Client service associate jobs in Jersey City, New Jersey - Page 14Create job alerts

Coordinate and schedule client meetings in accordance with the firm segmentation and service model. Prepare and review client meeting materials to ensure all supporting documents and deliverables are complete and organized in advance of client meetings. Coordinate and execute onboarding of new clien

Axelon Services Corporation - - Responsibilities: Assist clients by providing exceptional service and support in a hybrid work environment.

As a Client Service Delivery Associate II within JPMorganChase, you will play a pivotal role in enhancing our client relationships by providing exceptional customer service and operational support. Join our dynamic team as a Client Service Delivery Associate II and become a vital part of our mission

As a Client Service Delivery Associate II within JPMorganChase, you will play a pivotal role in enhancing our client relationships by providing exceptional customer service and operational support. Join our dynamic team as a Client Service Delivery Associate II and become a vital part of our mission

The client service associate partners with associates across global client group to service clients (institutional and high net worth) or distributors investing in, or distributing the company's products. Under supervision, the role communicates with clients and focuses on supporting.

Interact daily with Benefit / Human Resource contacts at large corporate clients and top law firms providing administration and client service support for their individual disability insurance benefits. Covala embodies our dedication to forming powerful bonds with our clients and plan participants -

As an Associate on the Client Service team, you will understand your client's unique business questions and identify the experts who can best provide the answers. Client Service Healthcare Associate (Class of 2026). Overview: The Client Service team connects Guidepoint's clients with subject-matter

Private Client Division is currently seeking a Registered Client Service Associate to join our Private Client Division in New York. Registered Client Service Associate. Learn and adapt to service the needs of various accounts in order to answer day-to-day questions from clients and advisors.

The primary role is to provide client service management support to our clients and operational support to advisor teams. The ideal candidate is able work with financial advisors and our custodians with the implementation of new client accounts, trade execution, liquidity management and ongoing main

Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team. Assist FAs / PWAs/ teams in delivering against their business plan and client service model. Enter profile information or

Private Client Division is currently seeking a Registered Client Service Associate to join our Private Client Division in New York. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, instit

As a Senior Client Service Associate within the Latin America Private Bank at J. Provide exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, security transfers, and loan transactions including escalated research requests. Review an

As an Associate in the Client Service team, you'll be the link between our clients and the expert knowledge they seek. A day in the life of an Associate. Throughout your workday, you will work on multiple projects from investors, strategists and dealmakers at top-tier client organizations seeking ex

Performs a variety of client service functions associated with supporting the strategic initiatives of the company to enable business development, revenue growth, client retention and growth, and sales delivery enhancements. Cash Management Client Service - Associate. Participate in client calls, tr

Under immediate supervision, Client Services Associate (Registered) 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 mai

Provide quality service to clients and facilitate operational tasks (i. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Inte

Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Sta

Jefferies Wealth Management is seeking a Client Service Associate (CSA) to support Financial Advisors and Relationship Managers in delivering a high-touch, client-centric wealth management experience. Client Service Associate (CSA). This role is ideal for a detail-oriented professional with strong c

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/Private Wealth Advisor(s) (PWAs)/teams on a daily basis. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to ass

As a Client Service Associate within our Business Insurance Property & Casualty Group, you will support the Account Management and Sales teams, ensuring the clients' needs and expectations are met. Learn more about what makes us different and how you can make your mark as a Client Service Associate

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 inquiri

What we're looking for: Smart, energetic and inquisitive individuals to join our Client Services team in New York. Work in partnership with global operations and client service hubs and other internal stakeholders. Be an ambassador for the team, Client Services and Proxymity, always.

Chase, you will play a pivotal role in enhancing our clie Client Service, Delivery Associate, Associate, Service, Client Relations, Operations, Retail, Banking. Join our dynamic team as a Client Service Delivery Associate II and become a vital part of our mission to elevate client experiences. As a

The firm is seeking a Client Service Associate to join our Private Client Division in New York. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investmen

Registered Client Service Associate - Bilingual in English and Russian. 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 tea

As a Client Service Associate within our Business Insurance Property & Casualty Group, you will support the Account Management and Sales teams, ensuring the client's needs and expectations are met. All Client Service Associates can expect ongoing Professional development opportunities that include O

Senior Client Service Associate. Provide exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, security transfers, and loan transactions including escalated research requests. As a Senior Client Service Associate within the Latin Ame

Performs a variety of client service functions associated with supporting the strategic initiatives of the company to enable business development, revenue growth, client retention and growth, and sales delivery enhancements. Participate in client calls, training sessions, and service reviews to ensu

As a Client Service Associate within our Business Insurance Property & Casualty Group, you will support the Account Management and Sales teams, ensuring the clients' needs and expectations are met. All Client Service Associates can expect ongoing Professional development opportunities that include O

Senior Client Service Associate. Provide exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, security transfers, and loan transactions including escalated research requests. As a Senior Client Service Associate within the Latin Ame

The Client Services Associate must provide superior client service by identifying the client’s wants and needs, acting on, and/or delegating items and following through to completion while keeping all parties informed throughout the process. Provides superior client service by identifying client��

The Client Service Associate supports advisor teams and clients through account operations, onboarding, and ongoing maintenance. Receive training and mentorship from Senior Client Service Associates and leadership. We provide a comprehensive platform that brings together wealth management, instituti

As a Client Service Delivery Associate I within JPMorganChase, you will play a pivotal role in delivering exceptional customer service and operational support to our clients. Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client exper

The firm is seeking a Client Service Associate to join our Private Client Division in New York. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investmen

Jefferies Wealth Management is seeking a Client Service Associate (CSA) to support Financial Advisors and Relationship Managers in delivering a high-touch, client-centric wealth management experience. Client Service Associate (CSA). Serve as a primary point of contact for clients, responding promptl

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to a

This role will support the growth of alternative investments across Wealth and Institutional channels, with a heavy focus on client service for intermediaries. Rowe Price’s significant presence in alternative investments by ensuring excellent client service across all of T. The backgrounds, talent

In North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies. Our clients today are companies in sectors such a

Under immediate supervision, Client Services Associate (Registered) 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 mai

Interact daily with Benefit / Human Resource contacts at large corporate clients and top law firms providing administration and client service support for their individual disability insurance benefits. Covala embodies our dedication to forming powerful bonds with our clients and plan participants c

Senior Client Service Associate. As a Senior Client Service Associate within the Latin America Private Bank at J. Provide exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, security transfers, and loan transactions including escal

The CSA partners closely with Client Service Advisors, Insurance Client Advisors, the broader Client Service team, and portfolio management and resources across the firm (operations, legal and compliance, RFP, reporting and analytics, onboarding, and mutual fund services). The Institutional Client S

As an Associate on the Client Service team, you will understand your client's unique business questions and identify the experts who can best provide the answers. Overview: The Client Service team connects Guidepoint's clients with subject-matter experts to better inform their business decisions. Cl