- PNC (Jersey City, NJ)
- …valued and have an opportunity to contribute to the company's success. As a Client Service Associate within PNC's Private Bank organization, you will ... basis. Some responsibilities may be performed remotely, at the manager's discretion. The Client Service Associate serves as the primary point of contact for… more
- 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 (Westport, CT)
- …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:** *Connecticut-Westport*… 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. (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
- Raymond James Financial, Inc. (Hackensack, 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
- 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
- M&T Bank (Paramus, NJ)
- …level of complexity, to both internal and external clients as part of the internal client service team. Participates as part of the Wealth relationship team to ... a timely manner and to provide a high level of internal and external client service + Provides superior service through routine client communication with… 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
- 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 (Purchase, 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
- Performance Optimal Health (Stamford, CT)
- …Our brand focuses on quality over quantity and creating the best experience for each client . As a Customer Service Associate at Performance Optimal Health, ... pricing + Coordinate with our healthcare professionals to ensure smooth client flow and exceptional service + Resolve client issues and escalate as needed… 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 (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 (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
- 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
- Wells Fargo (Greenwich, CT)
- **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
- 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