- 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 ... of business objectives + Other responsibilities as assigned by the Senior Client Service Associate Knowledge, Skills, and/or Abilities + Advanced computer… more
- JPMorgan Chase (New York, NY)
- **Job summary:** We are seeking a talented Associate to join the North America Client Platform team within Americas Client Service. As an Associate on ... the controls environment and manage business initiatives for the Client Account Management (CAM) organization as well as have...package including base salary determined based on the role, experience , skill set and location. Those in eligible roles… more
- JPMorgan Chase (Brooklyn, 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...package including base salary determined based on the role, experience , skill set and location. Those in eligible roles… more
- Guardian Life (Albany, NY)
- ** Client Service Delivery Associate III** **-** **Preferred PST/MST time zones with a pay rate of $21.00 per hour with a 3% annual bonus target.** **Position ... Summary** The Client Service Delivery Associate III role supports...Associate Degree, bachelor's degree, or equivalent work preferred experience in Customer Service and insurance industry. + 2-3… more
- JPMorgan Chase (New York, NY)
- …staying invested, and investing with less emotion. **Job Summary:** As an Internal Client Advisor Associate within the Asset Management team, you will be ... mutual funds, ETFs, and separately managed accounts in partnership with an External Client Advisor. This role provides an opportunity to demonstrate your passion for… more
- M&T Bank (New York, NY)
- …with operation, security, and audit procedures as well as a positive client experience . Follow established procedures when the report review identifies ... Required:** **Bachelor's degree and a minimum of 1 years' financial services client service experience , or in lieu of a degree, a combined minimum of 5 years'… more
- JPMorgan Chase (New York, NY)
- …scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business ... their clients. You will establish, maintain, and build relationships while delivering exceptional client service. In this role you will have extensive client … more
- World Insurance Associates, LLC. (Woodbury, NY)
- …from one of our multiple offices throughout the region. Position Summary The Associate Client Representative supports the daily management of a high-volume ... excellent customer service to external and internal clients to ensure client satisfaction and retention. Essential Duties and Responsibilities + Supports lead… more
- S&P Global (New York, NY)
- **About the Role:** **Grade Level (for internal use):** 07 **About the** **Role:** ** Client Services Associate , Capital Markets** **The Team:** Join a team that ... skills, and professional communication. You will serve on the Capital Markets Client Services team, where you will help clients resolve their issues, interpret… more
- World Insurance Associates, LLC. (Farmingville, NY)
- …retirement plan services, and payroll & HR solutions. Position Summary The Senior Associate Client Representative works independently, to provide support to lead ... service and/or Client Advisors, by following established workflows and procedures on...against request + Document maintenance/retrieval Qualifications + 2+ years' experience in Personal Property and Casualty + Must hold… more
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