- Raymond James Financial, Inc. (Rochelle Park, NJ)
- …to our clients. We believe in a team approach, and as such we are seeking a Client Service Associate with shared values and vision to join our team. The ... empathetic, professional, and enjoys solving problems. **Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person,… more
- M&T Bank (Paramus, NJ)
- … client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders within ... policies and procedures that align with all aspects of Wealth Management sales and service strategy. Resolves...in process workflow to ensure timely processing and exceptional client service and experience for HNW and… more
- Bank of America (Wayne, NJ)
- Registered Wealth Management Client Associate Wayne, New Jersey **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Wayne/Registered- Wealth -Management- Client - Associate \_25045811) **Job Description:** _Merrill … more
- World Insurance Associates, LLC. (Ramsey, NJ)
- …part of the firm's Investment Committee and Financial Planning Committee. The Senior Client Associate will deliver high-quality service and operational ... Position Objective The Senior Client Associate is a support position...operations, and ensuring accurate and timely execution of all client service activities. This role supports advisors… 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
- PenFed Credit Union (West Point, NY)
- …interest in building/deepening relationships, and demonstrate a commitment to providing personalized service . + Demonstrate member service skills and the ability ... life needs of our members to include home ownership, wealth management, financial education, and managing debt. + Establish...Equivalent combination of education and experience is considered. + Associate Degree in a related field such as business… more
- Kiewit (Woodcliff Lake, NJ)
- …With top notch health benefits, great time off, flexible work options, a wealth -building 401K plan and unbeatable growth opportunities - we are deeply invested in ... to success! **District Overview** Kiewit Engineering Group, Inc is a full- service consulting and engineering firm serving the infrastructure and engineering markets.… more