- JPMorgan Chase (New York, NY)
- … client . **Job Responsibilities** + Serve as the primary day-to-day client service contact, supporting advisors and account managers + Act as the central ... and tailored solutions across every asset class. As a Client Account Manager within JP Morgan Asset...Asset Management you will be responsible for delivering exceptional client service to Institutional clients of JP… more
- Motion Recruitment Partners (New York, NY)
- Client Service Associate New York,...You will be responsible for: * Responsible for new account set up, change requests, & processing cash raises across ... New York **Hybrid** Contract $25/hr - $30/hr **Title:** Client Service Associate **Description:** Job...& Orthodontia Benefits + Vision Benefits + Health Savings Account (HSA) + Health and Dependent Care Flexible Spending… more
- Raymond James Financial, Inc. (Somers, NY)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense… 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
- City National Bank (New York, NY)
- …YOU NEED TO SUCCEED? *Required Qualifications** * Minimum 3 years experience in client service , banking operations or relationship management support required. * ... business and operational needs. As the operational expert for the client , the Account Officer is positioned to proactively execute on the concepts developed… more
- Raymond James Financial, Inc. (Saratoga Springs, NY)
- …returns. + Reviews, assesses and responds to all corporate action items and client account alerts. + Prepares financial reports, spreadsheets and other materials ... **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic...and branch office. + Onboards new clients, opens new client accounts and researches client and security… more
- HUB International (New York, NY)
- …maintain their own unique, regional culture. We are currently looking for an ** Associate Account Executive** to join our Employee Benefits team. **General ... of projects and interfacing with clients and carriers to ensure exceptional customer service . **Core Responsibilities** + Assist Senior Account Executives & … 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
- WTW (New York, NY)
- …strategy development, and execution at the insurance program level. The Associate Client Advocate (ACA) owns client service activities and client ... unlock potential. Learn more at wtwco.com . **Description** The Associate Client Advocate (ACA) client -facing...acquisition due diligence) + Maximizes the profitability of the client account & drives retention of that… 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
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