- Raymond James Financial, Inc. (Duluth, MN)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... of the Financial Advisors. Creates and maintains records and files utilizing Client Relationship Management (CRM) software. Assists Financial Advisors with… more
- Cerity Partners (Chicago, IL)
- The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. ... Responsibilities include assisting with account openings, processing paperwork, scheduling client meetings, and preparing basic reports. The Associate ensures… more
- TBK Bank, SSB (Dallas, TX)
- …dedicated to helping customers achieve their financial goals. Position Summary: As a Client Services Associate , you'll have the opportunity to build professional ... relationships and provide an exceptional client experience. You will use your knowledge and skills...of shift in comparison to computer totals. Maintains appropriate cash levels in teller drawer in accordance with the… more
- REMPREX, LLC (Lisle, IL)
- What You'll Do The Client Service Associate performs customer transactions for all REMPREX-supported terminals at REMPREX Headquarters, located on-site in Lisle, ... and customer-oriented service that meets or exceeds our clients' expectations. The Client Service Associate executes the transactional workload to process… more
- Selective Insurance Company of America (Branchville, NJ)
- …with Billing Services team to provide timely and accurate resolution to cash transactions or requests sent via internal requests (tasks). Negotiate audit pay ... plans within outlined guidelines. Escalate exceptions from management to the Billing Services team for review prior to offer to policyholder or agent. Market and… more
- Raymond James Financial, Inc. (Hanover, NH)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... of the Financial Advisors. *Creates and maintains records and files utilizing Client Relationship Management (CRM) software. *Assists Financial Advisors with… more
- Morgan Stanley (Alpharetta, GA)
- …and identify Firm services and solutions, such as digital, online access and cash management offerings, that support clients' needs Identify opportunities to ... The Morgan Stanley Virtual Client Solutions team is seeking a Client Service Associate to help provide exceptional client service and guidance, as well… more
- Brookfield Asset Management, Inc. (New York, NY)
- …Description The Associate plays a pivotal role in the Diligence Management team, partnering directly with prospective investors, CRMs and other stakeholders to ... all diligence deliverables during fundraising (RFPs, DDQs, etc.) and coordinating client calls, meetings, asset tours, on-sites to advance investor due diligence… more
- Association of National Advertisers (New York, NY)
- …Reporting Prepare and submit daily cash balance reports and detailed cash receipts to senior management . Provide monthly membership receipt summaries to ... annually. It consists of US and international companies, including client -side marketers, nonprofits, universities, and marketing solutions providers, which include… more
- ING Group (New York, NY)
- Lending | Administrative Agency - Agency Middle Office | Associate | New York, NY About ING : In Americas, ING's Wholesale Banking division offers a broad range of ... is a newly formed team that will provide critical client services when ING serves as Administrative Agent in...Agent in a financing. About the position: As an Associate , your primary responsibility will be to manage all… more
- JPMorgan Chase & Co. (Boston, MA)
- …classes. Job Summary: As a Private Equity Fund Admin Associate within our client administration team, you will support the management of daily client ... Valuations, preparation of financial statements, overseeing capital events, calculating management fees and carried interest, allocating investor capital and… more
- Bluemercury (Glen Mills, PA)
- …locations across the country and growing, Bluemercury pioneered a client -first service model that emphasizes hyper-personalized, high-quality beauty interactions. ... Expert (BE) you drive sales and optimize customer service throughout your client interactions while building relationships. You are a beauty advocate who… more
- Cornell University (Ithaca, NY)
- …scientific innovation. As part of an all-encompassing customer service team, the Client Experience Coordinator will excel in communication management and will ... & posting deposits for hospitalized patients. Maintain a balanced cash drawer, paying close attention to cash ... Client Experience Coordinators for Scheduling and Records Management , members of the broader customer service team, other… more
- Blackstone (New York, NY)
- …create value for our investors and the communities we serve. Job Title: Asset Management Associate Job Description: BIP's Asset Management group offers the ... deal team through the transaction life cycle. Additionally, the Associate will engage with senior management at...enhancement strategies, and general areas of asset / portfolio management such as supporting Institutional Client Solutions… more
- NEWMARK (New York, NY)
- …of its client , is seeking an exceptional individual to join the team as an Associate , on the client 's Asset Management team. The ideal candidate for the ... Associate will analyze and support all asset management aspects of the client 's platform, with...bonuses and other short- and long-term incentives (eg, deferred cash , equity, etc.). WORKING CONDITIONS: Normal working conditions with… more
- Howden Group Holdings (Minneapolis, MN)
- …& strategic advisor focused on relentless innovation & superior analytics for top client service. About Role People join Howden for many different reasons, but they ... Our Accounting and Claims team is looking for an Associate Director level hire who has 4+ years of...ensure clear communication and deliver the highest level of client service Receive data from clients per contractual reporting… more
- Geller & Company, LLC (New York, NY)
- …expenses Performing accounts receivable procedures, including coding and recording daily client cash receipts, contributions, grants, and other revenues ... Accounting Associate : Your Impact: Performing accounts payable procedures, including...and recording vendor invoices, reviewing/recording expense reimbursement requests from client employees, and reviewing/recording client employee monthly… more
- JPMorgan Chase & Co. (Brooklyn, NY)
- …asset classes. Job Summary: As a Private Equity Fund Admin VP within our client administration team, you will manage all facets of daily client deliverables ... Valuations, preparation of financial statements, overseeing capital events, calculating management fees and carried interest, allocating investor capital and… more
- Riveron (Chicago, IL)
- …clients on data-related projects. Develop data governance and master data management strategies. Develop reports, presentations, and other client -facing ... businesses to rapidly address dynamic conditions to optimize earnings and cash . Riveron helps public and private organizations improve business performance, align… more
- The Military Veteran (New York, NY)
- Portfolio Management Associate - Global Investment Firm Location: New York, NY Company Overview: Our client is a leading global private investment firm with ... institutional excellence with entrepreneurial agility. The Opportunity: As a Portfolio Management Associate , you'll join a high-performing team responsible… more
