- Google (New York, NY)
- …work towards strategic goals in a fast-paced environment. + Excellent client service , relationship building, organizational, investigative, problem-solving, and ... and billions of users that trust Google with their most important goals. As an Account Manager Associate , you will be part of the Google Americas Sales … more
- Guardian Life (Albany, NY)
- …Very High Standards" important to you? If so, then you might be our next Associate Account Service Manager. This opportunity is within the Enterprise Contact ... Guardian's clients and brokers in the 2-1999 space. The Associate Account Service Manager serves...years group insurance experience + Previous experiences in a client facing or account management role +… more
- CIBC (New York, NY)
- …contribute. To learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) As a ** Client Service Associate /** **Senior Client ... exceptional service to clients. You'll respond to client inquiries, coordinate onboarding and account maintenance,...years of relevant financial industry experience.** Experience in a client service role within Wealth Management is… more
- JPMorgan Chase (New York, NY)
- Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences. As a Client ... broker for trade execution and ask that the remaining commission be allocated to a client account , where the investment manager would accrue CSA credits and use… more
- Kestra Financial (Kings Park, NY)
- Summary The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes ... account maintenance, and compliance + Process, submit, and service all account paperwork/requests; follow through to...objectives + Other responsibilities as assigned by the Senior Client Service Associate Knowledge, Skills,… more
- CVS Health (Albany, NY)
- …And we do it all with heart, each and every day. **Position Summary** The Associate Account Manager position with Aetna International works with the Account ... of their assigned customers. The AAM role provides proactive account service management in support of business...diplomats and staff in a dynamic, multi-cultural environment. The Associate Account Manager for this important position… more
- Neuberger Berman (New York, NY)
- …an experienced Wealth Advisor Team. The Client Associate enhances the client experience by assisting with the service , maintenance, and growth of the ... customized investment solutions, the platform is truly unique in the industry. The Client Associate will deliver comprehensive operational support and serve as a… more
- Citigroup (Uniondale, NY)
- The Client Services Associate is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing ... support to Securities Specialists including but not limited to, client market updates, new account opening and...not limited to, client market updates, new account opening and modification, documentation approval, wire transfers, journals,… more
- Heath System Services (Albany, NY)
- …of sales acumen, healthcare expertise, and a passion for providing top-notch customer service . The Associate Account Manager will leverage existing sales ... excellence and cultivate a supportive team environment. As an Associate Account Manager, you will play a...sleep, and medical equipment. + Leverage existing sales and service touchpoints to cultivate strong customer relationships and drive… more
- City National Bank (New York, NY)
- * CLIENT SERVICE ASSOCIATE SENIOR CNS* WHAT IS THE OPPORTUNITY? Serve as a registered representative for City National Securities (CNS). Process stock, ... support to Investment Officers, Trust Officers, Financial Advisors, CNB colleagues, and client requests across a broad range of brokerage activities for retirement… more