- CIBC (New York, NY)
- …To learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) As a **Senior Client Service Associate ** , you will support Private ... + **Educational background:** You have a bachelor's degree (preferred). + ** Client service experience:** You have 3+ years of financial industry experience with… 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
- 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
- Guardian Life (New York, NY)
- …in financial markets + Ability to work in a fast-paced environment + Client -centric and results-focused **You will** + Accept, place, and review equity, fixed ... Enter and manage annuity orders via AnnuityNet + Review client transactions for accuracy and compliance (eg, mutual fund...FINRA Series 7 and 63 licenses required + Strong service orientation and communication skills + Familiarity with Pershing… more
- JPMorgan Chase (New York, NY)
- As a Client Service Manager (CSM) in Securities Services, you will join the client service team and support a book of clients. You will work closely with ... and to ensure client ongoing satisfaction with JPM. + Maintain client profiles and service level documents. + Participate and prepare for periodic client … more
- ADP (Florham Park, NJ)
- ADP is hiring ** Associate Client Support Consultants.** + _Are you ready to join a company offering career advancement opportunities throughout your career ... users on ADP technology, and more. You carry the weight of ADP's service reputation and client satisfaction in your hands. The nature of what you do every day… more
- JPMorgan Chase (Jersey City, NJ)
- …focus specifically on Middle Office Asset Servicing (Corporate Actions). As an Asset Servicing Client Service Senior Associate in the Prime Middle Office ... a successful voluntary corporate action election. + Provide a best-in-class client service experience. + Comply with the firm and departmental procedures and… more
- JPMorgan Chase (New York, NY)
- …this business has clients in 38 markets and offers clients a global coverage model for client service . As an Associate on the DR Strategy & Pricing team, ... you will spearhead the creation of data-driven business strategies. Your responsibilities will include modernizing our methods for aggregating market-wide data analytics and leveraging the latest firmwide tools to enhance our handling of data and its analysis.… more
- Banfield Pet Hospital (Watchung, NJ)
- …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
- WTW (New York, NY)
- …within our Global Natural Resources Industry Vertical Division (IVD). The Associate Client Advocate (ACA) owns client service activities and client ... **Description** The Associate Client Advocate (ACA) client...design and delivery of full client presentations/proposals, client advocacy reports, client service … 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
- Bank of America (Summit, NJ)
- Wealth Management Client Associate Summit, New Jersey **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- Bank of America (New York, NY)
- Wealth Management Client Associate - RDA NEW YORK, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- JPMorgan Chase (Jersey City, NJ)
- …found the right team. As a Client Operations Associate within the Client Account Services (CAS) Custody Service (SVC) Delivery Team, you will act as a ... + Stakeholder & Relationship Management: Experienced in managing stakeholders, providing client service , and fostering relationship management + Interpersonal… more
- WTW (New York, NY)
- …Finance, Economics, or related field. + 2-5 years of proven experience in client success, customer service , or a technical support environment, preferably within ... **Description** As a Senior Associate , you will be the primary point of...internal teams to deliver tailored solutions. You'll also monitor client success metrics, share insights with product and research… more
- Robert Half Finance & Accounting (New York, NY)
- …the year + Consistently identify opportunities the company to improve its client service and/or operations capabilities Requirements Requirements: + 3+ years' ... Description Robert Half Financial Services are currently recruiting for a Client Relationship Associate role, at a growing Registered Investment Advisor based in… more
- Wells Fargo (Short Hills, NJ)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues + Execute… more
- JPMorgan Chase (New York, NY)
- 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
- IQVIA (New Providence, NJ)
- **Job Overview:** * Manages a group of client service professionals within a part of a large market or region. Responsible for quality and service to ... products and services. Principle Accountabilities: * Manages a staff of client service professionals, providing direction, professional guidance, and… more