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Client Associate jobs in New York, NY

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PRIVATE WEALTH CLIENT ASSOCIATE

Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and...

CompanyYork State Department Of Labor
AddressNew York, NY
CategoryRetail
Date Posted 5 days ago See detail

Private Wealth Client Associate

York State Department Of Labor

New York, NY

Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and...

5 days ago seen See more...

Wealth Management Client Associate

York State Department Of Labor

New York, NY

This is a part-time role. Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and fo...

3 weeks ago seen See more...

Wealth Management Client Associate

York State Department Of Labor

New York, NY

This is a part-time role. Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and fo...

3 weeks ago seen See more...

Private Wealth Client Associate

York State Department Of Labor

New York, NY

Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and...

3 weeks ago seen See more...

Associate Manager (Go Trade+), Client Service Trade Support

Ss&C Technologies

New York, NY

Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans. Your Future: 401k Matching Program, Professional Development Reimbursement. Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid H...

6 days ago seen See more...

Client Advisor (Full Time Sales Associate)

Pix11

New York, NY

Our aim is for you to become a part of our project and accomplish your goals by our side.Benefits Health InsuranceVision InsuranceDental Insurance401(K)Paid Time-OffFlexible Spending Account (FSA)Life InsuranceCommuter Benefit Pla...

6 days ago seen See more...

Client Relations Associate- Full Time- Hybrid

Confidential

New York, NY

$75,000 - $90,000 per year

We are looking for someone who is an effective communicator, engaged team player, and curious learner to join and grow in our company. Work with sales and operations to develop strategic plans for reaching key client engagement me...

a week ago seen See more...

Registered Wealth Management Client Associate

York State Department Of Labor

New York, NY

Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and...

4 weeks ago seen See more...

Wealth Management Client Associate

York State Department Of Labor

New York, NY

Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and...

4 weeks ago seen See more...

Client Associate - Nucleus Advisors

Hightower Advisors

New York, NY

$85,000 - $100,000 a year

Oversee and execute cash management tasks and money movement requests. Communicate (verbal and written) with high-net-worth clients to assist with transactional requests for their accounts. Open accounts according to onboarding ch...

a month ago seen See more...

Associate, Client Contracting

Blackrock

New York, NY

$105,000 - $137,500 a year

Drive the contracting process from initial drafting through negotiation and execution for your portfolio of business and meet client expectations. Own a client channel, supervise the book of work for that channel including complex...

2 weeks ago seen See more...

Client Service Associate

Advisor Business Solutions

New York, NY

$64k-83k (estimate)

Engage and promptly addressing HNW client requests with concierge role. Open new accounts, process client money movement requests. Support operations manager with account requests, back-office support, preparing reports and sp...

2 weeks ago seen See more...

Client Associate (Benefits)

Hss

Brooklyn, NY

Engage with clients to understand their financial goals and concerns.. Present tailored solutions to safeguard their assets effectively.. Maintain a pulse on the industry, ensuring you offer the best and most updated advice.. Fost...

yesterday seen See more...

Associate, Client Service - NY

Jordan Park Group

New York, NY

$100,000 - $120,000 a year

Responsible for complex client onboarding and investment account opening processes including subscription documentation for private investments. Creating tasks and maintaining client and partner data in Salesforce and other system...

2 weeks ago seen See more...

Summer Associate, Client Service, 2024

Alphasights

New York, NY

$14,423 a month

Client service: Utilize your business acumen to find and recommend the most relevant experts for each project. Complete tasks across multiple projects quickly and under pressure and go the extra mile to impress your clients with y...

2 weeks ago seen See more...

Client Service Associate - Life and related insurance (In office - NYC)

Nfp

New York, NY

Assembles meeting preparation documents pertaining to the client/prospect prior to sales meetings, including but not limited to, illustrations, policy and product summaries, reports, presentations, and marketing packets. Performs...

3 weeks ago seen See more...

Senior Associate, Client Operations

Spark Foundry

New York, NY

$46,500 - $67,500 a year

Assist with processing monthly billing and financial reporting Assist the Operations Supervisor with miscellaneous Operations tasks and projects Project-manage large teams for specific deliverables on a monthly or ad hoc basis Pre...

3 weeks ago seen See more...

Associate Director, Client Operations

Publicis Colab

New York, NY

$91,000 - $144,000 a year

Work hand-in-hand with Director on team roles and responsibilities, and prioritizing key projects across the team Manage Supervisor and Sr. Associates workload and ensuring all tasks are completed within required timelines Lead S...

3 weeks ago seen See more...

