- 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 ... + Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person,… more
- Brooklyn Defender Services (Brooklyn, NY)
- Brooklyn Defender Services (BDS) is seeking a Client Services Associate to join our team. BDS is a public defense office representing low-income New Yorkers in ... appointments as needed, including managing room availability. + Respond to Client Services requests including room booking, scheduling Ubers, activating… 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 ... and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation + Manage client needs… 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
- Raymond James Financial, Inc. (Saratoga Springs, NY)
- …high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, ... and branch office. + Onboards new clients, opens new client accounts and researches client and security...clients, opens new client accounts and researches client and security information using internal databases and other… more
- JPMorgan Chase (New York, NY)
- …invested, staying invested, and investing with less emotion. As an Internal Client Advisor within our financial advisory team, you will assist financial advisors ... of the broader capital markets by providing timely solutions. In collaboration with a Client Advisor, you will aim to meet the objectives for your territory through… more
- City of New York (New York, NY)
- …staff. The Office of Child Support Services (OCSS) is recruiting (1) one Clerical Associate III to function as a Scheduling Unit Supervisor who will: Supervise ... Job Description CANDIDATE MUST BE PERMANENT IN THE CLERICAL ASSOCIATE TITLE. The Office of Child Support Services (OCSS)...to review and/or update as necessary, based on scheduled client appointments and/or walk-ins / call-ins, such as FRED,… more
- City of New York (New York, NY)
- Job Description CANDIDATE MUST BE PERMANENT IN THE CLERICAL ASSOCIATE TITLE. The OCSS Borough Offices (BO) are the point of entry into the child support system for ... such monies. Under supervision, of the Office Manager (Principal Administrative Associate I) with latitude for independent judgment, the Clerical Associate… more
- Allied Universal (New York, NY)
- …the communities and customers we serve. Allied Universal is currently seeking a Client Portfolio Manager to lead operations for a large commercial real estate ... client in New York City. The primary role of...their opportunity for advancement/promotability + Capably utilize WinTeam for scheduling and billing and to produce reports (such as… more
- Legence (New York, NY)
- …for client satisfaction + Responsible for planning, interpreting, organizing, scheduling , and managing projects through all phases of development + Establish and ... **Title:** Senior Associate (Design Project Manager) - NY **Trade:** Electrical...preparation of proposals + Must have Time Management and scheduling skills + Excellent client -facing and communication… more