Current jobs related to Client Associate - New York, New York - Dow Jones & Company, Inc.

  • Client Associate

    3 weeks ago


    New York, New York, United States Schroders Full time

    About SchrodersWe are a global investment manager dedicated to providing exceptional investment performance to our clients through active management.Our inclusive culture fosters diversity of thought, allowing us to make better decisions and achieve our purpose.We are an equal opportunities employer, welcoming candidates from all backgrounds.Job OverviewThe...


  • New York, New York, United States Waldron Private Wealth Full time

    Client Service AssociateWaldron Private Wealth is seeking a highly organized and task-oriented individual to join our team as a Client Service Associate. This role will provide administrative support to the Client Service department, ensuring the delivery of exceptional service to our high net-worth clients.Key Responsibilities:Process and manage client...


  • New York, New York, United States FactSet Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Client Solutions Associate to join our team at FactSet. As a Client Solutions Associate, you will play a critical role in delivering exceptional client service and support to our clients.Key ResponsibilitiesDevelop and maintain strong relationships with clients to understand their business...


  • New York, New York, United States PNC Full time

    Job Title: Client Service AssociateAt PNC, we're looking for a Client Service Associate to join our team. As a key member of our Client Service team, you'll be responsible for providing exceptional customer service to our clients and advisors.Key Responsibilities:Handle transaction requests, maintenance requests, inquiry requests, and risk managementProvide...


  • New York, New York, United States HMG Plus Inc Full time

    Client Relations AssociateHMG+ is seeking a highly skilled Client Relations Associate to join our team. As a key member of our client-facing team, you will be responsible for managing client event schedules, communicating with clients, and ensuring seamless event execution.Key Responsibilities:Manage client event schedules and communicate with clients to...


  • New York, New York, United States FactSet Full time

    Job DescriptionFactSet is seeking a highly motivated and detail-oriented Client Solutions Associate to join our team. As a Client Solutions Associate, you will be responsible for building deep client relationships, promoting high user adoption, and ensuring smooth user onboarding.You will work closely with clients to understand their business and investment...


  • New York, New York, United States Coda Search│Staffing Full time

    Client Services AssociateWe are seeking a highly skilled Client Services Associate to join our team at Coda Search│Staffing. Key Responsibilities:Investor Communication: Effectively communicate with investors to ensure their needs are met and expectations are exceeded.Onboarding Process: Handle the investor onboarding process, ensuring all required...

  • Client Associate

    3 weeks ago


    New York, New York, United States Neuberger Berman Group LLC Full time

    Job Summary:We are seeking a highly skilled Client Associate to join our team at Neuberger Berman Private Wealth. As a key member of our Wealth Advisor Team, you will provide exceptional operational support to our clients, ensuring seamless service, maintenance, and growth of their high-net-worth client base.Key Responsibilities:Provide daily operational...


  • New York, New York, United States HMG Plus - New York Full time

    Client Relations AssociateWe are seeking a highly organized and communicative Client Relations Associate to join our team at HMG Plus - New York. As a key member of our team, you will be responsible for managing client event schedules, handling client communication, and ensuring seamless event execution.ResponsibilitiesManage client event schedules and...


  • New York, New York, United States Guidepoint Global Full time

    About the Role:Guidepoint Global is seeking a highly motivated and detail-oriented Client Service Associate to join our team. As a Client Service Associate, you will play a vital role in guiding our clients' research needs by identifying and recruiting experts from our vast network of over 1.25 million Guidepoint Advisors.Key Responsibilities:Work closely...


  • New York, New York, United States Guidepoint Full time

    Job Title: Client Service AssociateGuidepoint is a leading research enablement platform that empowers clients to make informed decisions. As a Client Service Associate, you will play a vital role in our success by understanding client needs and identifying experts who can provide valuable insights.Key Responsibilities:Develop strategies to satisfy client...


  • New York, New York, United States FactSet Full time

    About the RoleFactSet is seeking a highly motivated and detail-oriented Client Solutions Associate to join our team. As a Client Solutions Associate, you will play a critical role in building and maintaining strong relationships with our clients, providing exceptional support and guidance to help them achieve their investment goals.Key...


  • New York, New York, United States The Trade Desk Full time

    About The Trade DeskThe Trade Desk is a leading global technology company that empowers brands and their agencies to deliver a more insightful and relevant ad experience for consumers. Our mission is to revolutionize the way global brands and their agencies advertise to audiences around the world.About the RoleWe are seeking a highly motivated and...


