Are you a business? Hire client service associate candidates in Oceanside, NY
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...
We’re looking for a Registered Client Service Associate to:.
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) with t...
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. NFP provides solutions enabling client success through the expertise of over 8,000 g...
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. We are looking for someone who thrives in a welcoming, customer service-oriented environment with. If y...
Client Service Trade Support – Associate Manager (Go Trade+). SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Providing ongoing and daily operations support to client(s) across all aspects of the post trade lifec
Under general supervision, the Senior Client Service Associate enhances the client experience and maintains a high level of client service and branch support. Maintain existing client relationships through the processing of client requests, resolving client inquiries while ensuring all client inf...
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 activemunication with clients, processing client requests, resolving inquiries, providing guida...
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...
As a Client Service Associate in Payments you will support the effective execution of the firm wide operational risk and control framework across the Payments business. Coordinate with the regional Payments Business Control Managers and lead control-oriented initiatives on behalf of Client Servic...
Experience in financial services, an operational area and/or client services preferred. We’re seeking a future team member for the role of Associate to join our Client Service team. Provides clients information related to BNY products and services representing a limited number of lines of busine
