- Paychex (West Henrietta, NY)
- … industry. Responsibilities + Identifies and coordinates specific ongoing customized client service needs including plan design exceptions, documentation ... through effective collaboration with internal Paychex Operational departments, Financial Advisor community and appropriate sales organization. Provides support...exceptions as requested by both client and Financial Advisor to ensure. +… more
- Raymond James Financial, Inc. (New Hyde Park, NY)
- …the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... and branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and… more
- Publicis Groupe (New York, NY)
- …obsession to accelerate our clients' businesses through designing the products and services their customers truly value. **Overview** **Senior Client Partner, ... management, business development, and delivery oversight to ensure measurable impact across client engagements. Acting as a trusted advisor to C-suite… more
- Black Ink Business Services, LLC (Brooklyn, NY)
- …teams and excel at operating independently in fast-paced environments. What You'll Do Client Services + Partner with clients across diverse industries to deliver ... high-quality service + Build and manage long-term client ...and professionally to and on behalf of clients + Support day-to-day client business decision-making with data-driven… more
- Oracle (Albany, NY)
- …+ Foster a collaborative environment by working alongside consulting, product, development, support , and operational teams to anticipate client needs and drive ... **Job Description** Are you motivated by building strong client relationships and solving complex challenges? Join Oracle...challenges? Join Oracle Health as an Oracle Health Senior Support Manager and help transform healthcare technology for our… more
- Bank of America (New York, NY)
- …MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, ... Financial Advisor teams and deliver outstanding client service + Supervises financial transactions and...exposure for Merrill + Managing the branch's Wealth Management Client Associates and Service Support … more
- H&R Block (New York, NY)
- …host customer service training sessions with new Tax Advisors and Client Service Professionals (CSPs) to establish clear understanding of communication and ... you also had + Previous experience in a financial services or Registered Investment Advisor (RIA) business....Able to model and train others in delivering superior client service . + Previous multi-unit leadership experience… more
- Neuberger Berman (New York, NY)
- …years' experience in intermediary distribution (eg, FA engagement, home office coverage/ support , and/or hybrid or external client coverage) + Process-oriented ... As part of the newly created Client Advisory Team, the Client Advisory...business development through market-level partnerships. **Responsibilities** + Partner with Advisor Consultants to optimize business management and deliver a… more
- Raymond James Financial, Inc. (Clarence, NY)
- **Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients + ... and within a dynamic team environment to provide administrative support to the financial advisors and branch office +...the financial advisors and branch office + Open new client accounts, process money movement, and research information as… more
- JPMorgan Chase (New York, NY)
- …their clients. You will establish, maintain, and build relationships while delivering exceptional client service . In this role you will have extensive client ... of products and applications including, but not limited to: Advisor Services , Wealth Planning & Advice, Goal...suite + Perform daily administrative and operational duties that support the Financial Advisor (s) and clients, including… more