- Citigroup (Stamford, CT)
- 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
- Bank of America (Paramus, NJ)
- Wealth Management Client Associate Paramus, New Jersey **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- Principal Financial Group (Woodcliff Lake, NJ)
- **What You'll Do** We're looking for an Associate Client Relationship Consultant to join our Group Benefits team. This role is ideal for someone who excels in ... renewal analysis and negotiation, collaboratively selling additional products and service , enrolling clients in employer-paid and voluntary products and assisting… 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
- WTW (Stamford, CT)
- …and absence management benefits for clients. Responsibilities include: + Partnering with client service team leader to deliver superior project management + ... **Description** As a Health and Benefits Associate you will contribute to a wide variety...Providing superior client service in response to day-to-day ...Providing superior client service in response to day-to-day service issues… 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
- Cushman & Wakefield (Stamford, CT)
- … client 's and company objectives. Act as a point of contact for integrating service platform for the client , as well as ensuring that accounting practices are ... **Job Title** Associate Director, Asset Services **Job Description Summary** Responsible...both a communication style and relationship that fits the client 's preferred style * Demonstrate proactive customer service… 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
- H&R Block (Yonkers, NY)
- **557681BR** **Title:** Associate Team Leader **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is to ... decisions about their lives, careers, and money, you'll build client relationships that will grow stronger every year. Joining...or other related industry; management of people within military service positions can also be a good fit +… more
- JPMorgan Chase (Monroe, NY)
- …combined with cutting-edge financial technology and the most welcoming and friendly service , you will be front and center representing our brand and culture. ... education and advice tailored to suit their financial needs. As an Associate Banker- Market Expansion in Branch Banking, you will contribute significantly to… more
- PNC (Stamford, CT)
- …opportunity to contribute to the company's success. As an Investor Relations Associate within the Solebury Strategic Communications organization, you will be based ... analysts and other stakeholders. + Performs ongoing competitive and strategic analysis on client companies, relevant peers, and the industry, as well as buy-side and… 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 (Peekskill, NY)
- **526660BR** **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
- H&R Block (Suffern, NY)
- **536238BR** **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
- KeyBank (Monsey, 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