Find NY Area Jobs
Search Results for Client Associate
- Senior Client Associate - Private Client Group
- Signature Bank and Signature Securities Group - New York City, New York
- Customer Service
- Come join us! Ranked by Forbes as one of Americas 10 Best Banks and named as one of Fortunes 100 Fastest-Growing Companies, Signature Bank ranked 69th in the entire country. Signature Bank with assets of $13.1 billion successfully continues to grow in a challenging environment. Signature Bank is a full service commercial bank with 24 private client offices located throughout the New York metropolitan area. The Bank primarily serves privately owned businesses, their owners and senior managers. Signature offers a broad range of business and personal banking products and services as well as (see more)
- Private Client Associate
- AllianceBernstein - New York City, New York
- Accounting / Finance
- POSITION We are seeking a New York City Private Client Associate for Bernstein Global Wealth Management, a unit of AllianceBernstein. This person will work in a dynamic, trust-based partnership with skilled Financial Advisors to serve a broad range of clients needs, including analyzing financial information to determine optimal investment planning strategies. Bernstein Global Wealth Management offers a full range of investment services designed to help high-net-worth individuals and families preserve and enhance their wealth. Financial Advisors work closely with each of their clients to (see more)
- Registered Client Associate - Pittsford, NY
- Bank of America Corp. - Rochester, New York
- Banking / Mortgage
- Title: Registered Client Associate - Pittsford, NYLocation: US-NY-PittsfordOther Locations:The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA's). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FA's. For established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch.Specific responsibilities will include but not be limited to: Frequent client contact, typically by telephone, but also (see more)
- Pcg Senior Client Associate
- Wells Fargo - Albany/Poughkeepsie, New York
- Banking / Mortgage
- Provides assistance to the Financial Advisor by providing account information and quotes, sets up new accounts, enters orders after tickets are signed by the Financial Advisor and processes deliveries and/or payments. Performs various administrative functions for their Financial Advisors and/or Branch/Operations Managers, including but not limited to, typing letters, forms and reports from rough draft, and mailing correspondence for Financial Advisors. Assists with marketing campaigns and may originate their own correspondence on accounts with the Financial Advisor s approval. Handles (see more)
- Client Benefits Associate
- Outreach Development Corporation - Long Island, New York
- Healthcare / Nursing
- Outreach is a non-profit organization that helps people address the issues stemming from drug and alcohol abuse by providing them with the highest quality of life-changing treatment, training and tools to build healthy lives. We are currently seeking qualified candidates for the position of Client Benefits Associate. The Client Benefits Associate is responsible for the assignment and collection of client fees. The primary duties and responsibilities include, but are not limited to: - Meet with clients to collect data and complete the financial section of the admission chart. Based on income (see more)
- Client Benefits Associate
- Outreach Development Corporation - Long Island, New York
- Accounting / Finance
- Outreach is a non-profit organization that helps people address the issues stemming from drug and alcohol abuse by providing them with the highest quality of life-changing treatment, training and tools to build healthy lives. We are currently seeking qualified candidates for the position of Client Benefits Associate. The Client Benefits Associate is responsible for the assignment and collection of client fees. The primary duties and responsibilities include, but are not limited to: - Meet with clients to collect data and complete the financial section of the admission chart. Based on income (see more)
- Client Service Associate Smithtown NY
- Citi - Long Island, New York
- Customer Service
- Reference Code: 12012140 Location: Smithtown, NY, USA Education Level: High School Diploma/GED Description Description Assist Financial Advisors and clients with administrative and operational support. Responsibilities Answer phones, take messages, and respond to calls when appropriate. Give clients market quotes. Utilize support information available through Firm training. Type correspondence for Financial Advisor, following Firm guidelines. Maintain files for Financial Advisors on clients and products. Provide follow-up with clients and operations staff. Obtain investment and product (see more)
- Registered Client Associate
- Bank of America Corp. - Buffalo, New York
- Banking / Mortgage
- Title: Registered Client AssociateLocation: US-NY-WilliamsvilleOther Locations:The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA's). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FA's. For established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch.Specific responsibilities will include but not be limited to: Frequent client contact, typically by telephone, but also in-person and (see more)
- Registered Client Associate - Buffalo, NY
- Bank of America Corp. - Buffalo, New York
- Banking / Mortgage
- Title: Registered Client Associate - Buffalo, NYLocation: US-NY-BuffaloOther Locations:The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FAs. For established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch.Specific responsibilities will include but not be limited to: Frequent client contact, typically by telephone, but also (see more)
- Client Service Associate
- Trandon Associates, Inc. - New York City, New York
- Accounting / Finance
- Client Service AssociatePrestigious Asset Management Company located in New York is currently seeking (3) individuals their expanding institutional investment group. Responsibilities: Provide support to various members of the Client Portfolio Management Client Service Support team. Generate client reports - including formatting, data-checking and select manual data entry. Distribute client/consultant reports on a monthly and quarterly basis. Maintain and run centralized attribution reporting for equity client/marketing materials. Updated consultant databases on a monthly and quarterly basis. (see more)
* The accuracy of search results can be improved by using quote marks around phrases.
