- JPMorgan Chase (New York, NY)
- …+ Previous experience at an asset management firm; background in client service + Excellent communication skills (both oral and written) + Bachelor's degree ... and tailored solutions across every asset class. As a Client Account Manager within JP Morgan Asset Management you...package including base salary determined based on the role, experience , skill set and location. Those in eligible roles… more
- Neuberger Berman (New York, NY)
- …Microsoft Office including Excel, PowerPoint, Outlook, and Word + Salesforce knowledge and experience is a plus + Strong interpersonal, client servicing, and ... point of contact for high-net-worth clients, addressing operational support and client service needs including inquiries related to new accounts, LOAs, account… more
- Neuberger Berman (New York, NY)
- …data for reporting + Assist in the creation, coordination, and completion of client reporting ** Experience and Skills Qualifications:** + SIE, Series 7, and ... Series 66 required + 2-4 years of client service or support experience in the financial services industry preferred + Proficiency in Microsoft Office (Word,… more
- JPMorgan Chase (New York, 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 provide ... client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. **Job responsibilities** + Support Advisors… more
- Raymond James Financial, Inc. (Saratoga Springs, NY)
- …the financial advisors and branch office. + Onboards new clients, opens new client accounts and researches client and security information using internal ... databases and other technologies. + Ensures key client information and documentation is current with firm and...+ Provide a high level of customer service. **Education/Previous Experience ** + High School Diploma or equivalent and one… more
- JPMorgan Chase (New York, NY)
- …offer them the best the firm has to offer. As a Field Incentive Support Associate within the Private Client Relationship Management team, you will oversee and ... At JPMorgan Chase, we are committed to extraordinary client service, taking care of our employees, and...and Capabilities:** + **Experienced** - Should have 3+years of experience in financial services and background in Finance, Compensation,… more
- City National Bank (New York, NY)
- …WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Minimum 3 years experience in client service, banking operations or relationship management support ... and operational needs. As the operational expert for the client , the Account Officer is positioned to proactively execute...required. * Minimum 3 years experience in a banking or financial services environment required.… more
- JPMorgan Chase (New York, NY)
- …set new standards for service excellence at JPMorgan Asset Management. As a Client Service Delivery Associate within JPMorgan Asset Management, focusing on ... the chance to make a real impact by improving how clients and business users experience our products and services. This role is ideal for junior talent eager to… more
- JPMorgan Chase (New York, NY)
- …by delivering high-quality products that resonate with clients. As a Sr. Product Associate - Client Intelligence - Machine Learning Center of Excellence, you ... successful launch of products, gather crucial feedback, and ensure top-tier client experiences. With a strong commitment to scalability, resiliency, and stability,… more
- UHS (Johnson City, NY)
- Position OverviewThe Client Service Associate assists physicians, patients and other healthcare professionals as the laboratory resource for test reports, supply ... or Specimen Management). Preferred: + One (1) year Laboratory Client services in a clinical laboratory setting. Experience... Client services in a clinical laboratory setting. Experience with HIS, LIS and EMR. About United Health… more
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