- Motion Recruitment Partners (New York, NY)
- Client Service Associate New York, New York **Hybrid** Contract $25/hr - $30/hr **Title:** Client Service Associate **Description:** Job ... experience for all of our clients. We are looking for our next Client Service Associate to support our growing business. Successful candidates will have… more
- Kestra Financial (Kings Park, NY)
- Summary The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes ... of business objectives + Other responsibilities as assigned by the Senior Client Service Associate Knowledge, Skills, and/or Abilities + Advanced computer… more
- JPMorgan Chase (New York, NY)
- …new standards for service excellence at JPMorgan Asset Management. As a Client Service Delivery Associate within JPMorgan Asset Management, focusing on ... ideas and initiative will directly shape client experiences, drive innovation, and set...grow, as you'll use and expand your knowledge of service design to enhance interactions, develop and execute strategies… 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
- WTW (New York, NY)
- …strategy development, and execution at the insurance program level. The Associate Client Advocate (ACA) owns client service activities and client ... unlock potential. Learn more at wtwco.com . **Description** The Associate Client Advocate (ACA) client -facing...design and delivery of full client presentations/proposals, client advocacy reports, client service … 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
- Bank of America (New York, NY)
- Private Wealth Client Associate Boston, Massachusetts;Miami, Florida; New York, New York; Atlanta, Georgia **To proceed with your application, you must be at ... focused and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
- SMBC (New York, NY)
- …to continuous improvement initiatives aimed at enhancing operational efficiency and client service delivery. + Demonstrate strong expertise in conducting ... competitive portfolio of benefits to its employees. **Role Description** The Associate within the Client Management team plays a key role in executing Know Your… more
- Neuberger Berman (New York, NY)
- …including scheduled and ad-hoc requests. Additionally, candidate will provide comprehensive and client service support to the wealth advisor's high net worth ... **Summary** The Client Reporting Associate will join a seasoned nine-person Wealth Advisor Team with over $4 billion in assets under management within Neuberger… more
- Publicis Groupe (New York, NY)
- …marketing, and sociology, psychology, and other liberal arts disciplines. **Overview** The Senior Associate , Client Operations will be part of a growing ... Foundry delivers the best of both worlds to a client roster that spans some of the world's best...beloved brands and companies. We combine boutique-caliber insights and service with the buying clout and first-look access of… more
- JPMorgan Chase (New York, NY)
- …within JP Morgan Asset Management you will be responsible for delivering exceptional client service to Institutional clients of JP Morgan Asset Management. You ... client . **Job Responsibilities** + Serve as the primary day-to-day client service contact, supporting advisors and account managers + Act as the central… more
- JPMorgan Chase (New York, NY)
- …degree required + Previous experience at an asset management firm; background in client service and/or institutional client base + Business acumen ... service to our esteemed institutional clients! As a Client Account Manager within Asset Management you will be...Institutional Sales and Investment Specialists to form a dedicated service team for each assigned client . You… more
- Publicis Groupe (New York, NY)
- …America, Best Buy, Kellogg Company, McDonald's, Novartis, Samsung, Visa and more. **Overview** The Associate will be part of a Client Operations team on a ... high-energy, highly visible account. Support Publicis Constellation Groupe (PCG) Client Operations Directors and Managers with billing, processes, systems management… more
- JPMorgan Chase (New York, NY)
- …to innovate, design, and develop technology that will enhance the advisor and client experience. The Associate will contribute to product development and ... of experience, JP Morgan Private Bank delivers the highest quality advice, service , capabilities, and products to wealthy individuals and families around the world.… more
- JPMorgan Chase (Lake Grove, NY)
- … Investment Associate in JP Morgan Wealth Management, you will provide client service , operational marketing and administrative support to Private Client ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more
- JPMorgan Chase (New York, NY)
- …phone conversations that deliver the JPMorgan value proposition + Provide superior client service by being responsive, thoughtful and making the clients' ... staying invested, and investing with less emotion. **Job Summary:** As an Internal Client Advisor Associate within the Asset Management team, you will be… more
- JPMorgan Chase (New York, NY)
- …scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business ... clients. You will establish, maintain, and build relationships while delivering exceptional client service . In this role you will have extensive client … more
- BlackRock (New York, NY)
- …(eg, investment guideline updates, benchmark changes). + Partner with sales and client service teams to manage onboarding experiences, articulating key ... The Custom Model Solutions Servicing Team is a pillar within BlackRock's Client Experience division and is responsible for delivering a dedicated servicing… more
- Neuberger Berman (New York, NY)
- …a primary point of contact for high-net-worth clients, addressing operational support and client service needs including inquiries related to new accounts, LOAs, ... ability to obtain registrations within firm guidelines + 2-4 years of client service or support in the financial services industry preferred + Proficiency in… more
- Neuberger Berman (New York, NY)
- …Qualifications:** + SIE, Series 7, and Series 66 required + 2-4 years of client service or support experience in the financial services industry preferred + ... Charles River, Salesforce, and FactSet, is a plus + Strong interpersonal, client service , and communication skills (written and verbal) + Ability to organize,… more