Client Experience Associate

Job Description Job Description  Job Title: Client Experience Associate Compensation Range: $45,000 - $50,000Location: New York City Reports to: Client Experience Manager  We are looking for a full time Client Experience Associate who will be responsible for providing exceptional customer service, ensuring timely communication with clients, and...

DescriptionOur purpose – Opening up a world of opportunity – explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We're bringing together the people, ideas and capital that nurture progress and growth, helping to create a better...

NVE Experience Agency is a leading brand experience and production agency dedicated to building innovative ideas rooted in culture and guided by the principle that 'The Right Moment Will Transform Someone Forever.'About Us:We are a team of creatives, strategists, and producers who develop insight-driven ideas rooted in culture to convert consumer attention...

Job SummaryWe are seeking a Client Service Associate to join our team at RKL Private Wealth. The ideal candidate will have excellent organizational and communication skills, with the ability to prioritize multiple tasks and meet deadlines.Key ResponsibilitiesWork closely with advisors to understand client needs and preferencesBuild and maintain strong...

What We DoRKL Private Wealth helps families and individuals with sophisticated wealth management needs prepare for what's next. Our experienced team delivers personalized financial planning, tax, investment, and advisory services to help our clients achieve their goals.Job SummaryThe Client Service Associate plays a critical role in supporting our Advisors...

Job Summary Job Description What is the opportunity? Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills...

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 legacy and a shared passion for what's next, this is the right place to build a...

NVE Experience Agency is looking for a Client Development Manager to grow key accounts within a specific portfolio of business. This role requires high-level supervision across all active business and working with Directors and Sr. Directors to grow, build, and maintain overall client health.Key Qualifications10+ years of experience in account leadership,...

About RKL Private WealthRKL Private Wealth is a comprehensive wealth management firm dedicated to helping families and individuals achieve their unique aspirations. We deliver a full spectrum of financial planning, tax, investment, and advisory services to guide our clients through important decisions.Job DescriptionThe Client Service Associate works closely...

Join our dynamic team at Dione Ramsdill - State Farm Agent as a CUSTOMER RELATIONS REPRESENTATIVE.In this role, you will have the opportunity to work closely with our clients, understand their needs, and provide tailored solutions to meet their requirements.About the RoleAs a Customer Relations Representative, you will be responsible for:Establishing and...

NVE Experience Agency is a brand experience and production agency dedicated to building ideas rooted in culture and guided by the principle that 'The Right Moment Will Transform Someone Forever.' NVE's team of creatives, strategists, and producers develop insight-driven ideas rooted in culture to convert consumer attention into commitment, action, and brand...

Job Description Job Description Client Services AssociateJob DescriptionWe are seeking a proven and seasoned Client Service Associate to provide support and assistance to financial advisors of Dominari Securities LLC, a dual-registered Broker-Dealer and Registered Investment Advisor. This role is a combination of client service and operations focused on...

Client Service Associate Boutique Wealth Management Firm Midtown Manhattan, NY Overview 2B+ AUM Independent RIA serving high net worth clientele seeks a Client Service Associate/ Compliance Officer to support Private Wealth Clients and Advisors by taking initiative in Client Services and Compliance. The Firm provides sophisticated financial advisory and...

Job Description Job Description Job title: Client Reporting Associate Duration: 6 Months Contract To Perm Location: 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...

The Client Support Associate role within our firm works solely with potential consumers by enlightening them of our clients daily offerings along with new promotional opportunities for the consumer. The Client Support Associate consistently meets the efficiency standards set forth by the company and displays ownership when handling customer acquisitions and...

Landor is looking for a Client Associate to join our team. Could this be you? We are Landor.World-leading brand specialists.Consulting. Design. Experience.Connecting business strategy to brand.Bringing every facet of brand to life.Creating brand-led experiences for talent & customers.United in our drive to make a positive difference.Proudly part of WPP.We...

The Client Support Associate role within our firm works solely with potential consumers by enlightening them of our clients daily offerings along with new promotional opportunities for the consumer. The Client Support Associate consistently meets the efficiency standards set forth by the company and displays ownership when handling customer acquisitions and...

About the RoleThis is an exciting opportunity for a seasoned professional to join our team as a Senior Client Associate. In this role, you will be responsible for delivering comprehensive operational support and serving as a trusted resource for clients and the Wealth Advisor Team managing assets worth over $2 billion.ResponsibilitiesProvide ongoing...

We are looking for a highly experienced Senior Account Manager to join our team in New York City. As a Senior Account Manager, you will play a critical role in driving business growth and developing strong client relationships.About the Opportunity:This is an excellent opportunity for someone who is passionate about account management and has a proven track...

Assist Financial Advisor(s) with sales, service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence. Facilitate Financial Advisor and client requests for account rela Client Associate, Registered, Financial Advisor, Client Support, Associate, Client Service, Banking