- Morgan Stanley (New York, NY)
- …by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of ... committed to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Client Service Associate **Location:** *New York-New… more
- Morgan Stanley (New York, NY)
- …diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *New York-New ... *POSITION SUMMARY* Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated… more
- Raymond James Financial, Inc. (Paramus, NJ)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office...stressful situations and provide a high level of customer service in a calm and professional manner. * Analyze… more
- Neuberger Berman (New York, NY)
- …North America Client Service on client servicing tasks to ensure client service associate goals are met. Tasks will include reviewing and sending ... **Summary** The Client Service Analyst will work directly with the Head of North America Client Service . The Analyst will support carrying out their… more
- JPMorgan Chase (Brooklyn, NY)
- …front line, ensuring that every interactions leaves a lasting positive impression. As a Client Service Associate in our Security Services Custody Client ... opportunities in a diverse global markets. Job Responsibilities: + Provide excellent client service and support to internal and external clients daily + Monitor… more
- TD Bank (New York, NY)
- … client service to achieve greater share of wallet. The Private Client Service Associate will support other team members (Relationship Managers, Trust ... + May act as a subject matter expert to Client Associate team + Ensures those existing...of account administration, retention and projects + Completes assigned administrative/ Client service tasks within policy and operating… more
- Principal Financial Group (New York, NY)
- **What You'll Do** We're looking for an Associate Director, Client Service to join our Client Relationship Team. In this pivotal role, you will be ... in delivering unparalleled client experiences, fortifying relationships, delivering end-to-end client service to our Institutional Clients. + Lead and… more
- JPMorgan Chase (Jersey City, NJ)
- …focus specifically on Middle Office Asset Servicing (Corporate Actions). As an Asset Servicing Client Service Associate in the Prime Middle Office team, you ... is driving a forward moving agenda to enhance the client experience and operating processes. As a result, In...will be responsible for managing client relationships and supporting the global corporate actions teams.… more
- Santander US (New York, NY)
- …, Client Lifecycle Management-1 New York, United States of America The Associate , Client Service is responsible for the day-to-day operations of ... the company's business units. Aims to deliver superior service to clients by driving and optimizing the effectiveness and efficiency of people, processes and… more
- JPMorgan Chase (New York, NY)
- …of the client , Corporate Investment Bank Markets business and Digital Client Service organizations. The team operates globally, supporting clients and ... Europe and Asia Pacific regions. As a Market Transition Associate within the Markets Transition team, you will work...client , Corporate Investment Bank Markets business and Digital Client Service organizations. The team operates globally,… more
- Banfield Pet Hospital (Brooklyn, NY)
- …of the team when called upon and ensuring quality medical care, exceptional client service , associate engagement and maximum productivity. Helping create ... being a member of the team. Providing professional, efficient and exceptional client service (lead by example), ensuring all associates do the same, to include… more
- Eurasia Group (New York, NY)
- …the firm. This role cuts across various aspects of our business, from sales and client service to advisory research, events, and media. The associate ... Associate Director of Strategic Client Initiatives...specific needs. Qualifications: + 4-6 years of experience in client service , interacting confidently with clients in… more
- TD Bank (New York, NY)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Associate Private Client Relationship Manager (ARM) is a high-touch point of ... on clients who maintain smaller balances with TD. The Associate Private Client Relationship Manager I will... client relationship and is accountable for exceeding client 's expectations for service . The ARM is… more
- JPMorgan Chase (New York, NY)
- …data to spark change, and guide customers' trust during crucial onboarding moments. As a Client Success Associate in Liink by JP Morgan, you support our clients ... implementations and internal strategic business initiatives. As a Client Success Associate , you will be leading...be implemented during participant onboarding process + Manage ongoing client inquiries and service issues + Operationalize… more
- Bank of America (Paramus, NJ)
- Wealth Management Client Associate Paramus, New Jersey **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
- Neuberger Berman (New York, NY)
- **Summary:** The Client Associate will provide comprehensive operational support to a seasoned Wealth Advisor Team within Neuberger Berman Private Wealth. The ... Participate in daily activities of operational support team and facilitate all client service needs. + Act as a liaison between Wealth Advisors, Portfolio… more
- KPMG (New York, NY)
- … models to support a consistent high level customer experience, and ensure pre-established client service level agreements are satisfied + Serve as a central ... **Business Title:** Global Executive & Private Client Group (GEPC) Associate **Requisition Number:**...our Japanese and Korean bilingual staff + Maintain a service focus centered on supporting Japanese and Korean headquartered… more
- Bank of America (New York, NY)
- Registered Wealth Management Client Associate NEW YORK, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... focused and effective. **Position Overview:** The **Registered** **Wealth Management Client Associate ** role is a sales support...multiple communication methods to ensure a consistent and exceptional client service experience. + Act as a… more
- JPMorgan Chase (New York, NY)
- …will work closely with a Senior Product Manager within the team, as well as Sales, Client Service , and Operations teams to define and drive the strategy for each ... of the Custody business. Job Summary As the Global Custody Product Management Associate , you will be responsible for supporting the management of a specific … more
- Neuberger Berman (New York, NY)
- …including scheduled and ad-hoc requests. Additionally, candidate will provide comprehensive and client service support to the wealth advisor's high net worth ... **Summary** The Client Reporting Associate will join a seasoned nine-person Wealth Advisor Team with over $4 billion in assets under management within Neuberger… more