- 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
- 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
- KPMG (Stamford, CT)
- **Business Title:** Senior Associate , Client and Engagement Acceptance **Requisition Number:** 119383 - 20 **Function:** Business Support Services **Area of ... join our team. KPMG is currently seeking a Senior Associate , Client and Engagement Acceptance to join...interactions + Engage with stakeholders with respect to delivery, service line agreements (SLAs), escalating expedited requests + Use… more
- KPMG (Stamford, CT)
- … models to support a consistent high level customer experience, and ensuring pre-established client service level agreements are satisfied + Serve as a central ... **Business Title:** Global Executive & Private Client Group (GEPC) Senior Associate **Requisition...overseeing our Japanese and Korean bilingual staff + Maintain service focus centered on supporting Japanese and Korean headquartered… 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
- 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
- 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
- KPMG (Stamford, CT)
- **Business Title:** Senior Associate , IAER Banking **Requisition Number:** 119453 - 20 **Function:** Advisory **Area of Interest:** **State:** CT **City:** Stamford ... Advisory practice is currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate that slowing down. In… 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
- H&R Block (Brewster, 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 ... **552642BR** **Title:** Associate Team Leader **Our Company** **:** At H&R...+ Serve as point of contact for onsite escalated client service concerns + Ensure clients are… more
- KPMG (Stamford, CT)
- …Strong writing skills and analytical skills + Possess good time management, client service , teaming, organizational and problem-solving skills KPMG complies with ... reporting and analytics for account receivables, coordinate with account payables with client contact for maintaining financials Qualifications: + Associate or… more
- KPMG (Stamford, CT)
- **Business Title:** Senior Associate , Data Governance **Requisition Number:** 119624 - 20 **Function:** Advisory **Area of Interest:** **State:** CT **City:** ... Advisory practice is currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that slowing down. In… 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