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Register Client Associate jobs in New York

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PROFIT FORMULA SENIOR REGISTERED CLIENT ASSOCIATE

Assist Profit Formula (PF) 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 Profit Formul...

CompanyYork State Department Of Labor
AddressNew York, NY
CategoryRetail
Date Posted a month ago See detail

Profit Formula Senior Registered Client Associate

York State Department Of Labor

New York, NY

Assist Profit Formula (PF) 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 Profit Formul...

a month ago seen See more...

Registered Private Wealth Client Associate

York State Department Of Labor

New York, NY

Work with highly affluent clients. 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 materia...

2 weeks ago seen See more...

Associate Client Advocate

Willis Towers Watson

New York, NY

Basic negotiation skills and demonstrated experience. Basic management skills and demonstrated experience. Basic project management skills and demonstrated experience. Strong presentation skills. Ability to adapt to change. Retain...

3 days ago seen See more...

Associate, Private Client Services Tax - Summer 2025

York State Department Of Labor

New York, NY

Perform special consulting projects such as preparing year-end tax projections, identifying and researching planning ideas, and preparing financial analysis to obtain optimal tax minimization strategies for our clients. Research v...

7 days ago seen See more...

Associate, Client Finance

Wavemaker

New York, NY

Assist in forecasting, analyzing, and reporting revenue by client consistent with Wavemaker policies and GAAP; resource allocation and utilization. Operational / Administrative account setup and maintenance: (setting up codes, rec...

3 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...

2 months ago seen See more...

Senior Associate, Fund/Client Accounting

The Bank Of New York Mellon

New York, NY

Here's a few of our awards: * Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion * Bloomberg's Gender Equality Index (GEI)* Best Places to Work for Disability Inclusion, Disability: IN - 100% score * 100 B...

a month ago seen See more...

Associate, Client Services

York State Department Of Labor

New York, NY

Build a career with a global company. Assist market leaders and decision-makers across the Financial Services industry. Grow and improve your skills by supporting enterprise-level products and new technologies. Prepare yourself fo...

a month ago seen See more...

Associate Client Advocate – Level 2

Willis Towers Watson

New York, NY

Management and oversight of timely and accurate completion of endorsement and audit requests.. Responsibility to review finalize and deliver retro adjustments. Respond to midterm client inquiries (ie: policy and coverage question...

a month ago seen See more...

Associate Client Management

Hsbc

New York, NY

Review business documentation and other additional information provided by the line of business to ensure customer files are up-to-date and in line with policies and Global Banking procedures to reduce risk Maintain relationships...

a month ago seen See more...

Client Reporting Associate

York State Department Of Labor

New York, NY

Assist generating customized quarterly reports and analysis, in accordance with established industry and firm standards and requirements.. Collaborate with Reporting and Technology teams to resolve reporting issues as they are ide...

2 months ago seen See more...

Client Service Associate - Lending Operations

Pix11

New York, NY

Whatever your role at ANZ, you'll be building your future, while helping to build ours.Role Location: New YorkRole Type: Permanent, FulltimeWhat will your day look like?As a Client Service Associate - Lending Operations, you will:...

2 months ago seen See more...

Client Service Associate - Lending Operations

Anz

New York, NY

Responding to internal and external client requests promptly with updates on progress to ensure clients expectations are met Active collaboration with the Relationship, Research & Analysis, Risk teams, offshore Hubs, and other s...

2 months ago seen See more...

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Top Jobs in New York

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