POSITION SUMMARY Registered Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading
Job Description Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 43 countries, the Firms employees serve
Become an integral part of our client operations team, delivering outstanding customer service and support within our service center operations across various products and platforms. This role offers an exciting opportunity to leverage your strategic planning and
Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first
Client Services Analyst, Investor Relations The Tudor Group manages assets across fixed income, currency, commodity and equity asset classes and related derivative instruments in the global markets for an international clientele. Paul Tudor Jones II, Co-Chairman, Chief
Job Title We are a technology-driven company. We built our business with the purpose of empowering people and improving their organizations, one payment at a time. We started our journey by providing smart and simple payment
Private Client Banker You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment
Sr Client Service Associate Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable
Stella McCartney Sales Consultant Working at Stella McCartney is a truly rewarding experience. As a luxury fashion company with a strong ethical standpoint we are leaders and innovators in our industry. Job Overview You will act
Stella McCartney Client Style Advisor Working at Stella McCartney is a truly rewarding experience. As a luxury fashion company with a strong ethical standpoint we are leaders and innovators in our industry. Overview: You will act as
Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a
Job Title Manage and service an assigned High-Net-Worth (HNW) book of business with accounts exceeding $50K in premium. Prepare new business and renewal submissions, including marketing, rating, proposal presentations, applications, and binder processing. Create insurance applications, supplemental
Director Of Operations And Client Service Hightower Westchester is a fast-paced, thriving financial advisory practice based in Harrison, New York. We are a client-centric team that provides a holistic approach to wealth management. Were searching for a director
Guidewire ClaimCenter Business Analyst Sompo International has a new IT contractor opportunity for a Guidewire ClaimCenter Business Analyst. Role Title: Guidewire ClaimCenter Business Analyst Role Locations: In-office working on the hybrid schedule is required for this
Project Manager Of Client Services At Epiq, your work contributes to complex, global legal outcomes. Youll join a values-driven community where integrity guides decisions, relentless service sets the bar, and we thrive on big challenges together. We
EMS Project Manager At Epiq, your work contributes to complex, global legal outcomes. Youll join a values-driven community where integrity guides decisions, relentless service sets the bar, and we thrive on big challenges together. We invest
Client Associate A Private Advisor team, located in our Stamford, CT office, is seeking a motivated individual to join our growing team as a Client Associate. The Client Associate will work, in office, with team members and will interact
Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships.
Client Services Administrator We are seeking a contract Client Services Administrator to join our dynamic Shareholder Communication team in our Edgewood, Long Island, New York office. In this role, you will be answering shareholder inquiries made in writing
Client Support Specialist We have an exciting opportunity for a remote, licensed Client Support Specialist in the Greater Tri-State area! While you will work from home, you must reside near the Greater Tri-State area as occasional in-person participation