Client Service Associate
1 week ago
Client Service Associate, New York, NY - Compile & update docs & contracts. Prep presentation materials & gather meeting notes to input them in client files. Schedule advisor-client meetings. Create/maintain client portfolios. Manage advisors' social media accounts. Troubleshoot complaints & suggest company prdcts or srvcs. 1yr. Exp. Req. Sal: $61,526/yr., Bachelor's - Business Management or Finance. Mail or email res to: Arthur Dolega - CFP, Vision Financial Planning & Asset Management LLC, 200 Vesey Street, 24th Floor, New York, NY 10281 or
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Client Services Associate
2 weeks ago
New York, New York, United States MarketAxess Full timeAbout UsMarketAxess is on a journey to digitally transform one of the world's largest financial markets, enabling the shift from analog, phone-based trading to a fully electronic marketplace. Why does this matter? Because our platform makes trading fixed-income more accessible, ultimately improving transparency, efficiency, and competition in the...
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Client Service Associate
1 day ago
New York, New York, United States Lenox Advisors Full timeCLIEN013871_1Who We AreLenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned subsidiary of NFP Corp., we combine the culture of a boutique firm with the stability and backing of a large corporation to create an environment that's truly unique. NFP...
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Client Services Associate
1 day ago
New York, New York, United States SPS Global Full timetemporaryJob Title: Client Services AssociateReports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership.Job Overview:The Client Services Associate provides exceptional office and mail services, delivering operational functions in the following areas: processing of...
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Senior Associate, Client Services
2 weeks ago
New York, New York, United States Fohr Full time $80,000 - $85,000Position: Senior Associate, Client ServicesLocation: Lower East Side, NYC (Hybrid, 3 days in-office) Employment Type: Full-Time Department: Client Services Reporting to: Senior Manager or Manager, Client Services Salary Range: $80,000 – $85,000POSITION SUMMARYA Senior Associate executes whole or partial scopes, led by senior members of the team, as an...
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Client Services Associate
1 day ago
New York, New York, United States Lazard Full timeClient Services Associate - Lazard WealthRegionAmericasBusiness UnitAsset ManagementLocationNew YorkJob DescriptionLazard is one of the world's preeminent financial advisory and asset management firms. Our people and culture make the difference. While global in presence and reach, ours is a close, collaborativecommunity of just over 3,000 professionals....
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Associate/Sr. Associate, Client Services
2 weeks ago
New York, New York, United States Capvision Full time $87,000 - $115,000About Capvision We are a global primary research platform connecting financial institutions, consulting firms, global enterprises, and high-net-worth individuals with subject matter experts across all industries and regions. Our mission is to equip clients with the tools necessary to gain the right insights for their research objectives. We specialize in...
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Senior Client Services Associate
1 day ago
New York, New York, United States V-Soft Consulting Group, Inc. Full timeSenior Client Services Associate (Onsite)Primary Location: New York City, New YorkV-Soft Consulting is currently hiring for aSenior Client Services Associatefor our premier client inNew York City, New York.Education And Experience »University (Degree) Preferred.What You'll DoJob Responsibilities:Assist in the coordination of client transitions activity...
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Associate/Sr. Associate, Client Services
7 days ago
New York, New York, United States Capvision Full timeAbout CapvisionWe are a global primary research platform connecting financial institutions, consulting firms, global enterprises, and high-net-worth individuals with subject matter experts across all industries and regions. Our mission is to equip clients with the tools necessary to gain the right insights for their research objectives. We specialize in...
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Senior Client Service Associate
1 week ago
New York, New York, United States Hanover Bank Full timeDescriptionLocation: Rockefeller CenterAbout UsHanover Bank – When you love your work and the people you work with, careers are madeEmbracing diversity, valuing inclusion and showing respect are the foundation upon which we build our team. At Hanover Bank, inclusion means respecting personal beliefs and appreciating that we all have perspectives that...
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Client Services Associate
2 weeks ago
New York, New York, United States SPS Global Full timeCome explore the Power of Possibility with a career at SPS We have an excellent opportunity for an experienced Facilities Associate to come grow with our team in New York This full-time position is ideal for someone with 1+ years of relevant experience looking for a stable place to work, learn, and develop. We are a cross functional team looking for someone...