41 client service associate jobs found in New York

Our Distressed Sales team is seeking a motivated associate for a client-coverage role in the New York office. A successful candidate will support our senior sales staff in covering a broad range of the largest institutional investors in the market including distressed investors, CLO managers, hedge funds, ETFs, and real-money.  The candidate will liaise with trading, research, syndicate, and other lines of business to deliver exceptional service to our clients while driving critical outcomes for the Leveraged Finance business. This role offers an opportunity to be involved with restructurings, LMEs, and investing in distressed credit. The opportunity will also afford the candidate to generate and execute trade ideas, provide market commentary, and raise capital for high-profile deals to the most consequential players in the HY and BSL market.  Job responsibilities: Collaborate with and leverage JPMorgan’s trading, research, syndicate, and other functions to deliver the firm’s...

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.  Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts – helping clients achieve their financial goals. Job Responsibilities Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them...

About the Role: Grade Level (for internal use): 12 Key Responsibilities Strategic Client Ownership Serve as the primary relationship lead for Global Strategic Accounts in the Americas, with a focus on the firm’s largest ETF client relationships using our index IP. Develop and execute long‑term account strategies aligned with client objectives, asset growth goals, and firm‑wide commercial priorities. Function as a trusted advisor to senior client stakeholders, including investment, product, and distribution leadership. Serve as a trusted advisor on ETF market trends, index-based product positioning, and ecosystem dynamics. Tactical Quarterback & Execution Leadership Lead day-to-day coordination of active initiatives including: Product enhancements (methodology changes, communications, timelines, approvals). New product pitches and commercialization planning (concept shaping, differentiators, feasibility). Commercial reviews, pricing discussions, and...

About the Role: Grade Level (for internal use): 13 About the Role: The Team: S&P Global Enterprise Solutions is seeking to add a high-performing  Sales Director to drive growth across our Private Markets SaaS solutions. Based in New York, you’ll drive growth through identifying prospects and leading the full sales cycle — from opportunity origination through to senior-level negotiations and deal close.   This is a fast-paced, high-profile role within one of S&P’s most strategic growth divisions. We are continually reinvesting in product innovation, ensuring our clients receive  market-leading technology, best-in-class support, and unrivaled customer experience . If you thrive on hunting for new business, consultative selling, building long-term client partnerships, and closing complex SaaS deals, this is an opportunity to make a major impact. At S&P, you’ll find not only the resources and global brand strength of a market leader but also the personal...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!   Job...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!   Job...

This is an exciting opportunity for someone who is highly motivated to work in an innovation-focused team and to contribute to our Corporate & Investment Bank business. As a Pricing Direct Evaluator – HY Associate, you will join a revenue-generating team that provides independent pricing and analytics for millions of fixed income and derivative instruments, utilizing real-time market intelligence from buy-side and sell-side market participants. You will play a crucial role in providing accurate and insightful valuations, which are essential for our clients' investment decisions and risk management strategies.   Job responsibilities Generate daily valuations of high yield credit products for multiple market closes, entailing start-to-end responsibilities. This includes market data collection and analysis, price generation, quality control, and dealing with client queries. Develop and maintain sophisticated models or matrices, aiming to improve pricing...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!   Job...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!   Job...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!   Job...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!   Job...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!   Job...

Location: 1301 Avenue of the Americas, New York New York Job Summary The Supervisory Analyst plays a critical role in ensuring the accuracy, quality, and regulatory compliance of all published equity research. This position involves close collaboration with research analysts, editors, compliance, and other internal stakeholders to maintain the firm's high standards for research integrity and timeliness. This opportunity supports our Equity Research platform (25+ senior analysts, ~550 companies). We also have an established editorial team. This is a work-from-home, evening role (Sunday – Thursday, 4pm–12am ET). Essential Functions Review all equity research documents prior to publication to ensure compliance with FINRA, SEC, and internal standards. Collaborate with Research Analysts, Associates, Editors, and Compliance to ensure timely and accurate publication of research materials. Provide editorial and regulatory guidance to research staff to enhance...

About the Role: Grade Level (for internal use): 13 The Team: The Director of Data Integration & Workflows leads the team that serves as the backbone of enablement at S&P Dow Jones Indices (SPDJI), responsible for building, templating, and standardizing the data pipelines and workflow patterns that power our index and analytical solutions. Reporting to the Director of Data AI & Enablement, this role is critical to the Data Platform enablement strategy, accelerating delivery, reducing production risk, and ensuring that every pipeline and workflow is scalable, observable, and maintainable. Responsibilities and Impact: Strategic Leadership & Technical Vision Define and drive the data automation and transformation strategy for the Data Integration & Workflows group, setting standards and approaches for building production-ready pipelines and workflow automation across value streams Establish reference architectures and engineering standards for...

