6916 client associate jobs found

About Us: HUB is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions. MISSION STATEMENT: We are a highly committed, diverse financial services organization serving hundreds of thousands of retirement plan participants, individuals, and institutions across the United States. We provide financial piece of mind and top of class solutions, investments, administration, and service. We are committed to the highest Ethics, Competency, Customer Service, and providing our valued clients with the best and most competent professional team. BRIEF DESCRIPTION / OVERVIEW : We are looking for a Client Associate. You will assist wealth managers and financial...

Job Description: About Our Organization: Dow Jones is a global provider of news and business information, delivering content to consumers and organizations around the world across multiple formats, including print, digital, mobile and live events. Dow Jones has produced unrivaled quality content for more than 130 years and today has one of the world's largest news-gathering operations globally. It is home to leading publications and products including the flagship Wall Street Journal, America's largest newspaper by paid circulation; Barron's, MarketWatch, Mansion Global, Financial News, Investor's Business Daily, Factiva, Dow Jones Risk & Compliance, Dow Jones Newswires, OPIS and Chemical Market Analytics. Dow Jones is a division of News Corp (Nasdaq: NWS, NWSA; ASX: NWS, NWSLV). About the Role In this role, the Client Associate is a key team player, partnering to sell integrated media solutions and partnerships to large Financial Services clients. This position...

dunnhumby is the global leader in Customer Data Science, empowering businesses everywhere to compete and thrive in the modern data-driven economy. We always put the Customer First. Our mission: to enable businesses to grow and reimagine themselves by becoming advocates and champions for their Customers. With deep heritage and expertise in retail – one of the world’s most competitive markets, with a deluge of multi-dimensional data – dunnhumby today enables businesses all over the world, across industries, to be Customer First. dunnhumby employs nearly 2,500 experts in offices throughout Europe, Asia, Africa, and the Americas working for transformative, iconic brands such as Tesco, Coca-Cola, Meijer, Procter & Gamble and Metro. Dunnhumby is seeking a Shopper Insights Client Associate who expects more from their career to join our Walmart team in Bentonville, USA. You will be a trusted advisor for our retail and CPG clients, working side-by-side with them to...

Why We Work at Dun & Bradstreet Dun & Bradstreet unlocks the power of data through analytics, creating a better tomorrow. Each day, we are finding new ways to strengthen our award-winning culture and accelerate creativity, innovation and growth. Our 6,500+ global team members are passionate about what we do. We are dedicated to helping clients turn uncertainty into confidence, risk into opportunity and potential into prosperity. Bold and diverse thinkers are always welcome. Come join us! Learn more at dnb.com/careers. The Client Success Associate is responsible for building trusted and strong relationships with the designated client accounts by managing the ongoing client contractual relationships, operational delivery of services, identifying value added solutions to generate growth and revenue while retaining and satisfying the client, and overall portfolio management for the respective line of business. Essential Key Responsibilities Single post-sales...

Full job description Why We Work at Dun & Bradstreet Dun & Bradstreet unlocks the power of data through analytics, creating a better tomorrow. Each day, we are finding new ways to strengthen our award-winning culture and accelerate creativity, innovation and growth. Our 6,500+ global team members are passionate about what we do. We are dedicated to helping clients turn uncertainty into confidence, risk into opportunity and potential into prosperity. Bold and diverse thinkers are always welcome. Come join us! Learn more at dnb.com/careers. The Client Success Associate is responsible for building trusted and strong relationships with the designated client accounts by managing the ongoing client contractual relationships, operational delivery of services, identifying value added solutions to generate growth and revenue while retaining and satisfying the client, and overall portfolio management for the respective line of business. Essential Key...

Full job description About the Job: Client Success Associate is a role that manages both supportive and primary tasks and activities in the successful launch of client programs. This highly motivated and detail-orientated individual is solution-oriented and highly focused on program execution. A successful CSA is a proven individual contributor able to determine an execution path when confronted with ambiguity and unique circumstances. They are responsible and accountable for the successful launch of all client contracts. Client Success Associate is a key stakeholder in any escalations or troubleshooting needs. They collaborate closely with various internal teams such as CSMs, Sales, Clinical Solutions, Creative, Analytics, Operations, Finance, Network and Legal and may be a point of contact for critical technical issues with Engineering, Product Support and Data Architecture. Role Responsibilities: Execute...

