- Morgan Stanley (Garden City, 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). **Job:** **Wealth Management* **Title:** * Client Service Associate * **Location:** *New York-Garden… more
- Morgan Stanley (Glens Falls, NY)
- …by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of ... EOE committed to diversifying its workforce. M/F/D/V. **Job:** **Wealth Management* **Title:** * Client Service Associate **Location:** *New York-Glens Falls*… more
- Morgan Stanley (Utica, 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 the future of service by modernizing the client experience through an elevated… 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 ... Duties and Responsibilities** * Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes… 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
- 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
- Paychex (Rochester, NY)
- Overview Under a significant level of guidance and direction, provides customer service for the s125 Client Service Center. Uses prescribed guidelines to ... interactions, performs data entry, maintains strong prioritization and organization Qualifications + Client or customer service experience - 1 yearResearch and… 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
- BluePearl (Brooklyn, NY)
- …for new hire selection or internal transfer to fill open client service positions. **Experience Preferred:** + Education: Associate degree or equivalent in a ... in your career and join the BluePearl Pet Hospital family as a Client Service Manager for our emergency and specialty hospital located in Brooklyn, NY.… more
- Banfield Pet Hospital (Brooklyn, NY)
- …of the team when called upon and ensuring quality medical care, exceptional client service , associate engagement and maximum productivity. Helping create ... 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
- HSBC (Scarsdale, NY)
- …Here's what you can expect: As the Client Experience Associate supports retail operational, service , accounting and compliance-related activities within ... Wealth Center. Manages completion of branch transactional activities while supporting client alternative delivery channel alternatives. Ensures a premium client … more
- CBRE (Albany, NY)
- …Additionally, the Associate Director recommends and implements changes to improve client service processes and procedures. Minimal degree of travel is ... Client Success Associate Director Job ID 160239 Posted 26-Mar-2024 Service line Advisory Segment Role type Full-time Areas of Interest Customer Service ,… 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
- Citizens (Tarrytown, NY)
- …focusing on each client 's unique circumstances. The Private Client Associate 's primary responsibility is to provide personalized service to our Private ... clients for their day to day needs. The Private Client Associate has a passion for providing...bank + Excellent organizational and interpersonal skills + Excellent client service and communication skills + Focus… 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
- Bank of America (Pittsford, NY)
- Private Wealth Client Associate Pittsford, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and ... results focused and effective. **Position Overview:** The **Private** **Wealth Client Associate ** role is a sales support...multiple communication methods to ensure a consistent and exceptional client service experience. + Act as a… 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 (New York, NY)
- Registered Wealth Management Client Associate New York, New York **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
- KPMG (New York, NY)
- … 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