Trabajos client associate en Valley Stream, New York (NY) State

The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and area integrate with others in accomplishing the objectives of t...

When you work with us you are empowered, engaged and encouraged to collaborate because every voice matters, every person counts!JOB SUMMARY:The Client Service Associate enhances the client experience by providing exceptional client service, selling/promoting the bank's products/services to all ne...

The Client Services Associate is a developing professional role. Build and maintain relationships with client base, be familiar with target clients for various investment products and offerings. Provide high level of support to Securities Specialists including but not limited to, client market up...

Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests. This job is responsible for provi...

Job Summary As a Global Custody Product Management Associate within our dynamic team, you will play a crucial role in managing specific client segments, focusing on all commercial aspects from pipeline analysis to contract and fee negotiation. Your responsibilities will include working close...

Our financial technology platform has transformed how advisors, wealth management firms, asset managers, & banks evaluate & recommend bespoke public & private market strategies for their high-net-worth clients. Capital services approximately $176 billion in global client assets invested in 1,433 ...

As a Private Client Investment Associate in. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. Aid the Advisors by building and maintaining client relationships through processing reques...

Morgan Private Client, a new business focused on the affluent client segment. Morgan Private Client was formed following the firm's acquisition of First Republic and its employees. Associate within the Communications team, you will be reporting to the Head of Communications for the new business u...

Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing g...

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...

Investment Management – Client Relationship Management Governance Support – Associate/Senior Associate. Investment Management – Client Relationship Management Governance Support – Associate/Senior Associate. The CRM function is central to MSIM’s client service model and acts as a conduit between ...

In this position you will have extensive client contact; you will be involved in all activities that touch prospective or existing clients. Own the client onboarding and account maintenance for new and existing clients. Perform daily administrative and operational duties that support the Financia...

Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inqu...

As a Service Provider and Consulting firm servicing clients, our policy for physically working from the office (which may be the client's offices or our own offices, depending on the client) aligns with our client's policies and expectations, and these vary. Delta Capita is in search of a highly ...

Job responsibilities * Develop strong business relationships through proactive calling of prospects and existing clients * Act as an integral part of creating marketing strategy, and hold responsibility for implementing the marketing plan which includes direct mailings, though...

Providing our clients with exceptional service is the foundation of our business. Respond to all client requests received via email and/or phone queue in a timely, pleasant and professional manner. Assign appropriate resources (reporters, videographers, interpreters) with technology to match clie...

The Senior Client Associate provides personalized banking services to financial institution customers. Greets clients and potential clients to maintain goodwill and gain additional business. Provides ongoing relationship servicing with current clients to maintain goodwill, including responding to...

As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. The good-faith expected salary range for the Client Associate role is $45,000 - $70,000 and the Registered Client Associate role is $50,000 - $80,000, depending on factors including b...

Senior Client Associate - Officer. Analyzes client issues and researches to respond accordingly; may coordinate with other departments as needed. Respond to client issues with basic bank products and more complex products such as Cash Management and commercial loans. May conduct client visits, ei...

Develop & strengthen client relationships: Client onboardingClient account setup & trainingDay-to-day support & issue management. Capital is looking for a Client Delivery Specialist Associate to join the Data Solutions team. This role will set up & maintain the financial software applications we ...

The Client Services Associate is a developing professional role. Build and maintain relationships with client base, be familiar with target clients for various investment products and offerings. Provide high level of support to Securities Specialists including but not limited to, client market up...

The Senior Client Associate Officer provides personalized banking services to financial institution customers. Analyzes client issues and researches to respond accordingly; may coordinate with other departments as needed. Respond to client issues with basic bank products and more complex products...

A Client Service Associate role is now available for our Financial Services client. Responsibilities: Provide new client onboarding and associated paper work processing providing accurate document preparation and diligent processing of client forms and applications. Partner with Advisory Team and...

Ensure client satisfaction by taking ownership of inbound client inquiries, providing updates, and ensuring that all open items are resolved in a timely manner. We are a fast growing, dynamic company serving hundreds of clients, and we are looking to hire in all departments as we scale. Provide a...