- Raymond James Financial, Inc. (Saratoga Springs, NY)
- …in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative ... maintenance and to meet firm and industry requirements, ensures client paperwork and documentation is accurate and correct prior to submission and processing.… 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 ... assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation + Manage client needs regarding processing, service,… more
- Navient (Albany, NY)
- …our mission, read more below, and let's build something great together! **The Client Happiness Servicing Associate position will report to the Servicing Manager, ... Client Happiness.** **As the Client Happiness Servicing Associate , you will:** +...explain available relief options, and guide customers through necessary documentation and follow-ups. + Collaborate with internal teams to… more
- JPMorgan Chase (Manhasset, NY)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will be tasked ... with delivering exceptional client service, operational marketing, and administrative support to our...compliance requirements (eg completion of required operational forms and documentation ) + Prioritize daily work, track progress for current… more
- BlackRock (New York, NY)
- …skilled engineers, financial modelers, and data experts supporting Aladdin The Aladdin Client Experience team is the global client services organisation ... team of over 400 members, we + Provide outstanding client service to users, every time + Solve complex...and maintain service desk knowledge through structured training initiatives, documentation and other resources. + **Be present with our… more
- Raymond James Financial, Inc. (Saratoga Springs, NY)
- …and security information using internal databases and other technologies. + Ensures key client information and documentation is current with firm and industry ... returns. + Reviews, assesses and responds to all corporate action items and client account alerts. + Prepares financial reports, spreadsheets and other materials for… more
- Paychex (Rochester, NY)
- …interactions, performs data entry, maintains strong prioritization and organization Qualifications + Associate 's Degree - Preferred + Client or customer service ... customer service for one Paychex product in the S125 Client Service Center. Uses prescribed guidelines to ensure good...or IRS guidelines & regulations + Escalates tasks or documentation to other teams within the PIA + Develops… more
- Mizuho Corporate Bank (New York, NY)
- …with Investment Advisor Public Disclosure and Edgar sites, along with necessary documentation ( ie : RIA, QIB, 2111, AML Wolfsberg Questionnaire, Accelerated ... skills + Good communication skills + Appropriate and confidential handling of client data + KYC Onboarding background, specific experience in Investment Advisors &… more
- Scotiabank (New York, NY)
- …will work closely with the respective Directors and Managing Directors to manage client relationships in the United States. The Associate Director will also ... for handling certain credit related activities, including due diligence, negotiating documentation and monitoring industry trends. The Associate Director will… more
- MUFG (New York, NY)
- …client meetings to present solutions, address queries, and foster strong client relationships. **Transaction Execution and Documentation :** + Lead the ... the globe, we're 150,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building… more