- 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
- CIBC (New York, NY)
- …CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a Client Service Associate , you will provide day-to-day ... management accounts, IRAs, foundations) and act as a trusted partner to the Client Service Manager(s) by serving as their primary point of contact for client… more
- City National Bank (New York, NY)
- * CLIENT SERVICE ASSOCIATE SENIOR CNS* *WHAT IS THE OPPORTUNITY?* This is a hybrid service role that will support select investment account related ... 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
- Raymond James Financial, Inc. (Paramus, NJ)
- …branch office. * With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense ... reports. * Opens new client accounts and researches client and security...stressful situations and provide a high level of customer service in a calm and professional manner. * Analyze… more
- Truist (Paramus, NJ)
- …development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. JOB SUMMARY Responsible ... business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND… more
- 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
- 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
- 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
- Brookfield Properties (New York, NY)
- …business services across Brookfield Asset Management business segments delivered through a shared- service , client -focused model. The Mailroom Associate is ... the globe every day. We are seeking a Mailroom Associate to join the Brookfield Properties US Office Division...overseeing the daily operations of the Mailroom. The Mailroom Associate works closely with the Mailroom Manager, Receptionist, and… more
- CIBC (New York, NY)
- …a proof of concept and precursor to the formal establishment of a US Senior Client Relationship Management Office (SRMO). The Associate will be involved in the ... to discuss advancements and opportunities related to each Targeted Client . The Associate will engage in a... coverage + Identify and propose new product and service capabilities for consideration by relevant businesses and Strategy… 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
- TD Bank (Ramsey, NJ)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Associate Private Client Relationship Manager (ARM) is a high-touch point of ... on clients who maintain smaller balances with TD. The Associate Private Client Relationship Manager I will... client relationship and is accountable for exceeding client 's expectations for service . The ARM is… 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 ... Senior Associate , Client Care Job ID 183837 Posted 16-Jan-2025 Service line REI Segment Role type Full-time Areas of Interest Investment Management… 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
- Penguin Random House (New York, NY)
- … Operations to join our collaborative team. The ideal candidate will possess strong client service skills, have a desire to grow within our organization, and ... passion for reading are encouraged to apply. About the Role The Senior Associate , Client Operations is a key member of our team, responsible for providing… more
- Simon & Schuster (New York, NY)
- Associate Director Client Sales, Independent Retail Team 1230 Ave of the Americas, New York, NY 10036, USAReq #401 Thursday, January 2, 2025 Simon & Schuster was ... & Schuster's Independent Retail Team is looking for an Associate Director of Client Sales for our...client publishers themselves,focusing on sales, operations, logistics, customer service , and general Client Publisher support. The… more
- Simon & Schuster (New York, NY)
- Associate Director, Client Sales, Special Markets 1230 Ave of the Americas, New York, NY 10036, USAReq #405 Thursday, January 2, 2025 Simon & Schuster was named ... information visit our website at www.simonandschuster.com. **Simon & Schuster is seeking an Associate Director, Client Sales, Special Markets who will be a key… 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 play an integral role in the Global Client Platform Group and will be directly aligned with Neuberger… more
- JPMorgan Chase (White Plains, NY)
- …initiatives to Private Client Investment Associates + Support Private Client Investment Associate performance and development through onboarding and ... training, and periodic in field workshops to improve Private Client Investment Associate effectiveness and expertise + Identify opportunities to develop and… more