, you'll work closely with senior leaders in the Debt Finance team, playing a crucial role in dealing with clos

Description As a Healthcare Financial/Actuarial Associate Director, you will be a key member of the Financial, Actuarial and Analytics (FAA) Community of Expertise. The Role + Lead Client Engagements: Manage financial and actuarial deliverables for a portfolio of clients, or direct FAA resourc

Leadership: Ability to lead and mentor junior team members, advancing IBM Consulting's SAP practice. Introduction IBM Consulting is seeking an experienced Associate Partner specializing in SAP to join our team, focusing on Communications and Industrial markets. Client Profiling & Lead Generatio

Guggenheim Securities ("GS") is seeking an experienced Associate / Vice President to join its Private Capital Advisory team in New York. Associates play an integral role in enhancing client relationships, new business development and transaction execution-providing critical support on all workstream

At BNY, our culture speaks for itself, check out the latest BNY news at:. Work with external clients to resolve moderately complex day-to-day issues and direct them to appropriate resources at BNY. Provide clients with information related to BNY products and services representing multiple lines of b

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

You will be a key point of contact for clients, responsible for supporting Engagement Managers with client onboarding, maintaining ongoing client relationships, and making sure that clients derive maximum value from the Norm Ai platform. You will work directly with Engagement Managers and collaborat

Work directly with the Head of Client Lifecycle, Client Management Lead and functional teams (Legal, Credit, KYC, etc) to drive priority clients through the pre-trade onboarding process. Assist Client Management with other team tasks such as communication with clients throughout the onboarding proce

As a Client Service Associate (CSA) at Christopher Street Financial, you will be a critical part of the overall client experience. You will be responsible for delivering premium client service through direct client communication with clients and coordination with other members of the CSF team, inclu

Provide quality service to clients and facilitate operational tasks (i. Compile tax support package for clients and accountants to include 1099s, K1s, and list of expected documents. Schedule client meetings, coordinate the team's calendar, and prepare meeting presentations.

A collaborative organization is seeking a Client Support Associate to support Client Representatives in helping partner schools remain compliant with federal and state child nutrition program regulations. Supporting Client Representatives with compliance work. Assisting with ongoing administrative a

As a Client Solutions Associate, you will be directly responsible for growing our network and scaling our impact by connecting our clients to the right subject matter experts, who will then share their knowledge through qualitative interviews. You'll identify and match experts to clients for intervi

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

With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, tr

Important global leader that provides financial research support to leading investment banks, hedge funds and buy-side firms, is looking for a Equity Research Associate that will provide on-site support to one of our Investment Bank client in New York, NY. Equity Research experience - 2 to 3 years t

The Associate Media Director will work cohesively within a client-centric pod structure, scaling end-to-end media plans and working with our analytics COE to drive results. Craft and execute media plans, including skilled negotiation and media buying. Ability to see how performance and brand media c

As a Client Experience Associate within PNC's retail organization, you will be based in Franklin Lakes NJ location of Franklin Crossing Branch PNC is an in-office company that fosters a collaborative and supportive culture where employees can thrive. Supports proactive sales conversations through in

Our Client is a boutique luxury events agency and they are looking for an Associate Producer to join their team in a FT capacity.This role is for those that thrive on taking creative challenges and ideas and translating them into unique and memorable experiences.The client delivers creative experien

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 JPMorganChase, you will play a pivotal role in delivering exceptional customer service and operational support to our c

Sage is on a mission to improve care and quality of life for older adults, starting with those residing in senior living facilities.Falls are the leading cause of injury-related death among adults over 65.And yet, fall prevention and emergency response systems for older adults are archaic and ineffe

Performs all insurance underwriting duties, including preparation and completion of multi-life and individual disability, life, and long term care applications. NFP is a seven-time Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (

As a Customer Service Associate, you will serve as the first point of contact for customers, providing support, resolving issues, and ensuring every client has a positive experience. CustomerService #BrooklynJobs #ExpressEmployment #CustomerSupport #OfficeJobs #HiringNow. Promote products or service

