• Client Service Associate

    PNC (Ridgewood, NJ)
    …valued and have an opportunity to contribute to the company's success. As a Client Service Associate within PNC Private Bank organization, you will ... be based in Ridgewood, NJ. The Client Service Associate serves as the primary point of contact for our clients and advisors in the execution of client more
    PNC (12/24/24)
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  • 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 (09/26/24)
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  • PWM Client Service Associate

    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 ... to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *PWM Client Service Associate **Location:** *New York-New York*… more
    Morgan Stanley (12/17/24)
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  • Registered Client Service

    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 provide exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth… more
    Morgan Stanley (11/26/24)
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  • Private Wealth Management Registered Client

    Morgan Stanley (New York, NY)
    …(M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Private Wealth Management 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 (12/24/24)
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  • Client Service Associate

    Morgan Stanley (New York, NY)
    …committed to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Client Service Associate * **Location:** *New York-New ... *POSITION SUMMARY* Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s)… more
    Morgan Stanley (11/22/24)
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  • Registered Client Service

    Morgan Stanley (Short Hills, NJ)
    …its workforce. M/F/D/V Version: 7/10/2024 **Job:** **Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *New Jersey-Short ... *POSITION SUMMARY:* Registered Client Service Associates provide exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth… more
    Morgan Stanley (12/19/24)
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  • Licensed Client Service

    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
    Citigroup (12/15/24)
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  • Wealth Senior Client Service

    M&T Bank (Paramus, NJ)
    …Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders ... business partners in process workflow to ensure timely processing and exceptional client service and experience for HNW and UHNW clients. The position has direct… more
    M&T Bank (11/27/24)
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  • Licensed Client Service

    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
    Citigroup (10/08/24)
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  • Asset Management, SMA Client Service

    JPMorgan Chase (New York, NY)
    …to our ReEntry Overview page for further information regarding the Program. As a Client Service Associate supporting our Customized Managed Account Solutions ... on key strategic projects to enhance our SMA overall efficiency in our client service business processes. Job Responsibilites + Complete account set up and data… more
    JPMorgan Chase (12/19/24)
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  • Wealth Management Associate *

    Morgan Stanley (New York, NY)
    …basis if/as needed * Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the ... client experience * Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings as well as… more
    Morgan Stanley (10/30/24)
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  • Chief of Staff

    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
    Banfield Pet Hospital (10/25/24)
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  • PWM Analyst

    Morgan Stanley (New York, NY)
    …and tracking follow-ups * Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of ... coverage for an FA/PWA/team including: * Assisting the FA/PWA/team in delivering against their client service model, including preparing for regular meetings… more
    Morgan Stanley (12/19/24)
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  • Shift Lead

    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
    Banfield Pet Hospital (10/27/24)
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  • Shift Lead

    Banfield Pet Hospital (Pelham, 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 Optimum… more
    Banfield Pet Hospital (11/07/24)
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  • Client Experience Associate

    HSBC (New York, NY)
    …banking experience, including operations and customer service experience. As our Client Experience Associate you will: + Greet and assist customers who ... communities and the planet we all share. As our Client Experience Associate , you'll help new and...owner of the customer experience within the branch ensuring service excellence and timely resolution of service more
    HSBC (12/12/24)
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  • Shift Lead

    Banfield Pet Hospital (Metuchen, NJ)
    …of the team when called upon and ensuring quality medical care, exceptional client service , associate engagement and maximum productivity. . Helping ... being a member of the team. . Providing professional, efficient and exceptional client service (lead by example), ensuring all associates do the same, to include… more
    Banfield Pet Hospital (09/29/24)
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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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  • Associate Client Advocate…

    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
    WTW (12/12/24)
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