NewLabor & Employment Associate (2-5 Yrs Exp) JobotLabor & Employment Associate (2-5 Yrs Exp)Stamford, CT$175,000–$220,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Collaboration, sound judgment, and strong client relationships are at the core of how we approach every matter, allowing us to consistently deliver high-quality, value-driven legal services.
Bankruptcy Associate Attorney JobotBankruptcy Associate AttorneyNew York, NY$160,000–$210,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our client is a full-service law firm that has been serving clients since 1850, offering competitive salary, excellent benefits package, and a collaborative, friendly environment.
NewCorporate/Joint Venture Associate JobotCorporate/Joint Venture AssociateNew York, NY$175,000–$225,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our reputable law firm is seeking a highly skilled and motivated Corporate/Joint Venture Associate to join our dynamic legal team.
Family Law Associate JobotFamily Law AssociatePiscataway, NJ$90,000–$125,000 / yearWe handle a broad range of matters including divorce, child custody, parenting time, child support, alimony, high-net-worth divorce, domestic violence matters, prenuptial agreements, mediation, post-judgment litigation, and other complex family law disputes. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewTax Associate – In-Store IntuitTax Associate – In-StoreHicksville, NY$22–$28.50 / hourAs a Tax Associate - TurboTax Store, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.”. Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos).
NewCustomer Service Representative Conduent State & Local Solutions, IncCustomer Service RepresentativeNewark, NJ$16.50–$17.50Through our dedicated associates, Conduent delivers mission-critical services and solutions on behalf of Fortune 100 companies and over 500 governments - creating exceptional outcomes for our clients and the millions of people who count on them. Respond to all tolling and/or administration related customer inquiries by utilizing information learned during training and leveraging resources available through people, customer records, and knowledge management systems.
Senior Associate, SAP SAC Planning KPMGSenior Associate, SAP SAC PlanningNew York, NY$97,755–$204,585 / yearIf you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.
Senior Associate, ServiceNow - Certified System Administrator KPMGSenior Associate, ServiceNow - Certified System AdministratorNew York, NY$94,430–$202,745 / yearCompletion of at least one full implementation of ServiceNow and hold current certifications in ServiceNow System Administration (CSA) and at least one of the following is preferred: CIS -IT Service Management, CIS - Discovery, CIS - Event Management, CIS - Service Mapping, CIS - Risk and Compliance, CIS - Third Party Risk Management, or CIS - Vulnerability Management. Qualifications: Minimum three years of recent experience managing and maintaining large, enterprise systems in complex, matrixed organizations, with at least three years of experience directly managing the ServiceNow platform with an extensive focus ITSM, ITOM and IRM.
Senior Associate, ServiceNow ITSM KPMGSenior Associate, ServiceNow ITSMNew York, NY$94,430–$202,745 / yearCompletion of at least one full implementation of ServiceNow and hold current certifications in ServiceNow System Administration (CSA) and at least one of the following is preferred: CIS -IT Service Management, CIS - Discovery, CIS - Event Management, CIS - Service Mapping, CIS - Risk and Compliance, CIS - Third Party Risk Management, or CIS - Vulnerability Management. Qualifications: Minimum three years of recent experience managing and maintaining large, enterprise systems in complex, matrixed organizations, with at least three years of experience directly managing the ServiceNow platform with an extensive focus ITSM, ITOM and IRM.
Senior Associate, ServiceNow KPMGSenior Associate, ServiceNowNew York, NY$94,430–$202,745 / yearCompletion of at least one full implementation of ServiceNow and hold current certifications in ServiceNow System Administration (CSA) and at least one of the following is preferred: CIS -IT Service Management, CIS - Discovery, CIS - Event Management, CIS - Service Mapping, CIS - Risk and Compliance, CIS - Third Party Risk Management, or CIS - Vulnerability Management. Qualifications: Minimum three years of recent experience managing and maintaining large, enterprise systems in complex, matrixed organizations, with at least three years of experience directly managing the ServiceNow platform with an extensive focus ITSM, ITOM and IRM.
