Client associate jobs in White Plains, New York - Page 3Crear alertas

Client Services Associates / Travel. About the job Client Services Associate / Travel. This opportunity is ideal for motivated individuals who thrive in a client-focused environment and are eager to build a rewarding career in the travel industry with complete flexibility.

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 limited to, word processing, preparing mailings, f

Responsibilities include: (1) serving clients across our Advisor, Workplace, Institutional and E*TRADE channels; (2) ensuring we are meeting our clients wherever they are on their financial journey, supporting their growth, and deepening relationships over time; (3) promoting integration and innovat

As a Client Service Associate, you will play an important role in assisting Financial Advisors along with their clients helping them with administrative functions. Are you truly service oriented? Do you know how to take care of people? We're looking fora Client Service Associate to:. Ideally 3-5 yea

Upon request, provide quotes and other account-related information to assist clients; non-registered Client Service Associates may not volunteer quote or other stock information to clients. Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) w

As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person.