- 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
- Northern Rivers Family Services (Schenectady, NY)
- …- $19.00 Hourly Position Type Full Time Travel Percentage Negligible Description As a Client Services Associate , you will be a valued member of an ... all visitors that come to the Center. + Review client demographics; confirm name, address, insurance and collection of...HS degree and one to two years of related experience , or requisite education and experience . Benefits… more
- Publicis Groupe (New York, NY)
- …Novartis, Samsung, Visa and more. **Overview** **Position Summary:** The Sr. Associate supports the Investment Operations Director and Manager with processes, ... to detail They will work closely with Investment, Reconciliation and Client Operations teams. **Responsibilities** **Specific Responsibilities** : + Support Manager… more
- Mizuho Corporate Bank (New York, NY)
- …Ability to determine and review Dodd Frank regulatory information provided by the client and determine if sufficient based on regulation + Evaluate an Investment ... Onboarding is required versus streamlined KYC Onboarding is required + Ensure client packages adhere to internal audit requirements through the judgement made from… more
- World Insurance Associates, LLC. (Geneva, NY)
- …This position supports the Account Executive with responsibilities related to client management and retention Essential Duties and Responsibilities + Effectively ... ensuring all required tasks are completed accurately and on-time + Growing client loyalty by building positive relationships and providing high levels of advocacy,… more