Find New York Client Associate jobs - New York Area Job Search for Client Associate jobs (page 1)

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Private Client Associate: AllianceBernstein - Westchester, New York; Other / Miscellaneous; We are looking for a NY-based Private Client Associate to work with a team of Financial Advisors for Bernstein Global Wealth Management, a unit of AllianceBernstein. This is an exciting and challenging opportunity to assist Financial Advisors in all aspects of client servicing including analyzing financial information to determine strategies for high net worth clients and prospects. Bernstein Global Wealth Management offers a full range of investment services designed to help affluent individuals and families preserve and enhance their wealth. Financial Advisors help each of their clients (see more)

Registered Client Associate - Ithaca - NY: Bank of America Corp. - Syracuse, New York; Banking / Mortgage; Title: Registered Client Associate - Ithaca - NYLocation: US-NY-IthacaOther Locations:The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FAs. For established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch.Specific responsibilities will include but not be limited to: Frequent client contact, typically by telephone, but also in-person (see more)

Registered Client Associate - Buffalo, NY: Bank of America Corp. - Buffalo, New York; Banking / Mortgage; Title: Registered Client Associate - Buffalo, NYLocation: US-NY-BuffaloOther Locations:The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FAs. For established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch.Specific responsibilities will include but not be limited to: Frequent client contact, typically by telephone, but also (see more)

Registered Client Associate - Garden City, NY: Bank of America Corp. - Long Island, New York; Banking / Mortgage; Title: Registered Client Associate - Garden City, NYLocation: US-NY-Garden CityOther Locations:The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FAs. For established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch.Specific responsibilities will include but not be limited to: Frequent client contact, typically by telephone, but also (see more)

CTL Sales/ Client Associate (Multi-Family and Commercial Rea: JPMorgan Chase - Long Island, New York; Banking / Mortgage; Title: CTL Sales/ Client Associate (Multi-Family and Commercial Real Estate) - New Hyde Park, NYLocation: US-NY-New Hyde ParkCTL Sales/ Client Associate -- New Hyde Park, NYThis is a commercial real estate lending team position. The Client Associate is responsible for assisting the Client Manager with originating loans on stabilized apartment, office, retail and industrial properties. Responsibilities:* Analysis of commercial real estate cash flow and valuation* Preparation of loan proposal packages* Managing of the loan package through closing* Assists with related marketing (see more)

CTL Sales/ Client Associate (Multi-Family and Commercial Rea: JPMorgan Chase - Westchester, New York; Banking / Mortgage; Title: CTL Sales/ Client Associate (Multi-Family and Commercial Real Estate) - New York, NYLocation: US-NY-New YorkCTL Sales/ Client Associate -- New York, NYThis is a commercial real estate lending team position. The Client Associate is responsible for assisting the Client Manager with originating loans on stabilized apartment, office, retail and industrial properties. Responsibilities:* Analysis of commercial real estate cash flow and valuation* Preparation of loan proposal packages* Managing of the loan package through closing* Assists with related marketing activities* Explains (see more)

Registered Client Associate - New York, NY: Bank of America Corp. - Westchester, New York; Banking / Mortgage; Title: Registered Client Associate - New York, NYLocation: US-NY-NEW YORKOther Locations:The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FAs. For established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch.Specific responsibilities will include but not be limited to: Frequent client contact, typically by telephone, but also (see more)

Client Associate (FP) - New York, NY: Bank of America Corp. - Westchester, New York; Banking / Mortgage; Title: Client Associate (FP) - New York, NYLocation: US-NY-NEW YORKOther Locations:The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FAs. For established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch.Specific responsibilities will include but not be limited to: Frequent client contact, typically by telephone, but also in-person (see more)

Client Associate- World Financial Center NY: Bank of America Corp. - Westchester, New York; Banking / Mortgage; Title: Client Associate- World Financial Center NYLocation: US-NY-NEW YORKOther Locations:The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FAs. For established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch.Specific responsibilities will include but not be limited to: Frequent client contact, typically by telephone, but also (see more)

Client Service Associate: Leading Tax and Financial Advisory Company - Syracuse, New York; Other / Miscellaneous; Position DescriptionPerform daily operations, client service, and Financial Advisor support. -Provide account information to clients and Financial Advisors. -Learn the business and products in order to assist Financial Advisors. -Clerical duties such as handling telephones, mailing, filing and processing forms.Skills RequiredKnowledge, Skills, and Abilities -Excellent written and verbal communication skills. -Strong computer skills, including internet. -Knowledge of Word, Excel and PowerPoint. -Superior interpersonal, organizational and client service skills. Experience -Industry experience a (see more)

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