Client Onboarding Associate

Sumitomo Mitsui Banking Corporation

New York, NY

$72,000 - $120,000 a year

Validates legal documentation obtained from Stakeholders and third-party sources for accuracy and to ensure the documentation is compliant with policy. Leverage accumulated wisdom to make determinations regarding document applicab...

3 weeks ago seen See more...

Associate, Client Processing I

Bny Mellon

New York, NY

$46,800 - $75,000 a year

This role is located in New York, NY.In this role, youll make an impact in the following ways:Performs routine and non-routine client service and transactional support functions.Interacts with other organizational units/teams to...

3 weeks ago seen See more...

IED Client Business Analytics - Associate

Morgan Stanley

New York, NY

$102K - $129K a year

Execute on the Institutional Equity Divisions client strategy across client segments, focus areas, and target client sets. Develop, maintain, and share timely analyses and presentations for senior management, desk managers, and s...

3 weeks ago seen See more...

Senior Client Service Associate - Registered

Stifel Financial

New York, NY

$75,000 - $80,700 a year

Maintain existing client relationships through the processing of client requests, resolving client inquiries while ensuring all client information and documentation is up to date. Act as a liaison between the branch and service de...

4 weeks ago seen See more...

Registered Client Service Associate - NYC

Citi

New York, NY

$78,320 - $109,280 a year

Deliver wealth management services to clients with guidance from the Banker teams. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citig...

4 weeks ago seen See more...

Summer Associate, Client Service, 2025

Alphasights

New York, NY

$14,400 a month

Client service: Utilize your business acumen to find and recommend the most relevant experts for each project. Complete tasks across multiple projects quickly and under pressure and go the extra mile to impress your clients with y...

4 weeks ago seen See more...

Associate, Client Service, Asia International Team, Mandarin Speaker, 2024

Alphasights

New York, NY

$75,000 a year

Client service: Field incoming client briefs and utilize your business acumen to find and recommend the most relevant experts for each project. Complete tasks across multiple projects quickly and under pressure and go the extra mi...

a month ago seen See more...

Associate Client Development Director

Integration Appliance, Inc.

New York, NY

Drive expected value out of target region/market across various segments of Private Capital. Identify and qualify prospects via: targeted networking, internal Sales Development Resources, regional leadership initiatives, existing...

a month ago seen See more...

Associate Vice President for Client Growth

Guidepoint

New York, NY

Develop a working knowledge of industry coverage and the competitive landscape. Partner with management to increase user base at client firms. Monitor client usage to proactively promote Guidepoint subscriptions. Conduct outbound...

a month ago seen See more...

Client Service Associate

Fortress Investment Group Llc

New York, NY

$100,000 - $140,000 a year

Responding to daily investor inquiries via phone and email; investigating and problem solving on topics which can range from reporting, performance, fund documents/guidelines and investment related queries. Facilitating capital ac...

a month ago seen See more...

Associate, Aladdin Wealth Tech Client Relationship Manager

Blackrock

New York, NY

$115,000 - $140,000 a year

Develop a strong working relationship with clients to support implementation and adoption of tools, including developing and delivering training and marketing materials for client use Develop strong relationships with all groups w...

a month ago seen See more...

Client Partnerships Associate

Publicis Groupe

New York, NY

Flexible time off, no accrual necessary. Paid holidays. Company-sponsored team building events. Business Resource Groups. Annual recognition awards. Flexible work arrangements. Parental bonding leave. Back-up child/elder care. Emp...

a month ago seen See more...

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What should I search to find Client Associate jobs in New York, NY?

People who searched for Client Associate jobs in New York, NY also searched for Customer Support Associate, Front Desk Associate, Client Service Associate, Associate Research Scientist, Accounting Associate, Associate Director, Senior Associate, Retail Stocking Associate, Associate Product Manager, Private Equity Associate, Optical Sales Associate, Technology Associate, Tax Senior Associate, Associate Data Analyst, Financial Services Associate, . If you're getting few results, try a more general search term. If you're getting irrelevant result, try a more narrow and specific term.

Top Jobs in New York, NY

Project Manager, Customer Service Representative, Product Manager, Operations Manager, Case Manager, Senior Business Analyst, Software Development Engineer, Engineering Manager, Software Engineer, Business Continuity Analyst, Server, Client Service Associate, Senior Backend Developer, Senior Java Developer, Systems Support Specialist,

What companies are hiring for Client Associate jobs in New York?

The top companies hiring now for Client Associate jobs are EmblemHealth, Movable Ink, Neuberger Berman, Rockefeller Capital Management,

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