Search Results: 9,134 vacancies

 ...Job Description Job Description CLIENT SERVICE ASSOCIATE MUST HAVE EXPERIENCE IN THE FINANCIAL SERVICES INDUSTRY Location: Nyack,...  ...The best and brightest always have choices in the wealth management arena. Working with our firm is an investment in your future... 
Suggested
Full time

Transcend Practice Management

Nyack, NY
5 days ago
 ...Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the...  ...operational excellence, protect the bank's clients, and manage risk Identifies, deepens, and maintains client relationships... 
Suggested
Seasonal work
Flexible hours
Shift work

Bank of America

Greenwich, CT
3 days ago
Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Client Associate to: •keep management systems up-to-date with client information •educate clients on account services and capabilities •help with the preparation of... 
Suggested
Part time
Work from home
Work visa
Work alone
Flexible hours

UBS

Stamford, CT
4 days ago
What You'll Do As an Associate, you will actively participate in a team assisting the Client Managers and Client Executives in coordinating and providing IMA services to our clients. This role is part of one of the fastest growing and most dynamic teams at IMA. Because... 
Suggested
Holiday work
Temporary work
Local area
Flexible hours

IMA Financial Group

Harrison, NY
3 days ago
 ...of diversity, equity, and inclusion among all IMA associates Serves as the day-to-day contact for all client requests within a book of business (primarily Mid-...  ...industry changes Creates the marketing submission and manages ongoing negotiates with carriers Receives quotes,... 
Suggested
Holiday work
Contract work
Temporary work
Local area
Flexible hours

CareerBuilder

Harrison, NY
1 day ago
 ...responsible for developing and maintaining client relationships through proactive client communication and actively managing client accounts and the coordinated delivery...  ...individuals, families, trusts and foundations. The Associate Client Advisor will act as a liaison between... 
Suggested
Temporary work
Remote job

CareerBuilder

Greenwich, CT
4 days ago
Job Summary We are seeking a Client Success Associate to join our luxury real estate media team. In this role, you will communicate with customers...  ...relevant information, and provide solutions Schedule and manage field technicians (photographers) Use best practices in... 
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Realty Plans

Stamford, CT
1 day ago
Summary Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) with the opening and maintenance...  ...to the attention of the FA(s) or escalated to the Branch Manager; including suspicious client and/or employee activity or... 
Suggested
Immediate start
Flexible hours

Stifel

White Plains, NY
4 days ago
 ...technology. We are one of the world's top asset management and banking firms that manages trillions...  ...Taxes, Protecting Legacies — they help clients in the U.S. and abroad achieve stronger...  ...a future team member for the role of Associate, Client Service I to join our Wealth... 
Suggested
Work experience placement
Flexible hours

BNY Mellon

Greenwich, CT
5 days ago
 ...equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description The firm is seeking a Client Service Associate to join our Branch office team in Stamford, Connecticut. The primary responsibilities... 
Suggested

CareerBuilder

Stamford, CT
3 days ago
 ...innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you’ll deepen...  ...coaching, professional development and ongoing practice management support. As a  Citizens Private Client Relationship Manager... 
Suggested
Temporary work
Local area
Remote job
Flexible hours

Citizens

Rye, NY
27 days ago
Description The Associate Client Support Specialist is responsible for answering incoming customer inquiries, solving customer issues via phone or chat and escalating cases to tier two teams or management when necessary. They handle cases related to at least five major... 
Suggested

eMoney Advisor

Stamford, CT
5 days ago
 ...recruiter who can provide you more specific details for this role. Line of Business: TD Wealth Job Description: The Associate Private Client Relationship Manager (ARM) is a high-touch point of client contact accountable to serve the unique and complex needs of clients in... 
Suggested
Holiday work
Work from home
Flexible hours

TD Bank Group

West Harrison, NY
3 days ago
 ...Providential Marketing is a forward-thinking management firm that has been constantly...  ...minded individual to fill the shoes of our Associate Manager Trainee position. The Associate...  ...with potential consumers by relaying our clients’ products and services. The Associate Manager... 
Suggested
Traineeship

Providential Marketing Inc.

New Rochelle, NY
3 days ago
 ...innovative, commercially driven global Marketing Manager to lead, formulate and execute sales...  ..., drive engagement and result in client paid registrations for Gartner IT conferences...  ...-facing sales and service delivery associates to achieve or exceed conference registrations... 
Suggested
Worldwide

Gartner

Stamford, CT
5 days ago
Merrill Market Client Relationship Manager Greenwich, Connecticut;Stamford, Connecticut **Job Description:** At Bank of America, we are guided...  ...Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business... 
Work experience placement
Work from home
Home office
Shift work
Day shift

Bank of America

Greenwich, CT
4 days ago
 ...simultaneously while maintaining accuracy and follow through? Do want to begin a career in the dynamic wealth management industry? Founded in 2010, Altium believes that our clients wealth decisions are often compelled by a higher sense of purpose. Our mission far exceeds wealth... 
Permanent employment
Local area
Monday to Friday

HighTower Advisors

Harrison, NY
15 hours ago
Merrill Senior Client Relationship Manager page is loaded Merrill Senior Client Relationship Manager Apply locations Stamford Greenwich...  ...onboarding, and ongoing development for the EGP roles, Client Associates, and the Operations staff. The SCRM is responsible for... 
Full time
Shift work
Day shift

Bank of America

Stamford, CT
5 days ago
 ...health plan. Since 2001, The Difference Card has provided its clients with an average net savings of over 18%. The product utilizes proprietary...  ...and Responsibilities The position of the Client Success Manager coaches and manages Client Success Team members. The goal of... 
Remote job
Full time
Local area

The Difference Card

Armonk, NY
a month ago
Client Services Manager Location US-CT-Stamford Company Canon Solutions America, Inc. Requisition ID 31996 Category Facilities Position Type Full-Time About the Role Responsible for all activities for a specifically assigned large customer account. Responsibilities... 
Full time
For contractors
For subcontractor
Local area

Canon U.S.A., Inc.

Stamford, CT
2 days ago