- Morgan Stanley (Purchase, NY)
- …diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *New ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated… more
- Morgan Stanley (New York, NY)
- …committed to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Client Service Associate **Location:** *New York-New ... *POSITION SUMMARY* Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s)… more
- Kestra Financial (Kings Park, NY)
- Summary The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes ... of business objectives + Other responsibilities as assigned by the Senior Client Service Associate Knowledge, Skills, and/or Abilities + Advanced computer… more
- Citigroup (New York, NY)
- The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team...detail + Strong verbal and written communication skills + Client facing experience; strong background and interest in the… more
- BlackRock (New York, NY)
- …and steps to resolve . Act as key liaison between the Aladdin Client Service , Aladdin Client Engagement, Implementations, Product Marketing, Engineering, ... Work closely with other business units to prepare the Level 1 Aladdin Client Service team for product changes and releases . Develop skills to become technically… more
- S&P Global (New York, NY)
- …deep understanding of who our clients are and how they use our tools, as a Credit Client Service Associate , you will be a consultant providing the best and ... teams, including Commercial, Product, Content and Technical Support.** **Responsibilities and Impact:** Client Service Associates are the first point of contact… more
- Neuberger Berman (New York, NY)
- …North America Client Service on client servicing tasks to ensure client service associate goals are met. Tasks will include reviewing and sending ... **Summary** The Client Service Analyst will work directly with the Head of North America Client Service . The Analyst will support carrying out their… more
- City National Bank (New York, NY)
- **REGULATORY ASSOCIATE , IN-BUSINESS CLIENT SERVICE & OPERATIONS RISK & CONTROLS** **WHAT IS THE OPPORTUNITY?** This position will work directly with the City ... assist in identifying, monitoring and mitigating operational and regulatory risks within Client Service & Operations.The role will support corporate governance… more
- Banfield Pet Hospital (Commack, NY)
- …to manage the hospital and ensure the highest quality of veterinary care, exceptional client service , associate engagement and maximum productivity of the ... to ensure compliance. + Oversee and train associates on professional, efficient and exceptional client service (lead by example), to include client education… more
- HSBC (Scarsdale, NY)
- …Here's what you can expect: As the Client Experience Associate supports retail operational, service , accounting and compliance-related activities within ... Wealth Center. Manages completion of branch transactional activities while supporting client alternative delivery channel alternatives. Ensures a premium client … more
- Bank of America (New York, NY)
- …Private Wealth Client Associate ** is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... Registered Private Wealth Client Associate New York, New York...+ Work with highly affluent clients + Provides excellent Client Service to the bank's clients through… more
- CBRE (New York, NY)
- Associate , Client Care - CBRE Investment Management Job ID 176731 Posted 30-Jul-2024 Service line REI Segment Role type Full-time Areas of Interest ... please visit www.cbreim.com. **About the role** Reporting directly to the Head of Client Care, the Client Care Associate will take on a pivotal role within… more
- Morgan Stanley (New York, NY)
- …committed to diversifying its workforce (M/F/Disability/Vet). **Job:** **Other* **Title:** * Client Onboarding KYC Associate * **Location:** *New York-New ... We're seeking someone to join our team as an Associate in Shared Services and Banking Operations department to work on cross functional projects in support of… more
- JPMorgan Chase (New York, NY)
- …data to spark change, and guide customers' trust during crucial onboarding moments. As a Client Success Associate in Liink by JP Morgan, you support our clients ... implementations and internal strategic business initiatives. As a Client Success Associate , you will be leading...be implemented during participant onboarding process + Manage ongoing client inquiries and service issues + Operationalize… more
- Neuberger Berman (New York, NY)
- …portfolio review materials. The Associate will collaborate with Portfolio Management, Client Service , Marketing, RFP, Technology and Legal Teams to deliver ... The Client Reporting & Analytics Associate will... client reporting + Participate in firm wide, client service -related strategic initiatives **Requirements:** + Bachelor's… more
- Publicis Groupe (New York, NY)
- …sociology, psychology, and other liberal arts disciplines. **Job Description** Overview: The Associate Director, Client Operations is an integral role within the ... for monitoring and building internal operational processes throughout the account. The Associate Director, Client Operations will also be responsible for… more
- KPMG (Stamford, CT)
- … models to support a consistent high level customer experience, and ensuring pre-established client service level agreements are satisfied + Serve as a central ... **Business Title:** Global Executive & Private Client Group (GEPC) Senior Associate **Requisition...overseeing our Japanese and Korean bilingual staff + Maintain service focus centered on supporting Japanese and Korean headquartered… more
- Randstad US (Brentwood, NY)
- client services associate . + brentwood ,...Microsoft Excel + Excellent Communication Skills + Responsiveness + Client Service + Basic Computer Skills + ... excellent opportunity for you! We are seeking a dedicated Client Operations Representative to join our dynamic team. In...work with accuracy above speed, and escalate if the ( Service Level Agreement) SLA cannot be met. + Evaluate… more
- Broadridge Financial Solutions (Edgewood, NY)
- …Broadridge team. The role of the Client Relations Administrator is to provide superior client levels of service to while acting as Broadridge's face to the ... client . The Client Relations Administrator is the...(https://www.broadridge.com/about/sustainability/) . Our unique culture is guided by the Service -Profit Chainthe idea that success is mutual, directly connecting… more
- Bank of America (New York, NY)
- Registered Wealth Management Client Associate NEW YORK, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... focused and effective. **Position Overview:** The **Registered** **Wealth Management Client Associate ** role is a sales support...multiple communication methods to ensure a consistent and exceptional client service experience. + Act as a… more