- JPMorgan Chase (Brooklyn, NY)
- Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences. As a Client ... enhance client relationships. **Job responsibilities** + Provide comprehensive client service by addressing inquiries, processing transactions, and… more
- JPMorgan Chase (New York, NY)
- Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences. As a Client ... skills** + 3+ years of experience or equivalent expertise in a client service role within a financial institution. + Excellent influencing, negotiation, and… more
- 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
- Raymond James Financial, Inc. (Somers, NY)
- … 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
- 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
- Raymond James Financial, Inc. (Rochelle Park, NJ)
- …to our clients. We believe in a team approach, and as such we are seeking a Client Service Associate with shared values and vision to join our team. The ... empathetic, professional, and enjoys solving problems. **Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person,… more
- Robert Half Finance & Accounting (New York, NY)
- …to high-net-worth individuals, families, and institutions. Our client is seeking a Client Service Associate to support a dynamic Private Wealth Advisory ... in Finance, Accounting or related field . 1+ years of client service experience, ideally in financial services . Excellent communication and… more
- Citigroup (New York, 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
- 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
- M&T Bank (Paramus, NJ)
- …Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders ... business partners in process workflow to ensure timely processing and exceptional client service and experience for HNW and UHNW clients. The position has direct… 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
- Banfield Pet Hospital (Paramus, NJ)
- …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...to use a keyboard, operate equipment and read information. Associate is routinely exposed to a variety of pets… more
- Neuberger Berman (New York, NY)
- …Team managing over $2b AUM. The Client Associate enhances the client experience by assisting with the service , maintenance, and growth of the team's ... customized investment solutions, the platform is truly unique in the industry. The Client Associate will deliver comprehensive operational support and serve as a… more
- JPMorgan Chase (New York, NY)
- …Capabilities, and Skills** + 2+ years of experience or equivalent expertise in client service and/or operations. + Ability to apply strategic planning principles ... to our culture of excellence and efficiency. As a Client Operations Associate within Chase Media Solutions,...procedures. + Identify opportunities to refer services based on client needs, contributing to continuous improvement of service… more
- Raymond James Financial, Inc. (Hackensack, NJ)
- …that currently includes a Senior Advisor, Associate Advisor, and Registered Client Service Associate specializing in supporting high-net-worth families ... * Partners with Financial Advisor to review clients' current portfolio design, understand client goals, enter client data, and conduct financial analysis. *… more
- S&P Global (New York, NY)
- **About the Role:** **Grade Level (for internal use):** 11 **The Role:** Senior Associate , Client Coverage Asset Management **The Team:** The North American ... indices, research, and commentary. **The Impact:** As a Sales Associate in Client Coverage, you are a...usage in your territory + Provide focused and excellent service to existing products/billing/ client queries within assigned… more
- KeyBank (Mahopac, NY)
- **Location:** 981 Route 6 - Mahopac, New York 10541 **Job Summary** The Associate Private Client Advisor partners and assists Private Client Advisors with a ... investment product delivery within assigned Branch(es) for Mass Affluent clients, including client management, service delivery, and other resources to maximize… more
- Wells Fargo (Danbury, CT)
- **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 ... for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues + Execute… more
- BlackRock (New York, NY)
- …the world. With a collaborative team of over 400 members, we + Provide outstanding client service to users, every time + Solve complex problems by delivering ... a unified client experience. + **Escalation ownership:** Responsible for client service oversight and critical inquiry management through ServiceNow. +… 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