This is your opportunity to join AXIS Capital – a trusted global provider of specialty lines insurance and reinsurance.  We stand apart for our outstanding client service, intelligent risk taking and superior risk adjusted returns for our shareholders. We also proudly maintain an entrepreneurial, disciplined and ethical corporate culture.  As a member of AXIS, you join a team that is among the best in the industry. At AXIS, we believe that we are only as strong as our people. We strive to create an inclusive and welcoming culture where employees of all backgrounds and from all walks of life feel comfortable and empowered to be themselves. This means that we bring our whole selves to work.  All qualified applicants will receive consideration for employment without regard to race, color, religion or creed, sex, pregnancy, sexual orientation, gender identity or expression, national origin or ancestry, citizenship, physical or mental disability, age, marital status, civil...

This is your opportunity to join AXIS Capital – a trusted global provider of specialty lines insurance and reinsurance.  We stand apart for our outstanding client service, intelligent risk taking and superior risk adjusted returns for our shareholders. We also proudly maintain an entrepreneurial, disciplined and ethical corporate culture.  As a member of AXIS, you join a team that is among the best in the industry. At AXIS, we believe that we are only as strong as our people. We strive to create an inclusive and welcoming culture where employees of all backgrounds and from all walks of life feel comfortable and empowered to be themselves. This means that we bring our whole selves to work.  All qualified applicants will receive consideration for employment without regard to race, color, religion or creed, sex, pregnancy, sexual orientation, gender identity or expression, national origin or ancestry, citizenship, physical or mental disability, age, marital status, civil...

Job Summary As a Quant Analytics Senior Associate within the Product Strategy Team, you will help shape the future of Connected Commerce by developing data-driven solutions that optimize commercial transactions and support business growth. You will collaborate across the organization to advance product, design, enhancing customer experience. In this role, you will apply your quantitative and problem-solving skills to deliver actionable insights and innovative solutions in a fast-paced environment. As part of the Connected Commerce Data & Analytics organization, you will contribute to advanced analytics projects across diverse operational functions, channels, and products.   Job Responsibilities  Participate in data science projects: Leverage quantitative analytics on structured and unstructured data to generate actionable insights that influence business decision-making and strategic direction, address critical business problems, and identify growth...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!   Job...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...

Location: 1301 Avenue of the Americas, New York New York Job Summary The Senior FX Sales Representative works within Capital Markets and is responsible for driving foreign exchange sales revenue through high-quality client servicing, proactive business development, strong internal partnerships, and delivering on the full suite of KeyBank FX products. Essential Functions Demonstrate mastery of foreign exchange markets and products (including spot, forward, swaps, options, and cross-currency swaps) Provide clients with consultative FX risk management and payment solutions, including analytics, strategy, policy, hedging programs, hedge accounting, and transactional FX Direct effective onboarding, including documentation, credit lines, and platform setups Deliver excellence in customer service and trade execution Employ a strategic approach to business development using a structured sales management process Maintain a quality FX pipeline in Salesforce Organize and...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!   Job...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...

Location: 1301 Avenue of the Americas, New York New York Essential Job Functions: • Leading teams of Associates and Analysts in the provision of financing and advisory services to clients as well as the creation and preparation of presentation and pitch materials; mentoring, coaching and assisting in the development of Associates and Analysts in the Industrials Group.  • Managing and executing tasks encompassing comprehensive financial modeling and valuation analyses.  • Analyzing the financial statements and operating metrics of public companies within the Industrials sector to generate industry insights.  • Act as a trusted advisor to clients and prospective clients through relationship development, industry knowledge and capital markets expertise.  • Developing a thorough understanding of the trends and competitive dynamics within the sector.  • Understanding the financial impact of decisions on the client's organization.  • Coordinating the appropriate organizational...

Location: 1301 Avenue of the Americas, New York New York Cain Brothers – Healthcare M&A Investment Banking Associate We advise the interconnected healthcare industry with a holistic viewpoint, unrivaled expertise, and innovative strategic and financial solutions.  We offer a comprehensive range of investment banking services to meet the M&A, capital raising and strategic needs of our clients.   We focus on corporate and not-for-profit healthcare, have a deep understanding of all key sectors, long-term relationships with leaders of all key constituencies, and experienced senior bankers. Position Overview Associates provide day-to-day execution of investment banking mandates (merger & acquisitions, capital raising and strategic advisory assignments) as well as support sector coverage and business development.  Our bankers are engaged in industry verticals, including providers / services, payers, information technology, and life sciences / medtech....