We have other current jobs related to this field that you can find below
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Client Associate
1 month ago
New York, United States Rockefeller Financial Full timeAbout 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 ultra- and high-net-worth individuals and families, institutions, and corporations...
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Client Services Associate
2 weeks ago
New York, United States Glocap Full timeOur client, a New York-based registered investment adviser, is seeking a Client Services Associate.Job Details:Position: Client Services AssociateLocation: New York, NYCompensation: $80-90k base + bonus + benefitsDegree: Required**This role is in office three days a week**LICENSING & DESIGNATION REQUIREMENTS:Securities Industry Essential (SIE) exam, Series 7...
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Client Services Associate
2 weeks ago
New York, United States GemHarvest Executive Recruiting Full timeClient Service Associate Multi-billion Independent Wealth Management Firm Bennington County, VT Overview Multi-Billion dollar Independent RIA serving ultra high net worth clientele seeks a Client Service Associate to support Clients and Advisors by taking initiative in Client Services. The Firm provides sophisticated financial advisory and investment...
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Client Relations Associate
7 days ago
New York, New York, United States NOW HIRING Full timeWe proudly represent leading organizations in the telecommunications sector. Our success stems from our capability to deliver quantifiable outcomes of our initiatives directly to our partners. This has empowered us to grow and prosper even in challenging economic conditions. Our workplace is dynamic and filled with driven and skilled professionals who...
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Client Services Associate
14 hours ago
New York, United States Apollon Wealth Management, LLC Full timeClient Service Associate Reports to: Client Services Manager Status : Exempt We are seeking a dedicated and proactive Client Service Associate to join our esteemed wealth management team. The ideal candidate will play a vital role in ensuring exceptional client experiences by providing high-quality service and support. Duties: Provide back-office...
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Client Reporting Associate
3 months ago
New York, United States The Rockridge Group Full timeJob DescriptionJob DescriptionJob title: Client Reporting AssociateDuration: 6 Months Contract To PermLocation: Onsite, Can be in Chicago or NYC (hybrid basis)Position Summary: Client X is seeking an exceptional candidate to join its Investment Management Operations function. Reporting to the Director of Client Reporting, the Client Reporting Associate is...
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Client Accounts Associate
1 month ago
New York, United States Doyle Full timeJob DescriptionJob DescriptionSalary: $21 - $23About Doyle:Founded in 1962, Doyle is one of the world’s foremost auctioneers and appraisers of Fine Art, Jewelry, Furniture, Decorations and other categories. Headquartered in New York City with regional offices across the country, Doyle auctions attract a global base of buyers and consignors. Doyle has built...
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Client Services Associate
6 days ago
New York, New York, United States AlphaSights Full timeStart Your Career with AlphaSightsAre you ready to embark on a rewarding journey in a dynamic commercial environment? Our Associate Program is designed for individuals eager to make a significant impact while following a clear career trajectory.About AlphaSightsAt AlphaSights, we unite ambitious professionals from around the world to collaborate with leading...
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Client Services Associate
16 hours ago
New York, United States Stonebridge Financial Partners LLC Full timeOur Firm Stonebridge Financial Partners, LLC,a growing wealth management firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This role combines client facing and some operational support functions to ensure that all client needs are handled timely and precisely. This role works closely...
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Client Services Associate
3 months ago
New York, United States KDS Strategic Search Group Full timeAmazing Opportunity to join a top Wealth Mgmt. Group with top-tier financial services. We are looking for a Client Service Associate who will focus on interacting with Ultra-High-Net-Worth clients and the sales team.In this position, you will work in one of the best-known global financial services firms and work directly with the best-performing...
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Client Services Associate
2 months ago
New York, United States KDS Strategic Search Group Full timeAmazing Opportunity to join a top Wealth Mgmt. Group with top-tier financial services. We are looking for a Client Service Associate who will focus on interacting with Ultra-High-Net-Worth clients and the sales team.In this position, you will work in one of the best-known global financial services firms and work directly with the best-performing...
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Client Relations Associate
6 days ago
New York, New York, United States BerlinRosen Full timeABOUT BERLINROSENBerlinRosen is a rapidly expanding, comprehensive consulting and communications agency with a robust team of over 300 strategists based in major cities across the United States. Since its inception in 2005, BerlinRosen has significantly broadened its influence in various sectors including corporate communications, social impact, nonprofit...
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Client Support Associate
6 days ago
New York, New York, United States Volunteers of America - Greater New York (VOA-GNY) Full timeJob Title:Client Support AssociateCompany:Volunteers of America-Greater New York (VOA-Greater New York)Are you a dedicated and empathetic professional eager to impact the lives of individuals facing homelessness in the New York region? VOA-Greater New York is on the lookout for a Client Support Associate to become part of our team, facilitating client...
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Client Service Associate
4 weeks ago
New York, United States MerQube Inc Full timeCompany Overview: We are a startup company that specializes in calculating and providing indexes to our clients. Our clients rely on us to deliver accurate and reliable index data that helps them make informed decisions. We are passionate about delivering excellent customer service and are seeking a knowledgeable and customer-focused individual to join our...
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Client Services Associate
1 day ago
New York, United States Nasdaq Private Market Full timeNasdaq Private Market ("NPM"), an independent, private company, is the premier provider of secondary liquidity solutions for private securities and offers a marketplace to provide liquidity to individual private company shareholders. NPM provides innovative, end-to-end solutions to enable seamless transactions for private companies, private equity and other...
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Client Service Associate
4 weeks ago
New York, United States MerQube Inc Full timeCompany Overview:We are a startup company that specializes in calculating and providing indexes to our clients. Our clients rely on us to deliver accurate and reliable index data that helps them make informed decisions. We are passionate about delivering excellent customer service and are seeking a knowledgeable and customer-focused individual to join our...
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Client Services Associate
6 days ago
New York County, New York, United States SourceCode Communications Full timeAbout Us:What started as a simple concept has evolved into a recognized, rapidly expanding communications agency collaborating with prominent consumer and B2B technology brands. At SourceCode Communications, we prioritize the integration of intellect and determination, humanity and technology, as well as creativity and business acumen in the realm of public...
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Client Relations Associate
6 days ago
New York, New York, United States BerlinRosen Full timeABOUT BERLINROSENBerlinRosen is a dynamic, full-service consulting and communications agency with a robust team of over 300 strategists across various locations. Since its inception in 2005, BerlinRosen has significantly broadened its reach in sectors such as corporate communications, social impact, nonprofit initiatives, entertainment, media, healthcare,...
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Client Services Associate
2 weeks ago
New York, United States Main Line Search Full timeOne of the top wealth management firms in the DMV is looking to add several client services associates to their team due to growth. Founded over 40 years ago, this firm has over $8B in assets undermanagement and has been recognized year after year as one of the best financial services companies in the Mid-Atlantic. We have helped several individuals get...
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Senior Client Associate
3 months ago
New York, United States Flagstar Bank Full timeThe Senior Client Associate provides personalized banking services to financial institution customers. Greets clients and potential clients to maintain goodwill and gain additional business. Opens new accounts, performs maintenance and servicing to existing accounts. Ensures completeness of loan documentation on new account set-up (Personal Lines of Credit,...
Client Associate
2 months ago
New Business. Search for contacts based on priorities from the CP/ Director. Search for updates in LinkedIn/ Factiva, etc. (promotions, starting new jobs, Thought leadership)Meeting Preparation Identifying the key decision makers for the client lists Client Associate, Client Support, Associate, Media, Business Services
