- Raymond James Financial, Inc. (New Hyde Park, NY)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office...stressful situations and provide a high level of customer service in a calm and professional manner. + Analyze… 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
- JPMorgan Chase (New York, NY)
- …talented Associate to join the North America Client Platform team within Americas Client Service . As an Associate on this team, you will assist on ... monitoring processes. + Partner extensively with colleagues across AM, including client service , product, finance, operations, and technology teams. **Required… more
- Banfield Pet Hospital (Valley Stream, NY)
- …supervision of the paraprofessional team to ensure quality medical care, exceptional client service , associate engagement and maximum productivity. - ... Provide professional, efficient and exceptional client service (lead by example), ensuring all associates do the same, to include client education about… more
- WTW (New York, NY)
- …strategy development, and execution at the insurance program level. The Associate Client Advocate (ACA) owns client service activities and client ... unlock potential. Learn more at wtwco.com . **Description** The Associate Client Advocate (ACA) client -facing...design and delivery of full client presentations/proposals, client advocacy reports, client service … more
- Publicis Groupe (New York, NY)
- …teams. + Driven by a passion for learning, innovation, and delivering excellence in client service . + Team player who enjoys learning and willingness to lean ... **Company description** Zenith is a full- service media agency with capabilities and expertise across...and provide a critical foundation for the agency. The Associate Director, Client Operations will be part… more
- Grant Thornton (New York, NY)
- Grant Thornton is seeking a Private Equity Client Relationship Senior Associate to join the team in New York, NY. The Private Equity Client Relationship ... organizational, analytical, and communication skills who thrives in a dynamic, client -facing environment. The role will transition, over time, to a self-sustaining… more
- Dow Jones (New York, NY)
- **About the Role** The Client Associate is a necessary team player, partnering to sell integrated media solutions and partnerships to clients. You will support ... content that features clients _Team's support_ + Cover for Client Partner and Associate Client ...or understanding is advantageous + Proven experience in providing client support and service + Proven ability… more
- WTW (New York, NY)
- …relationship management efforts and coordinating all service activity at the program level. The Associate Client Advocate is a key member of the client ... Program level oversight delivery and review of current program, expiring exposures, client service agreements, menu of services required and client … more
- Bank of America (New York, NY)
- Wealth Management Client Associate - Bilingual Spanish Preferred NEW YORK, New York **To proceed with your application, you must be at least 18 years of age.** ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- Wells Fargo (Melville, NY)
- **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career ... and prepare for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues,… more
- S&P Global (New York, NY)
- …cultivate a pipeline of contacts. Build strong relationships internally, liaising with Sales, Client Service , IIS, Marketing, and Product teams to support new ... **Grade Level (for internal use):** 12 **The Team:** We are seeking an Associate Director, Client Solutions Group to join our Commercial team at S&P Dow Jones… more
- M&T Bank (New York, NY)
- …Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders ... Experience Required:** **Bachelor's degree and a minimum of 1 years' financial services client service experience, or in lieu of a degree, a combined minimum of… more
- JPMorgan Chase (Woodbury, 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 (New York, NY)
- …phone conversations that deliver the JPMorgan value proposition + Provide superior client service by being responsive, thoughtful and making the clients' ... staying invested, and investing with less emotion. **Job Summary:** As an Internal Client Advisor Associate within the Asset Management team, you will be… more
- JPMorgan Chase (New York, 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
- World Insurance Associates, LLC. (Farmingville, NY)
- …retirement plan services, and payroll & HR solutions. Position Summary The Senior Associate Client Representative works independently, to provide support to lead ... service and/or Client Advisors, by following established workflows and procedures on routine work. Has substantial understanding of the job and applies company… more
- JPMorgan Chase (New York, NY)
- …exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to ... that's best for them. As a Platform Solutions Internal Client Advisor within JP Morgan Asset Management's RIA channel,...inclusion in RIA practices + Serve all layers of client firms, from the C-suite through back-office operations +… more
- Scotiabank (New York, NY)
- Associate Director, FinTech and Payment Service Providers, GTB **Requisition ID:** 245394 **Salary Range:** 120,900.00 - 231,400.00 _Please note that the Salary ... driven winning team, committed to results, in an inclusive and high-performing culture. ** Associate Director, FinTech and Payment Service Providers, GTB - New… more
- IBM (New York, NY)
- **Introduction** We are looking for a seasoned IBM Associate Partner - SAP AI-Enabled Testing-as-a- Service Architect to join our team and lead the practice in ... clients **Your role and responsibilities** We are looking for a seasoned IBM Associate Partner - SAP AI-Enabled Testing-as-a- Service Architect to join our team… more