Client services associate jobs in Valley Stream, New York (NY) State

The position of the Client Services Associate is responsible for serving as the first level of support to existing clients, and managing and coordinating the completion of all language projects. Our services portfolio covers everything from business support services such as interpretation, multic...

Our client, a boutique wealth manager in Westchester, is looking to add a Client Services/Operations Associate to their growing team. The role will be a mix of new client onboarding, client correspondence and inquiries, wire transfers, audits, and ad hoc projects. The ideal candidate will have 3-...

The position of the Client Services Associate is responsible for serving as the first level of support to existing clients, and managing and coordinating the completion of all language projects. Our services portfolio covers everything from business support services such as interpretation, multic...

Our client, a well-known asset management firm, is looking for a Client Onboarding Analyst to join their team. The responsibilities of this role include assisting with new fund entity creation, running investor data reports in Microsoft Excel, and assisting the Investor Services and Operations te...

Our client, a boutique wealth manager in Westchester, is looking to add a Client Services/Operations Associate to their growing team. The role will be a mix of new client onboarding, client correspondence and inquiries, wire transfers, audits, and ad hoc projects. The ideal candidate will have 2-...

Westchester-based Family Wealth Management firm seeks Client Services Associate. Actively use our Client Relationship Management (CRM) database, updating investor relations and business development activities. ...

The position of the Client Services Associate is responsible for serving as the first level of support to existing clients, and managing and coordinating the completion of all language projects. Our services portfolio covers everything from business support services such as interpretation, multic...

Our client, a well-known asset management firm, is looking for a Client Onboarding Analyst to join their team. The responsibilities of this role include assisting with new fund entity creation, running investor data reports in Microsoft Excel, and assisting the Investor Services and Operations te...

The position of the Client Services Associate is responsible for serving as the first level of support to existing clients, and managing and coordinating the completion of all language projects. Our services portfolio covers everything from business support services such as interpretation, multic...

Westchester-based Family Wealth Management firm seeks Client Services Associate. Actively use our Client Relationship Management (CRM) database, updating investor relations and business development activities. ...

Client Services Supervisor, Client Services Manager, or equivalent leadership. In North America, our services include office services such as reception/lobby concierge, mail center, and conference room management in addition to document processing services utilizing leading edge technologies. Our...

As a key member of the Client and Product Services (CAPS) team, this Associate will partner with the Asset Class Product Teams, Relationship Managers, Compliance, Finance, Operations and Technology (as well as other stakeholder groups as needed) to coordinate and enhance the overall client experi...

Client Services Supervisor, Client Services Manager, or equivalent leadership. In North America, our services include office services such as reception/lobby concierge, mail center, and conference room management in addition to document processing services utilizing leading edge technologies. Our...

Senior Associates in our Private Client Services practice, manage and support their team on multiple engagements for a wide range of sophisticated clients, including some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals...

We are seeking a proven and seasoned Client Service Associate to provide support and assistance to financial advisors of a wealth management client in NYC. This role is a combination of client service and operations focused on providing excellent service to both the advisors and their clients. Re...

A Client Service Associate role is now available for our Financial Services client. Provide new client onboarding and associated paper work processing providing accurate document preparation and diligent processing of client forms and applications. Partner with Advisory Team and Client Service Te...

Client Services Associates are the first point of contact for clients. Client Services Associate Development Program (ADP),. As a member of Client Services, you will serve as a solution generalist for the S&P Global Market Intelligence platforms. Client Services interacts with many internal teams...

This position is rooted within the Private Client Services practice with a focus on tax services for Family Offices and UHNWIs. Private Client Services team is expected to have high technical knowledge in review of individual 1040 returns, fiduciary 1041 returns, 709, family partnerships, private...

The Client Services Associate Development Program prepares you for a successful career in a client-facing roles following your 15 to 18 months in Client Services. Client Services Associate Development. The S&P Global Market Intelligence Client Services Associate Development Program offers emergin...

Client Services Supervisor, Client Services Manager, or equivalent leadership. Overall, this position continuously offers the highest level of service to all client and SPS employees while maintaining a professional image of the company by providing prompt, courteous and efficient service. Perfor...

Our client a diversified digital asset management firm with over $550 million AUM is seeking a Junior Client Services professional to join their team in order to help service the company’s rapidly growing client base. This is a great opportunity for someone with the desire to assist clients and w...

Senior Associates in our Private Client Services practice, manage and support their team on multiple engagements for a wide range of sophisticated clients, including some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals...

Junior Associate Attorney - Private Client Services, New York Office. A prestigious law firm's New York office is actively seeking first to third-year associates to join the Private Client Services Group. The Private Client Services Group offers a unique opportunity for associates to engage in an...

Assists with analyzing, verifying, tracking, and reporting on needs for the various information technology services. ...