- Kestra Financial (Kings Park, NY)
- Summary The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes ... of business objectives + Other responsibilities as assigned by the Senior Client Service Associate Knowledge, Skills, and/or Abilities + Advanced computer… more
- KeyBank (Mahopac, NY)
- **Location:** 981 Route 6 - Mahopac, New York 10541 **Job Summary** The Associate Private Client Advisor partners and assists Private Client Advisors with a ... investment product delivery within assigned Branch(es) for Mass Affluent clients, including client management, service delivery, and other resources to maximize… more
- Wells Fargo (Danbury, CT)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues + Execute… more
- JPMorgan Chase (Riverside, CT)
- Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ... firms. Embrace the challenge of shaping the future of client service and make your mark by...delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team,… more
- JPMorgan Chase (West Harrison, NY)
- … in JP Morgan Wealth Management, you will be tasked with delivering exceptional client service , operational marketing, and administrative support to our Private ... of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and...Client Advisors. Your role will encompass the efficient management… more
- RxBenefits (Bridgeport, CT)
- …teamwork and communications skills. + Demonstrated dedication to a high level of client service , sound business and legal judgment and ability to determine ... The Associate Counsel provides substantive support to the Legal...Include:_ + Drafting and negotiation of company contracts, including client agreements and marketing agreements + Providing legal support… more
- IBM (Norwalk, CT)
- **Introduction** We are looking for a seasoned IBM Associate Partner - SAP AI-Enabled Testing-as-a- Service Architect to join our team and lead the practice in ... clients **Your role and responsibilities** We are looking for a seasoned IBM Associate Partner - SAP AI-Enabled Testing-as-a- Service Architect to join our team… more
- VCA Animal Hospitals (Bedford Hills, NY)
- VCA Katonah Bedford Medical Center is seeking an experienced ** Client Service Representative** to join our **WEEKEND** team. :) At VCA Animal Hospitals, we take ... We Need You:** As the face of VCA, the Client Service Representative sets the tone for...$2 Weekend Differentials offered **If you are a current associate , you will need to apply through our internal… more
- VCA Animal Hospitals (Norwalk, CT)
- Client Service Representative We are seeking...care discounts and more! **If you are a current associate , you will need to apply through our internal ... an experienced Client Service Representative to join our team. At VCA Animal...We Need You As the face of VCA, the Client Service Representative sets the tone for… more
- IBM (Norwalk, CT)
- **Introduction** IBM Consulting is seeking an Associate Partner to join the Customer & Commerce Transformation Center of Competence (CoC) - a global team helping ... reimagine their front office through AI-led transformation. Building on IBM's own " Client Zero" journey-where IBM transformed its Sales, Marketing, Commerce, and … more
- WTW (Stamford, CT)
- …disability and absence management benefits for clients. Responsibilities: + Partnering with client service team leader to deliver superior project management + ... **Description** As a Health and Benefits Lead Associate you will contribute to a wide variety...Proactively advising clients and providing superior client service in response to day to… more
- JPMorgan Chase (Bethel, CT)
- …+ Ability to quickly and accurately learn products, services, and procedures. + Client service experience or comparable experience. + High school diploma or ... the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with… more
- KeyBank (Baldwin Place, NY)
- …to the people and businesses in our KeyBank communities. A Financial Wellness Associate (FWA) splits their time between client servicing and transaction support ... 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
- H&R Block (Huntington, NY)
- …H&R Block + Execute and hold all tax office associates accountable to the client service experience, with escalation to the Multi-Unit Team Leader and District ... always open. A Typical Day Joining us as an Associate Team Leader, you'll support a single retail office...+ Serve as point of contact for onsite escalated client service concerns + Ensure clients are… more
- VCA Animal Hospitals (Shelton, CT)
- …to our clients and their pets. **Why We Need You** As the face of VCA, the Client Service Representative sets the tone for the practice as we build and maintain ... your pet's health is our top priority and excellent service is our goal - very seriously. With every...+ Weekends as needed **If you are a current associate , you will need to apply through our internal… more
- WTW (Stamford, CT)
- …delivering insights that shape benefit program performance. In partnership with Client Service colleagues, you will communicate sophisticated financial concepts ... **Description** As a Healthcare Financial/Actuarial Associate Director, you will be a key member...development. + Cross-Functional Collaboration: Partner with Global Delivery Centers, Client Service Teams, actuaries, and clinicians to… more
- H&R Block (Brewster, NY)
- …transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we ... A Typical Day Joining H&R Block as a Tax Associate means you will have the support of an...and accurate tax returns + Generate business growth, increase client retention, and offer additional products and services +… more
- PwC IT Services Co. (Stamford, CT)
- **Line of Service ** Internal Firm Services **Industry/Sector** Not Applicable **Specialism** IFS - Internal Firm Services - Other **Management Level** Senior ... Associate **Job Description & Summary** At PwC, our people...user experiences. Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire… more
- US Physical Therapy (Ossining, NY)
- …possible. **Job Description** We are currently hiring a Clinic Support Associate for immediate, long-term employment. Our expectations of a clinic support ... associate is to do any clinic support duties such...in patients. + Delivers a high level of customer service by ensuring patient satisfaction, optimizing provider time, and… more
- WTW (Stamford, CT)
- …and Benefits Senior Associate , you will be a key member of the client service team, engaging directly with clients and establishing relationships across all ... day contact for clients + Proactively advising clients and providing superior client service + Contributing to the creation of benefit plan analysis, design,… more