- Neuberger Berman (New York, NY)
- Reporting to the Sales Manager and serving as...American Intermediary sales team, the primary responsibility of the Client Associate (CA) is to partner with ... within a specific geographic region. **Responsibilities:** + Partner with Client Advisor to promote and sell Neuberger Berman equity,...updates, setting up sales appointments, and following up on client service + Act as a resource to advisors… 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 ... of business objectives + Other responsibilities as assigned by the Senior Client Service Associate Knowledge, Skills, and/or Abilities + Advanced computer… more
- JPMorgan Chase (Brooklyn, NY)
- Join JPMorgan's Securities Services team as a Client Solutions and Implementations Manager, where you will manage diverse client projects and deliver innovative ... solutions across a range of financial products. As a Client Solutions and Implementations Manager, you will be responsible for managing projects for a diverse … more
- Neuberger Berman (New York, NY)
- …+ Monitor and follow up daily activities of operational support and facilitate client service needs + Initiate new account openings through the Centralized Business ... the transfer of assets + General administrative tasks; scheduling client meetings, travel and expense reports and CRM tasks...+ Maintain multiple addressees used to group clients for reporting and trading purposes + Interact with operations and… more
- Bright Horizons (NY)
- …parents/guardians, coworkers and community + Ensure continuity of service by reporting to work on time and maintaining consistent attendance **Parent/Guardian ... analyze center use and registration reports to understand use by client towards membership, client registration levels and reasons behind use, turn away, and… more
- Citigroup (Staten Island, NY)
- The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. **Qualifications:** + 2-5 years relevant… more
- Citigroup (New York, NY)
- The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. **Qualifications:** + 2-5 years relevant… 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 ... support to internal and external customers performing problem investigation, resolution, client notification and specimen problem reporting . Primary Department… more
- MUFG (New York, NY)
- …the globe, we're 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building ... selected colleague will work at an MUFG office or client sites four days per week and work remotely...host-to-host connectivity protocols including ISO 20022 payments and information reporting standards. + This position requires a degree from… more
- Broadridge Financial Solutions (Edgewood, NY)
- …role is primarily focused on supporting Broadridge for ICS Operations. The Reporting Analytics Analyst will collaborate on quality-centric and financial reporting ... with a focus on continual improvement internally as well as improving the client experience. The Analyst will also assist Quality Management leadership with the… more