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Keywords: Client Success Associate, Location: New York City, NY

Page: 2

Senior Associate, Fund/Client Accounting

team member for the role of Senior Associate Fund/Client Accounting to join the Fund Accounting team. This role is located...At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global...

Company: BNY Mellon
Location: New York City, NY
Posted Date: 16 Nov 2025
Salary: $70000 - 95000 per year

Associate, ETF Fund/Client Accounting Representative II

of Associate ETF Fund Client Accounting Representative to join our Fund Accounting team. This role is located in New York...At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global...

Company: BNY Mellon
Location: New York City, NY
Posted Date: 16 Nov 2025
Salary: $60000 - 81000 per year

J.P. Morgan Wealth Management - Private Client Investment Associate - Brooklyn South

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...

Company: JPMorgan Chase
Location: Brooklyn, NY
Posted Date: 15 Nov 2025

Senior Client Associate – Commercial Real Estate, Commercial Term Lending – Vice President

is seeking a Senior Client Associate who will play a vital role in evaluating lending requests, building relationships..., and helping clients grow their real estate portfolios. As a Senior Client Associate within the Commercial Term Lending (CTL...

Company: JPMorgan Chase
Location: New York City, NY
Posted Date: 14 Nov 2025

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 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: 14 Nov 2025
Salary: $70000 - 76000 per year

Tax Associate, Client Tax Services and Solutions

Associate of Client Tax Services and Solutions has a background in tax compliance or tax consulting for one or more business... projects as assigned. How You Will Do Your Work As a Tax Associate, Client Tax Services and Solutions, how results...

Company: Justworks
Location: New York City, NY
Posted Date: 09 Nov 2025
Salary: $86000 - 94600 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... Client Associate, you'll play an important role in assisting your Financial Advisor. Your expertise series 7 and 66...

Company: UBS
Location: New York City, NY
Posted Date: 09 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

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.... As a Registered Client Associate, you'll play an important role supporting your Financial Advisor(s). Your expertise series 7...

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

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 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

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

Associate Director, Client Services

About the job Position: Associate Director, Client Services Location: Lower East Side, NYC (Hybrid, 3 days... Salary Range: $124,000 – $137,000 POSITION SUMMARY As an Associate Director on the Client Services team...

Company: Fohr
Location: New York City, NY
Posted Date: 25 Oct 2025
Salary: $124000 - 137000 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

Senior Associate, Client Services

Position: Senior Associate, Client Services Location: Lower East Side, NYC (Hybrid, 3 days in-office) Employment..., and other activities unique to that brand/client. The Senior Associate is expected to be fully versed in Fohr's proprietary tools...

Company: Fohr
Location: New York City, NY
Posted Date: 02 Oct 2025
Salary: $80000 - 90000 per year

Asset Management - Client Service Delivery Associate - Senior Associate

. As a Client Service Delivery Associate within JPMorgan Asset Management, focusing on Alternative Products, you'll have the chance...Job Category: Client Service Job Description: Step into a dynamic role where your ideas and initiative...

Company: JPMorgan Chase
Location: New York City, NY
Posted Date: 01 Oct 2025

J.P. Morgan Advisors - Senior Client Associate - New York, NY

size and broad scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in J.P...Job Category: Client Advisory Job Description: J.P. Morgan Advisors, the ultra-high net worth division of J.P...

Company: JPMorgan Chase
Location: New York City, NY
Posted Date: 13 Sep 2025

Wealth Management Client Associate - Bilingual Spanish Preferred

, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates... that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for providing client...

Company: Bank of America
Location: New York City, NY
Posted Date: 07 Dec 2025
Salary: $25 - 44 per hour

Senior Client Associate

Business Divisions Global Wealth Management Your role keep management systems up-to-date with client information... educate clients on account services and capabilities help with the preparation of reports and other materials for client...

Company: UBS
Location: New York City, NY
Posted Date: 07 Dec 2025
Salary: $85000 - 120000 per year

Private Wealth Client Associate

, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates... that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for providing client...

Company: Bank of America
Location: New York City, NY
Posted Date: 28 Nov 2025
Salary: $25 - 44 per hour