Let’s be #BrilliantTogether ISS Stoxx is hiring! ISS Market Intelligence is looking to add an individual to their client success team. Client Success is an important role on our team that ensures that our clients have a positive experience on all ISS MI’s platforms and are able to effectively leverage our solutions to increase their productivity. Our team members interact with clients over the phone, on our website, through emails, through webinars, as well as face-to-face meetings. You will have the opportunity to retain and enhance existing client relationships, while cultivating new ones in order to grow and support their use of our products. The goal of our team is to ensure that every one of our clients knows about and is able to access every tool at their disposal as easily as possible, to enhance their satisfaction with our product and to increase efficiencies in their daily workflow. Key Responsibilities Provide support to clients via phone, email or in-person...

SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG's shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges. In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The Group's operating...

SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG’s shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges. In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization’s extensive global network. The Group’s operating...

Location: 66 South Pearl Street - Albany, New York 12207-1501 Job Summary The Client Service Associate supports the Key Private Bank (KPB) sales team by completing client transactions and assisting with need identification and coordination and product delivery. The Associate consistently meets the needs of our high-net-worth clients by providing efficient service and problem resolution throughout each step of the KPB service and client experience process. Supports the KPB team to grow, expand and retain client relationships. Responsibilities Support the Key Private Bank team in the delivery of the sales and client experience process by managing tasks in a centralized work queue shared across multiple markets. Service high-net-worth client accounts based on client need. Strive for first resolution of client issues, directly contributing to client satisfaction and retention. Develop and maintain proficiency in all service functions for deposit accounts, loans and...

Are you looking for a new job opportunity? We are seeking a Client Service Associate to join our high net worth investment advisory team. In this role, you will be responsible for providing excellent service through timely and accurate administrative support across client accounts. Responsibilities: - Serve as the main point of contact for assigned client relationships - Field client phone calls and emails, providing prompt responses to inquiries - Process account paperwork including new account openings, transfers, distributions, etc. - Update client data and relationship management systems - Prepare investment review materials and performance reports for advisors - Complete trade entry and account maintenance tasks - Support client events and meetings Qualifications: - Bachelor’s degree or equivalent work experience - 2+ years in financial services or client service role - Proficiency with CRM systems and financial planning software - Strong verbal, written and...

Full job description Aon is looking for an Associate Broker Do you enjoy building relationships with clients, markets, and colleagues, gathering and interpreting data, and driving innovation? As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions as part of our Global Client Network team. This is a hybrid role based in our Chicago office within Aon's Global Client Network (AGCN) team. Your impact as an Associate Broker The primary function is to assist Brokers on assigned accounts, handling key processes that serve multinational clients and undertaking the client-facing and internal activities related to these processes within defined deadlines. Job Responsibilities: Gathers and analyzes data on exposures, loss history and standard and unique coverage needs for international/global renewal strategy documents, submissions, and proposals. Identifies and analyzes client exposures and...

Location: 66 South Pearl Street - Albany, New York 12207-1501 Job Summary The Client Service Associate supports the Key Private Bank (KPB) sales team by completing client transactions and assisting with need identification and coordination and product delivery. The Associate consistently meets the needs of our high-net-worth clients by providing efficient service and problem resolution throughout each step of the KPB service and client experience process. Supports the KPB team to grow, expand and retain client relationships. Responsibilities Support the Key Private Bank team in the delivery of the sales and client experience process by managing tasks in a centralized work queue shared across multiple markets. Service high-net-worth client accounts based on client need. Strive for first resolution of client issues, directly contributing to client satisfaction and retention. Develop and maintain proficiency in all service functions for deposit accounts, loans and...

Location: 66 South Pearl Street - Albany, New York 12207-1501 Job Summary The Client Service Associate supports the Key Private Bank (KPB) sales team by completing client transactions and assisting with need identification and coordination and product delivery. The Associate consistently meets the needs of our high-net-worth clients by providing efficient service and problem resolution throughout each step of the KPB service and client experience process. Supports the KPB team to grow, expand and retain client relationships. Responsibilities Support the Key Private Bank team in the delivery of the sales and client experience process by managing tasks in a centralized work queue shared across multiple markets. Service high-net-worth client accounts based on client need. Strive for first resolution of client issues, directly contributing to client satisfaction and retention. Develop and maintain proficiency in all service functions for deposit accounts, loans and...

Center 3 (19075), United States of America, McLean, VirginiaCyber Client Assurance, Principal Associate Capital One is seeking a Cyber Client Assurance Principal Associate. Cyber External Client Assurance (CECA), a component of Cyber within Capital One, is focused on risk and control management, technical capability validation, and compliance to cyber policies to address clients’ oversight of Capital One. CECA also supports governance activities to identify, assess, control, and manage cyber risk for B2B commercialized software and services. Associates within CECA are highly-skilled information security, cyber, technology, or risk management professionals who have a wealth of experience and a demonstrated ability to self motivate in unknown environments while supporting appropriate control processes, and change management that ensure a well-managed organization. This role will help to implement, execute, and manage program delivery and innovation to create repeatable processes...

