Are you a business? Hire client associate candidates in Oceanside, NY
The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability goals. Connect with in-store clients and develop and retain a following of repeat clients to drive i...
Provides ongoing relationship servicing with current clients to maintain goodwill, including responding to client inquiries and requests regarding accounts. Greets clients and potential clients to maintain goodwill and gain additional business. Promotes and cross-sells other products and services...
Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not Client Service, Associate, Registered, Service...
Our client is an investment advisor focused on global credit and manages over $25 billion in AUM.The Client Services Associate will be responsible for customer service and operational functions for the firm.Coordinate and undertake investor document collection and review with the fund administrat...
Build and maintain relationships with client base, be familiar with target clients for various investment products and offerings. The Client Services Associate is a developing professional role. Provide high level of support to Securities Specialists including but not limited to, client market up...
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The Client Operations team is responsible for providing client support on our business intelligence tool by holding investigative conversations & driving product usage and revenue. Your regular day would require you to answer client queries and being an advocate while showcasing your vast knowled...
As an Associate, you will learn to quickly understand client project requests; how to identify and recruit new Network Members (experts); the process for securing and confirming critical client calls and meetings; and how to help create a seamless client experience. Building your understanding of...
Lead client and business development strategies by creating exceptional experiences for our clients in partnership with the boutique priorities, category managers and the Fashion Client Engagement & Development team. We are looking for an Associate Director, Client Development who will be respons...
Private Client Services team is expected to have high technical knowledge in review of individual 1040 returns, fiduciary 1041 returns, 709, family partnerships, private foundations, and entity; manage accounts, train, assign work to staff and communicate directly to clients and partners; researc...
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs).Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on t...
Credit Client Services interacts with many internal teams, including Commercial, Product, Content and Technical Support. Client Service Associates are the first point of contact for our clients. Combining an expertise in our products with a deep understanding of who our clients are and how they u...
As an Associate in the Client Service team, you’ll be the link between our clients and the expert knowledge they seek. Successful completion of the Associate Program may qualify you for our. Looking to start your career in a fast-paced commercial role? Seeking to have immediate personal impact wi...
Be a member of Marsh's cyber team who delivers expert advisory and market-leading solutions to help manage cyber risk with confidence. Associate Client Advisor - Cyber. Marsh is seeking candidates for our open Cyber Associate Client Advisor position based in our New York, Boston or our Philadelph...
We are looking to speak with senior-level private client associates to join our client’s top-tier Trusts & Estates practice in New York.
The Client Service Associate (CSA) Account Manager position is an integral part of a five-person team. Interact daily with the Benefits and/or Human Resource contacts at large corporate clients and top law firms providing administration and client service support for their individual disability i...
Passion for client service and exceeding client expectations. Demonstrated client service skills.
We’re seeking a future team member for the role of Research Analyst to join our Wealth Solutions Research Analyst team. Client Service Research Analyst.
To give you an idea of our work, we have a dynamic role where we split our time between two main areas: client-facing work (which includes pitching strategies to clients, client reporting, and producing client-specific analysis) and product strategy (which includes programming to conduct research...
Provide exceptional customer service to clients, distributors, and internal SPGMI staff via phone, email, and web chats in the areas of industry, content, and product consulting. Support a client base of firms across the Investment Banking, Private Equity, Investment Management, Financial Corpora...
Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and cente...
Senior Associates in our Private Client Services practice, manage and support their team on multiple engagements for a wide range of sophisticated clients, including some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals...
The Client Service team is part of a small boutique office of Invesco located in downtown Seattle.The Client Service team partners with the portfolio management team, operations, trading and distribution to provide a best in class service experience for all of our clients.We are looking for our n...
