- 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 (New York, NY)
- …by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of ... Morgan Stanley sponsored benefit programs. **Job:** **Wealth Management* **Title:** *Registered Client Service Associate **Location:** *New York-New York*… more
- Morgan Stanley (New York, NY)
- …Morgan Stanley sponsored benefit programs. **Job:** **Wealth Management* **Title:** *Registered Client Service Associate **Location:** *New York-New York* ... *POSITION SUMMARY:* Registered Client Service Associates provide exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth… more
- Morgan Stanley (New York, NY)
- …diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *New York-New ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated… more
- Morgan Stanley (New York, NY)
- …Morgan Stanley sponsored benefit programs. **Job:** **Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *New York-New York* ... *POSITION SUMMARY* Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s)… more
- Neuberger Berman (New York, NY)
- Summary: The Client Service Associate (CSA) is a key relationship management and servicing support role within Neuberger Berman's NA Institutional business. ... The CSA will report to the Head of NA Client Service . They will support a Client Service Advisor(s) and their day-to-day responsibilities, client … 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
- 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
- Neuberger Berman (New York, NY)
- …Private Wealth Management business. **Responsibilities:** + Support daily operations and address all client service needs. + Serve as a liaison among Wealth ... **Summary:** Join Neuberger Berman Private Wealth as a Client Services Associate . You will provide...Concur is a plus. + Strong communication, interpersonal, and client service skills. + Detail-oriented, organized, and… more
- Citigroup (Uniondale, NY)
- The Client Services Associate is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing ... level of support to Securities Specialists including but not limited to, client market updates, new account opening and modification, documentation approval, wire… more
- Guardian Life (New York, NY)
- This is a service oriented role in a fast- paced environment for a retail broker/dealer and RIA. This role handles all aspects of order entry for mutual funds, ... order entry through Annuity net + Review trades and client transactions including mutual fund shares classes, breakpoints, ROA,...+ Series 7 & 63 required + Phone based service experience + Knowledge of equity and fixed income… more
- Amalgamated Bank (New York, NY)
- …a highly motivated Client Support Associate to support the Trust Client Service in working with the Bank's outsource partner, FIS, providing trust and ... custody services. Provide support and assistance to Trust Client Service employees using the FIS technology implemented for this process, including their inquiry… more
- Neuberger Berman (New York, NY)
- …portfolio review materials. The Associate will collaborate with Portfolio Management, Client Service , Marketing, RFP, Technology and Legal Teams to deliver ... The Client Reporting & Analytics Associate will... client reporting + Participate in firm wide, client service -related strategic initiatives **Requirements:** + Bachelor's… more
- HSBC (Scarsdale, NY)
- …Here's what you can expect: As the Client Experience Associate supports retail operational, service , accounting and compliance-related activities within ... Wealth Center. Manages completion of branch transactional activities while supporting client alternative delivery channel alternatives. Ensures a premium client … more
- RWJBarnabas Health (Oceanport, NJ)
- …07757 Job Overview: The Employee Experience Associate provides internal and external client service and support to create an outstanding work experience and ... Employee Experience Associate - Oceanport, NJReq #:0000166824 Category:Professional / Management...timely manner + Must possess strong interpersonal and customer service skills + Must be able to communicate clearly,… more
- Banfield Pet Hospital (Farmingdale, NY)
- …to manage the hospital and ensure the highest quality of veterinary care, exceptional client service , associate engagement and maximum productivity of the ... to ensure compliance. + Oversee and train associates on professional, efficient and exceptional client service (lead by example), to include client education… more
- CBRE (New York, NY)
- … Client Care Senior Associate to support capital raising efforts and client service for its flagship US enhanced return fund series. Reporting directly to ... Sr. Associate , Client Care Job ID 183837 Posted 14-Oct-2024 Service line REI Segment Role type Full-time Areas of Interest Capital Markets, Customer … more
- Morgan Stanley (New York, NY)
- …committed to diversifying its workforce (M/F/Disability/Vet). **Job:** **Other* **Title:** * Client Onboarding KYC Associate * **Location:** *New York-New ... We're seeking someone to join our team as an Associate in Shared Services and Banking Operations department to work on cross functional projects in support of… more
- Bank of America (New York, NY)
- Private Wealth Client Associate New York, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and ... 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 (Great Neck, NY)
- Registered Wealth Management Client Associate Great Neck, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more