The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L. At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. Edelman Financial Engines® is a regis

As we grow, we are seeking a highly organized and detail-oriented Client Service Associate to provide exceptional support to our advisors and clients. Service daily client inquiries over the phone, online, and in-person, including scheduling meetings, managing calendars, and greeting clients. This c

The position assists the Wealth Advisor, Wealth Management team, and internal business partners in process workflow to ensure timely processing and exceptional client service and experience for HNW and UHNW clients. Wealth Management Client Service Representative. Supports servicing and related sale

Manage office staffing, operations, and logistics for multiple offices with support from Associate Team Leaders * Partner with the District General Manager (DGM) to create and implement office-level growth plans and client growth targets, which includes developing local partnerships and managing off

Opening in its New York office for an associate to join its growing Private Client Services Practice Group.Ideal candidate should have at least 2-4 years of law firm experience in trust and estates and experience working with high net worth individuals.Strong drafting and estate administration skill

In addition, the Senior Associate works closely with Private Client Relationship Advisors, Portfolio Managers and Strategic Advisors to facilitate a broad range of investment, trust and planning activities for clients. Private Client Service provides highly customized and comprehensive service and s

At BNY, our culture speaks for itself, check out the latest BNY news at:. Together, we power the future of finance - and this is what #LifeAtBNY is all about. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disab

Our client, a leading organization in the beauty and personal care industry, is seeking an Associate Director to join their team. As an Associate Director, you will be part of the Innovation Department supporting the North American well know hair care Business.

We are seeking a Client Service Associate to assist in providing excellent service to our clients. Manage and execute client deliverables after the advisors' meetings and communicate with clients to follow up. Davidov Financial Coaching, a wealth management and estate planning firm in Garden City, N

You will manage the end-to-end process, including coordinating and processing paperwork, handling life insurance, annuity, and death-claim workflows, and overseeing beneficiary and claim processes. Manage end-to-end setup for Security accounts, life insurance, and annuity contracts, including exchan

At Office Hours we believe in building a diverse and inclusive workplace, so if you're excited about this role but don't meet every qualification in the job description, we still encourage you to apply. You could still be the right candidate for this or other roles at Office Hours!. Office Hours is

Job Title: Client Partner (Media). The associate digital client partner will be responsible for new business development and growing existing customer relationships within an existing account. Our client is a global technology company.

As an Associate Connections Strategist Intern at Digitas, you’ll support our mission to create innovative, client-centric solutions that differentiate Digitas in the marketplace.

As an Associate Connections Strategist Intern at Digitas, you'll support our mission to create innovative, client-centric solutions that differentiate Digitas in the marketplace.

Global Executive & Private Client Group (GEPC) Senior Associate. KPMG is currently seeking a Global Executive & Private Client Group (GEPC) Senior Associate to join our Business Tax Services practice. Join a diverse team helping high-profile clients understand, analyze, and respond to complex busine

As a Product Associate, CX Technologist in Merchant Services Commercialization, you are an integral part of the team that innovates new product offerings and leads the end-to-end product life cycle. You will partner closely with Product Solution Specialists, Product, and Sales to identify client nee

As an Associate Banker on the Consumer Disciplines Banking team, you will help drive client acquisition and deepen ongoing relationships by introducing our comprehensive solutions and supporting profitable growth within the Commercial & Specialized Industries (C&SI) target space. JPMorganChase, one

As a Sales And Partnerships Associate on the Digital Assets team, you'll support sales and partnership efforts by enabling processes, contributing to financial analytics, coordinating client interactions, and supporting onboarding workflows. You'll work closely with sales leadership and cross-functi

Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Provides excellent client service to the bank's clients through educating them on all of the bank's service and banking offerings. Identifies, deepens, a

Client Strategy & Operations Associate - Asset Management (New York). We're seeking a Client Strategy & Ops Associate to help drive customer outcomes and operational excellence as we scale. As a Client Strategy and Ops Associate, you will collaborate directly with prospects and clients to help them

As a Senior Client Service Associate within the Latin America Private Bank at J.