• Client Service Associate

    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
    Morgan Stanley (12/25/24)
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  • Registered Client Service

    Morgan Stanley (Greenwich, CT)
    …its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *Connecticut-Greenwich* ... *POSITION SUMMARY:* Registered Client Service Associates provide exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth… more
    Morgan Stanley (01/14/25)
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  • Alternative Investments Advisor Relations…

    Morgan Stanley (Purchase, NY)
    …ensure a unified approach to relationship management and client service . TheAlternative Investments Advisor Relations Associate //will become a product ... Alternative Investments Sales Team, is responsible for Financial Advisor and client service strategy. The Alternative Investments Advisor Relations Team… more
    Morgan Stanley (12/21/24)
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  • JP Morgan Wealth Management- Private Client

    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 (12/11/24)
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  • Client Service Coordinator

    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
    Banfield Pet Hospital (01/15/25)
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  • Associate Team Leader

    H&R Block (Tarrytown, NY)
    …tax office associates accountable to Standard Operating Procedures (SOP) execution and client service experience, with escalation to the Multi-Unit Team Leader ... **557431BR** **Title:** Associate Team Leader **Our Company** **:** At H&R...+ Serve as point of contact for onsite escalated client service concerns + Ensure clients are… more
    H&R Block (11/29/24)
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  • Key Private Bank Associate Relationship…

    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
    KeyBank (01/14/25)
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  • Associate Team Leader

    H&R Block (Brewster, NY)
    …value of H&R Block + Execute and hold all tax office associates accountable to Service Standards execution and client service experience, with escalation to ... **552642BR** **Title:** Associate Team Leader **Our Company** **:** At H&R...+ Serve as point of contact for onsite escalated client service concerns + Ensure clients are… more
    H&R Block (01/10/25)
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  • Full Time Sales Associate - Key Holder

    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
    Wolford America (11/02/24)
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  • Healthcare Financial/Actuarial Senior…

    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 (10/30/24)
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  • WM Global Investment Office -Investing with Impact…

    Morgan Stanley (Purchase, NY)
    …events, publications, and periodic thematic reports. Job Summary: The Impact Associate will support the Investing with Impact team's engagement with institutional ... private market impact products and impact-first investment opportunities. The Impact Associate will support on impact product sourcing and evaluation across venture… more
    Morgan Stanley (01/14/25)
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  • Associate Project Manager

    CBRE (Stamford, CT)
    Associate Project Manager Job ID 198909 Posted 20-Dec-2024 Service line GWS Segment Role type Full-time Areas of Interest Construction, Project Management ... - Rhode Island - United States of America **About the role** The Associate Project Manager provides advanced administrative support to senior project management team… more
    CBRE (12/24/24)
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  • Associate Director - Health & Benefits

    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
    WTW (01/03/25)
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  • Financial Wellness Associate

    KeyBank (Brewster, NY)
    …and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction support (70% of time), and engaging clients in deeper ... conversation to uncover needs and provide guidance and solutions to assist in client 's financial wellness, both in person and through proactive calling efforts (30%… more
    KeyBank (01/14/25)
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  • Part Time Sales Associate - Key Holder

    Wolford America (Central Valley, NY)
    …the utmost importance and have been carried out over the last 70 years. Sales Associate Job Description Job Summary The Sales Associate is a keyholder role ... polished professional selling presentation, demonstrating product knowledge, and developing client relationships. Responsibilities include but are not limited to:… more
    Wolford America (11/02/24)
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  • Tax Associate

    H&R Block (Mohegan Lake, NY)
    **536276BR** **Title:** Tax Associate **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help ... ** Joining H&R Block as a new, seasonal **Tax Associate ** means you'll have the support of our expert...or related field + Previous experience in a customer service or retail environment + Experience working in a… more
    H&R Block (01/11/25)
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  • Tax Associate

    H&R Block (Mount Kisco, NY)
    **536204BR** **Title:** Tax Associate **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help ... ** Joining H&R Block as a new, seasonal **Tax Associate ** means you'll have the support of our expert...or related field** + **Previous experience in a customer service or retail environment** + **Experience working in a… more
    H&R Block (01/16/25)
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  • Supervising Operations Associate

    C&W Services (Norwalk, CT)
    Associate **Job Description Summary** This position embodies an exceptional customer service experience to the client /colleague/end user in a corporate ... Operating Associate 's primary focus is building relationships with our client while providing important office services support. In this position, you will… more
    C&W Services (12/07/24)
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  • Associate Project Manager

    CBRE (Stamford, CT)
    Associate Project Manager Job ID 198957 Posted 20-Dec-2024 Service line GWS Segment Role type Full-time Areas of Interest Construction, Project Management ... United States of America About the role As an Associate Project Manager at CBRE you will have an...Project Manager will be required to report to the client 's office in Midtown Manhattan a minimum of three… more
    CBRE (12/21/24)
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  • Senior Associate - Health and Benefits

    WTW (Stamford, CT)
    …and Benefits Senior Associate , you will be a key member of the client service team, engaging directly with clients and establishing relationships across all ... day contact for clients + Proactively advising clients and providing superior client service + Contributing to the creation of benefit plan analysis, design,… more
    WTW (12/10/24)
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