Customer advisor jobs in Union City, NJ - Page 2Create job alerts

Our client, an investment advisor in Midtown, is seeking an Investor Relations Associate. Job ... Proficiency with Excel, PowerPoint, and CRM systems preferred * Superb written and oral ...

Advise customers on best practices for API integration, provide recommendations that other customers have used * Understand and collect data from customers about how to improve the product and ...

You will advise internally and externally on methods of shipment, payment methods, invoicing and ... customer concerns and support internal digital team. • Focus on customer returns providing ...

S. broker dealers in the routing of their customer orders to various U.S. securities trading venues ... Act as a trusted advisor to senior management on compliance and regulatory matters. * Align the ...

... advising management to anticipate and understand otherwise unexpected risks and put in place ... Client, Customer and Stakeholder Focus: * Able to build relationships with a mix of colleagues and ...

Manage customer service inquiries and reporting for key clients * Monitor, investigate and dispute e-commerce and retail chargebacks; gather historical data to advise on best practices to minimize ...

Create/update CRM, VDR and other database platform tools to (i) support the investment management ... Advisor Asset Management: * Support transfer process of documentation and investment company ...

Take your career to the next level at Prudential Advisors! Change your life by helping others ... Are a customer service champion. * Are an engaging and compelling communicator and negotiator

Like you, these advisors are AMS clinicians who have a passion for high-quality care, knowledge ... great customer service and responsiveness to requests, and advocacy when there is an issue. When ...

Contract reviewing, drafting, negotiating and advising responsibilities for a variety of agreements ... and customer disputes. * Preparing and maintaining template documentation and negotiation ...

Provide first-point-of-contact support for Deposit related and other non-credit matters for RM customers and customers who self-select to contact the incumbent. * Act as an expert advisor for the ...

Experience managing a CRM (ideally Salesforce) Location and Travel Team member will work fully ... We also offer a financial advisor who can help you with your investment options. * Coaching

... proactively advising on solutions. * Oversee large exterior remodel projects from planning to completion. * Lead projects end to end ensuring they are completed on time with high customer ...

Advise Customer Service representatives of any delays in delivery of cargo so they can contact client. QUALIFICATIONS: * Minimum of 2-3 years relevant work experience. * Excellent written and verbal ...

Our agents and advisors offer meaningful insurance and financial solutions to our Catholic members ... outstanding customer service QUALIFICATIONS (Minimum): • Active state license to sell life ...

And above all, we will maintain our role as independent, trusted advisors to the youth we serve ... At least two years of internship or work experience in a people-facing role (e.g. customer service ...

Advise on best practices for integrating Airtable into their workflow and provide prescriptive ... Create documentation to support solution development and train customers on their new workflows

Regular appointment partnership with Client Advisors - ensuring consistent client engagement and providing forethought to customer expectations. * Leverages digital, in-store, and web-based ...

Accompany & advise the financial PM in their research and user interviews process. * Market and ... Willingness to travel occasionally for customer meetings and event * Bachelor's degree Equal ...

Dynamic team of over 100 full-time people and 40+ Senior Advisors / Operating Partners. The senior ... Ad hoc tasks as needed, inclusive of PowerPoint, Excel and CRM system work. Required Qualifications ...

... CIP (Customer Identification Procedure) regulatory requirements to clients and maintaining a ... Advise team members in the development and implementation of escalation procedures for KYC / AML ...

They will lead as a subject matter expert to advise on business requirements, system capabilities ... Excellent consultative, organization, customer service, analytical, and problem-solving skills

We strive to build world-class technology to detect, prevent, and advise business on the threats ... Develop and implement a data-driven marketing strategy that drives brand awareness, customer ...

Responsibilities: • The Inquiry Representative handles all customer service received by telephone, mail and walk-ins • Perform daily support functions such as customer service, phone calls, data ...