- Citizens (Tarrytown, NY)
- …'s unique circumstances. Citizens Private Wealth Management is expanding and looking for a Trust Client Service Associate to join their team. In this role, ... of the Citizen's Private Wealth Trust business. The Private Client Trust Associate assists the team in...to day activities of our fiduciary clients including new client onboarding, client service and… more
- Raymond James Financial, Inc. (New York, NY)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic...and branch office. + Onboards new clients, opens new client accounts and researches client and security… more
- Kestra Financial (Kings Park, NY)
- Summary The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes ... of business objectives + Other responsibilities as assigned by the Senior Client Service Associate Knowledge, Skills, and/or Abilities + Advanced computer… more
- UHS (Johnson City, NY)
- Client Service Associate , UHS Wilson Medical Center Shift Day Rotational Hours per week: 40 Salary range: $19.37 - $28.09 per hour, depending on experience. ... Overview The Client Service Associate assists physicians, patients and other healthcare professionals as the laboratory resource for test reports, supply… more
- Citigroup (Staten Island, 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
- Citigroup (New York, 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
- JPMorgan Chase (New York, NY)
- …interested in client service , financial markets and digitalization. As a Client Service Associate II within the Markets Transition team, you will ... the client , Corporate Investment Bank Markets business and Digital Client Service organizations. You will be operating on a global team, supporting clients… more
- Raymond James Financial, Inc. (Rochester, NY)
- **Job Description** Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of ... and branch office. * Onboards new clients, opens new client accounts and researches client and security...stressful situations and provide a high level of customer service in a calm and professional manner. * Analyze… more
- Citigroup (Uniondale, NY)
- The Client Services Associate is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing ... level of support to Securities Specialists including but not limited to, client market updates, new account opening and modification, documentation approval, wire… more
- Paychex (Rochester, NY)
- …interactions, performs data entry, maintains strong prioritization and organization Qualifications + Client or customer service experience - 1 year + Research ... Overview Under a significant level of guidance and direction, provides customer service for Paychex S125/FSA clients . Uses prescribed guidelines to ensure good… 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
- HSBC (Buffalo, NY)
- …banking experience, including operations and customer service experience. As our Client Experience Associate you will: + Greet and assist customers who ... communities and the planet we all share. As our Client Experience Associate , you'll help new and...owner of the customer experience within the center ensuring service excellence and timely resolution of service … more
- Deloitte (New York, NY)
- …risk management aimed at ensuring the smooth operation and successful client service delivery. As an AML Project Associate Senior Consultant, you will have ... Anti Money Laundering (AML) Project Associate (Senior Consultant) The Opportunity Do you have...work with our AML and sanctions team to support client service delivery. Through your participation in… more
- Adecco US, Inc. (Utica, NY)
- Adecco is recruiting for a **Front Counter Sales / Customer Service Associate ** for a client in **Utica, NY.** This is a temp-to-hire position, paying ... Join our growing team as a **Front Counter Sales Associate ** and be the face of a trusted, locally...a customer-first mindset **Qualifications:** + Prior sales or customer service experience preferred + Strong communication skills and a… more
- JPMorgan Chase (New York, NY)
- …plus 3 years of experience in the job offered or as Product Analyst, Client Service Associate , Financial Analyst, Product Controller, or related occupation. ... Skills Required: Requires three (3) years of experience in the financial services industry. Also requires three (3) years of experience with the following: Gathering and analyzing market data to identify market risk and growth opportunities; Building and… more
- Wells Fargo (New York, NY)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... for appointments with new or prospective clients, establish and service client accounts, prepare forms, research account...when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively… more
- Neuberger Berman (New York, NY)
- …an experienced Wealth Advisor Team. The Client Associate enhances the client experience by assisting with the service , maintenance, and growth of the ... customized investment solutions, the platform is truly unique in the industry. The Client Associate will deliver comprehensive operational support and serve as a… more
- Norstella (Albany, NY)
- Associate Client Solutions Manager, Skipta Company: Citeline Location: Remote, United States Date Posted: Apr 22, 2025 Employment Type: Full Time Job ID: R-1098 ... Solutions Manager** **Skipta, a Norstella Company** **Job Description:** The Associate Client Solutions Manager will report to...of such programs, with a focus on superior customer service + Workclosely with senior team members to learn… more
- Broadridge Financial Solutions (Edgewood, NY)
- …others along the way, come join the Broadridge team. We are actively seeking an Associate Client Project Administrator to join in our Deer Park, NY office. In ... to continually add efficiency to the day-to-day processes. + Develop favorable client relationships in order to identify additional service needs and… more
- Bank of America (New York, NY)
- Private Wealth Client Associate New York, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more