Client Services Associate (Reprographics) SPS North AmericaClient Services Associate (Reprographics)White Plains, NY$19–$20 / hourAcross North America, we help clients enhance workplace experiences and business operations through services including workplace support, physical and digital mailroom solutions, intelligent document processing, reception and concierge services, and other business support offerings. From managing high-volume print requests to maintaining equipment and supporting workplace operations, your work plays an essential role in keeping day-to-day business running smoothly.
Client Services Associate (Reprographics) SPSClient Services Associate (Reprographics)White Plains, New YorkIn North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies. From managing high-volume print requests to maintaining equipment and supporting workplace operations, your work plays an essential role in keeping day-to-day business running smoothly.
Client Services Associate SPS North AmericaClient Services AssociateNew York, NYAcross North America, we help clients enhance workplace experiences and business operations through services including workplace support, physical and digital mailroom solutions, intelligent document processing, reception and concierge services, and other business support offerings. Note: Please inquire with the Human Resources team for benefit offerings per role as regular positions that routinely are under 30 hours/week may have a different benefit offering.
Client Services Associate Citigroup IncClient Services AssociateGreat Neck, NY$61,280–$85,520 / yearProvide high level of support to Securities Specialists including but not limited to, client market updates, new account opening and modification, documentation approval, wire transfers, journals, stock transfers, account maintenance, capital call notices, fixed income maturities, settled free cash, reorganization notices, performance reporting, Executive Financial Services requests. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Client Services Associate - New York: Mandarin & Cantonese Citigroup IncClient Services Associate - New York: Mandarin & CantoneseNew York, NY$61,280–$85,520 / yearProvide high level of support to Securities Specialists including but not limited to, client market updates, new account opening and modification, documentation approval, wire transfers, journals, stock transfers, account maintenance, capital call notices, fixed income maturities, settled free cash, reorganization notices, performance reporting, Executive Financial Services requests. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Client Services Associate Project Manager 1300 Epiq Class Action & Claims Solutions, Inc.Client Services Associate Project ManagerNew York, NYFull timeWhy This Role This is a hands‑on opportunity to learn complex, client‑facing project delivery while building the skills needed for long‑term growth in project management and client services. As you develop, you’ll take on larger workstreams, deeper client interaction, and greater responsibility for planning and execution—with a clear path to promotion into a Project Manager role based on performance, readiness, and business need.
Associate, Client Services Third BridgeAssociate, Client ServicesNew York, NY$96,000–$127,000 / yearBy submitting a Third Bridge job application, I hereby provide Third Bridge (including Third Bridge's affiliates and relevant third-party suppliers) with my consent to collect, store and process my personal information for the purpose of recruitment administration, as well as to share such personal information with third parties for the same purpose, in accordance with the Candidate Privacy Notice. As a Client Services Associate, you'll develop the commercial awareness and business acumen that open doors to long-term careers in sales, account management, leadership , research and so much more.
NewAssociate, Client Services, January 2027 Start Date Third BridgeAssociate, Client Services, January 2027 Start DateNew York, NY$96,000–$127,000 / yearBy submitting a Third Bridge job application, I hereby provide Third Bridge (including Third Bridge's affiliates and relevant third-party suppliers) with my consent to collect, store and process my personal information for the purpose of recruitment administration, as well as to share such personal information with third parties for the same purpose, in accordance with the Candidate Privacy Notice. As a Client Services Associate, you'll develop the commercial awareness and business acumen that open doors to long-term careers in sales, account management, leadership , research and so much more.