At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better. Join us and build an exceptional experience for yourself, and a better working world for all. The exceptional EY experience. It's yours to build. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. Independence is a concept fundamental to the audit profession and is pervasive in all dealings between EY member practices and their audit and assurance clients. Maintaining EY's independence means that EY member practices and EY personnel should be and should appear to be free from interests that might be regarded as being incompatible with objectivity, integrity, and impartiality. The opportunity We are operating in an increasingly connected world...

At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better. Join us and build an exceptional experience for yourself, and a better working world for all. The exceptional EY experience. It's yours to build. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. Independence is a concept fundamental to the audit profession and is pervasive in all dealings between EY member practices and their audit and assurance clients. Maintaining EY's independence means that EY member practices and EY personnel should be and should appear to be free from interests that might be regarded as being incompatible with objectivity, integrity, and impartiality. The opportunity We are operating in an increasingly connected world...

Marsh is seeking candidates for our open Associate Client Advisor - Casualty within our Energy & Power practice. What can you expect : Becoming a member of Marsh's best in class Power & Energy team who delivers expert broking & strategy solutions to help manage risk with confidence. In this Associate Client Advisor role, you will develop an understanding of the clients' business strategic priorities, risk strategies and risk management needs to help provide knowledge and advice to complex clients. Helps identify the need for new products and develops innovative solutions for clients. Completes policy management activities and delivery of reviewed policy to client and helps address client inquiries as necessary. Delivers technical expertise in the delivery and presentation of RFP’s Work with various Energy Property Insurance markets to place Marsh clients with for best terms and conditions available in the market place. What's in it for you?...

At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better. Join us and build an exceptional experience for yourself, and a better working world for all. The exceptional EY experience. It's yours to build. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. Independence is a concept fundamental to the audit profession and is pervasive in all dealings between EY member practices and their audit and assurance clients. Maintaining EY's independence means that EY member practices and EY personnel should be and should appear to be free from interests that might be regarded as being incompatible with objectivity, integrity, and impartiality. The opportunity We are operating in an increasingly connected world...

At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better. Join us and build an exceptional experience for yourself, and a better working world for all. The exceptional EY experience. It's yours to build. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. Independence is a concept fundamental to the audit profession and is pervasive in all dealings between EY member practices and their audit and assurance clients. Maintaining EY's independence means that EY member practices and EY personnel should be and should appear to be free from interests that might be regarded as being incompatible with objectivity, integrity, and impartiality. The opportunity We are operating in an increasingly connected world...

At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better. Join us and build an exceptional experience for yourself, and a better working world for all. The exceptional EY experience. It's yours to build. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. Independence is a concept fundamental to the audit profession and is pervasive in all dealings between EY member practices and their audit and assurance clients. Maintaining EY's independence means that EY member practices and EY personnel should be and should appear to be free from interests that might be regarded as being incompatible with objectivity, integrity, and impartiality. The opportunity We are operating in an increasingly connected world...

Full job description Posting Description: Aon is looking for an Associate Broker Do you enjoy building relationships with clients, markets, and colleagues, gathering and interpreting data, and driving innovation? As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions as part of our Global Client Network team. This is a hybrid role based in our Chicago office within Aon's Global Client Network (AGCN) team. Your impact as an Associate Broker The primary function is to assist Brokers on assigned accounts, handling key processes that serve multinational clients and undertaking the client-facing and internal activities related to these processes within defined deadlines. Job Responsibilities: Gathers and analyzes data on exposures, loss history and standard and unique coverage needs for international/global renewal strategy documents,...

At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better. Join us and build an exceptional experience for yourself, and a better working world for all. The exceptional EY experience. It's yours to build. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. Independence is a concept fundamental to the audit profession and is pervasive in all dealings between EY member practices and their audit and assurance clients. Maintaining EY's independence means that EY member practices and EY personnel should be and should appear to be free from interests that might be regarded as being incompatible with objectivity, integrity, and impartiality. The opportunity We are operating in an increasingly connected world...

At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better. Join us and build an exceptional experience for yourself, and a better working world for all. The exceptional EY experience. It's yours to build. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. Independence is a concept fundamental to the audit profession and is pervasive in all dealings between EY member practices and their audit and assurance clients. Maintaining EY's independence means that EY member practices and EY personnel should be and should appear to be free from interests that might be regarded as being incompatible with objectivity, integrity, and impartiality. The opportunity We are operating in an increasingly connected world...