- 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 ... to diversifying its workforce (M/F/Disability/Vet).#LI-TS2 **Job:** **Wealth Management* **Title:** *PWM 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
- Citigroup (Uniondale, NY)
- The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team...detail + Strong verbal and written communication skills + Client facing experience; strong background and interest in the… 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
- 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
- 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 (Farmingdale, NY)
- …to manage the hospital and ensure the highest quality of veterinary care, exceptional client service , associate engagement and maximum productivity of the ... to ensure compliance. + Oversee and train associates on professional, efficient and exceptional client service (lead by example), to include client education… more
- Banfield Pet Hospital (Valley Stream, NY)
- …supervision of the paraprofessional team to ensure quality medical care, exceptional client service , associate engagement and maximum productivity. - ... Provide professional, efficient and exceptional client service (lead by example), ensuring all associates do the same, to include client education about… more
- Banfield Pet Hospital (Pelham, NY)
- …supervision of the paraprofessional team to ensure quality medical care, exceptional client service , associate engagement and maximum productivity. Provide ... professional, efficient and exceptional client service (lead by example), ensuring all associates do the same, to include client education about Optimum… 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
- 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
- JPMorgan Chase (New York, NY)
- …(2) years of experience in the job offered or as a Product Analyst, Client Service Associate , Financial Analyst, Product Controller, or related occupation. ... Skills Required: Requires experience in the following: Gathering and analyzing market data to identify market risk and growth opportunities; Excel skills including, PivotTables, Vlookups, Index, Match, and Data Validation; Financial modeling for forecasting… 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
- WTW (New York, NY)
- **The Role** The Associate Client Advocate works with and supports Natural Resources account leaders to manage overall client service delivery and ... Program level oversight delivery and review of current program, expiring exposures, client service agreements, menu of services required and client … 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 (Melville, 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