NewClient Services Associate Valitana LLCClient Services AssociateStamford, CTFull timeValitana was awarded the 2026 Deal Catalyst CLO Award for Best CLO & Technology Provider – Innovation and serves approximately 100 institutional clients including CLO investors, CLO managers, hedge funds, asset managers, insurance companies, family offices, and broker dealers. Deliver responsive, white-glove support to institutional clients — including CLO managers, CLO investors, hedge funds, and asset managers — escalating complex requests as needed.
NewAssociate Staff Accountant (Contador) - Client Accounting Services Bay Business GroupAssociate Staff Accountant (Contador) - Client Accounting ServicesNew York, NY$1,500–$2,500Prepare and maintain supporting schedules for key balance sheet accounts (prepaids, fixed assets, accrued expenses, deferred revenue, etc.).Support accounts payable processes: enter vendor bills, verify coding and approvals, maintain vendor records, schedule payments, and help monitor AP aging. QualificationsBachelor's degree in Accounting, Finance, or related field (or in progress with relevant experience).2-5 years of experience in bookkeeping, accounting, or a client accounting services environment (internships and part‑time roles acceptable).Solid understanding of basic accounting principles, including debits/credits and the structure of financial statements.
Client Services Associate/Office Manager Ark Asset AdvisorsClient Services Associate/Office ManagerPearl River, NY$65,000–$90,000 / yearPOSITION SUMMARY: The Client Services Associate enhances the client experience by providing exceptional client service, supporting Branch functions as needed, assisting in safeguarding client assets, and serving as administrative and operational support to Financial Advisors. · Conduct outreach to maintain strong relationships with client base and identify Firm services and solutions, such as digital, online access and cash management offerings, that support clients' needs.
Tax Senior Associate [Private Client Services Group] CohnReznick LLPTax Senior Associate [Private Client Services Group]NY$85,000–$140,000 / yearExperience with reviewing and preparing the following types of tax returns: business tax returns including 1120, 1120S, 1065, trust return 1041, and personal return 1040 including Schedules C & E. They will also be eager to collaborate on client teams, thought leadership, webinars, and seminars while remaining results focused on assisting both internal and external clients in achieving their wide-ranging goals.
NewWork From Home - Client Services Associate Global Elite Empire ConsultantsWork From Home - Client Services AssociateStamford, ConnecticutAll interviews will be conducted via Zoom video conferencing (Global Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership.
Temporary Client Services Associate Berklee College of MusicTemporary Client Services AssociateNY$20–$24 / hourTasks will include opening and closing the building; assisting technical setups of sessions, events, and live performances; inventorying and distribution of equipment for studio sessions; covering front-desk/reception duties and ordering food and going on runs for clients as needed. Containing 5 recording studios as well as a black box theater and spaces such as a video control room, classrooms, and labs, Berklee NYC offers services for recording, education, events, and performances.
Private Client Services Associate Attorney Gables Search GroupPrivate Client Services Associate AttorneyNew York, NY$245,000–$330,000 / yearThis position provides a unique opportunity to join a growing Private Client Services Practice Group and work on sophisticated trust and estate matters for high-net-worth individuals. Our client, a prominent AmLaw 100 firm, is seeking a talented Associate Attorney to join its Private Client Services Practice Group in New York City .
NewFX PB Client Services Associate NatWest Group PlcFX PB Client Services AssociateStamford, CT$85,000–$130,000 / yearIn addition to base salary, our total rewards package also includes eligibility for an annual discretionary bonus; medical, dental, and vision plans; life and disability insurance; employee wellness programs; retirement and savings plans with potential employer contributions; generous paid time off policy, parental leave and tuition reimbursement. In your new role, you'll be accountable for front to back coverage for allocated Prime Brokerage clients, leading client integration and managing all daily transactional activity, including booking, monitoring for exceptions and matching.
Tax Senior Associate-(Private Client Services) PKFOD CareersTax Senior Associate-(Private Client Services)New York, New YorkThe Senior Tax Associate will support the tax planning and compliance functions for high-net-worth individuals and their families, with a focus on financial services clients such as private equity fund managers and investment bankers. The Senior Tax Associate will work closely with Managers and Partners to deliver high-quality client service in a collaborative, entrepreneurial environment that emphasizes technical excellence and responsiveness.
