- Morgan Stanley (Purchase, NY)
- …by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of ... with Financial Advisors *Additional responsibilities and requirements for a Registered Client Service Associate * * Input orders at the direction of… more
- Raymond James Financial, Inc. (Paramus, NJ)
- …branch office. * With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense ... reports. * Opens new client accounts and researches client and security...stressful situations and provide a high level of customer service in a calm and professional manner. * Analyze… more
- Truist (Paramus, NJ)
- …development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. JOB SUMMARY Responsible ... business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND… more
- TD Bank (Ramsey, NJ)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Associate Private Client Relationship Manager (ARM) is a high-touch point of ... on clients who maintain smaller balances with TD. The Associate Private Client Relationship Manager I will... client relationship and is accountable for exceeding client 's expectations for service . The ARM is… more
- JPMorgan Chase (White Plains, NY)
- …initiatives to Private Client Investment Associates + Support Private Client Investment Associate performance and development through onboarding and ... training, and periodic in field workshops to improve Private Client Investment Associate effectiveness and expertise + Identify opportunities to develop and… more
- Bank of America (Stamford, CT)
- Wealth Management Client Associate Stamford, Connecticut **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- JPMorgan Chase (New City, NY)
- … Investment Associate in JP Morgan Wealth Management, you will provide client service , operational marketing and administrative support to Private Client ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more
- JPMorgan Chase (West Harrison, NY)
- …scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business ... clients. You will establish, maintain, and build relationships while delivering exceptional client service . In this role you will have extensive client … more
- JPMorgan Chase (Scarsdale, NY)
- … Investment Associate in JP Morgan Wealth Management, you will provide client service , operational marketing and administrative support to Private Client ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more
- Principal Financial Group (Woodcliff Lake, NJ)
- **What You'll Do** We're looking for an Associate Client Relationship Consultant to join our Group Benefits team. This role is ideal for someone who excels in ... renewal analysis and negotiation, collaboratively selling additional products and service , enrolling clients in employer-paid and voluntary products and assisting… more
- Banfield Pet Hospital (Stamford, CT)
- Opening Statement Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and ... * Preventative care and OWPs * Communication Skills * Client Service Skills * Priority Setting *...vision, depth perception, and ability to adjust focus. . Associate is routinely exposed to a variety of pets… more
- VCA Animal Hospitals (Yonkers, NY)
- Client Service Representative We are seeking an experienced Client Service Representative to join our team. At VCA Animal Hospitals, we take our mission ... We Need You As the face of VCA, the Client Service Representative sets the tone for...experience, education, certification, etc. **If you are a current associate , you will need to apply through our internal… more
- VCA Animal Hospitals (Bedford Hills, NY)
- We are seeking an experienced Client Service Representative to join our team. At VCA Katonah Bedford, we take our mission statement - your pet's health is our ... We Need You As the face of VCA, the Client Service Representative sets the tone for...(Headspace) + **Infertility benefits** **If you are a current associate , you will need to apply through our internal… more
- KeyBank (Tarrytown, NY)
- …plan. + Develops and maintains an in-depth knowledge of the KPB Sales Process, Client Experience and Client Service Standards. + Employs and maintains ... advice and personalized banking, borrowing and investment solutions. The Associate Relationship Manager (ARM) is at the center of...Relationship Manager (ARM) is at the center of this client promise by managing and building client … more
- Wolford America (Central Valley, NY)
- Job Summary The Sales Associate is a keyholder role focused on driving sales through a polished professional selling presentation, demonstrating product knowledge, ... and developing client relationships. Responsibilities include but are not limited to:...monthly sales targets. + Provide highest level of customer service by presenting products to customers, explaining benefits, features,… more
- WTW (Stamford, CT)
- …dental, life, disability, voluntary benefits, etc. You will interface with vendors and client service teams, prepare and communicate complex analyses to clients, ... **Description** As a Healthcare Financial/Actuarial Senior Associate you will be a key member of... action + Partners with Global Delivery Centers and Client Service teams to deliver superior project… more
- WTW (Stamford, CT)
- …a Health and Benefits Associate Director, you will be a leader on the client service team and will be responsible for fostering relationships cross the ... + Proactively advising clients and ensuring the delivery of superior client service + Playing a key role in vendor procurement, negotiation, implementation,… more
- CBRE (White Plains, NY)
- Associate Project Manager Job ID 203036 Posted 24-Jan-2025 Service line PJM Segment Role type Full-time Areas of Interest Construction, Project Management ... United States of America About the role As an Associate Project Manager you will have an opportunity to...Project Manager will be required to report to the client 's office in Westchester 2 days per week and… more
- CBRE (White Plains, NY)
- Associate Project Manager - Retail Bank Projects Job ID 195614 Posted 26-Nov-2024 Service line PJM Segment Role type Full-time Areas of Interest Construction, ... United States of America **About the role** As an Associate Project Manager at CBRE you will have an...projects and ADA upgrades for an assigned financial services client . This job is part of the Project Management… more
- VCA Animal Hospitals (Stamford, CT)
- …radiography & digital dental radiography, EKG, Surgical Suite/Dental Suite, EMR Ultrasound, Full- service boarding + Large client base through serving the ... a dynamic and fulfilling career + Empathetic partners who develop strong client and Associate relationships built on trust **_Total Rewards_** As a member of the… more