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Keywords: Client Service Associate, Location: New York

Page: 5

Client Associate

You'll be working in New York City with a financial advisor team in a support staff capacity. As a Client Service Associate... how to take care of people? We're looking for a Client Associate to: Keep management systems up-to-date with client information...

Company: UBS
Location: New York City, NY
Posted Date: 14 Nov 2025
Salary: $70000 - 76000 per year

Registered Client Associate

how to take care of people? We're looking for a Registered Client Associate to: keep management systems up-to-date with client... for client meetings collect the right documentation for opening new accounts and service requests plan team marketing events...

Company: UBS
Location: New York City, NY
Posted Date: 09 Nov 2025
Salary: $70000 - 75000 per year

Associate Client Development Director

DealCloud, an Intapp company is looking to hire a highly consultative Associate Client Development Director (Sales... and sophisticated service. We’ve already made huge strides, but we’re just getting started. The target market for DealCloud is the...

Company: Intapp
Location: New York City, NY
Posted Date: 09 Nov 2025
Salary: $150000 - 160000 per year

Registered Client Associate

how to take care of people? We're looking for a Registered Client Associate to: keep management systems up-to-date with client... for client meetings collect the right documentation for opening new accounts and service requests plan team marketing events...

Company: UBS
Location: New York City, NY
Posted Date: 08 Nov 2025
Salary: $70000 - 75000 per year

Client Associate

how to take care of people? We're looking for a Client Service Associate to: keep management systems up-to-date with client... You'll be working in New York City with a financial advisor team in a support staff capacity. As a Client Service Associate...

Company: UBS
Location: New York City, NY
Posted Date: 08 Nov 2025
Salary: $73000 - 80000 per year

Senior Client Associate

a motivated individual to join its growing team as a Senior Client Associate. The Senior Client Associate will work... Advisor Team to provide exceptional service to clients, ensuring comprehensive support and efficient administration of client...

Posted Date: 08 Nov 2025
Salary: $60000 per year

J.P. Morgan Wealth Management - Private Client Investment Associate - Yorktown Heights, NY

best investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management..., you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management...

Posted Date: 05 Nov 2025

Client Support Associate

as a Seasonal Client Support Associate and be the friendly face for all those who visit our offices, ensuring exceptional client... & development We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent...

Posted Date: 02 Nov 2025
Salary: $16 per hour

Client Support Associate

as a Seasonal Client Support Associate and be the friendly face for all those who visit our offices, ensuring exceptional client... & development We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent...

Company: Jackson Hewitt
Location: Springville, NY
Posted Date: 01 Nov 2025
Salary: $16 per hour

Associate, Client Processing Representative I

Associate, Client Processing Representative I At BNY, our culture allows us to run our company better and enables... extraordinary. We're seeking a future team member for the role of Associate, Client Processing Representative I to join our GSS...

Company: BNY Mellon
Location: New York City, NY
Posted Date: 29 Oct 2025
Salary: $52000 - 85000 per year

Client Associate

how to take care of people? We're looking for a Client Associate: keep management systems up-to-date with client information... You'll be working in the Private Wealth Sector team in New York. As a client associate you'll play an important role in the...

Company: UBS
Location: New York City, NY
Posted Date: 29 Oct 2025
Salary: $70000 - 76000 per year

Client Associate

how to take care of people? We're looking for a Client Associate to: keep management systems up-to-date with client information... You'll be working with a Private Wealth Management team in the New York City office. As a Client Associate you will play...

Company: UBS
Location: New York City, NY
Posted Date: 29 Oct 2025
Salary: $70000 - 76000 per year

Senior Wealth Client Management Associate

Overview: WHO are we looking for? CAPTRUST is seeking a Senior Client Management Associate who uses specialized...) and/or Advisors in providing excellent client service. The candidate for this role provides day- to-day support, project management...

Company: CAPTRUST
Posted Date: 22 Oct 2025
Salary: $95000 - 110000 per year

Senior Wealth Client Management Associate

service to the Wealth Client Service team and/or Advisors, which includes resolving client questions, processing transactions... documents to SharePoint records Handles Client Service functions including new account paperwork, mailing correspondence...

Company: CAPTRUST
Posted Date: 21 Oct 2025
Salary: $95000 - 110000 per year

Bilingual Client Support Associate

as a Seasonal Client Support Associate and be the friendly face for all those who visit our offices, ensuring exceptional client... & development We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent...

Location: Fredonia, NY
Posted Date: 19 Oct 2025
Salary: $16 - 17 per hour

Bilingual Client Support Associate

as a Seasonal Client Support Associate and be the friendly face for all those who visit our offices, ensuring exceptional client... & development We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent...

Company: Jackson Hewitt
Location: Fredonia, NY
Posted Date: 18 Oct 2025
Salary: $16 - 17 per hour

Client Associate

how to take care of people? We're looking for a Client Associate to: calendaring for the team T&E in Concur keep management... of reports and other materials for client meetings collect the right documentation for opening new accounts and service requests...

Company: UBS
Location: Rochester, NY
Posted Date: 18 Oct 2025
Salary: $55000 - 60000 per year

Client Associate

how to take care of people? We're looking for a Client Service Associate to: keep management systems up-to-date with client... You'll be working in New York City with a financial advisor team in a support staff capacity. As a Client Service Associate...

Company: UBS
Location: New York City, NY
Posted Date: 17 Oct 2025
Salary: $70000 - 76000 per year

Client Support Associate

as a Seasonal Client Support Associate and be the friendly face for all those who visit our offices, ensuring exceptional client... & development We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent...

Location: Albany, NY
Posted Date: 17 Oct 2025
Salary: $16 - 18 per hour

Client Support Associate

as a Seasonal Client Support Associate and be the friendly face for all those who visit our offices, ensuring exceptional client... & development We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent...

Location: Utica, NY
Posted Date: 16 Oct 2025
Salary: $16 - 18 per hour