- 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 ... and other Morgan Stanley sponsored benefit programs. **Job:** **Wealth Management* **Title:** * Client Service Associate * **Location:** *New York-New York*… 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. (Bedminster, 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
- 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 ... in a diverse global markets. **Job Responsibilities:** + Provide excellent client service and support to internal and external clients daily + Monitor… 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
- S&P Global (New York, NY)
- …(KBI) framework where relevant. + Promote comprehensive and effective usage of the service as appropriate to each client . + Raise functionality requests and ... **About the Role:** **The Team:** The Post - Trade Client Relationship and Services (CRS) Team for triResolve Margin...of incoming queries across a broad spectrum of the client base, with a keen awareness of priorities for… 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
- Morgan Stanley (New York, NY)
- …* Coordinates enrollment campaigns/meetings for existing clients * Assigns work to team's Client Service Associate as appropriate * Cultivates and develops ... across the firm to respond quickly and accurately to client questions and concerns. The Wealth Management Associate...a team-wide effort to organize, streamline and enhance a client experience that emphasizes value, service and… 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
- Banfield Pet Hospital (Metuchen, NJ)
- …of the team when called upon and ensuring quality medical care, exceptional client service , associate engagement and maximum productivity. . Helping ... 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
- Morgan Stanley (New York, NY)
- …risk functions, sales, trading, underwriting, and other capital markets professionals. As an Associate in the on the Client Financing Team, /you will:/ | ... diversifying its workforce (M/F/Disability/Vet). **Job:** **Investment Banking/Sales/Trading/Research* **Title:** *Muni Client Financing & Structuring - Associate * **Location:** *New… more
- Bank of America (Florham Park, NJ)
- Registered Wealth Management Client Associate Florham Park, New Jersey **Job Description:** At Bank of America, we are guided by a common purpose to help make ... 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 (Short Hills, NJ)
- … models to support a consistent high level customer experience, and ensuring pre-established client service level agreements are satisfied + Serve as a central ... **Business Title:** Global Executive & Private Client Group (GEPC) Senior Associate **Requisition...overseeing our Japanese and Korean bilingual staff + Maintain service focus centered on supporting Japanese and Korean headquartered… 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
- 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