- JPMorgan Chase (New York, NY)
- …evolving team offers tremendous opportunity for those interested in client service , financial markets and digitalization. As a Market Transition Associate ... of the client , Corporate Investment Bank Markets business and Digital Client Service organizations. The team operates globally, supporting clients and… more
- Raymond James Financial, Inc. (Morristown, NJ)
- …is why we are growing our team and seeking a registered, team-oriented, high-performing Client Service Advisor to complement our existing team. **Purpose of the ... Role:** The Registered Client Service Advisor is accountable for managing...goals with any changing life circumstances. Provide updates on market trends, portfolio performance, and relevant changes that impact… 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
- 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
- Neuberger Berman (New York, NY)
- …analytics, and review materials. The role requires collaboration with Portfolio Management, Client Service , Marketing, RFP, Technology, and Legal teams to ... As a Client Reporting & Analytics Associate will...You will be compiling strategy-specific portfolio data and producing client -facing materials such as detailed reports, market … more
- Wells Fargo (New York, NY)
- **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
- WTW (New York, NY)
- …software, market practice reports). + Manage and nurture long-term client relationships to foster repeat business, ensuring high renewal rates/ customer ... **Description** As a Senior Associate , you will be the primary point of...related field. + 2-5 years of proven experience in client success, customer service , or a technical… more
- Wells Fargo (Mountain Lakes, 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 ... and preparing for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues +… more
- Neuberger Berman (New York, NY)
- …a member of the North American Intermediary sales team, the primary responsibility of the Client Associate (CA) is to partner with the Client Advisor ... sales opportunities, providing product updates, setting up sales appointments, and following up on client service + Act as a resource to advisors by developing… more
- Neuberger Berman (New York, NY)
- …Responsibilities:** + Participate in daily activities of operational support and facilitate client service needs + Heavy contact with High-net-worth clients ... will consider ability to obtain registrations within firm guidelines + 1-2 years of client service or support in the financial services industry preferred +… more
- IQVIA (Parsippany, NJ)
- …external client stakeholders by following IQVIA's best practices to achieve service levels, client satisfaction, and ensure revenue attainment. * Client ... Relationship Building: Builds client relationships across the client organization, including commercial operations, data governance, market research,… more
- IQVIA (Parsippany, NJ)
- …external client stakeholders by following IQVIA's best practices to achieve service levels, client satisfaction, and ensure revenue attainment. + ** Client ... Relationship Building:** Builds client relationships across the client organization, including commercial operations, data governance, market research,… more
- IQVIA (New Providence, NJ)
- …external client stakeholders by following IQVIA's best practices to achieve service levels, client satisfaction and ensure revenue attainment. ** Client ... the clients' needs. + Builds client relationships across the client organization, including commercial operations, data governance, market research,… more
- Neuberger Berman (New York, NY)
- …+ Monitor and follow up daily activities of operational support and facilitate client service needs + Initiate new account openings through the Centralized ... Series 7 and Series 66 + 1-2 years of client service or support in the financial...sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business… more
- WTW (New York, NY)
- …growth, market rationalization, and improved knowledge to support better client prospecting and service . _Note: Visa employment-based non-immigrant visa ... with carrier counterparts to monitor and measure performance against agreed service levels. + **Advanced Subject Matter Expertise:** Leverage deep technical… more
- S&P Global (New York, NY)
- …the forefront of the FinTech space. **Responsibilities and Impact:** The Client Engagement Team is responsible for proactively fostering meaningful relationships ... usage, and overall internal workflows + Provide constructive and actionable client feedback to Product Management or other departments regarding product… more
- Fox Rothschild LLP (New York, NY)
- **Description** Fox Rothschild is seeking a dedicated Client Service Specialist for our fast-paced entertainment group in New York City. Reporting to the chair ... a high level of professionalism, and is able to foresee needs and expectations. The Client Service Specialist will have a true opportunity to shine in an… more
- Fox Rothschild LLP (New York, NY)
- **Description** The Transactional Client Service Specialist role is responsible for providing legal administrative support to a team of attorneys by performing ... to internal and external clients. **ESSENTIAL FUNCTIONS:** **Attorney Support** + Provide superior client service by answering and screening calls in a courteous… more
- Fox Rothschild LLP (New York, NY)
- **Description** The Labor and Employment Client Service Specialist role is responsible for providing legal administrative support to a team of attorneys by ... to internal and external clients. **ESSENTIAL FUNCTIONS:** **Attorney Support** + Provide superior client service by answering and screening calls in a courteous… more
- Amalgamated Bank (New York, NY)
- …Officer and will be accountable for institutional for supporting all aspects of Client Service & Business Development. Primary responsibilities include client ... Amalgamated Bank seeks a dedicated Institutional Service & Sales Associate who will...employees and customers Essential Job Functions: + Actively support Client Service & Sales to help the… more