Client Service Manager - Associate JPMorgan Chase Bank, N.A.Client Service Manager - AssociateBrooklyn, NYFull timeJPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Private Client Services Associate – Junior to Mid-Level Advocates Legal RecruitingPrivate Client Services Associate – Junior to Mid-LevelNew York, New YorkOur AmLaw 100 client’s Private Client Services group advises high-net-worth individuals, family offices, and closely held businesses on complex estate and tax planning matters. The work spans estate structuring, business succession, charitable giving, and cross-border planning for clients with diverse portfolios.
Client Service Manager - Associate I JPMorgan Chase Bank, N.A.Client Service Manager - Associate IJersey City, NJFull timeJPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Institutional Services Associate I - Client Training and Onboarding Interactive Brokers Group IncInstitutional Services Associate I - Client Training and OnboardingGreenwich, CTThrough its affiliates, Interactive Brokers provides automated trade execution and custody of securities, commodities, foreign exchange, and prediction markets on over 170 markets in numerous countries and currencies. Our hands-on training program is specifically designed for entry-level candidates, pairing you with a mentor and allowing you to work within a cohesive team in a nurturing environment that fosters a supportive culture.
NewAssociate Practice Client Partner-Cloud Infrastructure Services InfosysAssociate Practice Client Partner-Cloud Infrastructure ServicesNew York, NY$100,000–$187,000 / yearPresent tailored solutions that align with their strategic objectives, effectively demonstrating the value proposition of our data and analytics servicesWork closely with internal teams, including delivery, consulting, CTO organization, marketing, and analytics team, to ensure alignment between client expectations and service offeringsCollaborate with technology providers and partners to enhance our service capabilities and address client needs comprehensivelyAccount planning and governance:Create the account plan including relationships required, opportunities to be pursued, price decisions, etc. Role DescriptionClient relationship management and business development:Manage client relationships, build a portfolio, own the opportunity management cycle: Prospect-Evaluate-Propose-CloseDrive the sales strategy for data and analytics services and identify and pursue new business opportunities in a specific verticalDevelop and maintain a robust pipeline at any given point in time, collaborating closely with vertical sales teams and engaging directly with clientsAct as a trusted advisor to clients, understanding their unique business challenges and requirements.
NewSenior Associate, Client Accounting Services AnchinSenior Associate, Client Accounting ServicesNew York, NY$90,000–$125,000 / yearAbout the Company: Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide.
Client Services Associate The TCW Group, Inc.Client Services AssociateNY$80,000–$95,000 / yearThis role involves a broad range of responsibilities, including managing client inquiries and requests, preparing investor materials and reports, overseeing operational activities related to client accounts, and supporting the marketing and fundraising efforts for TCW's private funds. The ideal candidate will possess a strong understanding of alternative investments, excellent client service skills, and the ability to collaborate effectively with various internal departments to ensure a positive client experience.
Client Service Associate Redshift Recruiting LLCClient Service AssociateNew York, NY$22–$25 / hourA well-established financial services organization is seeking a motivated and detail-oriented Client Service Associate to support a fast-paced Wealth Management and Private Equity team. The Client Service Associate works closely with wealth managers, assists with client service needs, and helps ensure smooth daily office operations.
Associate, Client Services -Full-Time (Summer 2026) True North InsightsAssociate, Client Services -Full-Time (Summer 2026)New York City, NY$85,000–$115,000 / yearWe exist to break through complexity, giving global investors and business leaders frictionless access to the insights that matter most — insights that fuel confident decisions, unlock opportunity, and power successful careers. True North Insights is a global expert network that connects organizations with subject matter experts who provide critical insights to inform strategic decision-making.
