- JPMorgan Chase (New York, NY)
- …set new standards for service excellence at JPMorgan Asset Management. As a Client Service Delivery Associate within JPMorgan Asset Management, focusing on ... and identify gaps to solve problems. Your recommendations will directly influence client satisfaction and drive continuous improvement. You'll enjoy a balance of… more
- Raymond James Financial, Inc. (Depew, NY)
- **Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients + Work ... 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)
- …invested, staying invested, and investing with less emotion. As an Internal Client Advisor within our financial advisory team, you will assist financial advisors ... of the broader capital markets by providing timely solutions. In collaboration with a Client Advisor, you will aim to meet the objectives for your territory through… more
- Mizuho Corporate Bank (New York, NY)
- Responsibilities: Support direct team manager for all onboarding processes: + Compose KYC packages and perform due diligence on new clients based on risk rating ... Ability to determine and review Dodd Frank regulatory information provided by the client and determine if sufficient based on regulation + Evaluate an Investment… more
- Paychex (West Henrietta, NY)
- …on fostering an inclusive and innovative culture. Our leaders are here to support your career journey; they and our dedicated employees embody the values that ... drive us to support each other, our clients, and our communities. Join...prioritization and organization + Documents all interactions Qualifications + Associate 's Degree - Preferred Compensation In the spirit of… more
- Neuberger Berman (New York, NY)
- We are seeking an Investment Team Support Associate to join our team. This is a high-performing function within the Public & Private Markets, with a primary, ... ownership, client focus, and continuous improvement; allocate resources to support changing priorities. + Build deep relationships with PMs, Traders, Operations,… more
- Stony Brook University (Stony Brook, NY)
- Travel & Expense Client Support Specialist **Required Qualifications (as evidenced by an attached resume):** Bachelor's degree (foreign equivalent or higher). In ... lieu of a Bachelor's degree, an Associate 's degree and two (2) years of directly related...system. **Brief Description of Duties:** The Travel & Expense Client Support Specialist reports to the Assistant… more
- Kestra Financial (Wappingers Falls, NY)
- The Associate /Service Advisor reports to the Lead Advisor and serves as the primary contact for customer relationship management and account servicing. This position ... financial services industry and products, and is critical in handling the day-to-day client management on behalf of the Lead Advisor. This is a full-time, in-person… more
- Foresters Financial Services (Albany, NY)
- Sales Support Associate Sales Albany, New York...of hire to allow the incumbent to expand the client support provided to the Representative. What ... needs, run product illustrations, graphs, charts, etc. for presentation to the client by the representative. + Provide clerical support including the mailing… more
- Deloitte (New York, NY)
- Deloitte Technology Associate Internship, Technology Support - New York, NY Are you passionate about technology and interested in joining a community of ... end-user relationships at all levels of the organization. You will provide technical support to Deloitte's mobile workforce locally, at client engagement sites,… more