- 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...Work Experience: + 5+ Years Experience in securities, financial services or client -facing or project management roles… more
- WTW (New York, NY)
- …including Program level oversight delivery and review of current program, expiring exposures, client service agreements, menu of services required and ... **The Role** The Associate Client Advocate works with and...and supports Natural Resources account leaders to manage overall client service delivery and administration throughout the… more
- KPMG (Montvale, NJ)
- **Business Title:** Associate , Client Engagement & Billing **Requisition Number:** 113142 - 58 **Function:** Tax Services **Area of Interest:** **State:** NJ ... our future, and what we stand for as a firm. KPMG is currently seeking an Associate , Client Engagement & Billing to join our State and Local Tax (SALT)… more
- Publicis Groupe (New York, NY)
- …sociology, psychology, and other liberal arts disciplines. **Job Description** Overview: The Senior Associate , Client Operations will be part of a growing ... our clients' brands, and to buy more products and services from them. Balancing the nimble spirit of a...Foundry delivers the best of both worlds to a client roster that spans some of the world's best… more
- S&P Global (New York, NY)
- …who rely upon our world-renowned indices, research, and commentary. **The Role:** Senior Associate , Insurance - Client Coverage, North America is an external ... track record in a commercial role in a financial services firm + Excellent client relationships and sales and relationship management skills + Confident… more
- TD Bank (White Plains, NY)
- …for service . The ARM is at the center of the Private Client Services model supporting these smaller balance clients by providing day-to-day account ... role. **Line of Business:** TD Wealth **Job Description:** The Associate Private Client Relationship Manager (ARM) is...Effectively implements a process with CSAs to ensure every client receives Legendary service + Effectively executes… more
- Kyndryl (New York, NY)
- …world for our employees, our customers and our communities. **The Role** As a Associate Director, Client Solutions Advisor, you will apply your knowledge of ... and offering managers to map out and execute against service roadmaps. + Assessment of technologies or products via...+ Experience in providing public cloud transformation and modernization services in context of a client 's business.… 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 ... unparalleled client experiences, fortifying relationships, delivering end-to-end client service to our Institutional Clients. +...least 7 years of experience in asset management and client services , with a minimum of 5… more
- Bank of America (New York, NY)
- …Private Wealth Client Associate ** is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... Registered Private Wealth Client Associate New York, New York...+ Work with highly affluent clients + Provides excellent Client Service to the bank's clients through… 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
- Neuberger Berman (New York, NY)
- …Series 7 and 66 licenses. + Minimum of 2-3 years of client service /support or related experience in the financial services industry. + Proficiency in ... **Summary:** The Client Associate will provide comprehensive operational...daily activities of operational support team and facilitate all client service needs. + Act as a… more
- JPMorgan Chase (New York, NY)
- …so, the Commercial Real Estate Commercial Term Lending team is a great fit! As a Client Associate on the Commercial Term Lending team, you will have an internal ... to join the nation's #1 multifamily lender as a Client Associate on our multifamily lending sales...commercial real estate firm or other area of financial services (Investment Management, Commercial Banking, Business Banking or Insurance)… more
- JPMorgan Chase (West Harrison, NY)
- …scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business ... will establish, maintain, and build relationships while delivering exceptional client service . In this position you will...Word, PowerPoint, and Excel Chase is a leading financial services firm, helping nearly half of America's households and… more
- JPMorgan Chase (Greenwich, CT)
- …scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business ... their clients. You will establish, maintain, and build relationships while delivering exceptional client service . In this role you will have extensive client… more
- Publicis Groupe (New York, NY)
- …to make business decisions. **Responsibilities:** ** Client Reporting** + Work closely with Client Finance Director/ Client Services to manage client ... Client + Work with Project Management & Client services to manage weekly client... plan and plans for rolling forecasts + Assist Client Finance Associate Director/Director in the development… more
- MUFG (New York, NY)
- …A member of our recruitment team will provide more details. **Position Summary:** EFX Sales/ Client Services Associate will provide EFX coverage of clients in ... 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for...selected colleague will work at an MUFG office or client sites four days per week and work remotely… 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
- 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 (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 (CSAs) help shape...documentation remains current * Identify and assist with Firm services and solutions that support clients' needs including banking… more
- Raymond James Financial, Inc. (Paramus, NJ)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... at Raymond James could take you! **Essential Duties and Responsibilities** * Services a high volume of daily interactions, including basic inquiries and scheduling… more