Associate, Client Services (Immediate 2026) True North InsightsAssociate, Client Services (Immediate 2026)New York City, NY$85,000–$115,000 / yearWe exist to break through complexity, giving global investors and business leaders frictionless access to the insights that matter most — insights that fuel confident decisions, unlock opportunity, and power successful careers. True North Insights is a global expert network that connects organizations with subject matter experts who provide critical insights to inform strategic decision-making.
Sales Associate / Client Service Associate - Wealth Management Jefferies Financial Group IncSales Associate / Client Service Associate - Wealth ManagementNY$75,000–$95,000 / yearThe Sales Associate / Client Service Associate will provide high-touch client service, sales support, operational coordination, and select trading support to a Wealth Management team serving executives, founders, private company clients, financial sponsors, PE/VC professionals, and high-net-worth relationships, with a focus on biotech and healthcare. The individual should be comfortable communicating with sophisticated clients by phone and email, managing tone appropriately, and supporting Financial Advisors with client service, business development, account administration, planning coordination, and trading-related workflows, including 10b5-1 trading plans.
Work From Home - Client Services Associate AO Garcia AgencyWork From Home - Client Services AssociateNorth Bergen, New JerseyGlobal Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. 4. Help Others: Use your skills and expertise to assist families in securing their financial futures, providing them with the support and guidance they need to navigate life’s uncertainties with confidence.
Client Service Associate Fortress Investment Group LLCClient Service AssociateNew York, NY$100,000–$140,000 / yearThe Credit and Real Estate Business Capital Formation Associate will: Respond to daily investor inquiries via phone and email; investigating and problem solving on topics which can range from reporting, performance, fund documents/guidelines Liaising with fund administrators, and internal middle/back office, treasury, legal, and compliance teams to ensure timely and accurate delivery of investor correspondence and reporting Facilitate capital activity events including subscriptions, redemptions, transfers and reviewing and tracking documentation from investors while liaising with internal and external legal and tax counsel Updating and maintaining investor records Documenting processes and policies and recommending additional procedures to enhance investor communications Complete frequent investor reporting requests including DDQs and fee requests as well as sourcing responses and liaising with internal finance, asset management, and compliance teams to complete more complex reporting Have an understanding of and ensure compliance with FINRA, FATCA and ERISA obligations as well implementing AIFMD, FOIA, and AML/KYC procedures The ideal candidate will have: A bachelor's degree from a top university with a strong academic record At least 2 - 3 years of financial services experience - fund administration, fund operations, or fund accounting experience is preferred Credit and/or real estate experience a strong plus Advance proficiency in CRM systems focused on alternative investments Advanced proficiency in PowerPoint and Excel Excellent verbal and written communication skills and strong interpersonal skills Ability to effectively manage multiple priorities Self-motivation with the ability to work independently and as a team player Excellent organizational skills Meticulous attention to detail Strong work ethic and desire to excel in a dynamic and fast-paced work environment The base salary range for this position is expected to be between $100,000 and $140,000 The base salary range proposed for this role has been set forth to comply with local law, but salary is only one element of the total compensation for this role. The Client Service team communicates directly with investors and will play a critical role coordinating communication between investors, Wire Houses, Financial Advisors, Reginal/independent broker dealers, RIAs and our Administrator & Transfer Agent.
Client Service Associate redShift RecruitingClient Service AssociateNew York, NY$22–$25 / hourA well-established financial services organization is seeking a motivated and detail-oriented Client Service Associate to support a fast-paced Wealth Management and Private Equity team. The Client Service Associate works closely with wealth managers, assists with client service needs, and helps ensure smooth daily office operations.
Registered Client Service Associate Stifel Financial CorpRegistered Client Service AssociateNYUnder immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.
