- 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
- Bank of America (Fairfield, CT)
- Wealth Management Client Associate Fairfield, Connecticut **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities… more
- Bank of America (Fairfield, CT)
- Wealth Management Client Associate Fairfield, Connecticut **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
- 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 (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 JP Morgan Advisors, you… 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
- Banfield Pet Hospital (Commack, NY)
- …LOOKING FOR WEEKEND DAYS HELP S UMMARY OF J OB P URPOSE AND F UNCTION The Client Service Coordinator ("CSC") drives the f low of clients and p ets through the ... Listening Functional Preventative care and OWPs; C ommunication Skills; Client Service Skills; Priority Setting; Time Management...vision, depth perception, and ability to adjust focus. ~ Associate is rou tinely exposed to a variet y… more
- VCA Animal Hospitals (Darien, CT)
- Client Service Representative We are seeking...times-both inside and outside. **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
- Broadridge Financial Solutions (Edgewood, NY)
- …team on new cards, changes and uploads. Create and amend Smart Forms for Client Corporate Solutions, Proxy Agent Services and Management. + Provide guidance to ... Client Facing Reps, Proofreaders, and the Desktop Publishing Group...(https://www.broadridge.com/about/sustainability/) . Our unique culture is guided by the Service -Profit Chainthe idea that success is mutual, directly connecting… more
- M&T Bank (Hauppauge, NY)
- …based on client interactions and requests which come in via the client , Relationship Manager, Commercial Service Team, etc. Work with the clients directly ... that enhance revenue generation. In this role, the Sales Associate will assist the assigned team with call preparation,...team with call preparation, pricing, implementation, and sales related service requests. This is a customer contact role -… more
- Broadridge Financial Solutions (Edgewood, NY)
- …way, come join the Broadridge team. Broadridge is growing! We are seeking a Client Relations Administrator to join our dynamic team in Edgewood, NY! In this role, ... Institutional community as it relates to Proxy Voting. You will act as a client advocate and interface between all departments. You will understand and assist the … more
- Northwell Health (Greenvale, NY)
- **Req Number** 144761 Job Description Aids customer service through the delivery of information to clinicians, hospitals, other clients and staff of Core ... to departmental productivity standards for each function performed by the client services department. + Demonstrates courtesy and professionalism on the telephone… more
- H&R Block (Huntington, 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 ... **552577BR** **Title:** Associate Team Leader **Our Company** **:** At H&R...+ Serve as point of contact for onsite escalated client service concerns + Ensure clients are… 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
- Morgan Stanley (Purchase, NY)
- …events, publications, and periodic thematic reports. Job Summary: The Impact Associate will support the Investing with Impact team's engagement with institutional ... private market impact products and impact-first investment opportunities. The Impact Associate will support on impact product sourcing and evaluation across venture… 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 (East Norwalk, 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