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The Associate Director will be responsible for driving initiatives related to business-line and client strategy across 4 primary pillars: (1) Management Insights and Strategy (2) Customer Relationship Management (3) Reporting; and (4) Client Data. In addition to supporting strategic initiatives, the Associate Director will be responsible for day-to-day CIB Business Line support regarding client data, reporting, and CRM.
$211,800 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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We are looking for a Client Service Associate who will focus on interacting with Ultra-High-Net-Worth clients and the sales team. We are seeking a dedicated and detail-oriented Registered Client Service Associate to join our Wealth Management team, focusing on stock plan business and client equity plans.
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The Client Services Associate must provide superior client service by identifying the client’s wants and needs, acting on, and/or delegating items and following through to completion while keeping all parties informed throughout the process.
$70,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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The US Institutional Junior Associate Client Advisor ("ACA") will support a team of Client Advisors ("CA") in order to drive sales of Voya Investment Management strategies across public and corporate plans (DB and DC), E&Fs and Sub-advisory firms.
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Associate Client Services Manager. Update ConnectWise, SharePoint, and IT portal databases with the necessary information to facilitate highest level of technical Client support. Work side-by-side with US client services manager to maintain the highest level of client service.
$130,000 a yearExpandApply NowActive JobUpdated 10 days ago - UpvoteDownvoteShare Job
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Job DescriptionJob DescriptionJunior Associate Attorney - Private Client Services, New York OfficeThis position is based in person in New York, NY, with a requirement for candidates to be licensed in New York. Compensation and Benefits:competitive salary ranging from $215,000 - $250,000 annuallycomprehensive benefits packageKey Qualifications:Experience in trusts and estates, transfer tax, and associated income tax areas of the law is required.
$250,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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HMG+, the New York area’s leading event staffing and hospitality recruitment firm for over 25 years, is looking for a full-time Client Relations Associate to join our team! As the Client Relations Associate, you will assist and take ownership of managing our client event schedules, doing your best to accommodate any changes or requests while managing expectations to ensure that the HMG+ standard of service is upheld.
$70,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Summary:Our Private Equity Real Estate (PERE) team is growing and are looking to add an Associate Client Executive (ACE) to support our clients and the practice. Direct interaction, client engagement and relationship building within the insurance marketplace are key components for this position.
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The Client Service Associate will be a key member of the team, providing support through a variety of tasks related to organization and communication. Meeting Follow Up – scan, save and process all notes and paperwork from meeting, provide updates in Salesforce Client Meeting object until closed.
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We are looking to speak with senior-level private client associates to join our client’s top-tier Trusts & Estates practice in New York. This is a career advancing opportunity to serve as trusted counsel to individuals and families on the stewardship of their most important legacies, with a particular emphasis on trusts, estate and tax planning, business succession, philanthropy and complex trust and estate administration.
$400,000Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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As a Private Client Investment Associate in. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management.
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ICapital is looking to hire a Relationship Manager Associate to join our International Client Solutions team with a focus on Latin America (“LATAM”). Communicate feedback from clients and prospects within the organization to improve delivery of solutions and the overall client experience and enhance competitiveness.
$105,000 a yearFull-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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The Team: The Client Operations team is responsible for providing client support on our business intelligence tool by holding investigative conversations & driving product usage and revenue.
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As an Associate, you will learn to quickly understand client project requests; how to identify and recruit new Network Members (experts); the process for securing and confirming critical client calls and meetings; and how to help create a seamless client experience.
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The position of the Client Services Associate is responsible for serving as the first level of support to existing clients, and managing and coordinating the completion of all language projects.
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Title: client associate in New York, NY
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