  • New York, New York, United States AlphaSights Full time

    Are you looking to launch your career in a dynamic commercial role? AlphaSights is seeking a talented Associate to join our Client Service team. As an Associate, you will be the link between our clients and the expert knowledge they seek. Your responsibilities will include recruiting experts, understanding project and market context, and taking ownership of...


  • New York, New York, United States FactSet Full time

    About FactSetFactSet is a global provider of integrated financial information, analytical applications, and industry-leading services for the investment and corporate communities. With over 40 years of experience, we deliver superior content, analytics, and flexible technology to help more than 170,000 users see and seize opportunity sooner.Job SummaryWe are...


  • New York, New York, United States KDS Strategic Search Group Full time

    Unlock Your Potential as a Client Services AssociateAre you a detail-oriented and organized professional looking to make a meaningful impact in the financial services industry? We are seeking a highly skilled Client Services Associate to join our team at KDS Strategic Search Group.Key Responsibilities:Provide exceptional support to our Wealth Management...


  • New York, New York, United States Stifel Financial Full time

    A Client Service Associate at Stifel Financial plays a vital role in assisting Financial Advisors with client account opening and maintenance. Key Responsibilities:Perform clerical functions related to client account opening and ongoing account maintenance.Assist Financial Advisors with client record management and data entry.Provide exceptional client...


  • New York, New York, United States NFP Full time

    Job DescriptionWe are seeking a highly skilled and detail-oriented Client Service Associate to join our team at NFP. As a Client Service Associate, you will play a critical role in supporting our Relationship Managers by scheduling and coordinating activities and initiatives that facilitate new policy and client service processes.Key ResponsibilitiesPre-Sale...


  • New York, New York, United States Blue Owl Full time

    About Blue OwlBlue Owl is a leading asset manager that is redefining alternatives. With a strong permanent capital base, we provide businesses with private capital solutions to drive long-term growth and offer institutional investors, individual investors, and insurance companies differentiated alternative investment opportunities that aim to deliver strong...


  • New York, New York, United States Allocate Inc Full time

    Job Title: Client Services AssociateAt Allocate Inc, we are seeking a highly skilled Client Services Associate to join our team. As a key member of our Client Services & Operations team, you will play a vital role in supporting our long-term growth by developing, servicing, and managing client relationships across all product lines.Key Responsibilities:Work...

Client Associate

2 months ago


New York, New York, United States Dow Jones & Company, Inc. Full time
About the Role

In this dynamic position, you will play a key role in supporting our Client Partners in selling integrated media solutions and partnerships to large Financial Services clients. As a Client Associate, you will be responsible for preparing proposals, maintaining excellent client relations, generating prospect opportunities, and supporting your team in all sales activities to achieve quarterly revenue goals.

Key Responsibilities
  • Support all aspects of sales activities, including proposal preparation and client communication
  • Project management: tracking of print insertions, digital executions, and custom media activations
  • Direct communication and follow-up with clients and internal departments in a deadline-driven environment
  • Excellent client support and relationship-building
  • Liaise with internal teams to develop tactical solutions and partnership concepts
  • Coordinate and prepare client media proposals for presentation generation
  • Assist with research for meetings and special projects as directed
  • Ensure sales teams have required sales materials and support information
  • Aid in proactive outreach by monitoring publications for assigned clients
  • Proactively seek additional revenue opportunities from new LOBs/new clients
  • Deliver post-campaign insights and assist with renewal opportunities
  • Seek invoice orders and ensure internal teams are briefed to deliver media solutions
  • Work with Planning to monitor campaign materials post-sale and optimize campaigns as needed
Requirements
  • 0-1 years experience in advertising sales support required
  • Financial Services experience or understanding is advantageous
  • Proven high standards of client support and service
  • Articulate and intelligent, with strong writing and presentation skills
  • Effective communication, verbal and written
  • Candidates must possess initiative, be detail-oriented, and work independently and within a team environment
  • Organized and focused on priorities that move the sales process forward
  • Creative thinker who can match marketers' goals with our media properties
  • College degree preferred
  • Attention to detail and strong written and communication skills
  • Proven ability to work well within a team environment
  • Strong proficiency with Google and Microsoft applications
  • Strong interpersonal skills
  • Strong familiarity with non-traditional media solutions and traditional media
Our Benefits
  • Comprehensive Healthcare Plans
  • Paid Time Off
  • Retirement Plans
  • Comprehensive Medical, Dental, and Vision Insurance Plans
  • Education Benefits
  • Paid Maternity and Paternity Leave
  • Family Care Benefits
  • Commuter Transit Program
  • Subscription Discounts
  • Employee Referral Program