Senior Associate, Client Services Noble PeopleSenior Associate, Client ServicesNew York, New York$75,000–$85,000 / yearReinforce operational rigor and process consistency across accounts while identifying opportunities to improve workflows, team collaboration, and delivery efficiency, including the thoughtful use of AI and automation tools to streamline processes and enhance work quality. Noble People offers a generous time-off package of 15 PTO days per annum, Safe & sick days, Personal and Birthday PTO as well as Summer Fridays, Mental Health & Wellness days, and a Sabbatical Program if you are with the agency for 7 or more years.
Associate Director of AI & Innovation - Client Services Latham & Watkins LLPAssociate Director of AI & Innovation - Client ServicesNew York, NY$320,000–$400,000 / yearThis role will be responsible for leading the Technology Client Services team, which sits at the intersection of client engagement, legal technology, generative AI, innovation strategy, and business development, while leading the firm's client‑facing legal technology, artificial intelligence, and innovation engagement strategy in alignment with the Associate Director of AI - Legal Innovation. We'd love to hear from you if you: Possess significant technical fluency across legal technology, artificial intelligence, generative AI, data, automation, and emerging innovation capabilities, including the ability to understand practical use cases, limitations, risks, and opportunities.
Associate Director of AI & Innovation – Client Services Latham & Watkins LLPAssociate Director of AI & Innovation – Client ServicesNew York, New York$320,000–$400,000 / yearFull timeThis role will be responsible for leading the Technology Client Services team, which sits at the intersection of client engagement, legal technology, generative AI, innovation strategy, and business development, while leading the firm’s client‑facing legal technology, artificial intelligence, and innovation engagement strategy in alignment with the Associate Director of AI – Legal Innovation. We’d love to hear from you if you: Possess significant technical fluency across legal technology, artificial intelligence, generative AI, data, automation, and emerging innovation capabilities, including the ability to understand practical use cases, limitations, risks, and opportunities.
Senior Registered Client Service Associate - New York, NY Raymond James Financial IncSenior Registered Client Service Associate - New York, NYNew York, NY$80,000–$96,000 / yearThe ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA).
Registered Client Service Associate Ameriprise Financial IncRegistered Client Service AssociateSaddle Brook, NJ$64,100–$88,100 / yearAs a Registered Client Service Associate, you will provide dedicated support to a high producing advisors by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and manage client interactions to retain and develop deeper relationships. Provide general administrative duties such as answering the advisors phone, processing expense management reports, prepare routine client correspondence, support for closes, set up of client files, copy and new business correspondence and alerts.
NewCapital Markets Client Service Associate - VN2872 MAREX Group LimitedCapital Markets Client Service Associate - VN2872New York, NY$150,000–$175,000 / yearThe primary function initially will be to provide the numerous Capital Markets trading desks with a central point of contact for onboarding, working closely with the various control and support functions that support onboarding, such as legal, credit, compliance and of course the KYC/onboarding team. Marex Group plc (NASDAQ: MRX) is a diversified global financial services platform providing essential liquidity, market access and infrastructure services to clients across energy, commodities and financial markets.
Capital Markets Client Service Associate (Remote - Overnight Shift) Broadridge Financial Solutions IncCapital Markets Client Service Associate (Remote - Overnight Shift)New York, NYRemote$90,000–$100,000 / yearIn this role, you will serve as the primary client contact and project coordinator for complex financial document workflows, partnering with corporate issuers, legal teams, investment banking professionals and internal production teams to move projects from intake through proofing, revisions, EDGAR filing, print and delivery. Familiarity with SEC forms and filings such as S-1, S-3, S-4, 10-K, 10-Q, 8-K and DEF 14A; and experience supporting corporate issuers, law firms, investment banks or other financial services clients, with comfort using workflow, job management, document management or production tracking systems.
Client Service - Associate JPMorgan Chase Bank, N.A.Client Service - AssociateJersey City, NJFull timeJPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Partner with clients and internally with technology, strategy and transformation teams to help identify external and internal inefficiencies and manage improvement opportunities (Straight through Processing and Settlement Efficiency) .