- 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 (Purchase, NY)
- …diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *New ... *POSITION SUMMARY:* Registered Client Service Associates provide exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth… more
- 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
- 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
- JPMorgan Chase (New City, NY)
- … Investment Associate in JP Morgan Wealth Management, you will provide client service , operational marketing and administrative support to Private Client ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more
- Banfield Pet Hospital (Stamford, CT)
- Opening Statement Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and ... * Preventative care and OWPs * Communication Skills * Client Service Skills * Priority Setting *...vision, depth perception, and ability to adjust focus. . Associate is routinely exposed to a variety of pets… more
- VCA Animal Hospitals (Bedford Hills, NY)
- We are seeking an experienced Client Service Representative to join our team. At VCA Katonah Bedford, we take our mission statement - your pet's health is our ... We Need You As the face of VCA, the Client Service Representative sets the tone for...(Headspace) + **Infertility benefits** **If you are a current associate , you will need to apply through our internal… more
- CBRE (White Plains, NY)
- Associate Project Manager - Retail Bank Job ID 195303 Posted 25-Nov-2024 Service line GWS Segment Role type Full-time Areas of Interest Construction, Project ... - United States of America **_CBRE is seeking an Associate Project Manager to provide administrative support for Project...Project Managers running renovation projects for a large financial client in the New York City area._** **About the… more
- H&R Block (Tarrytown, NY)
- …tax office associates accountable to Standard Operating Procedures (SOP) execution and client service experience, with escalation to the Multi-Unit Team Leader ... **557431BR** **Title:** Associate Team Leader **Our Company** **:** At H&R...+ Serve as point of contact for onsite escalated client service concerns + Ensure clients are… 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
- H&R Block (Peekskill, NY)
- …value of H&R Block + Execute and hold all tax office associates accountable to Service Standards execution and client service experience, with escalation to ... **552618BR** **Title:** Associate Team Leader **Our Company** **:** At H&R...+ Serve as point of contact for onsite escalated client service concerns + Ensure clients are… more
- Wolford America (Central Valley, NY)
- Job Summary The Sales Associate is a keyholder role focused on driving sales through a polished professional selling presentation, demonstrating product knowledge, ... and developing client relationships. Responsibilities include but are not limited to:...monthly sales targets. + Provide highest level of customer service by presenting products to customers, explaining benefits, features,… more
- WTW (Stamford, CT)
- …dental, life, disability, voluntary benefits, etc. You will interface with vendors and client service teams, prepare and communicate complex analyses to clients, ... **Description** As a Healthcare Financial/Actuarial Senior Associate you will be a key member of... action + Partners with Global Delivery Centers and Client Service teams to deliver superior project… more
- CBRE (Stamford, CT)
- Associate Project Manager - Retail Bank Projects Job ID 195614 Posted 26-Nov-2024 Service line GWS Segment Role type Full-time Areas of Interest Construction, ... United States of America **About the role** As an Associate Project Manager at CBRE you will have an...projects and ADA upgrades for an assigned financial services client . This job is part of the Project Management… more
- CBRE (Stamford, CT)
- Associate Project Manager Job ID 198909 Posted 20-Dec-2024 Service line GWS Segment Role type Full-time Areas of Interest Construction, Project Management ... - Rhode Island - United States of America **About the role** The Associate Project Manager provides advanced administrative support to senior project management team… more
- WTW (Stamford, CT)
- …a Health and Benefits Associate Director, you will be a leader on the client service team and will be responsible for fostering relationships cross the ... + Proactively advising clients and ensuring the delivery of superior client service + Playing a key role in vendor procurement, negotiation, implementation,… more
- VCA Animal Hospitals (Stamford, CT)
- …radiography & digital dental radiography, EKG, Surgical Suite/Dental Suite, EMR Ultrasound, Full- service boarding + Large client base through serving the ... a dynamic and fulfilling career + Empathetic partners who develop strong client and Associate relationships built on trust **_Total Rewards_** As a member of the… more
- KeyBank (Brewster, NY)
- …and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction support (70% of time), and engaging clients in deeper ... conversation to uncover needs and provide guidance and solutions to assist in client 's financial wellness, both in person and through proactive calling efforts (30%… more
- Wolford America (Central Valley, NY)
- …the utmost importance and have been carried out over the last 70 years. Sales Associate Job Description Job Summary The Sales Associate is a keyholder role ... polished professional selling presentation, demonstrating product knowledge, and developing client relationships. Responsibilities include but are not limited to:… more
- H&R Block (Mohegan Lake, NY)
- **536276BR** **Title:** Tax Associate **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help ... ** Joining H&R Block as a new, seasonal **Tax Associate ** means you'll have the support of our expert...or related field + Previous experience in a customer service or retail environment + Experience working in a… more