- Raymond James Financial, Inc. (New York, NY)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... Responsibilities** * Serves as first point of contact to service a high volume of daily interactions, including basic...and branch office. * Onboards new clients, opens new client accounts and researches client and security… more
- Raymond James Financial, Inc. (Hackensack, NJ)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic 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
- Raymond James Financial, Inc. (New York, NY)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic 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
- City National Bank (New York, NY)
- * CLIENT SERVICE ASSOCIATE SENIOR - Commercial Bank, Brokerage Support, New York, NYC. * *WHAT IS THE OPPORTUNITY?* This is a hybrid service role that ... 63 or 66 licenses *Skills and Knowledge* * 5 years experience in client service , banking operations or relationship management support * 5 years of experience… 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)
- …the Financial Institutions Group ("FIG") and our mutual clients to deliver exceptional client service , which partnering with clients on operational needs and ... partners. Initially supporting senior members of CEM in all aspects of client service , you will be encouraged to progress rapidly, and take on responsibility… more
- Raymond James Financial, Inc. (Hackensack, NJ)
- …that currently includes a Senior Advisor, Associate Advisor, and Registered Client Service Associate specializing in supporting high-net-worth families ... * Partners with Financial Advisor to review clients' current portfolio design, understand client goals, enter client data, and conduct financial analysis. *… more
- Banfield Pet Hospital (Garfield, NJ)
- …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
- Deloitte (New York, NY)
- …risk management aimed at ensuring the smooth operation and successful client service delivery. As an AML Project Associate Senior Consultant, you will have ... Anti Money Laundering (AML) Project Associate (Senior Consultant) The Opportunity Do you have...work with our AML and sanctions team to support client service delivery. Through your participation in… more
- WTW (New York, NY)
- …+ Real Estate, Hospitality, & Leisure + Global Natural Resources The Associate Client Advocate (ACA) owns client service activities and client ... **Description** The Associate Client Advocate (ACA) client...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 ... our competitors and provide a critical foundation for the agency. The ** Associate Director, Client Operations** will be part of a growing Client Operations… more
- Neuberger Berman (New York, NY)
- …Private Wealth Management business. The Client Associate enhances the client experience by assisting with the service , maintenance and growth of the ... **Summary:** The Client Associate will provide comprehensive operational...daily activities of operational support team and facilitate all client service needs. + Act as a… 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 (Paramus, NJ)
- Wealth Management Client Associate Paramus, New Jersey **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
- Bank of America (New York, NY)
- Registered Private Wealth Management Client Associate New York, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities… more
- TD Bank (New York, NY)
- …Develops partnerships with internal departments leveraging their skills and resources to service client requests, working closely with colleagues to develop and ... contact for assigned client relationships, provides a Best in Class client experience in accordance with established service level agreements (SLAs), through… more
- Publicis Groupe (New York, NY)
- …Project Management applies project management best practices to key product and service delivery initiatives. The Senior Associate possesses knowledge of various ... to help drive projects related to the measurement of client initiatives and product development. In addition, the Sr.... initiatives and product development. In addition, the Sr. Associate assists the team leads in partnering closely with… more
- Neuberger Berman (New York, NY)
- …books, factsheets), and portfolio reviews. You will collaborate with Portfolio Management, Client Service , Marketing, RFP, Technology, and Legal teams to deliver ... The Client Reporting & Analytics Associate will play a critical role in the Global Client Platform Group, directly supporting our Asset-Backed/CLO and Liquid… more
- JPMorgan Chase (New York, NY)
- …**Job Responsibilities** + Lead and influence cross-functional teams across Institutional Client Service , Product teams, Operations, Product Development, Global ... that few other firms can match. As a US Client Onboarding Management associate on the onboarding...delivering against complex business strategies + Prior experience in Client Service , Operations, or Business Management +… more
- JPMorgan Chase (New York, NY)
- …working closely with Divisional and Regional Field Leadership to deliver top-tier client service . + Spearhead projects that drive significant organizational ... advisors across 3,500 branches and 21 offices, we are seeking a Private Client investment Associate Program Manager to lead our team of Private Client … more