Are you a business? Hire client service associate candidates in Freeport, NY
As a Client Sales Associate, you will seek new customers and help with their needs. Understanding of sales techniques and best practices in customer service. ...
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...
The Client Services Associate will be responsible for customer service and operational functions for the firm. Professional demeanor with strong customer service attitude. Our client is an investment advisor focused on global credit and manages over $25 billion in AUM.
The Client Services Associate is a developing professional role.This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data.Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices...
Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. Client Services Associates for our branches. Additional responsibilities and requirements for a Registered Client Service Associate.
As an Associate in the Client Service team, you’ll be the link between our clients and the expert knowledge they seek. Together, we help our clients access expert knowledge, elevate their decision-making and drive progress by connecting them with niche experts across the world. You possess a clie...
NOTE: This opportunity is for future needs.
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.
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...
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...
Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(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...
BXMA – Client Service Analytics, Associate. At analyst and associate level, you will play an integral role in developing tools to assist the team with client reporting, creation of strategic marketing materials, client relationship management, message control, and process enhancements and efficie...
Looking to start your career in a fast-paced commercial role? Seeking to have immediate personal impact with a clear career path ahead of you? If so, our Associate Program is the right choice for you.We bring together some of the most ambitious people from around the globe to work with the leadin...
Are you truly service oriented? Do you know how to take care of people?.We’re looking for a Registered Client Service Associate to:.
Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(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, filing...
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 insurance benefits. Account Servicing or Corporate-level Customer Service experience. NFP provides solut...
In this role, you will actively engage with clients, confirm appointments, follow up with past and potential clients, distribute marketing materials, and keep clients engaged during wait times. Join our team and make a positive impact on our clients' journey with us!. Prior customer service or sa...
Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor. A Registered Client...
Fluent English and Portuguese are required.
Maintain existing client relationships through the processing of client requests, resolving client inquiries while ensuring all client information and documentation is up to date. Under general supervision, the Senior Client Service Associate enhances the client experience and maintains a high le...
Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client. Registered Client Service Associate**. Identify and assist with Firm services and solutions that support clients’ needs including banking products and services and secure, digital offerings lik...
Powered by innovative technology, real-time data, and hard-to-source expertise, we help our clients to turn answers into action. Guidepoint is a leading research enablement platform designed to advance understanding and empower our clients’ decision-making process.
Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client. Cultivate and enhance new and existing client relationships through activemunication with clients, processing client requests, resolving inquiries, providing guidance and making sure key inform...
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...
