Client service associate jobs in New York, New York - Page 19Create job alerts

Assist team members to ensure ongoing client contractual obligations are being met Support the fulfillment of ad-hoc client inquiries and requests Facilitate and oversee client cash flow requests to ensure proper handling Help manage client communications to ensure timely and proactive updates are p

We're seeking a Client Services Associate to support daily operations, deliver exceptional service, and create a welcoming experience for employees and visitors. In North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge

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

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

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

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 responses to inbound client communi

As a Client Service Associate II - Corporate Action in the Securities Services Custody Client Operations team, you will deliver best-in-class solutions for settlement, safekeeping, and asset servicing of securities. Work closely with Client Service teams to manage client expectations and concerns. C

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

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

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 the

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

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

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 guid

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

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. Assisting FAs/PWAs/teams in delivering against their business plan and client service model. Leading with a client first mindset, a suc

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 -

Registered Client Service Associates (CSAs) 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 offerin

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

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

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

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.

Interpersonal, organizational and client service skills. Provide quality service to clients and facilitate operational tasks (i. Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, and 401(k) consu

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.

As a Management Associate supporting the Head of Client Service Asset Management - Americas, you will work with senior leaders and internal business managers to execute key strategic projects and assist with solving day-to-day business issues. Proactively propose and implement process improvements,

As a Client Service Manager (CSM) in Securities Services, you will join a dynamic client service team, supporting a book of clients and working closely with senior members to ensure satisfaction and effective governance of products and services. Join our Securities Services team and help shape the c

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. The Client Service team connects Guidepoint's clients with subject-matter experts to better inform their business decisions. Client Servi

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

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

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.

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 client-

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. Collabora

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

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

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. Senior Client Service Associate. As a Senior Client Service Associate within the Latin Ame

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, talents,

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

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

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