- Citizens (Tarrytown, NY)
- …'s unique circumstances. Citizens Private Wealth Management is expanding and looking for a Trust Client Service Associate to join their team. In this role, ... of the Citizen's Private Wealth Trust business. The Private Client Trust Associate assists the team in...to day activities of our fiduciary clients including new client onboarding, client service and… more
- Raymond James Financial, Inc. (New York, NY)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic...and branch office. + Onboards new clients, opens new client accounts and researches client and security… 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
- UHS (Johnson City, NY)
- Client Service Associate , UHS Wilson Medical Center Shift Day Rotational Hours per week: 0 Salary range: $19.37 - $28.09 per hour, depending on experience. ... Overview The Client Service Associate assists physicians, patients and other healthcare professionals as the laboratory resource for test reports, supply… more
- Nuveen Investments (New York, NY)
- Client Service Associate will partner closely with teams in product, distribution, operations, technology, shareholder services and others (including 3rd ... Sedentary Work **Career Level** 5IC **Preferred Experience** + 3+ years of Client Service Experience + 3+ years of experience in the Asset Management Industry… 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 ... with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team...detail + Strong verbal and written communication skills + Client facing experience; strong background and interest in the… more
- JPMorgan Chase (New York, NY)
- …interested in client service , financial markets and digitalization. As a Client Service Associate II within the Markets Transition team, you will ... the client , Corporate Investment Bank Markets business and Digital Client Service organizations. You will be operating on a global team, supporting clients… more
- Raymond James Financial, Inc. (Rochester, NY)
- **Job Description** Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of ... and branch office. * Onboards new clients, opens new client accounts and researches client and security...stressful situations and provide a high level of customer service in a calm and professional manner. * Analyze… more
- Citigroup (Uniondale, NY)
- The Client Services Associate is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing ... level of support to Securities Specialists including but not limited to, client market updates, new account opening and modification, documentation approval, wire… more
- Paychex (Rochester, NY)
- …interactions, performs data entry, maintains strong prioritization and organization Qualifications + Client or customer service experience - 1 year + Research ... Overview Under a significant level of guidance and direction, provides customer service for Paychex S125/FSA clients . Uses prescribed guidelines to ensure good… more